Earnings Preview | Apple and Intel transactions provide a "strong boost"—can Applied Materials (AMAT.US) Q2 results support its high valuation?

老虎证券2026/05/11 04:15

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The guidance provided previously by the company for the second fiscal quarter projected revenue in the range of $7.15 billion to $8.15 billion, and earnings per share of $2.44 to $2.84. Because the company is at the very top of the industry chain, its performance guidance not only concerns its own valuation rationality, but also directly reveals the capital expenditure intensity of giants such as Intel and TSMC in the next-generation chip manufacturing sector.

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According to data from the US Department of the Treasury, in the 12 months ending July this year, overseas investors made net purchases of US stocks totaling $942 billion, marking the highest rolling 12-month total since records began in 1985. The net purchases in the second quarter alone reached $426 billion, setting a new single-quarter record. Meanwhile, overseas demand for US Treasuries has noticeably cooled, with purchase volumes falling significantly. As a result, the US is facing higher costs in government debt financing.

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