10 Stocks That Could Skyrocket After Jensen Huang’s Earnings Call

2. Applied Materials, Inc. (NASDAQ:AMAT)

Applied Materials, Inc. provides manufacturing software, equipment, and services to display, semiconductor, and other related industries. It operates in Applied Global Services, Semiconductor Systems, and Display segments. The stock is experiencing a downturn after the company reported its Q1 2025 earnings results. Last year’s returns are -9.6% though, nothing to write home about.

AMAT is an integral part of the supply chain of many semiconductor companies, selling equipment and software that are used to manufacture chips. The downturn in the company’s stock may soon reverse if Jensen Huang reports a solid quarter for his company this week. It already reported margin improvement and is expected to continue doing so in the near term as it grows with the rest of the industry.

There are concerns about the company’s ability to generate a healthy cash flow consistently. Its free cash flow declined 75% YoY but with a strong balance sheet consisting of $8.2 billion in cash and equivalents and short-term investments and $6.2 billion in debt, the company’s business isn’t threatened by this deteriorating cash flow.