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Applied Materials

Mentioned in 2 analyzed podcast episodes across 2 shows

Mentioned On

CNBC's "Fast Money"The Vergecast

Episode Mentions

CNBC's "Fast Money"

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

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