Good MorningThe S&P 500 resumed its slide on Wednesday, shedding more than 2.75% at the session's low. The tech-driven move was catalyzed by NVIDIA, which said it will record a $5.5 billion charge in the coming report. The charge is due to orders and inventory in China or headed to Chinese end-markets, increasing the fear of tariff disruptions to business generally. NVIDIA shares fell nearly 10% on the news.
Thursday could see another significant market decline. While the severity of the tariff threat has diminished, the impact of tariffs in place is not fully known. With that kind of uncertainty, the market is unlikely to move higher and could extend the sell-off to retest recent lows. The question is if and when the subsequent rebound will begin and what will be the catalyst. If no catalyst emerges, this market could move down to set a new low and continue to trend lower through the quarter's end. Featured: 5 dividend stocks worth owning in any market condition (Ad) 
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Technology | |
Several stocks ranging from mega-cap to small-cap just announced notable increases to their dividends. One of these names is among the three largest stocks in the software industry.
Another is a top-ten player in healthcare equipment and supplies. Meanwhile, one of these stocks has a market cap u... Read the Full Story |
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From Our Partners | | Renewed tensions involving Iran are putting global oil supplies back in focus - and history shows certain energy stocks respond before the broader market catches on.
A new report identifies three energy stocks emerging from today's supply disruptions. One is already benefiting from the current environment; the other two may not be on your radar yet. | | See which three energy stocks made the list and why they stand out |
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Medical | |
Viking Therapeutics Inc. (NASDAQ: VKTX) has taken investors on a wild ride since the beginning of 2024. At one point, VKTX stock was up 375% from its closing price on January 2, 2024. But it’s been a steady move lower. As of the market close on April 15, 2025, the stock is within 10% of th... Read the Full Story |
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Technology | |
After falling to a multi-year low earlier this month, shares of Qualcomm Inc. (NASDAQ: QCOM) have quietly bounced back, gaining 15% from that bottom to close at $139 on Tuesday night.
Despite this rebound, the stock remains down 20% from its February high, offering a rare combination of techni... Read the Full Story |
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From Our Partners | | Most AI portfolios hold the same handful of chip and software names - and completely ignore the physical layer. One perception-hardware company posted ~49% Q1 revenue growth with four partnership announcements in a single month.
A free report names seven companies building the automation, robotics, and semiconductor-test infrastructure that AI requires to move beyond the data center - including an automation giant that raised full-year guidance after quarterly sales rose ~12%. | | Click here to get your free copy of this report today |
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Technology | |
For investors in Magnificent Seven stock Meta Platforms (NASDAQ: META), recent changes in analysts' price targets haven’t brought much cheer. Many analysts have been dropping their price targets on this powerful company since the beginning of April. Among the analyst updates tracked by Mar... Read the Full Story |
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Basic Materials | |
Gold continues to be one of the best-performing assets in the last 12 months. The yellow metal is up about 29% in the last 12 months. And with both inflation and recession fears remaining front and center for investors, there’s reason to believe that gold may have more room to run.
Gold ha... Read the Full Story |
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From Our Partners | | Trader Graham Lindman has built a strategy around a repeating anomaly that appears in the first 60 minutes of every trading day - and it never requires holding positions overnight.
The setup has recently been refined to target up to 100% payouts by holding through the close, with 10 consecutive winning trades logged during one of the most volatile stretches since the Tariff Wars.
A new signal opportunity opens tomorrow. | | See how to join Graham Lindman's next trade before it opens |
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Transportation | |
There is one nuance attached to how investors look at inside buying and selling in the stock market, as this gauge is typically limited to institutions and other big household investment names. However helpful keeping track of this may be, there is a deeper layer that investors can look into to ... Read the Full Story |
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Auto/Tires/Trucks | | Shares of Tesla Inc. (NASDAQ: TSLA) closed around $254 on Tuesday, continuing a quiet but potentially meaningful turnaround.
After plunging nearly 50% from its December all-time high, the stock has shown surprising resilience in recent weeks. The bears have now failed twice to push it below $220,... Read the Full Story |
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Technology | |
Early April's selloff after the Trump administration's "Liberation Day" tariffs was notable both because the market notched some of its highest-ever daily point losses and because even stalwart blue-chip names like Apple Inc. (NASDAQ: AAPL) were highly impacted.
Though the S&P 500 has been zi... Read the Full Story |
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Medical | | Johnson & Johnson (NYSE: JNJ) delivered a solid earnings report on April 15.
On the one hand, the company beat on the top and bottom lines and offered better-than-expected guidance. On the other hand, JNJ acknowledged the likelihood of a $400 million tariff hit on the company’s medical ... Read the Full Story |
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Medical | |
It’s been a turbulent start to 2025 for investors. The market has faced a wave of selling pressure driven by surging tariffs, escalating geopolitical tensions, and growing fears of a global economic slowdown. The S&P 500, tracked by the popular SPDR ETF (NYSEARCA: SPY), is now down 8% ye... Read the Full Story |
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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.
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Applied Materials, Inc. reported impressive quarterly earnings, with earnings per share (EPS) of $2.86, exceeding analysts' expectations, indicating robust financial health.
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The company has a high return on equity of nearly 37%, suggesting effective management and strong profitability relative to shareholder equity.
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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.
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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.
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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.
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The dividend yield is only around 0.4%, which may not be attractive for income-focused investors looking for higher returns from dividends.
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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.
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Recent trading volumes have been lower than average, which may suggest reduced investor interest or liquidity issues in the stock.
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