Day August 16, 2026

Utilized Supplies beats, however rivals mood AI premium

Applied Materials beats, but rivals temper AI premium

Utilized Supplies posted document outcomes and raised steering, confirming that AI demand remains to be pulling ahead tools spending. Verified truth: the corporate reported Q2 FY2026 income of $7.91 billion, GAAP EPS of $3.51, non-GAAP EPS of $2.86, non-GAAP gross…