HomeTechA.I.China AMAT's Biggest Weakness, NVDA & AMD Support Bullish A.I. Buildout

China AMAT's Biggest Weakness, NVDA & AMD Support Bullish A.I. Buildout

Applied Materials (AMAT) reports earnings after the close on Thursday. Goerge Tsilis says it will face one key headwind: China. He notes Applied Materials gets 25% of its total sales from the country, meaning tariffs will serve as a headwind against future profits. On the bullish side, George notes the company's DRAM capabilities as a plus, backed by strong A.I. support seen in Nvidia (NVDA), AMD Inc. (AMD), and similar companies. Prosper Trading Academy's Scott Bauer offers an example options trade for Applied Materials.

Morning Trade Live

14 Aug 2025

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