📢 Packaging is emerging as a key growth driver for #AppliedMaterials#, with the company targeting >50% growth in 2026. Semiconductor equipment is also seen rising >30% YoY, supported by strength in memory tools led by DRAM wiring.💡More: 🔗
Applied Materials: Demand from AI Data Center customers (speaking to CEOs) showing total waver starts for data centers passing PCs and eventually smartphones.
.@RickDucat looks at Applied Materials (AMAT) ahead of the company’s earnings.
He runs investors through the stock's key support and resistance levels before offering an example options trade for $AMAT.
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