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APPLIED MATERIALS INC.

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Commented by Stefan Feulner on February 20th, 2024 | 08:15 CET

Rheinmetall, Almonty Industries, Applied Materials - From high to high

Mining
RareEarths
Tungsten
armaments

The rally in chip stocks continues unabated. After ARM opened its books last week, investors bought as if there was no tomorrow. This week's figures from top dog Nvidia promise to be exciting. Will the share continue its upward trend, or will Wednesday herald an extended correction? Defense stocks are also at the forefront of the outperformers. As orders in the sector continue to rise, investors should take a look at the producers of the raw materials needed for the systems.

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