--- title: "U.S. stock night trading anomaly: Applied Materials rose 3.11% in night trading, driven by dual engines of AI collaboration and expansion wave" type: "News" locale: "en" url: "https://longbridge.com/en/news/293871700.md" description: "Applied Materials rose 3.11% in the after-hours market; ASML rose 2.41%, with a transaction volume of USD 3.86 million; Aker Technology rose 3.43%, with a transaction volume of USD 3.16 million; Lam Research rose 2.87%, with a transaction volume of USD 2.3 million" datetime: "2026-07-27T02:42:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293871700.md) - [en](https://longbridge.com/en/news/293871700.md) - [zh-HK](https://longbridge.com/zh-HK/news/293871700.md) generator: "portal-rs" --- # U.S. stock night trading anomaly: Applied Materials rose 3.11% in night trading, driven by dual engines of AI collaboration and expansion wave **U.S. Stock Night Market Movements** Applied Materials rose 3.11% in the night market. Based on recent key news: 1. On July 24, the global semiconductor expansion wave continued to heat up, with a surge in equipment orders causing supply chain bottlenecks. The delivery times for equipment suppliers like Applied Materials have extended to 1.5 to 2 times longer than before, leading to increased market demand for their equipment and driving up stock prices. 2. On July 25, Applied Materials partnered with NVIDIA to utilize GPU acceleration for simulation and digital twin technology to enhance semiconductor design, meeting the demands of AI-driven technology, further boosting market confidence and stock prices. 3. On July 25, analyst ratings indicated that Applied Materials currently holds a moderate buy rating. Although other stocks are considered more valuable investments, the market remains optimistic about its prospects, leading to a rise in stock prices. The semiconductor industry shows strong demand, driven by AI technology. **Stocks with High Trading Volume in the Industry** ASML rose 2.41% in the night market. Based on recent key news: 1. On July 25, the delivery cycles for equipment suppliers including ASML have extended to 1.5 to 2 times longer than before, affecting the production capacity timelines of wafer fabs. This extension is primarily driven by a surge in demand from AI infrastructure investments, leading to increased market demand for ASML's equipment and rising stock prices. 2. On July 25, chip manufacturers, including ASML, reported strong AI-driven revenue growth and raised their guidance, indicating sustained demand for advanced chips, which pushed stock prices higher. 3. On July 24, analysts raised the target price for ASML's stock to $2396, a significant increase from the previous $2361.69, indicating about a 36% potential upside, with the market maintaining an optimistic outlook on its future performance. The technology sector shows strong profit growth and significant capital inflows. Akel Technology rose 3.43% in the night market. Based on recent key news: 1. On July 24, Akel Technology reached a $1.5 billion cooperation agreement with NVIDIA to promote its advanced packaging capacity expansion in the U.S. This news stimulated a stock price increase, with an after-hours rise of 15%. Source: Zhitong Finance 2. On July 23, NVIDIA announced prepayment support for Akel's capacity expansion in Arizona, further enhancing the resilience of its global supply chain. This move led to a significant after-hours surge of 16.6% in Akel's stock price. Source: Investing.com 3. On July 24, the cooperation agreement between Akel and NVIDIA emphasized the growing demand for AI infrastructure, promoting the development of high-density interconnect and heterogeneous integration technologies. This news caused a pre-market rise of 9% in stock prices. Source: Golden Finance AI demand drives the expansion of semiconductor packaging capacity. Lam Research rose 2.87% in the night market. There has been no significant news recently; trading is active, and capital flows are evident. Considering the sector and industry trends, this stock shows significant volatility, and the specific reasons need further observation. no\_news ### Related Stocks - [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research - [TSMC Revenue Jumps 53% in August, Signaling Strong AI Chip Demand](https://longbridge.com/en/news/298747994.md) - [Palantir Deepens AI Partnership With Nvidia: How Sovereign AI Is Transforming Supply Chain Management?](https://longbridge.com/en/news/298584802.md) - [An NEA partner says not every AI task needs frontier intelligence](https://longbridge.com/en/news/298434703.md) - [Key facts: ASML ~13.3× Revenue Guidance; Joins Mistral €3B Round](https://longbridge.com/en/news/298276293.md) - [How Meta tried, and failed, to grab its employees' data for AI](https://longbridge.com/en/news/298706095.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**