Applied Materials
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After CoreWeave’s Official Q3, Thursday’s Nebius, AMAT and Cisco Reports Come Into Focus
CoreWeave has already posted official third-quarter 2026 results, including $3.661 billion of revenue. Thursday’s Nebius, Applied Materials, and Cisco reports were still unreleased and are not treated as known.
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Applied Materials Q4 FY2026 Earnings Preview: AI Wafer Fab Demand
Applied Materials’ November 12 call is the AI wafer-fab equipment check beside Cisco. Anchored on verified Q3 results and Q4 guidance. Read the full analysis.
