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Logan Gilland and Stephen Sopko discuss why Applied Materials (AMAT) shares fell despite an earnings beat. They examine weaker China sales, concerns around forward gross margins, and growing costs tied to servicing older equipment. The pair also explain why wafer fab equipment companies like Applied Materials remain key indicators for the broader semiconductor industry.

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Applied Materials (AMAT): Earnings Strength Meets AI and China Headwinds

Schwab Network

Applied Materials (AMAT): Earnings Strength Meets AI and China Headwinds