Chip tech kit supplier Applied Materials (NASDAQ:AMAT) delivered a very strong fiscal Q3, with record revenue, margins and earnings. Yet the shares fell sharply after hours on 13 August. The message for investors is clear: the semiconductor-equipment business is performing extremely well, but expectations and valuation are now demanding. The crucial question remains: Can it … Continue reading Applied Materials Q3 2026: Can it convert surging AI demand into high-margin earnings?