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Applied Materials stock rises as AI chip demand and advanced packaging (chiplet) production drive equipment capex surge.

Equipment capex cycle front-loaded; Applied Materials benefits from both leading-edge AI accelerators and advanced packaging ramp.
Trade pressSlicast · July 19, 2026 at 12:27 UTC · US · Source: ad-hoc-news.de
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CommentaryApplied Materials Q3 2026 Results: Record $9.12 Billion Quarter and the China Risk Overhang
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Applied Materials stock rises as AI chip… · Slicast