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Applied Materials’ guidance didn’t impress. Here’s why some analysts are still upbeat.
Market Intelligence Analysis
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Why This Matters
Applied Materials' guidance for a relatively flat first half of next year has raised concerns, but some analysts remain optimistic due to expected AI-driven demand for leading edge chips and DRAM in the latter half.
Market Impact
Market impact analysis based on neutral sentiment with 68% confidence.
Sentiment
Neutral
AI Confidence
68%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Applied Materials expects the first half of next year to be relatively flat, but some analysts say AI-driven demand for leading edge chips and DRAM should lead to acceleration in the latter half.
Original article published by
Unknown
on November 14, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.