the tape · 2026-09-11SLS▼ -14.4%HPE▲ +12.4%DELL▲ +12.0%HPQ▲ +8.4%SMCI▲ +7.3%BE▲ +6.7%CSCO▲ +4.4%ARM▲ +4.2%MRVL▲ +4.0%IBM▲ +4.0%GEV▲ +3.6%SNDK▼ -3.5%QCOM▲ +2.9%BA▲ +2.8%INTC▲ +2.6%AMD▲ +2.5%UNH▼ -2.4%SPCX▲ +2.0%CRM▲ +1.9%AMZN▲ +1.9%
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 — pendingT+5 — pendingT+20 — pending
More: AMAT move history · track record · that day's brief · watch on YouTube
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