Applied Materials Q2 Earnings: Solid Print, But Missing Clear Catalysts

Semicap names — and the semiconductor space more broadly — entered this quarter under the weight of renewed tariff and export control fears, something I’ve already discussed in my broader piece on trade restrictions. Peers like KLAI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commi ...