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Speakers (2)
Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
Joseph Amato
Neuberger Berman
Trade Ideas (131)
Date Ticker Price Dir Speaker Thesis Source
Feb 18 $369.30
$369.30 -0.0%
N/A Finnhub News Finnhub - AMAT
Applied Materials Settlement Clarifies Export...
Feb 18 $369.30
$369.30 -0.0%
N/A Finnhub News Finnhub - AMAT
Earnings Estimates Moving Higher for Applied ...
Feb 18 $369.30
$369.30 -0.0%
N/A Finnhub News Finnhub - AMAT
It’s ‘Time to Shine’ for Applied Materials St...
Feb 18 $369.30
$369.30 -0.0%
N/A Finnhub News Finnhub - AMAT
International Markets and Applied Materials (...
Feb 18 $369.30
$369.30 -0.0%
N/A Finnhub News Finnhub - AMAT
Applied Materials, Inc. (AMAT) Is a Trending ...
Feb 18 $369.30
$369.30 -0.0%
N/A Finnhub News Finnhub - AMAT
Samsung Electronics Leans Into AI Memory, Cir...
Feb 18 $369.30
$369.30 -0.0%
N/A Finnhub News Finnhub - AMAT
Semiconductor Manufacturing Equipment Researc...
Feb 17 $359.13
$369.30 +2.8%
N/A Finnhub News Finnhub - AMAT
Applied Materials Shares Rise ~4% Following K...
Feb 17 $359.13
$369.30 +2.8%
N/A Finnhub News Finnhub - AMAT
Looking At The Narrative For Applied Material...
Feb 17 $359.13
$369.30 +2.8%
N/A Finnhub News Finnhub - AMAT
3 Reasons to Make ASYS Stock a Sell Even Afte...
Feb 17 $359.13
$369.30 +2.8%
N/A Finnhub News Finnhub - AMAT
Applied Materials to Participate in Upcoming ...
Feb 17 $359.13
$369.30 +2.8%
N/A Finnhub News Finnhub - AMAT
Barclays Maintains Overweight on Applied Mate...
Feb 17 $359.13
$369.30 +2.8%
N/A Finnhub News Finnhub - AMAT
Company News for Feb 17, 2026
Feb 17 $359.13
$369.30 +2.8%
N/A Finnhub News Finnhub - AMAT
Nasdaq Down 50 Points, Records Weekly Loss: I...
Feb 16 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Chip Stocks Split: AMAT and TSMC Gain While N...
Feb 16 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Amtech's Weak SFS Demand Continues: Is Profit...
Feb 16 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Samsung HBM4 Ramp And EPIC Center Role In AI ...
Feb 16 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
2 High-Flying Stocks to Consider Right Now an...
Feb 15 $354.91
$369.30 +4.1%
LONG Finnhub News Positive developments for Samsung and Applied Materials, including a breakthrough and alliance, suggest a re-evaluation of their market value. Finnhub - AMAT
Samsung HBM4 Breakthrough And Applied Materia...
Feb 15 $354.91
$369.30 +4.1%
LONG Finnhub News Applied Materials benefits from clearing a US probe and a strategic partnership with Samsung aimed at refocusing growth. Finnhub - AMAT
Applied Materials Clears US Probe As Samsung ...
Feb 14 $354.91
$369.30 +4.1%
NEUTRAL Finnhub News The headline notes the strong performance of 'safer' chip stocks this year and questions whether it's still a good time to invest. Finnhub - AMAT
These ‘safer’ chip stocks have boomed this ye...
Feb 14 $354.91
$369.30 +4.1%
LONG Finnhub News Needham raised its price target for Applied Materials, indicating a positive outlook for the stock. Finnhub - AMAT
Applied Materials price target raised to $440...
Feb 14 $354.91
$369.30 +4.1%
LONG Finnhub News Cantor Fitzgerald increased its price target for Applied Materials, suggesting a bullish sentiment for the company. Finnhub - AMAT
Applied Materials price target raised to $470...
