In its Q1 FY2026 results, Applied reported non-GAAP EPS of $2.38 against a $2.21 estimate, a 7.84% beat, with record DRAM revenue now representing 34% of Semiconductor Systems revenue, up from 27% year over year.
Source: https://247wallst.com/investing/2026/04/24/philippe-laffonts…
These tech giants have seen their stock prices climb based on momentum in AI spending. Analysts see potential for slowing revenue growth for both companies, which could cause the market to reprice the stocks.
Here is how Element Solutions (ESI) and Teck Resources Ltd (TECK) have performed compared to their sector so far this year.
Here is how Nexa Resources S.A. (NEXA) and Denison Mine (DNN) have performed compared to their sector so far this year.
