Geopolitics Alpha

8-K - APPLIED MATERIALS INC /DE (0000006951) (Filer)

Published . Updated .

Key takeaways

  • 8-K - APPLIED MATERIALS /DE filed an 8-K with the SEC on Nov 12 (a notice of a material company event).
  • Exposed: AMAT
  • Market reaction: AMAT −5.5% on the day (still updating)

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GEOPOLITICS ALPHA8-K - APPLIED MATERIALS INC /DE(0000006951) (Filer)AMATGEOPOLITICS ALPHA

8-K - APPLIED MATERIALS /DE filed an 8-K with the SEC on Nov 12 (a notice of a material company event).

Directly affected

  • AMAT Applied Materials-21.7% 30d

    Named in this report.

Indirectly affected

  • XLK Technology Select Sector SPDR+3.3% 6d

    Technology Select Sector SPDR holds the technology sector that Applied Materials belongs to, so it often moves with news about it.

  • AVGO Broadcom+2.6% 30d

    Broadcom is a peer of Applied Materials in semiconductors and related devices; rivals often move on the same news.

  • MU Micron Technology-27.3% 30d

    Micron Technology is a peer of Applied Materials in semiconductors and related devices; rivals often move on the same news.

  • AMD Advanced Micro Devices-7.6% 30d

    Advanced Micro Devices is a peer of Applied Materials in semiconductors and related devices; rivals often move on the same news.

  • INTC Intel-48.7% 30d

    Intel is a peer of Applied Materials in semiconductors and related devices; rivals often move on the same news.

  • TXN Texas Instruments+6.3% 30d

    Texas Instruments is a peer of Applied Materials in semiconductors and related devices; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AMAT-12.70%-2.24%base-5.46%after closeafter closeafter close
XLK-5.15%-2.75%base-2.75%after closeafter closeafter close
AVGO-19.45%-8.83%base-5.66%after closeafter closeafter close
MU-13.63%-9.22%base-4.50%after closeafter closeafter close
AMD-23.60%-12.05%base-8.81%after closeafter closeafter close
INTC-8.01%-5.06%base-6.00%after closeafter closeafter close
TXN-11.42%-3.80%base-4.57%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-12 AccNo: 0001628280-26-073360 Size: 850 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

How far Applied Materials (AMAT) has moved since 12 Nov 2026

CompanyWhenMoveStatus
Applied Materials (AMAT)that day-5.46%still updating
Applied Materials (AMAT)three days earlier-2.24%final price
Applied Materials (AMAT)five days earlier-12.70%final price
AMDthat day-8.81%still updating
AMDthree days earlier-12.05%final price
AMDfive days earlier-23.60%final price
AVGOthat day-5.66%still updating
AVGOthree days earlier-8.83%final price
AVGOfive days earlier-19.45%final price
INTCthat day-6.00%still updating
INTCthree days earlier-5.06%final price
INTCfive days earlier-8.01%final price
MUthat day-4.50%still updating
MUthree days earlier-9.22%final price
MUfive days earlier-13.63%final price
TXNthat day-4.57%still updating
TXNthree days earlier-3.80%final price
TXNfive days earlier-11.42%final price
XLKthat day-2.75%still updating
XLKthree days earlier-2.75%final price
XLKfive days earlier-5.15%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Applied Materials (AMAT)

Companies tied to this story

  • AMAT Applied Materials

    Applied Materials (AMAT) is linked, with no stored direction, high confidence in the 12 Nov 2026 story “8-K - APPLIED MATERIALS INC /DE (0000006951) (Filer).” Reason on file: SEC 8-K filing -> direct issuer disclosure -> AMAT

How “8-K - APPLIED MATERIALS INC /DE (0000006951) (Filer)” reaches Applied Materials (AMAT)

“8-K - APPLIED MATERIALS INC /DE (0000006951) (Filer)” (12 Nov 2026) reaches Applied Materials (AMAT) through this story.

What ties Applied Materials (AMAT) to the headline is this: SEC 8-K filing -> direct issuer disclosure -> AMAT

Price levels for Applied Materials (AMAT)

AMAT traded between 316.98 and 501.29 across 20 sessions. The latest close on file is 381.21.

What the saved facts support for Applied Materials (AMAT)

14 out of 100Price not final

“8-K - APPLIED MATERIALS INC /DE (0000006951) (Filer)” scores 14 out of 100. The score uses 1 sources, and 1 linked companies. The price is not final yet.