Feb 14 $354.91
$369.30 +4.1%
NEUTRAL Finnhub News This headline provides a review of market activities for a specific week. Finnhub - AMAT
MarketBeat Week in Review – 02/09 - 02/13
Feb 14 $354.91
$369.30 +4.1%
SHORT Finnhub News The Finnhub - AMAT
Benzinga Bulls And Bears: Cloudfare, Meta, Ly...
Feb 14 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Investing.com’s stocks of the week
Feb 14 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Applied Materials Surges On 20% Growth Guidan...
Feb 14 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Applied Materials Clears Export Probe And Dee...
Feb 13 $354.91
$369.30 +4.1%
LONG Scarlet Fu
Senior Advisor, Wilshire
Applied Materials (AMAT) hit a record high on upbeat sales forecasts. Arista Networks (ANET) is rising on AI networking demand. Nvidia (NVDA) is indirectly tapping debt markets via "Tracked Capital" to lease data centers. While "software" is being sold off due to disruption fears (see above), the "picks and shovels" of AI (Hardware, Semis, Networking) are seeing confirmed order flow. The capex spend is real and accelerating. LONG the AI Infrastructure layer. Over-saturation of supply or a sudden cut in Big Tech capex spending. Bloomberg Markets
US CPI Fuels Fed Wagers, US Inflation Comes I...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
BofA revamps Applied Materials stock price ta...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Stock Market Today, Feb. 13: Inflation Data S...
Feb 13 $354.91
$369.30 +4.1%
LONG Carol Massar
Anchor, Bloomberg
Applied Materials stock rose ~8% to a record high after delivering an upbeat sales forecast and settling a Commerce Department investigation. The company explicitly signaled that demand for AI and memory semiconductors is fueling equipment purchases. The settlement removes a significant legal overhang, allowing the market to focus purely on the AI infrastructure tailwinds. LONG as a pick-and-shovel play on the continued build-out of AI and memory chip capacity. Cyclical downturn in the broader semiconductor equipment market. Bloomberg Markets
Stocks Steady as Treasury Yields Slip After C...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Stock Market Today: Dow Ends Choppy Session H...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
US Equity Indexes Mixed as Investors Sell Tec...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
US Equity Indexes Fall This Week as AI-Scare ...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Applied Materials, Rivian, Moderna, Arista, F...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
US Equity Markets Mixed as Investors Weigh So...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Stock market today: Dow, S&P 500, Nasdaq gain...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Sector Update: Tech Stocks Rise Late Afternoo...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Top S&P500 movers in Friday's session
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Applied Materials Jumps 15% After $7.65 Billi...
Feb 13 $354.91
$369.30 +4.1%
LONG Dani Burger
Anchor, Bloomberg Television
Applied Materials (AMAT) beat earnings with strong guidance due to AI demand. Rivian (RIVN) posted its first-ever annual gross profit. Moderna (MRNA) beat revenue estimates on unexpected Covid vaccine demand. In a market dominated by "AI Anxiety," investors are rewarding tangible execution. AMAT confirms the "Picks and Shovels" hardware trade is intact. RIVN proves operational efficiency is possible in a slump. MRNA shows legacy cash flows are stickier than predicted. LONG. These are idiosyncratic winners in a choppy macro environment. Broader market sell-off dragging down high-beta names; RIVN remains capital intensive. Bloomberg Markets
Inflation Data Calms Markets | Bloomberg Open...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Stock Market Today: Dow, S&P 500 Find Strengt...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Dividend Champion, Contender, And Challenger ...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Applied Materials stock surges to new record,...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
US Equity Indexes Rise as Treasury Yields Dec...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Applied Materials Soars -- Blowout Earnings a...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Friday's session: top gainers and losers in t...
Feb 13 $354.91
$369.30 +4.1%
N/A Finnhub News Finnhub - AMAT
Stock Market Breaks Key Levels Amid AI Disrup...
Feb 13 $354.91
$369.30 +4.1%
LONG News Report
Narrator
Applied Materials is up ~11% on a rosy forecast for memory chip demand. The AI build-out requires massive amounts of memory (HBM), directly benefiting the equipment suppliers for those chips. LONG AMAT. Cyclical downturn in chip demand. Bloomberg Markets
Bloomberg Surveillance 2/13/2026