SanDisk, Workday, Applied Materials, Netflix and Reddit: Why These 5 Stocks Are on Investors' Radars Today

Mizuho Maintains Outperform on Applied Materials, Lowers Price Target to $590

Mizuho analyst Vijay Rakesh maintains Applied Materials (NASDAQ:AMAT) with a Outperform and lowers the price target from $650 to $590.

Applied Materials Sees Years Of AI-Fueled Growth Ahead

Applied Materials positions for strong growth as AI drives 80% of chip equipment demand. JPMorgan reiterates an Overweight rating.

A 10-Year Treasury Bond Now Pays More Than 118 Of America's Biggest Companies

Only 3.85% of S&P 500 stocks now yield more than the 10-year Treasury, the lowest since May 2007. Benzinga found 118 mega-caps that pay less.

Shares of semiconductor companies are trading lower amid concerns that OpenAI's Q2 earnings may weigh on AI growth. Today's Fed minutes revealed that many participants assessed that higher rates would likely be necessary if inflation did not fall.

Watching Netflix And Take Two Interactive; Netflix Services Outages Reported Following GTA VI Extended Look Premiere

NFLX vs. GOOGL: Which Streaming & Ad Stock Has an Edge Right Now?

In a detailed comparison of two digital media giants, Alphabet (GOOGL) emerges as the stronger investment choice over Netflix (NFLX). Alphabet demonstrates broad-based growth across Search, YouTube, and Cloud with a $514 billion backlog and innovative AI-driven ad formats, while Netflix faces decelerating revenue growth and competitive pressure from short-form video platforms. Trading at a lower forward P/E multiple (20.44x vs 21.73x) with stronger year-to-date performance (+8.5% vs -14.8%), Alphabet offers better near-term upside potential.