Applied Materials: The Selloff Is Ignoring The AI Equipment Boom (NASDAQ:AMAT)

· seekingalpha.com

Applied Materials' record results and bullish Q4 guidance signal strong AI chip equipment demand. Click for more on AMAT and its earnings.

Applied Materials, Inc. ( AMAT ) has just delivered the kind of quarter that should've strengthened the AI infrastructure thesis. Revenue grew again, margins ro...


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