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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (77878)8/15/2025 8:01:30 AM
From: E_K_S   of 78891
 
  • Applied Materials ( AMAT, Financial) reported a record Q3 performance but anticipates a Q4 revenue decline to $6.7 billion due to uncertainties in its China business and delays in leading-edge logic. Despite these challenges, the company remains optimistic about mid-single-digit growth for fiscal 2025, marking its sixth consecutive year of revenue growth. The company is investing over $200 million in Arizona to support Apple's American Manufacturing Program.
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