Latest
Hot
Key Takeaways (AI-Generated)
Financial Performance
- Record revenue of $9.1 billion, up 15% sequentially and 25% year over year
- Non-GAAP gross margin increased to 50.4%, up 40 basis points sequentially and 150 basis points year over year
- Non-GAAP operating margin expanded to record 34%, up 190 basis points sequentially and 330 basis points year over year
- Record non-GAAP earnings per share of $3.50, up 22% sequentially and 41% year over ye...
Financial Performance
- Record revenue of $9.1 billion, up 15% sequentially and 25% year over year
- Non-GAAP gross margin increased to 50.4%, up 40 basis points sequentially and 150 basis points year over year
- Non-GAAP operating margin expanded to record 34%, up 190 basis points sequentially and 330 basis points year over year
- Record non-GAAP earnings per share of $3.50, up 22% sequentially and 41% year over ye...
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The S&P 500 pulled back Friday from record-high levels as weakness for Applied Materials, SpaceX, Broadcom, Intel and other Big Techs outweighed gains for Applied Optoelectronics, Nebius, Sandisk, AMD and different tech stocks that rose.
The $S&P 500 Index (.SPX.US)$ shed 13.23 points (0.2%) to a 7,785.76 finish just one day after the blue-chip index set all-time closing and intraday highs.
The $Nasdaq Composite Index (.IXIC.US)$ likewise ...
The $S&P 500 Index (.SPX.US)$ shed 13.23 points (0.2%) to a 7,785.76 finish just one day after the blue-chip index set all-time closing and intraday highs.
The $Nasdaq Composite Index (.IXIC.US)$ likewise ...
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Morning Movers
Gapping Up
$Boost Run (BRUN.US)$ rose 13.08% in premarket trading after reporting a 270% year over year jump in Q2 revenue.
$Nu Holdings (NU.US)$ rose 12.63% in premarket trading after reporting record Q2 net income over one billion and revenue and EPS that topped expectations.
$Reddit (RDDT.US)$ rose 10.83% in premarket trading after being added to the S&P 500 replacing AvalonBay Communities.
$Aehr Test Systems (AEHR.US)$ increased...
Gapping Up
$Boost Run (BRUN.US)$ rose 13.08% in premarket trading after reporting a 270% year over year jump in Q2 revenue.
$Nu Holdings (NU.US)$ rose 12.63% in premarket trading after reporting record Q2 net income over one billion and revenue and EPS that topped expectations.
$Reddit (RDDT.US)$ rose 10.83% in premarket trading after being added to the S&P 500 replacing AvalonBay Communities.
$Aehr Test Systems (AEHR.US)$ increased...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
$Applied Materials (AMAT.US)$ framed the AI equipment cycle around leading-edge logic, DRAM and advanced packaging. Q3 disclosed growth in Semiconductor Systems and DRAM, while the larger 2026 opportunity remains management outlook rather than reported revenue.
📌 Ticker Map
Direct
$Applied Materials (AMAT.US)$ — Direct exposure to Semiconductor Systems execution, advanced-packaging revenue, DRAM/HBM process demand and Q4 guidance deliver...
📌 Ticker Map
Direct
$Applied Materials (AMAT.US)$ — Direct exposure to Semiconductor Systems execution, advanced-packaging revenue, DRAM/HBM process demand and Q4 guidance deliver...
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$Applied Materials (AMAT.US)$ Aug 13 (Reuters) - Applied Materials AMAT.O forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting that unabated demand for advanced AI chips will continue to fuel robust spending on its semiconductor manufacturing equipment.
Even so, its shares dropped nearly 5% in extended trading as lofty investor expectations overshadowed the results. The stock has more than doubled this year.
Expectations are elevated as the chip equipment maker ...
Even so, its shares dropped nearly 5% in extended trading as lofty investor expectations overshadowed the results. The stock has more than doubled this year.
Expectations are elevated as the chip equipment maker ...
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Columns AMAT Earnings Preview: AI‑sector Optimism Points to Opportunities for Semiconductor Equipment
$Applied Materials (AMAT.US)$ is expected to release its earnings report after the market closes on August 13th. Recently, traditional cloud giants and Neoclouds' AI CapEx have seen better-than-expected returns on their investments. Continued order increases from cloud vendors will indirectly lead to upward revisions of their forward guidance for wafer fab equipment procurement.
I. Core Outlook
Market exp...
I. Core Outlook
Market exp...
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$Applied Materials (AMAT.US)$ will post its FY26Q3 results after the market closes on Thursday, August 13.
This test reviews 9 complete Applied Materials earnings events using $Applied Materials (AMAT.US)$ contracts. It records only whether a near-expiry ATM Call, Put, or Straddle produced a gross WIN or LOSS.
The Three Bets
– Long Call is the upside bet.
– Long Put is the downside bet.
– Long Straddle buys both and needs a large move in either direc...
This test reviews 9 complete Applied Materials earnings events using $Applied Materials (AMAT.US)$ contracts. It records only whether a near-expiry ATM Call, Put, or Straddle produced a gross WIN or LOSS.
The Three Bets
– Long Call is the upside bet.
– Long Put is the downside bet.
– Long Straddle buys both and needs a large move in either direc...
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CIMB Research remains OVERWEIGHT on Malaysia’s tech sector and the numbers are getting interesting.
ATE core net profit CAGR: +60%
EMS: +40%
OSAT: +20%
Overall tech sector core net profit CAGR: +30%
Revenue CAGR: +10%
2025–2028.
If these forecasts play out, we're potentially looking at something much bigger than just a semiconductor rebound.
We're talking about an AI-driven earnings cycle.
An...
ATE core net profit CAGR: +60%
EMS: +40%
OSAT: +20%
Overall tech sector core net profit CAGR: +30%
Revenue CAGR: +10%
2025–2028.
If these forecasts play out, we're potentially looking at something much bigger than just a semiconductor rebound.
We're talking about an AI-driven earnings cycle.
An...
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微风轻扬 : Sell!
Charles 1999 : Why is it falling? The earnings report was quite strong.
zefiber25 : Exactly. Why? I bought calls too.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
ZzzzzzzT : It’s no use; the market remains unconvinced and has driven the stock price down.
75074581 : Awesome!
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