#ai-investment-thesis

[ follow ]
#semiconductor-equipment #valuation-debate #geopolitical-risk #earnings-analysis #oracle-stock-valuation
Business
from24/7 Wall St.
19 hours ago

Applied Materials Q1 2026 Free Cash Flow Hit $1.04 Billion, So Why Is the Stock Sliding

Applied Materials faces valuation debate as stock declines 11% despite strong earnings guidance, with bulls citing AI semiconductor demand and bears questioning peak-cycle pricing amid revenue decline.
Business
from24/7 Wall St.
4 days ago

Jefferies analyst: Oracle down 50% but in 'better spot' with accelerating growth

Oracle's cloud infrastructure business is accelerating rapidly with 68% revenue growth and $523 billion in contracted future revenue, while the stock has declined 50% from its AI announcement peak, creating a disconnect between fundamentals and valuation.
[ Load more ]