Stock Movers Applied Materials Tumbles; WBD Edges Higher; Merck Nears Cidara Deal
Nov 14, 2025
Shares of Applied Materials plummeted amidst a disappointing sales forecast, stirring concerns across the tech sector. Meanwhile, Warner Bros. Discovery saw stock gains due to potential bids from major players like Paramount and Netflix. In the biotech arena, Merck is reportedly nearing a lucrative deal for Cidara Therapeutics, raising eyebrows about its implications for smaller companies. The hosts dissect the ripple effects of these corporate movements in an engaging breakdown.
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Applied Materials Signals Industry Weakness
- Applied Materials' sales are falling and the company expects another quarterly decline, signaling weakness in chip-equipment demand.
- The market doubts a 2026 rebound, creating a ripple down across tech and semiconductor stocks.
China Restrictions And Oversupply Pressure Chips
- Trade restrictions with China and market oversupply are key reasons Applied Materials cited for falling demand.
- The stock's drop acted as a tone setter, pulling down names like Lam Research, AMD, NVIDIA and Intel.
Use Filings To Gauge M&A Likelihood
- Watch M&A headlines when a stock is under strategic review as they can rapidly change price direction.
- Check filings like CEO contract amendments for clues on deal likelihood and timing.