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Applied Materials
AMAT
AMAT Fair Price
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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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I honestly trust Google more, as I think they have more potential, but this news is great. Microsoft is really doing well and can simply afford such investments.
🚀 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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Nicely summed up and I'll join the Applaks here 😂 I also think they'll come up with something later when it's a blast
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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I admit I was not familiar with this company unfortunately, but thanks for the tip, I will definitely look into it in more detail.
In addition to $ASML and $AMAT, $KLAC can be quite interesting, which is also quite cheap now.