Applied Materials (AMAT) Stock Fell After Earnings, But Are There Bullish Signals? Schwab Network podcast

Stephen Sopko and William Kerwin break down Applied Materials (AMAT) earnings. Stephen thinks the company has done a great job pivoting from China to other Asian markets, but questions if they can continue their growth outside of export-restricted companies. William raised his fair value estimate to $225, citing their guidance into the first half of 2026.

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Applied Materials (AMAT) Stock Fell After Earnings, But Are There Bullish Signals?

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