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AI Beneficiaries Compared: Applied Materials and Nvidia's Supply Chain Positions and Performance

Nasdaq +1 ·

AMAT Applied Materials Inc
$520.65 -1.81%
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  1. 1Applied Materials and Nvidia benefit from AI spending but hold different positions in the supply chain.
  2. 2Applied Materials recorded revenue of approximately $28.4 billion for the fiscal year ended October 26, 2025.
  3. 3Nvidia is trading at a lower expected earnings multiple than Applied Materials.

So what's the key point?

Applied Materials and Nvidia are making money in the artificial intelligence field. Nvidia's stock price is less expensive relative to its earnings than Applied Materials.

Source Nasdaq +1 · View original ↗

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