$AMAT
1 long-form article and 37 pre-market mentions covering $AMAT from AskMelon Research.
Monday, August 17, 2026
Weekend Hormuz escalation — fresh tanker incidents Saturday plus Houthi ballistic missiles targeting Mokha port Sunday — erases Friday's predicted energy underperformance and installs XLE as the sessi…
Sunday, August 16, 2026
The week of August 10–14, 2026 delivered a split verdict that will define the next two weeks: three consecutive macro data misses — PPI flat (0.0% MoM, below the +0.2% consensus), Retail Sales −0.6% M…
Saturday, August 15, 2026
Your Saturday morning market coffee. A week that opened with a geopolitical reversal — Iran's appointment of a hardline Islamic Revolutionary Guard Corps commander to its top security post and a repor…
Saturday, August 15, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 15, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 15, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 15, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 15, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 15, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, August 14, 2026
AMAT's record Q3 and blowout Q4 guide ($10.25B, +51% YoY) broke the "sell the news" playbook that consumed CSCO and COHR earlier in the week — the stock is essentially flat in premarket at ~$550 rathe…
Thursday, August 13, 2026
The AI infrastructure earnings cascade reached its "sell the news" phase overnight — CSCO beat and raised FY27 to $72.8B, COHR posted its first $2B quarter with a Q1 guide ~8% above consensus (midpoin…
Wednesday, August 12, 2026
Three simultaneous AI infrastructure beats — CoreWeave, Super Micro, and Lumentum — delivered the AI capex supercycle's most decisive empirical validation of 2026 overnight, collapsing September hike …
Tuesday, August 11, 2026
Iran's foreign minister publicly denied any direct talks with the United States to end the Hormuz crisis, triggering a crude oil surge that catapulted the week's dominant theme from AI euphoria to inf…
Monday, August 10, 2026
Friday's record S&P close (7,757.64, +0.62%) and gold's strong weekly close (~$4,342) carry into a Monday where the calendar is light and the week's weight falls on three prints — CPI Wednesday (conse…
Saturday, August 8, 2026
Your Saturday morning market coffee. A week that opened with the prior week's Big Tech scorecard still setting the ceiling — Microsoft up 8-16% and Amazon up 10% on their AI-and-cloud beats still lift…
Saturday, August 8, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 8, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 8, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, August 8, 2026
(None — all 26 claims had sufficient sourcing to reach a determination.)
Tuesday, July 7, 2026
Samsung reports the largest quarterly operating profit in Korean corporate history — ₩89.4T (~$58.4B), a ~19× year-on-year surge (1,810.3% on-year) — yet the KOSPI triggers a circuit breaker for the s…
Thursday, July 2, 2026
Q3's second session opens on a knife-edge: chipmakers are clawing back Wednesday's brutal −5% flush, futures are modestly green, and the whole tape is coiled around one 8:30 AM print — June payrolls, …
Wednesday, July 1, 2026
Q3's first session opens with the market's most-crowded H1 trade — the memory/semiconductor super-cycle — in profit-taking mode, two consecutive soft US data prints, and a Fed Chair who refused to giv…
Tuesday, May 19, 2026
Monday's three simultaneous shocks — Moody's Aaa→Aa1, UAE Barakah nuclear plant strike, China April data triple-miss — sent the S&P slightly lower (~−0.07%), ending the prior winning run. Tuesday begi…
Monday, May 18, 2026
Two weekend shocks arrived in sequence: Moody's stripped the US of its final Aaa sovereign credit rating Friday evening — the first time all three major agencies have placed the US below top-tier, wit…
Sunday, May 17, 2026
The week that began at S&P 500 ATH 7,398.93 ended at 7,408.50 — nominally flat — but the path was anything but: CSCO raised its AI orders full-year guidance to $9B, AMAT printed a record quarter, Wars…
Saturday, May 16, 2026
Your Saturday morning market coffee. The week a 3.8% CPI print erased the rate-cut narrative that 115,000 jobs had built the week before; the 30-year Treasury hit 5.13% — its highest since 2007; Kevin…
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, May 15, 2026
Applied Materials just confirmed the semiconductor equipment supercycle is in full acceleration — WFE >30% growth in 2026, margins at a 25-year high, Q3 guide 10% above the Street — and the market is …
Thursday, May 14, 2026
Cisco's AI infrastructure orders nearly doubled in one quarter — from $5 billion to $9 billion — pushing the S&P 500 to a new all-time high on a day when PPI printed +1.4% MoM (the largest monthly sur…
Wednesday, May 13, 2026
Jensen Huang's last-minute addition to Trump's Beijing delegation — flying to Alaska to board Air Force One — sent MU +6%, NVDA +2%, and SMH +2.2% pre-market, rewriting Wednesday's session from CPI-ha…