ATLAS News · Earnings

Applied Materials Earnings in Focus as AI Spending Outlook Draws Attention

Published November 10, 2026 · 2 sources

Ahead of Applied Materials' earnings, The Globe and Mail and investingLive look at AI-related revenue trends and whether chipmakers will keep spending.

What happened

Applied Materials (AMAT) is the subject of two previews tied to its upcoming earnings report, according to The Globe and Mail and investingLive. Both pieces frame the company within the artificial intelligence theme.

The Globe and Mail compares Applied Materials with Dell Technologies, contrasting what it describes as stable revenue at one company with accelerating revenue at the other. The article groups both firms among artificial intelligence companies.

investingLive names Applied Materials its stock earnings pick of the week. It argues the headline results matter less than whether the company sees chipmakers continuing to spend, and asks whether any cracks are showing in the AI spending boom.

Context

Applied Materials supplies equipment used in semiconductor manufacturing, so its commentary is often read as a signal of how much chipmakers are investing.

Why it matters

Investors may look to the company's remarks on customer spending as a gauge of demand tied to AI-related chip production.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Applied MaterialsAMAT

+11.37%

Technology · NASDAQ

Live price

$370.55▲ +11.37%

live price · USD

Close on November 9: $370.55+11.37% vs. previous close ($332.72)
Fair value (ATLAS): $183.58Fair range: $106.68 to $315.91The price ($370.55) is 101.9% above that figure.
Chance of a rise in 1 month: 46%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $315.84 and $416.73; 9 in 10, between $247.02 and $532.83.

See the full ATLAS analysis of Applied Materials →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Applied Materials vs. Dell Technologies: Comparing Stable vs. Accelerating Revenue Between These Artificial Intelligence Companies · The Globe and Mail · November 10, 2026
Stock earnings pick of the week: Can Applied Materials spot cracks in the AI spending boom? · investingLive · November 10, 2026

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