Applied Materials (AMAT) Q2 2024 Earnings Call Transcript
AMAT earnings call for the period ending March 31, 2024.
Source: yahoo.com
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Is Applied Materials A Potential Day Trading Opportunity Following Its Earnings Report?
Applied Materials, Inc. (NASDAQ:AMAT) shares rose in early Friday trade after the chipmaker gave an FQ4 forecast for adjusted earnings per share
Source: valuewalk.com
Applied Materials Investor Day: Semi Is A Growth Industry, Stupid
Share: Applied Materials (AMAT) hosted its investor day this week and updated its EPS target in FY'24 to $8.50. The company highlighted many semiconductor manufacturing breakthroughs, such as gate-all-around (GAA) and 3D DRAM, powered by AMAT's technologies. They also articulated their plan of moving to a subscription business model through Applied Global Services. However, what really caught our eye is AMAT's outlook on the semiconductor industry. The management believes that we are entering an infection point where the exponential growth of data requires the help of "AI workloads." Th...
Source: benzinga.com