Not much excitement around this one, but that's how I like it. No need for bombastic headlines to draw attention to a decent stock that keeps doing well. One of my holds.

I'm pretty happy watching Applied Materials hit that all-time high of $307 last week. Stock is trading around $301 now. The earnings looked solid, beating expectations. Plus, TSMC's strong results and their bigger spending plans for 2026 should help... — read more 

On one hand, they’re still paying dividends and getting involved in US chip manufacturing, which is nice. On the other hand, the whole China thing worries me - export restrictions, tariffs, fewer sales. It’s like half their market could vanish... — read more 

Compounded with regulatory issues. Applied Materials has a strong potential, and the market opportunity is big. But too many conditions would have to align, including the AI bo-m and strong demand, for the stock to move up and investment to pay off... — read more 

AMAT stock slipped about 3% last week, which isn’t great, but it did hold up better than many chip and tech peers. Still, that’s hardly reassuring. Their cautious Q4 outlook and revenue guidance below analyst expectations don’t inspire much... — read more 

But it’s still about 26.6% below its 52-week high of $215.70. A perfect example of record results not meaning much in the long term. The biggest risks, including weakening demand in China, tariff issues, and a tough macroeconomic environment, aren’t... — read more 

I’ve been holding shares of Applied Materials, and I’m pretty concerned right now. The stock dropped around 14% last week, even though their earnings looked solid. The problem seems to be with their future outlook. They’re warning about weaker... — read more 

Seems like a good choice right now, at least according to a number of analysts.