Applied Materials Stock Forum

Lithium: $Albemarle (ALB.US)$ $Sigma Lithium (SGML.US)$
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Silicon: $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ $Qualcomm (QCOM.US)$ $Applied Materials (AMAT.US)$
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$Applied Materials (AMAT.US)$ Is 200 the resistance?

$Applied Materials (AMAT.US)$ 184.12 is 250 day m/a. solid support there

Was taking another look at the key players in the semiconductor equipment space. In recent years, $ASML Holding (ASML.US)$ has been the fastest growing while $KLAC has been the most profitable. $Applied Materials (AMAT.US)$ currently trades at the cheapest valuation and $Lam Research (LRCX.US)$ has highest exposure to memory.

Morning Movers
Gapping up
$Texas Instruments (TXN.US)$ stock increased by 1.3% following the signing of a preliminary memorandum with the U.S. Department of Commerce, which could lead to up to $1.6 billion in direct funding.
$The Kroger (KR.US)$ stock went up by 1.8% as the grocery chain revealed a plan to cut grocery prices by $1 billion after its anticipated $25 billion merger with Albertsons.
$NVIDIA (NVDA.US)$ stock gained ...

$Applied Materials (AMAT.US)$
Applied Materials Q3 Earnings Report
Total Revenue: $6.78 billion, up 5.5% year-over-year, exceeding expectations.
Key Financial Highlights:
Earnings Per Share (EPS):
GAAP: $2.05, an 11% increase year-over-year.
Non-GAAP: $2.12, a 12% increase year-over-year.
Operating Margin:
GAAP: 28.7%, Non-GAAP: 28.8%. Improvement driven by effective cost management and increased sales of high-value products.
Semiconductor Equipment Demand:
The demand for semicon...