Does this analyst make a good case? Or is it just more noise from Wall Street?
Earnings drive big moves for these companies.
Semiconductor equipment was a big seller for Applied Materials in the fourth quarter, but display panels and solar energy operations disappointed. All in all, the results met Wall Street's expectations.
Applied Materials sells chipmaking equipment to customers like Intel and Taiwan Semiconductor, and a new deal could help boost its penetration in the chip space.
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It could be a busy day for shares of Boeing, Lennar, CarMax, and Applied Materials.