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Applied Materials (AMAT): Record Quarter, China Recovery & the Selloff Explained
Applied Materials just guided toward its first ever quarter exceeding ten billion dollars in revenue, with year-over-year growth above fifty percent at the midpoint. Nick breaks down the full AMAT update for August 2026 — results, guidance, the China recovery, and whether the stock still belongs in a portfolio after the selloff.
Q3 fiscal year 2026 came in at nine point one billion in revenue with gross margins at fifty percent and operating margins above thirty percent. China is back in growth mode at roughly two point three billion in revenue.
The ICAPS segment covering power, optical, and…
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