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# Morning note · August 16, 2026
- URL: https://www.morningowl.io/products/2026-08-16-pro/
- Published: 2026-08-16T12:45:07.000Z
- Updated: 2026-08-21T12:25:39.000Z
- Author: morningowl

👀 Morning. The past day's commentary has spoken. These are the names it kept coming back to.

📈 Applied Materials AMAT

📊 +15 (up 3 from yesterday)

Provides materials engineering equipment, services, and software for semiconductor chip manufacturing.

Each group's sentiment and how much it drove today's overall move:  
News sentiment +94; led today's move.  
Retail sentiment +70; added to it.

News commentary centered on fundamentals, highlighting Q2 revenue up 24.8% year on year to $9.12 billion and next-quarter guidance of $10.25 billion at the midpoint, roughly 6.1% above expectations, crediting AI demand and advanced packaging. Retail commentary took a technical angle, watching the 520 level for dip entries and higher lows, and flagging MenthorQ data showing large negative gamma clustered at 520, 500, 480, and 450\. Both lean favorable, though news anchors on earnings strength while retail focuses on price levels and options positioning.

As of 2026-08-14, Applied Materials carried a P/E of 45.8, with its last close at the 34.9 percentile of its trailing three-month range and the 83.7 percentile of its twelve-month range, though shares fell 9.6% over the past month. As of 2026-08-01, coverage leans favorable, with 39 favorable, 6 neutral, and no cautious views. The company is scheduled to report earnings on 2026-11-12.

That's a wrap on today's chatter, the ticker tape has spoken, the owls are roosting. 🦉 Same time tomorrow. ☕

📊 morningowl sentiment: how upbeat or downbeat the last 24 hours of commentary is, on a -100 to +100 scale. Sign shows direction; bigger means stronger.

This is not investment advice. We may hold positions in any security mentioned. Past performance and historical commentary patterns do not predict future results. Our data and analysis are provided "as is" and may contain inaccuracies; we accept no liability for errors or for any decisions made in reliance on them.