the tape · 2026-10-26NU▼ -17.0%ARM▲ +6.2%BE▲ +5.5%TSLA▲ +5.2%GEV▲ +4.9%HTZ▼ -4.9%MDB▲ +4.9%GLND▲ +4.3%MSTR▼ -4.2%INTC▲ +4.0%RDDT▼ -4.0%WDC▲ +3.6%HPE▲ +3.6%CSCO▲ +3.5%NBIS▼ -3.4%RTX▲ +3.4%MRK▼ -3.2%BULL▼ -3.2%MU▲ +3.0%NFLX▼ -3.0%
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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