daz999999999
08-14
$Applied Materials(AMAT)$  


Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69.

AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, leading-edge logic and packaging capacity.

Still, the stock dropped more than 5% in extended trading. Shares had already more than doubled this year, leaving little room for anything short of a major upside surprise.



CRWV, NBIS Surge Post-Earnings — Has AI Compute Hit Its Inflection Point?
Compute names ran on three separate prints. Nebius +34.14% on revenue of $582 million, up 454% year-over-year, adjusted net loss narrowed 64% to $33.2 million. CoreWeave +19.28% even with revenue of $2.575 billion missing the $2.611 billion consensus — the $1.03 EPS loss beat the $1.24 estimate, and the $104 billion backlog was what got quoted. Riot +4.33% on the Anthropic deal: $9.1 billion base for 191 megawatts over 20 years, up to $16.1 billion with all extensions. Three ways to sell the same compute dollar — machine hours, power, contract duration. Which one holds the pricing power?
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