Loading…
Loading…
Semiconductor supplier Applied Materials Inc (NASDAQ:AMAT) was last seen down 0.9% at $559.76, headed for its fifth loss in six sessions.
Seagate Technology shares continued to advance as demand for high-capacity storage tied to AI data-center buildouts supported further positive earnings revisions. On balance, the Fund's artificial intelligence positioning was a net positive contributor to relative performance during the quarter. We added the Humana position on the view that earnings are at a cyclical trough, with MA margins currently depressed, in some cases negative, as elevated medical cost trends have outpaced premium growth across the industry.
Arvest Bank Trust Division cut its stake in shares of Applied Materials, Inc. (NASDAQ: AMAT) by 39.3% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,931 shares of the manufacturing equipment provider's stock after selling 14,870 shares during the period.
Alesco Advisors LLC An ESL Co acquired a new position in shares of Applied Materials, Inc. (NASDAQ: AMAT) in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,884 shares of the manufacturing equipment provider's stock, valued at approximately $986,000. Other
Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level.
Applied Materials' AMAT large installed base has turned into a recurring revenue engine. Applied Global Services (AGS), under which the servicing of installed bases is reported, has generated $1.665 billion in revenues, up from $1.42 billion a year earlier, reflecting higher fab utilization.
Andra AP fonden cut its stake in Applied Materials, Inc. (NASDAQ: AMAT) by 69.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 93,889 shares of the manufacturing equipment provider's stock after selling 217,611 shares during the period. Andra
Applied Materials (AMAT) closed at $524.09 in the latest trading session, marking a -1.05% move from the prior day.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for AMAT and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.