On Sept. 8, two market darlings took their rightful place in the world’s most-watched benchmark. Robinhood Markets (NASDAQ: HOOD) and AppLovin (NASDAQ: APP) will join the S&P 500 Index. Both companies have been waiting a long time for this; many people thought the S&P 500 left out HO.... |
Good MorningWednesday’s trade was shaped by fresh signs of easing inflation and renewed scrutiny of Federal Reserve independence. The Labor Department reported that its producer price index unexpectedly fell 0.1% in August, the first drop after several months of firm gains, fueling hopes that wholesale cost pressures are finally abating. At the same time, the Senate Banking Committee approved President Trump’s choice, Stephen Miran, for the Fed’s Board of Governors—a move that has investors debating whether the central bank’s policymaking will remain insulated from political influence.
Corporate insider activity offered a contrasting snapshot of sector sentiment. Executives at CoreWeave, the fast-growing AI infrastructure specialist, have been trimming their stakes, suggesting caution on near-term valuation. By contrast, insiders at Madrigal Pharmaceuticals have been accumulating shares aggressively, signaling confidence in the biotech’s pipeline and potential catalysts ahead. These divergent trades underscore the market’s nuanced view of growth pockets, with AI and biotech both drawing investor interest for different reasons. Featured: The case for trading fewer setups, not more (Ad) 
| Business Services | |
On Sept. 8, two market darlings took their rightful place in the world’s most-watched benchmark. Robinhood Markets (NASDAQ: HOOD) and AppLovin (NASDAQ: APP) will join the S&P 500 Index. Both companies have been waiting a long time for this; many people thought the S&P 500 left out HO... Read the Full Story |
| From Our Partners | | Oracle runs 15,000 stocks through the same filter every single day, scanning for precise setups before the opening bell - no emotion, no guesswork.
Tim Bohen, Lead Trainer at StocksToTrade, is walking through this week's flagged setups and showing exactly how the scanner works in a live training right now. | | Watch the scanner in action and join the live training now |
| Aerospace | |
Despite pulling back close to 12% from its recent 52-week highs, Rocket Lab USA (NASDAQ: RKLB) still looks primed for continuation higher. The stock briefly failed to hold the all-important $50 resistance level, but its broader trend remains one of leadership. Year-to-date, RKLB is up an impress... Read the Full Story |
| Technology | |
Microsoft Corporation (NASDAQ: MSFT) remains a solid performer among technology stocks. MSFT is up more than 18% in 2025, but some investors will find this a little disappointing compared to the stock’s average growth in the last five years.
In fact, the stock is down about 7% since Aug. ... Read the Full Story |
| From Our Partners | | Every morning before the market opens, a scanner called Oracle runs through 15,000 stocks and scores the setups — so there's already a plan in place by 6:15 a.m.
Lead Trainer Tim Bohen of StocksToTrade is walking through exactly how Oracle works and how regular traders are using it in a training running right now. | | Watch the Oracle training now and see how the scanner works |
| Consumer Staples | |
The retail sector has been making new headlines recently, especially as it has now outperformed the S&P 500 index by triple digits over the past month alone.
While some point to the Federal Reserve’s anticipated September 2025 rate cut as the driving force, a more compelling catalyst is... Read the Full Story |
| Technology | |
One of the market’s most anticipated earnings reports was last week, coming from semiconductor giant Broadcom (NASDAQ: AVGO).
Although the company’s financials beat expectations, this alone wasn’t enough for the stock to achieve big after-hours gains on Sept. 4.
However, the... Read the Full Story |
| From Our Partners | | The U.S. government has taken roughly a 10% stake in Intel, negotiated a 15% cut of Nvidia and AMD chip sales to China, and reportedly received a 5% ownership offer - worth around $40 billion - from the most valuable AI company on earth.
Porter Stansberry calls it the New U.S.A.I. - a state-backed arrangement where Washington and a handful of tech giants are fused at the balance sheet. A small number of companies get pulled inside. Everyone else gets frozen out, including names sitting in your index fund right now. | | Watch the documentary to see which companies are on the right side |
| Markets | |
The technology sector gets a lot of love from financial media, retail investors and sell-side firms. It’s home to the biggest players in the ongoing AI rally, as well as most of the Magnificent Seven stocks. As a result, ETFs that focus on the growth prospects of that sector tend to be in th... Read the Full Story |
| Technology | |
Institutional ownership often serves as one of the clearest signals of conviction in a company’s long-term prospects. When the world’s most prominent hedge funds, asset managers, and pension funds allocate billions into a stock, they aren’t chasing short-term moves; they’re... Read the Full Story |
| Utilities | |
Even for Americans living outside of the service areas of giant utilities companies, they’ve earned a reputation for market dominance. NextEra Energy (NYSE: NEE), Southern Company (NYSE: SO), and Duke Energy (NYSE: DUK) command a collective market cap of $344.24 billion and have been reliabl... Read the Full Story |
| Technology | |
Anyone surprised by Oracle’s (NYSE: ORCL) Q1 guidance update has not been paying attention to the news stream. Oracle’s forward-looking metrics have been accelerating for over a year as it leans into AI-enabled services and services for AI developers and applications.
The critical t... Read the Full Story |
| Retail/Wholesale | |
In a strategic campaign of remarkable speed and scale, The Home Depot (NYSE: HD) has committed nearly $24 billion to fundamentally reshaping its business. In early September, the company completed its $5.5 billion acquisition of GMS Inc., a specialty building products distributor.
This acquisi... 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.
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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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