"Voracious Appetite" for A.I. Chips: Opportunity in AMAT Pullback?
Schwab Network · Schwab Network
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Show Notes
Long-term tariff woes have Logan Gilland skeptical on whether Applied Materials (AMAT) can reclaim its loss in shares following Thursday's earnings. While he sees the company as a long-term A.I. player, exposure to China and current valuation levels have him questioning a short to mid-term rebound. John Buckingham is more bullish, arguing that a "voracious appetite" for chips keeps Applied Materials in the conversation. He considers the pullback a buying opportunity.
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