The ten are AMAT, CLF, APA, KLAC, VRSN, LM, TER, ADI, NVLS and LLTC.
Applied Materials (NASDAQ:AMAT) was highlighted in a prior column, and continues to be a quality Fallen Angel whose price is depressed.
Things went from bad to worse for Britain after the break as Amat latched onto a loose ball to score again.
Disclosure: At the time this report was published, out of the companies discussed herein, McWilliams had long positions in AMAT, CSCO, INTC, MRVL, NETL, ORCL, QCOM and TXN.
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Applied Materials (AMAT) is expected to report poor first quarter earnings on Wednesday, February 13, 2013 with analysts expecting a 83.3% drop in earnings from a year ago.
The outlook appears is pressuring AMAT shares in late trading.
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Heinz ( HNZ) and Medtronic ( MDT) on Tuesday, Applied Materials ( AMAT) on Wednesday, Hormel Food ( HRL) and Patterson Companies ( PDCO) on Thursday, and Tiffany ( TIF) on Friday.
Ignacio Amat-Santos and colleagues followed 138 patients with no history of AF who underwent TAVI. 31.9% (44 patients) developed new-onset AF while in the hospital at a median time of 48 hours after the procedure.
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Applied Materials (nasdaq: AMAT - news - people ), are working to improve another thin-film technology that is extremely cheap but so inefficient it can't yet match First Solar in cost per kwh.
Earnings from Applied Materials (NASDAQ: AMAT), Marvell Technology (NASDAQ: MRVL) and Salesforce.com (NYSE: CRM) are expected to have slipped year over year, while Intuit (NASDAQ: INTU) is expected to post a net loss.
According to the ETF Finder at ETF Channel, AMAT makes up 7.93% of the iShares PHLX SOX Semiconductor Sector Index Fund ETF ( NASD: SOXX )which is trading higher by about 0.5% on the day Friday.
Now, as chief executive of Applied Materials (nasdaq: AMAT - news - people ), the biggest pick-and-shovel maker for the semiconductor and flat-panel display industries, Splinter, 56, wants to forge a sunny-side-up version of Moore's Law.
Among the largest underlying components of SOXX, in trading today Broadcom Corporation ( NASD: BRCM) is up about 1.2%, Applied Materials Incorporated ( NASD: AMAT) is up about 1.7%, and Altera Corporation ( NASD: ALTR) is up by about 1.3%.
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Among the largest underlying components of SOXL, in trading today Altera Corp. ( NASD: ALTR) is up about 1.4%, Applied Materials, Inc. ( NASD: AMAT) is up about 1.8%, and Broadcom Corp. ( NASD: BRCM) is higher by about 2.7%.
Among the largest underlying components of TQQQ, in trading today Altera Corp. ( NASD: ALTR) is up about 0.1%, Analog Devices, Inc. ( NASD: ADI) is trading flat, and Applied Materials, Inc. ( NASD: AMAT) is lower by about 0.8%.
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That results in AMAT having its engineers in just about every chip-building facility in the world, which allows it to not only provide superior service, but to see early indications of the future equipment and tooling needs of its customers.
Among the largest underlying components of SOXX, in trading today Broadcom Corporation ( NASD: BRCM) is down about 5.4%, Applied Materials Incorporated ( NASD: AMAT) is down about 4.7%, and Texas Instruments Incorporated ( NYSE: TXN) is lower by about 5.1%.
Among the largest underlying components of QLD, in trading today Altera Corp. ( NASD: ALTR) is down about 0.8%, Apollo Group, Inc. ( NASD: APOL) is off about 1.4%, and Applied Materials, Inc. ( NASD: AMAT) is lower by about 0.7%.
Among the largest underlying components of SOXX, in trading today Broadcom ( NASD: BRCM) is up about 0.2%, Applied Materials Incorporated ( NASD: AMAT) is up about 0.8%, and Texas Instruments Incorporated ( NYSE: TXN) is higher by about 0.1%.
Among the largest underlying components of SOXX, in trading today Texas Instruments Incorporated ( NYSE: TXN) is up about 4.1%, Broadcom Corporation ( NASD: BRCM) is up about 4.1%, and Applied Materials Incorporated ( NASD: AMAT) is up by about 4.2%.
Among the largest underlying components of SOXL, in trading today Advanced Micro Devices, Inc. ( NYSE: AMD) is up about 1.8%, Altera Corp. ( NASD: ALTR) is up about 0.9%, and Applied Materials, Inc. ( NASD: AMAT) is up by about 2.3%.
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Among the largest underlying components of SMH, in trading today Texas Instruments Inc. ( NASD: TXN) is up about 0.5%, ASML Holding NV ( NASD: ASML) is up about 2.3%, and Applied Materials, Inc. ( NASD: AMAT) is up by about 1%.
He thinks the extra spending from Intel could boost 2011 EPS by 8 cents a share each this year for Novellus and KLA. He also sees noteworthy profit boosts for Varian Semiconductor (VSEA), Applied Materials (AMAT) and Lam Research (LRCX).
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Chip investors will want to keep an eye on other stocks in the sector today, as well as chip-heavy ETFs like the Semiconductor HOLDRS (SMH), which counts Texas Instruments and Altera among its top holdings, in addition to Intel (INTC), Applied Material (AMAT) and Analog Devices (ADI).
Gurus focused most of their selling fury on technology stocks, starting off in the chip sector by cashing out of semiconductor equipment company Applied Materials (nasdaq: AMAT - news - people ) and integrated circuit maker Linear Technology (nasdaq: LLTC - news - people ).
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