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Applied Materials: The AI Boom’s Silent Engine | Business and Finance News
Description
While Nvidia and Micron steal the spotlight in the AI boom, Applied Materials is quietly powering it—building the essential machinery that chipmakers rely on. With a 11% revenue jump in Q2 and a bold 30% projected growth for its semiconductor segment in 2026 (already 75% of its earnings), the stock has more than doubled this year. Though pricey, the valuation could be justified if they hit targets—requiring strong acceleration in coming quarters. Solid margins and the AI supercycle’s long-term tailwind make this a critical, under-the-radar play worth watching.
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