Applied Materials

Mentioned in 6 analyzed podcast episodes across 5 shows

Mentioned On

Motley Fool Money CNBC's "Fast Money"Mad Money w/ Jim Cramer Invest Like the Best with Patrick O'Shaughnessy The Vergecast

Episode Mentions

Motley Fool Money · Jun 9, 2026

Opportunities in Europe’s “Digital Sovereignty”?

“Semiconductor equipment supplier with unique technology; benefits from global digital sovereignty infrastructure buildout”

Europe Digital SovereigntyEU Digital Privacy RegulationsSemiconductor Manufacturing Capacity

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CNBC's "Fast Money" · May 14, 2026

Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26

“Chip equipment maker reported record results; shares higher after-hours; positioned to benefit from sustained AI-driven semiconductor demand”

Cerebras IPO valuation and customer concentration riskAI infrastructure bottlenecks: memory vs. compute vs. powerTaiwan semiconductor geopolitical leverage in US-China trade

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Mad Money w/ Jim Cramer · May 8, 2026

Mad Money w/ Jim Cramer 5/8/26

“Semiconductor equipment manufacturer unable to produce enough capital equipment to meet demand”

Semiconductor Supply Shortage and Data Center DemandAI Infrastructure Buildout and Capital Equipment ConstraintsMemory and Storage Stock Valuations (Price-to-Earnings Multiples)

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Invest Like the Best with Patrick O'Shaughnessy · Apr 23, 2026

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]

“Semiconductor equipment supplier facing demand surge from TSMC and other foundries scaling CapEx”

Token Economics and Pricing ModelsFrontier Model Capabilities and BenchmarksSemiconductor Supply Chain Constraints

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CNBC's "Fast Money" · Feb 26, 2026

Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26

“Semiconductor equipment stock among biggest laggers following NVIDIA earnings”

NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges

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The Vergecast · Dec 23, 2025

The Vergecast RAM Holiday Spec-Tacular

“Semiconductor equipment supplier focused on helping memory vendors develop 3D DRAM technology”

DRAM Manufacturing Capacity and Fab ConstructionAI Data Center Infrastructure BuildoutMemory Pricing Dynamics and Market Oligopoly

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