Scenarios that move AMAT
Applied Materials, Inc. - Common Stock
Scenarios that move AMAT: 37 analyses, 29 positive, 8 negative.
- · TSMC says AI chip demand far exceeds available supply — ▲ · impact +78 · confidence high · horizon quarters
- · ASML cannot keep up with 2027 and 2028 demand — ▲ · impact +50 · confidence high · horizon quarters
- · SK Hynix conditions new US factory on China export access — ▲ · impact +71 · confidence medium · horizon weeks
- · Microsoft unveils new AI chip challenging Nvidia — ▲ · impact +30 · confidence medium · horizon quarters
- · Marvell sets new $18 billion revenue target, reshaping outlook — ▲ · impact +40 · confidence low · horizon quarters
- · ASML reports €11.7 billion sales and €5.0 billion net income — ▲ · impact +66 · confidence medium · horizon weeks
- · US chip stocks extend slide as China memory report rattles AI spending — ▼ · impact -58 · confidence high · horizon quarters
- · Micron raises buyback authorization to $35 billion — ▲ · impact +22 · confidence low · horizon quarters
- · Broadcom backs Anthropic and OpenAI with $92 billion — ▲ · impact +40 · confidence low · horizon quarters
- · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▲ · impact +60 · confidence high · horizon quarters
- · TSMC Q3 earnings set high growth bar on AI demand — ▲ · impact +61 · confidence medium · horizon weeks
- · Foxconn third-quarter revenue beats forecasts on AI demand — ▲ · impact +50 · confidence low · horizon quarters
- · AMD reaches a $1 trillion market cap, challenging Nvidia — ▲ · impact +40 · confidence low · horizon quarters
- · Western Digital stock crashes as investors seek explanation — ▼ · impact -45 · confidence low · horizon quarters
- · Micron beats Q4 earnings and revenue estimates — ▲ · impact +65 · confidence high · horizon quarters
- · AMD agrees to buy World Labs for $8.2 billion — ▲ · impact +45 · confidence low · horizon quarters
- · Nvidia unveils historic buyback as stock gains 1.7% — ▲ · impact +38 · confidence low · horizon quarters
- · Camtek sees over $600 million in orders through 2027 — ▲ · impact +50 · confidence low · horizon weeks
- · China and US agree to AI dialogue and tariff cuts — ▲ · impact +74 · confidence low · horizon quarters
- · US and China extend trade truce by two months — ▲ · impact +66 · confidence low · horizon weeks
- · Nvidia demand outpaces its 70% growth forecast — ▲ · impact +62 · confidence low · horizon quarters
- · Alibaba deepens AI push with new chip and larger model — ▲ · impact +30 · confidence medium · horizon quarters
- · ◇ What if… China imposes a blockade on Taiwan — ▼ · impact -58 · confidence low · horizon weeks
- · Intel stock jumps 7.6% in today's trading session — ▲ · impact +64 · confidence high · horizon quarters
- · Broadcom guides AI revenue to reach $230 billion by 2028 — ▲ · impact +49 · confidence low · horizon quarters
- · Keysight reports 56% order growth and Q4 guidance focus — ▲ · impact +50 · confidence low · horizon quarters
- · TXN data center sales double as growth continues into 2026 — ▲ · impact +48 · confidence low · horizon quarters
- · Corning shares plunge in today's trading session — ▼ · impact -40 · confidence low · horizon quarters
- · US Department of War invests $450 million in The Elmet Group — ▲ · impact +8 · confidence low · horizon quarters
- · Tech stocks slide as dire AI warnings send Micron down 5% — ▼ · impact -50 · confidence low · horizon quarters
- · Dell books AI server orders exceeding its total revenue — ▲ · impact +35 · confidence low · horizon quarters
- · Rigetti signs $100 million US government quantum computing agreement — ▲ · impact +7 · confidence low · horizon quarters
- · ◇ What if… China Blockades Taiwan — ▼ · impact -69 · confidence medium · horizon weeks
- · ◇ What if… Nvidia Accounting Scandal Wipes Out 80 Percent Of Reported Earnings — ▼ · confidence low
- · Meta Announces Capex Freeze — ▼ · confidence low
- · US Government Announces 25 Percent Tariff On All Imported Semiconductors — ▲ · confidence medium
- · ◇ What if… Apple Unveils Foldable iPhone With Two Week Battery Life — ▲ · confidence low