Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to detail his latest portfolio move.
Explore how Applied Materials' (AMAT) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

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07:18am, Saturday, 16'th Aug 2025
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Applied Materials' Forecast Rattles Investors

03:11pm, Friday, 15'th Aug 2025
Shares of Applied Materials tumbled after the company delivered a sales forecast that disappointed investors and rekindled concerns about the impact of the US-China trade dispute. Bloomberg's Brody Fo

Why Applied Materials Stock Crashed Today

02:58pm, Friday, 15'th Aug 2025
Applied Materials (AMAT -13.75%), one of the world's biggest makers of manufacturing equipment for producing semiconductors, crashed 14% through 1:55 p.m. ET despite reporting strong earnings last nig
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.
U.S. equities were mixed at midday as a report on retail sales showed consumers are continuing to spend. The Dow Jones Industrial Average was up slightly, while the S&P 500 and Nasdaq fell.
What happens when a tech giant's impressive earnings report can't shield it from a market nosedive? As  Applied Materials Inc. AMAT experiences a surprising slump, analysts weigh in on the forces at
The company's key customers include Intel and Taiwan Semiconductor Manufacturing.
The shares of Applied Materials (NASDAQ:AMAT) are on the downswing this morning, despite the tech manufacturing giant reporting fiscal third-quarter results that surpassed analyst estimates.
Here is what Morning Brief: Market Sunrise Host Ramzan Karmali covers on Friday, August 15, 2025. New regulatory filings show Warren Buffett's Berkshire Hathaway sold shares of Apple, while also buyin

Applied Materials weighs on chips

11:23am, Friday, 15'th Aug 2025
CNBC's Kristina Partisinevelos joins 'Squawk on the Street' to discuss the latest earnings from Applied Materials.
Applied Materials Inc (NASDAQ:AMAT, ETR:AP2) shares fell 13.2% on Friday after the semiconductor equipment maker issued weaker-than-expected guidance for the fourth quarter. The company expects revenu
Applied Materials NASDAQ: AMAT gave its market a reason to sell with its Q3 results. However, the 15% pre-market decline is a knee-jerk reaction to news that opens up a solid buying opportunity.
Applied Materials topped Wall Street's third-quarter earnings estimates but issued light guidance due to macroeconomic pressures. CEO Gary Dickerson said the current macroeconomic backdrop and trade i
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