 As markets continue their AI-fueled march to new highs, it’s easy to ignore some of the stocks getting left behind in the rush.
When large-cap stocks like Advanced Micro Devices Inc. (NASDAQ: AMD) are soaring 25% and adding $80 billion to their market cap in a single session, who has time to .... |
Good MorningFederal Reserve minutes released Wednesday showed most policymakers support cutting interest rates this year, citing easing inflation and rising unemployment risks. Markets took the news calmly, increasing bets on rate relief as early as the first half of 2026.
Meanwhile, major financial institutions warned that soaring AI stock valuations could signal a brewing tech bubble. As risk appetite cooled, gold briefly topped $4,000 an ounce for the first time as investors sought safety. On the corporate side, AST SpaceMobile rallied more than 10% after announcing a new partnership with Verizon, while Pfizer jumped nearly 14% after joining the TrumpRx prescription program, lifting sentiment across healthcare names like AbbVie and Johnson & Johnson. Featured: Elon’s big $266,000 per second purchase (Ad) 
| Retail/Wholesale | | As markets continue their AI-fueled march to new highs, it’s easy to ignore some of the stocks getting left behind in the rush.
When large-cap stocks like Advanced Micro Devices Inc. (NASDAQ: AMD) are soaring 25% and adding $80 billion to their market cap in a single session, who has time to ... Read the Full Story |
| From Our Partners | | Bill Poulos is offering his Smart Trade Options Checklist at no cost today - normally priced at $29.97.
It's a single-page, seven-point filter designed to help traders identify weak setups before placing any options trade. Print it, keep it at your desk, and run it before every trade. The download link expires soon. | | Download your free copy of the Smart Trade Options Checklist now |
| Technology | |
Short interest is a powerful market force that can not only cap gains but drive share prices lower, but not always. Sometimes, even the short sellers get things wrong. Companies that look troubled really aren’t, and they set the underlying stock up for robust rallies.
The higher a stock&rsq... Read the Full Story |
| Technology | |
CrowdStrike Holdings Inc. (NASDAQ: CRWD) stock is up 43% in 2025. That’s about 3x the gains in the S&P 500, making the stock one of the best growth stories in the entire market. Much of this is due to the company's strong revenue growth from its AI-native Falcon platform.
Through its ... Read the Full Story |
| From Our Partners | | Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. | | Watch the documentary briefing and find out which side you land on |
| Technology | |
While investors chase the headline-grabbing names in the artificial intelligence (AI) gold rush, a quieter powerhouse is supplying the essential picks and shovels for nearly every major technology trend.
Amphenol (NYSE: APH), a manufacturer of the critical connectors, sensors, and cables that f... Read the Full Story |
| Energy | | While markets are good at incorporating information into valuations and price action relatively quickly, that doesn’t mean they’re truly efficient. By focusing on current events, they might miss signs that point to future upside potential.
This tendency creates opportunities, like the ... Read the Full Story |
| From Our Partners | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen.
Over 4,500 investors have already used this legal backdoor to hold assets CBDCs can't freeze and generate yields the Federal Reserve can't touch. | | Watch how to access the legal backdoor before it closes. |
| Retail/Wholesale | |
Spooky season is big business in the retail world, even as consumers trim their spending overall amid persistent inflation and other concerns.
The National Retail Federation estimates Halloween spending will increase by 13% year-over-year (YOY) to more than $13 billion this year, with customers a... Read the Full Story |
| Energy | |
A well-known giant in the U.S. energy sector is capturing significant new attention. Energy Transfer (NYSE: ET), a long-established pipeline operator, is experiencing a notable surge in investor watchlist additions across trading platforms. This trend signals that a fundamental market re-evaluat... Read the Full Story |
| Technology | |
On Oct. 6, the stock market rendered a clear and stunning verdict on the future of Advanced Micro Devices (NASDAQ: AMD). In a single session, AMD’s stock price jumped by over 23% to close at $203.71, adding more than $60 billion to its market capitalization.
This monumental move was not b... Read the Full Story |
| Manufacturing | |
In the capital-intensive world of the modern space race, a company’s success often hinges on its next launch. For Firefly Aerospace (NASDAQ: FLY), however, its most significant recent maneuver happened on the ground with a landmark $855 million bet. The company’s agreement to acquire... Read the Full Story |
| Basic Materials | |
A decisive shift is underway for Lithium Americas (NYSE: LAC). In a market that has been challenging for lithium producers, the company’s stock recently experienced a surge, rising over 31% in a single session on trading volume that exceeded its daily average.
This market action was a di... Read the Full Story |
| Thursday's Early Bird Stock Of The Day Applied Materials, Inc. engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. It operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company was incorporated in 1967 and is headquartered in Santa Clara, California. | Should I Buy Applied Materials Stock? AMAT Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Applied Materials was last updated on Wednesday, July 15, 2026 at 6:05 PM.
Applied Materials Bull Case -
The current stock price is around $720, reflecting strong market interest and potential for growth.
-
Applied Materials, Inc. reported impressive quarterly earnings, with earnings per share (EPS) of $2.86, exceeding analysts' expectations, indicating robust financial health.
-
The company has a high return on equity of nearly 37%, suggesting effective management and strong profitability relative to shareholder equity.
-
With a market capitalization of approximately $478 billion, Applied Materials, Inc. is a significant player in the semiconductor manufacturing sector, providing stability and growth potential.
-
The company has consistently increased its revenue, with a year-over-year growth of over 11%, showcasing its ability to expand and adapt in a competitive market.
Applied Materials Bear Case -
The stock has a relatively high price-to-earnings (P/E) ratio of about 56.57, which may indicate that the stock is overvalued compared to its earnings.
-
With a beta of 1.57, the stock is more volatile than the market, suggesting that it may experience larger price swings, which could be risky for conservative investors.
-
The dividend yield is only around 0.4%, which may not be attractive for income-focused investors looking for higher returns from dividends.
-
The company has a debt-to-equity ratio of 0.22, which is low, but could indicate limited leverage for growth opportunities compared to competitors with higher ratios.
-
Recent trading volumes have been lower than average, which may suggest reduced investor interest or liquidity issues in the stock.
| | View Today's Stock Pick |
|
| |
|
|
