Company
Applied Materials
- Episodes
- 4
- Share
- 0.4%
- Shows
- 4
- Net sentiment
- –
Up from 0.2% of episodes in the weeks before; net sentiment was +0.83.
Bullish 2Mixed 0Neutral 2Bearish 0
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Applied Materials. Longest episodes first.
Bullish 2
- The Epic center brings chipmakers together to accelerate next-generation equipment development.Meta and Google Rejoin the Frontier, Microsoft's Maia 300, and the AI Credit Scare | The Six Five Pod Ep. 324 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 19
- Customers lining up for tools; strong need to ramp equipment capacity through the decade.WFE to the Moon (Still), Semicon West and OCP Insights · The Circuit · Oct 19
Neutral 2
- Former employer of the guest; its AIx team uses ML to optimize process recipes.The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.) · Chip Stock Investor Podcast · Oct 23
- Mentioned as a peer trading at a discount to Lam.Did IBM Just Tell the Truth About AI? · Motley Fool Hidden Gems Investing · Oct 22
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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