Applied MaterialsAMAT
Applied Materials on podcasts: where it advertises, what it's offering listeners, and what hosts say about it when they're not being paid.
Sponsorships
No ad reads on tracked podcasts in the last 30 days. Hosts are talking about it anyway — see the earned side.
What hosts are saying
Most mentioned on
In their words
“Applied Materials gave a bullish outlook on spending of wafer wafer fab equipment, but said a number of factors make it harder to provide a detailed outlook. So initially investors were less than impressed. The stock had their worst decline in about a month Applied Materials is the longest losing streak going back to January of 2024.”
Stock experienced its worst decline in a month and is on its longest losing streak since January 2024 after a less detailed forecast.
▶ Hear it“In fact, all of the Fab Five, Applied Materials, Lam Research, KLA, and Tokyo Electron, are kind of an oligopoly, high barriers to entry. It's just really difficult to compete with them.”
Mentioned as part of the Fab Five oligopoly with high barriers to entry, discussed descriptively without sentiment.
▶ Hear it“surprising. These companies, and we heard this from Applied Materials overnight, are struggling with the ability to actually execute”
Applied Materials is discussed in context of supply chain execution challenges despite strong demand, presented as factual market analysis.
▶ Hear itThe full picture
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