#$amat

Lone Pine Capital just filed its Q2 2026 13F. 🐋 Managed by Stephen Mandel · $16.4B across 34 holdings 🟢 Bought: $NBIS, $STX, $HD, $AMAT +17 more 🔴 Sold: $VST, $TLN, $CLH, $THC +24 more

Alkeon Capital Management just filed its Q2 2026 13F. 🐋 Managed by Panayotis Sparaggis · $74.1B across 203 holdings 🟢 Bought: $QQQ, $NVDA, $AMD, $AMAT +40 more 🔴 Sold: $QQQ, $NVDA, $TSM, $AAPL +37 more

Tiger Global Management just filed its Q2 2026 13F. 🐋 Managed by Chase Coleman · $24.0B across 46 holdings 🟢 Bought: Cerebras Systems INC, $INTC, $AMD, $STX +11 more 🔴 Sold: $GOOGL, $AMAT, $LRCX, $TSM +33 more

Coatue Management just filed its Q2 2026 13F. 🐋 Managed by Philippe Laffont · $48.6B across 211 holdings 🟢 Bought: $MU, $SPCX, $INTC, Cerebras Systems INC +14 more 🔴 Sold: $LRCX, $AMAT, $TSM, $GEV +22 more

Sharesify podcast 14 August 2026 (sharesify.com)

Sharesify podcast 14 August 2026: Talking Costain, GB Group, JD Sports, Oxford Nanopore and Rank plus ADI, AMAT and the Anthropic IPO. #COST #GBG #JD #ONT #RNK $ADI $AMAT $HD $TGT $TJX $WMT sharesify.com/sharesify-po...

RBC raises $AMAT price target to $600 from $520. Maintains Outperform rating

Applied Materials Q3 2026: Can it convert surging AI demand into high-margin earnings? (sharesify.com)

Applied Materials Q3 2026: Can it convert surging AI demand into high-margin earnings? #AppiedMaterials #AMAT $AMAT #BestAIStocks #TopAIStocks #AIinvestment #Investing #AIinfrastructure #TopTechStocks #Nasdaq #AIcapex #TopGrowthStocks #BestGrowthStocks sharesify.com/applied-mate...

Applied Materials (AMAT) Q3 earnings: record $9.12B revenue (aistockwire.com)

Applied Materials ($AMAT) posted a record quarter and guided higher. Shares fell in extended trading