Applied Materials' guidance didn't impress. Here's why some analysts are still upbeat.

Core Viewpoint - Applied Materials anticipates a relatively flat performance in the first half of next year, but analysts suggest that AI-driven demand for leading-edge chips and DRAM may lead to acceleration in the latter half [1] Group 1 - The company expects flat growth in the first half of next year [1] - Analysts predict an increase in demand for leading-edge chips and DRAM due to AI [1] - The latter half of the year is expected to see acceleration in performance [1]