China Headwinds & Chip Production Tailwinds into AMAT Earnings

Applied Materials (AMAT) reports earnings after Thursday's closing bell, with Marley Kayden calling challenges in China a sticky point for investors to keep in mind. That said, Marley highlights other corners of the semiconductor material business she sees as tailwinds. Joe Tigay offers an example options trade for Applied Materials.

Morning Trade Live

12 Feb 2026

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