"Voracious Appetite" for A.I. Chips: Opportunity in AMAT Pullback?

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3d ago 6:03

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Long-term tariff woes have Logan Gilland skeptical on whether Applied Materials (AMAT) can reclaim its loss in shares following Thursday's earnings. While he sees the company as a long-term A.I. player, exposure to China and current valuation levels have him questioning a short to mid-term rebound. John Buckingham is more bullish, arguing that a "voracious appetite" for chips keeps Applied Materials in the conversation. He considers the pullback a buying opportunity.

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