Pello Arrese

$AMAT Q2'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.91B (Est $7.68B) 🟢; +11% YoY 🔹 Adj. EPS: $2.86 (Est $2.68) 🟢; +20% YoY 🔹 Non-GAAP Gross Margin: 50.0% 🔹 Non-GAAP Operating Margin: 32.1% 🔹 Semiconductor Systems Revenue: $5.97B Q3 FY26 Guide: 🔹 Revenue: $8.45B-$9.45B (Est $8.15B) 🟢 🔹 Adj. EPS: $3.16-$3.56 (Est $2.90) 🟢 Segment Performance: 🔹 Semiconductor Systems Revenue: $5.97B 🔹 Semiconductor Systems Non-GAAP Operating Margin: 35.2% 🔹 Applied Global Services Revenue: $1.67B 🔹 Applied Global Services Non-GAAP Operating Margin: 29.2% Other Metrics: 🔹 Cash From Operations: $845M 🔹 Non-GAAP Free Cash Flow: $210M 🔹 Semiconductor Equipment Business: Expected to grow more than 30% in calendar 2026 🔹 NEXX Business: Agreement to acquire ASMPT’s advanced packaging deposition business Capital Return: 🔹 Shareholder Returns: $765M 🔹 Share Repurchases: $400M 🔹 Dividends: $365M 🔹 Dividend Increased: +15% to $0.53/share Commentary: 🔸 “Applied Materials delivered record quarterly performance, and we now expect our semiconductor equipment business to grow more than 30 percent in calendar 2026.” 🔸 “The rapid global build-out of AI computing infrastructure combined with Applied’s strong leadership positions in leading-edge logic, DRAM and advanced packaging provide an exceptionally strong foundation for sustained, multi-year revenue and profit growth.”

I guess we're not at the "final peak". $SOX all-time high Friday.

$FICO podria multiplicar el precio de sus Scores 5x y seguiría teniendo mucho sentido para el comprador de vivienda. El ahorro de costes financieros de la hipoteca es muy superior al precio

Evercore indutry ests for WFE. Semicap gonna print in 2030 if so.

CVC injecting EUR210M into its tea business to avoid debt restructuring Bought from Unilever for EUR4.5B in 2021 Tea consumption declining as young people switch to coffee Can't restructure consumer preferences

$BE Amazing earning. one of the key risk in the supply chain of Bloom box is Scandium. It needs 260k-300k kg of scandium based on reported data by bloom. Calculation was performed by gemini. See screen shot. Even though $BE said they have secured from other countries like Australia, China is major supplier.