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Applied Materials’ guidance didn’t impress. Here’s why some analysts are still upbeat.
Bullish
50.0
−100 Bearish
0
+100 Bullish
Applied Materials expects the first half of next year to be relatively flat, but some analysts say AI-driven demand for leading edge chips and DRAM should lead to acceleration in the latter half.
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Sentiment Signal
Bullish
50.0
−100Neutral+100
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