APPLIED MATERIALS $AMAT Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.41B (Est. $10.3B) 🟢; +53% YoY 🔹 Adj. EPS: $4.16 (Est. $4.05) 🟢; +92% YoY 🔹 Non-GAAP Gross Margin: 50.6% (Est. 50.45%) 🟢 🔹 Non-GAAP Oper Income: $3.68B (Est. $3.62B) 🟢 🔹 Non-GAAP FCF: $2.6B (Est. $2.26B) 🟢 Q1 Guide: 🔹 Revenue: $11.10B +/- $500M (Est. $10.89B) 🟢 🔹 Adj. EPS: $4.35 +/- $0.20 (Est. $4.26) 🟢 Fiscal 2026: 🔹 Revenue: $34.45B; +21% YoY 🔹 Adj. EPS: $12.89; +37% YoY Segment Net Revenue: 🔹 Semiconductor Systems: $8.0B; +64% YoY 🔹 Applied Global Services: $1.9B; +26% YoY 🔹 Display / Corporate and Other: $517M; +25% YoY Other Q4 Metrics: 🔹 GAAP Gross Margin: 50.4%; +240 bps YoY 🔹 GAAP EPS: $3.40; +43% YoY 🔹 Cash From Operations: $3.3B 🔹 Shareholder Distributions: $2.42B, incl. $2.00B buybacks and $421M dividends Comments: 🔸 “AI continues to fuel strong incremental demand for semiconductors and Applied has built the most-enabling portfolio to advance the AI-computing roadmap, putting us in a great position for multi-year revenue and profit growth.”

Apparently, where your doctor works may determine whether another doctor will accept your referral. We received this rejection from MercyOne Gastroenterology. The stated reasons included a referral originating outside MercyOne and its affiliates. I called to find out whether this is formal policy, a departmental restriction, or something else. Still looking for an answer. Since when should a patient's access to specialty care depend on which healthcare system employs their physician? At James Clinic, we refer to physicians who take good care of our patients. Their employer isn't the deciding factor. Patient care should come first. That's just common sense.

Apple’s latest MacBook Pros reportedly add tandem OLED touchscreens, thinner bodies and the glowing logo again. Disabling the logo now takes a Terminal command, not Settings.

Apple has put its Support Community into read-only mode and says it will permanently close on November 20, directing users to its Support site for help. Existing threads can still be read, but new posts and replies are disabled.