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Applied Materials is about to report earnings. How to trade the AI picks-and-shovels play ahead of results

Even as the stock has more than doubled in 2026, the outlook is still strong for the wafer fab equipment giant.

We haven't written up this one. CNBC has the full story — the link below goes straight to it.

Read the original at cnbc.com →

More in AI

Friday assorted links

1. Denmark fact of the day. 2. “Books that Tyler Cowen probably would like.” 3. The tenure dismissal of Sanjay Reddy (NYT). 4. Dell and Rambachan NBER video on the economics of AI. I have yet to view, but “self-recommending.” 5. Anton Leicht on AI and how the concentration of power will evolve.

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