the tape · 2026-10-15GLND▼ -11.5%RDDT▲ +7.2%HPE▼ -7.1%DELL▼ -6.8%COIN▲ +6.3%CRWV▲ +5.9%MSTR▲ +5.6%ASTS▲ +5.5%WMB▼ -4.9%ACN▲ +4.6%CRM▲ +4.6%ADBE▲ +4.6%SLS▼ -4.5%HD▲ +4.3%NEM▲ +3.8%AMAT▼ -3.7%BULL▲ +3.7%LLY▲ +3.5%TMO▲ +3.5%QCOM▲ +3.3%
Video · 2026-09-11
AMAT down 3.2% on Astera Labs comparison
The catalyst: Astera Labs comparison.
One trades at a 72x forward P/E with heavy customer concentration; the other generates $5.7B in free cash flow with a 37x multiple.
As reported: “Astera Labs vs. Applied Materials: Which Technology Stock Is a Better Buy in 2026?” — Yahoo Finance, 2026-09-11.
What happened after
T+1 -7.1%T+5 -2.6%T+20 +11.1%
More: AMAT move history · track record · that day's brief · watch on YouTube
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