
4 min read
Semis split: Applied Materials' record quarter, down 5.1%
A record quarter sent Applied Materials down 5.1% while AMD rose 6.5%. Reddit's 12.6% index pop, negative breadth and a two-sided rate story.
- market-briefing
- semiconductors
- AMD
01Tagged “AMD”
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A record quarter sent Applied Materials down 5.1% while AMD rose 6.5%. Reddit's 12.6% index pop, negative breadth and a two-sided rate story.

AMD beat on both lines and guided to about $13B — then closed down 7.04%. Shopify +16.98%, Lilly +4.86%, and large-cap breadth exactly 50 up, 50 down.