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Posted by
Two Blokes Jun 17 -
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Stock
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Applied Materials, Inc. is a key enabler of AI-driven chip innovation, with strong positions in advanced DRAM, packaging, and critical process technologies. Despite short-term China-related headwinds, AMAT is delivering record revenue, margins, and cash flow, outperforming peers in core markets. The company boasts a robust balance sheet, rising dividends, aggressive buybacks, and trades at a reasonable valuation relative to growth prospects.
