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…
Bill Ackman landed his latest buy call with exceptional timing, with stocks gaining close to 3% in a session, just one day after he told the startled public that it’s one of the best times to buy quality stocks.
These two stocks belong in your long-term portfolio. Costco continues to execute well.
Nvidia’s growth is accelerating. Taiwan Semiconductor Manufacturing is a key chip supplier.
