$AMAT printed a record quarter and modestly cleared the bar. Fiscal Q4 revenue was $10.41 billion, up 53%, a bit above consensus around $10.3 billion. Non-GAAP

$AMAT printed a record quarter and modestly cleared the bar. Fiscal Q4 revenue was $10.41 billion, up 53%, a bit above consensus around $10.3 billion. Non-GAAP EPS hit $4.16 vs. about $4.06. Semiconductor Systems did roughly $7.99 billion, up ~64%. The catalyst is AI chip-equipment demand, especial…