Applied Materials Stock Falls Along With Lam Research and KLA. China Revenue Is at Risk.

Core Viewpoint - Applied Materials has experienced a strong stock performance, but new export restrictions pose a significant threat to its business operations in China [1] Group 1 - The company has seen a robust increase in stock value recently, indicating positive market sentiment [1] - New export restrictions could impact the company's ability to conduct business in the Chinese market, which is a critical area for growth [1] - The potential limitations on exports may lead to decreased revenue and market share in China, affecting overall financial performance [1]