Applied Materials
Organization
A global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world.
What experts have said about Applied Materials
3 statements · 3 negative
Applied Materials reported modest third-quarter upside and disappointing fourth-quarter guidance.
“the semiconductor manufacturer reported only modest upside in its third quarter results and gave a fourth quarter outlook that generally disappointed Stifel”
Open the episode · Reddit Rises, Applied Materials Falls, Aerovironment Gains After US Imposes Tariffs on SystemsListen at 1:51
Applied Materials’ results were insufficient despite being positive.
“good is sometimes not good enough”
Open the episode · Reddit Rises, Applied Materials Falls, Aerovironment Gains After US Imposes Tariffs on SystemsListen at 2:14
Applied Materials shares are under market pressure despite reported results.
“Applied Materials, coming under some pressure”
Open the episode · Gemini and Applied Materials Lower; Reddit ClimbsListen at 2:45
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
6 episodes featuring Applied Materials
Stock Movers
Reddit surges and Applied Materials slips as trade tariffs boost AeroVironment
This episode highlights how index changes, aggressive trade policies, and sky-high investor expectations are actively reshaping corporate valuations.
Aug 14, 2026 · 6 min
Stock Movers
Reddit rallies on S&P 500 entry while Applied Materials slides
This episode highlights how index inclusions and trade policy shifts can overshadow fundamental earnings performance in driving daily market winners and losers.
Aug 14, 2026 · 6 min
Stock Movers
Markets weigh strong forecasts against sharp stock reversals
The episode shows how earnings, policy announcements, index inclusion, and quarterly losses are moving individual stocks in different directions.
Aug 14, 2026 · 8 min
Stock Movers
Workday jumps as AI expectations reshape stock winners
The episode shows how takeover speculation, demanding AI valuations, and uneven forecasts are driving sharp moves across software, semiconductors, and luxury retail.
Aug 13, 2026 · 8 min
Stock Movers
Chip equipment suppliers surge on South Korean investments as Zimmer Biomet slumps
Understanding these divergent market movements reveals where global capital is flowing, from high-tech manufacturing to defense, and where consumer demand is softening.
Jun 30, 2026 · 7 min
Stock Movers
Comcast spins off media assets while Rocket Lab targets SpaceX dominance
This episode highlights how legacy media giants are restructuring for the streaming era while aerospace and chip companies reposition for AI and satellite dominance.
Jun 29, 2026 · 7 min