Applied Materials

📅 This week's key market events!
This week will mainly be about macro data from the US and a few earnings reports.

🏦Tuesday
US CPI inflation - the main indicator of price trends and one of the key factors the Fed takes into account when deciding on interest rates.

Results before the markets open:
Sea Limited The $SE - important developments in the e-commerce and digital sectors.

🌐Mid...
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🔬 Applied Materials: solid earnings, but geopolitics is taking its toll!
Applied Materials $AMAT, a key supplier of chip manufacturing equipment, reported mixed second quarter results last week. Although earnings per share beat expectations, sales fell slightly short. The main reason is uncertainty related to export restrictions to China, the company's largest foreign market.

📈 Weekly Investment Review: inflation, Fed and interesting results!

This week is packed with crucial data from the US economy, the Fed Chair's speech and company results from around the world.

🌍Monday
Market reaction to positive feedback in the US-China negotiations.

📉 Tuesday
US inflation (CPI) - Key number of the week. Even a minor deviation can significantly change the mood of...
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🛠️ Applied Materials surprises on earnings, but stock falls on fears of sales decline in China! 📉

Applied Materials $AMAT, a key player in the semiconductor equipment industry, posted better-than-expected results for its fiscal first quarter 2025. Still, the stock fell by more than 8 %. The outlook for the next period was worrisome, especially due to export restrictions to C...
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🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡

Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.

...
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🚀 Key events and company results in the coming week!

💊Monday:
Results Before the markets open: Bayer $BAYN.DE: The German pharmaceutical and agrochemical giant reports its quarterly earnings. The results will be of interest not only to the pharmaceutical sector, but also to agriculture-oriented investors.
CEZ $CEZ.PR: Important results for all CEZ shareholders.
Continental $CON....
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AI! The most talked about topic in the investment world lately. We had a crazy tech rally during covid. When the pandemic ended, inflation and interest rates rose and the tech. mega rally was extinguished.

Now we have a new rally!
ChatGPT has left investors feeling exuberant. And a new rally is in full swing as all sorts of future AI opportunities are priced in.
That's why I've...
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Applied Materials $AMAT to invest up to $4 billion in semiconductor tooling research center

Leading chip manufacturing equipment manufacturer Applied Materials has announced an investment in a new facility in California that will be dedicated to research on semiconductor manufacturing tools.

Applied Materials will invite chipmakers and universities to collaborate on the new...
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