semiconductor-stocks

Articles Tagged “Semiconductor Stocks”

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Applied Materials Posts a Record Q2 — $7.91B Revenue, 50% Gross Margin, and Eight Price-Target Hikes in a Day

Applied Materials beat Q2 FY2026 estimates with $7.91B revenue and $2.86 non-GAAP EPS on May 15, 2026 — triggering eight Wall Street price target hikes and a 30% calendar-2026 growth call.

Jake Trader★May 16, 2026★7 min read

Cover illustration for Micron Posts Record $23.9B Revenue as AI Memory Demand Nearly Triples the Business

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Micron Posts Record $23.9B Revenue as AI Memory Demand Nearly Triples the Business

Micron's Q2 FY2026 revenue surges 196% year-over-year to $23.9B with 75% gross margins, driven by insatiable AI data center demand for HBM and server DRAM.

Jake Trader★Mar 20, 2026★5 min read