Episode Details

## Chapters 0:00 The Applied Materials Story 3:50 Earnings Overview Applied Materials just reported Q2 FY2026 earnings — eps beats by 7%. Here's what the double beat means for AMAT and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $7.9B vs $7.7B expected (+2.9% beat) • EPS: $2.86 vs $2.68 expected (+6.7% beat) • Gross Margin: 50.0% 📈 Free stock screening tools — no signup, no paywall: https://chargedalpha.com 🎧 Also available as a podcast: https://chargedalpha.podbean.com #stocks #AMAT #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #AppliedMaterials --- Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com) ⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies. Watch on YouTube: https://www.youtube.com/watch?v=Bbi0_a2Y5xY