Company Overview and News

184
Why Western Digital Has 25 Percent Upside

6m seekingalpha
The bearishness sentiment in semiconductor stocks is spreading to storage suppliers. Despite strong quarterly earnings from chip companies, including Lam Research Corporation (LRCX), Applied Materials (AMAT), and Micron Technology (MU), deeper worries over trade restrictions between the U.S. and China are hurting the stock performance. Value investors may look at the macro headwinds creating an entry point in the sector.
LRCX MU AMAT WDC STX

262
5 Sector ETFs Most Exposed to Trade Tensions

2018-06-22 zacks
The trade tensions between the United States and China have hit a fever pitch. Both will now enact a 25% tariff on each other’s $34 billion worth of goods from Jul 6. The remaining $16 billion worth of goods will be under public review. But the situation may take an uglier turn as White House plans to enact tariffs on an extra $200 billion worth of Chinese goods, if China keeps retaliating.
IYC HES KMI.WS NVDA CARZ HES.PRA KMI.PRA KMI MU AMAT XTH QCOM INTC KMR PAA KMRFZ CVB

85
Don't Give Up On Industrials - Cramer's Mad Money (6/21/18)

2018-06-22 seekingalpha
Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday, June 21.
MGM LRCX WYNN AMAT LULU DRI UTX INTC DWDP MMM

203
Why This Semiconductor ETF Lost Almost Half of its Assets

2018-06-21 zacks
The last few days have been downbeat for the semiconductor space. Three big semiconductor ETFs including VanEck Vectors Semiconductor ETF SMH, iShares PHLX Semiconductor ETF SOXX and Invesco Dynamic Semiconductors ETF PSI lost about 2.8%, 2.7% and 2.8%, respectively, in the last ten days (as of Jun 20, 2018). This was against a 0.1% dip in the S&P 500-based fund (SPY - Free Report) .
MS.PRE MS.PRF MS.PRG MS.PRA MS.PRI MU MS.PRK AMAT XSD MS QCOM INTC

63
AMAT / Applied Materials, Inc. 11-K

2018-06-21 sec.gov
Document Table of contents
AMAT

94
Applied Materials Is Cheap But Not Undervalued

2018-06-20 seekingalpha
AMAT is a cutting edge company. Its management has excellent vision as evidenced by being able to anticipate their clients need well in advance. An excellent example is AMAT's FinFET transistors.
WFC WFCNP WFC.WS MS.PRE WFC.PRL MS.PRF WFC.PRJ MS.PRG MS.PRA WFC.PRT WFC.PRR WFC.PRQ MS.PRI WFC.PRP WFC.PRO WFC.PRN MS.PRK AMAT WFC.PRY MS WFC.PRX WFC.PRW WFC.PRV

61
Why is Pure Storage (PSTG) Up 5.6% Since Its Last Earnings Report?

2018-06-20 zacks
A month has gone by since the last earnings report for Pure Storage, Inc. (PSTG - Free Report) . Shares have added about 5.6% in that time frame.
PSTG AMAT HPE

62
Why Is Nordson (NDSN) Down 6.2% Since Its Last Earnings Report?

2018-06-20 zacks
A month has gone by since the last earnings report for Nordson Corporation (NDSN - Free Report) . Shares have lost about 6.2% in that time frame.
PSTG AMAT NDSN

57
A Bull In A China Shop

2018-06-19 seekingalpha
That divergence is in Fab Equipment companies like AMAT & LRCX vs. the broader Semi sector.
LRCX AMAT

57
Lam, Applied Materials stocks fall, but Stifel remains upbeat despite memory push-out concerns - MarketWatch

2018-06-18 marketwatch
Shares of Lam Research Corp. LRCX, -1.53% and Applied Materials Inc. AMAT, -1.17% are down in premarket trading, though Stifel analyst Patrick Ho reiterated his long-term optimism about the names following recent reports of memory shipment push-outs. "We believe these are attributable to Samsung, and primarily on the 3D NAND front," Ho wrote. "We remind investors that Samsung has been Lam's largest customer for many years now (going back to the early 2000s when the company began working aggressively with Samsung).
LRCX AMAT

59
Dillard's (DDS) Up 16.2% Since Earnings Report: Can It Continue?

2018-06-18 zacks
A month has gone by since the last earnings report for Dillard's, Inc. (DDS). Shares have added about 16.2% in that time frame.
DDS AMAT

55
Applied Materials (AMAT) Down 7.9% Since Earnings Report: Can It Rebound?

2018-06-18 zacks
It has been about a month since the last earnings report for Applied Materials, Inc. (AMAT - Free Report) . Shares have lost about 7.9% in that time frame.
AMAT

2087
20 Nasdaq-100 Stocks That Will Heat Up 2H18

2018-06-15 investorplace
Unless you’ve been living under a rock, you know that the narrative surrounding broad markets — it’s been one of strife since late January until the recent rally. Volatility spiked and the S&P 500 Index still sits almost 3% below late-January highs.
LRCX TEVA GS.PRB GS.PRA CDNS DLTR GLSSP FEYE AMZN ALXN AMAT CELG AVGO EBAY SNAP JBK QQQ TTWO TFG VRX CHKP CA CTSH MAR GS.PRJ GS.PRI BABA EXPE ORBK GOOGL GS.PRD GS.PRC QCOM GS.PRN GS.PRK JD XLNX FB ULTA ADP MNST TEVVF PYPL NFLX AMD NVDA GOOG KLAC ATVI MAR.WI GS MYL AAPL KO PAYX IBM EA CELGZ GSC GS.PRICL PANW GSJ BKNG ADPVV TEVJF MU DG MNK BRCM GJS

521
Riding The Tech Bull To Riches

2018-06-15 seekingalpha
The tech sector has been hot for many months now, and was the first to break out of the S&P's correction in February.
STT.PRC TXN STT.PRE STT.PRD STT.PRG GOOG HTGZ ARKW FGB AMZN AMAT AAPL CSCO INTC FEO BIDU TSM IBM STT HUSV BOTZ FTEC FCM HDMV HTGX HTGY VGT BABA V GOOGL 0700 HTGC MSFT PSCT FOVCX

138
Top Analyst Upgrades and Downgrades: Capital One, Hewlett Packard Enterprises, Kohl’s, Roku, Spotify, Steel Dynamics and More

2018-06-14 247wallst
The futures are trading solidly higher across the board this Thursday morning as the financial world and investors continue to digest yesterday’s commentary from the Federal Reserve. As expected, the Federal Funds rate was increased by 25 basis points or ¼% to 2%, the highest level since 2008, during the financial crisis.
COF.PRG COF.PRH DB UNIT COF.WS TWX MS.PRE COF.PRP MS.PRF MS.PRG MS.PRA HPE WYND COF-D COF-C COF-F AMAT NUS KSS MS COF.PRC COF.PRD COF.PRF TTMI STLD COF-P GSKY XPO KBR COF TWC MS.PRI TEX WRB MS.PRK HMSY ROKU WTI TRI CAKE

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Silicon Investor Message Boards

This table lists all message boards related to AMAT / Applied Materials, Inc. on message board site Silicon Investor.

Applied Materials No-Politics Thread (AMAT) Amati investors
Amalgamated Explorations (AXPL) thread 2 Gowest Amalgamated
Sasamat Capital Corp (Formerly Bresea Resources) The Amateur Traders Corner
Amateur Political Predictions Formerly About Applied Materials
AMAT Off-Topic Forum ATMI-THE NEXT AMAT?
CUSIP: 038222105