U.S. stock night market fluctuations: KLA fell 3.13% in night trading, Oppenheimer raised target price

KLA fell 3.13% in the night session; ASML fell 2.40% in the night session, with a transaction volume of USD 17.2 million; Applied Materials fell 3.63% in the night session, with a transaction volume of USD 14.99 million; Lam Research fell 3.51% in the night session, with a transaction volume of USD 5 million

U.S. Stock Night Market Movements

KLA fell 3.13% in the night market. Based on recent key news:

On July 16, KLA's BDR plan in Brazil will implement a mandatory 4-for-1 stock split. This move may lead to short-term volatility in the market as investors need to adjust their positions. Source: Public Technologies
On July 17, Oppenheimer raised KLA's target price from $200 to $260 and gave it an outperform rating. This reflects market confidence in its future growth, despite the recent decline in stock price. Source: MT Newswires
On July 14, market analysis showed that despite strong AI demand, the recovery of the traditional PC and smartphone markets is slow, leading to a decline in wafer fab utilization rates, which may delay high-margin service contracts and equipment upgrades. Source: MarketWatch AI demand is strong, but traditional markets are recovering slowly.

Stocks with High Trading Volume in the Industry

ASML fell 2.40% in the night market. Based on recent key news:

On July 16, ASML plans to raise chip manufacturing equipment prices, leading to conflicts with TSMC. TSMC's resistance to the price increase affects market confidence, resulting in a decline in stock price. Source: Zhitong Finance
On July 15, ASML reported second-quarter revenue of €9.326 billion, exceeding expectations. Despite the better-than-expected performance, concerns about future growth remain in the market. Source: CaiLianShe
On July 16, Bernstein and Wells Fargo raised ASML's target price, reflecting analysts' confidence in its long-term growth, but the short-term market reaction was limited. Source: Wall Street Insight The semiconductor industry has strong demand, but geopolitical risks are high.

Applied Materials fell 3.63% in the night market. Based on recent news:

On July 17, ASML plans to raise chip manufacturing equipment prices, despite TSMC's opposition. ASML's price increase may increase cost pressure on Applied Materials, leading to a decline in stock price.
On July 16, Citigroup raised Applied Materials' target price from $570 to $705, maintaining a "buy" rating. Despite the upgrade, market concerns about the overall chip industry still led to a decline in stock price.
On July 15, UBS analyst Timothy Arcuri maintained a "buy" rating on Applied Materials and set a target price of $705. However, Morgan Stanley maintained a "hold" rating on July 6, and the market's reaction to the rating divergence led to stock price fluctuations. The overall performance of the chip industry is weak, with significant capital outflows.

Lam Research fell 3.51% in the night market. Based on recent key news:

On July 14, Lam Research board member Abhijit Talwalkar sold 18,282 shares, cashing out approximately $6.12 million. This move may raise market concerns about internal confidence in the company, leading to stock price fluctuations
On July 15, UBS raised the target price for Lam Research from $375 to $435, reflecting the market's optimistic expectations for the company's future growth; however, the stock price still fell.
On July 16, analysts pointed out that despite strong demand for high-bandwidth memory, the traditional NAND flash memory market is recovering slowly, which may limit the growth of Lam Research's etching and deposition business. The competition in the semiconductor industry is intensifying, and the risk of market volatility is increasing

U.S. Stock Night Market Movements

KLA fell 3.13% in the night market. Based on recent key news:

On July 16, KLA's BDR plan in Brazil will implement a mandatory 4-for-1 stock split. This move may lead to short-term volatility in the market as investors need to adjust their positions. Source: Public Technologies
On July 17, Oppenheimer raised KLA's target price from $200 to $260 and gave it an outperform rating. This reflects market confidence in its future growth, despite the recent decline in stock price. Source: MT Newswires
On July 14, market analysis showed that despite strong AI demand, the recovery of the traditional PC and smartphone markets is slow, leading to a decline in wafer fab utilization rates, which may delay high-margin service contracts and equipment upgrades. Source: MarketWatch AI demand is strong, but traditional markets are recovering slowly.

Stocks with High Trading Volume in the Industry

ASML fell 2.40% in the night market. Based on recent key news:

On July 16, ASML plans to raise chip manufacturing equipment prices, leading to conflicts with TSMC. TSMC's resistance to the price increase affects market confidence, resulting in a decline in stock price. Source: Zhitong Finance
On July 15, ASML reported second-quarter revenue of €9.326 billion, exceeding expectations. Despite the better-than-expected performance, concerns about future growth remain in the market. Source: CaiLianShe
On July 16, Bernstein and Wells Fargo raised ASML's target price, reflecting analysts' confidence in its long-term growth, but the short-term market reaction was limited. Source: Wall Street Insight The semiconductor industry has strong demand, but geopolitical risks are high.

Applied Materials fell 3.63% in the night market. Based on recent news:

On July 17, ASML plans to raise chip manufacturing equipment prices, despite TSMC's opposition. ASML's price increase may increase cost pressure on Applied Materials, leading to a decline in stock price.
On July 16, Citigroup raised Applied Materials' target price from $570 to $705, maintaining a "buy" rating. Despite the upgrade, market concerns about the overall chip industry still led to a decline in stock price.
On July 15, UBS analyst Timothy Arcuri maintained a "buy" rating on Applied Materials and set a target price of $705. However, Morgan Stanley maintained a "hold" rating on July 6, and the market's reaction to the rating divergence led to stock price fluctuations. The overall performance of the chip industry is weak, with significant capital outflows.

Lam Research fell 3.51% in the night market. Based on recent key news:

On July 14, Lam Research board member Abhijit Talwalkar sold 18,282 shares, cashing out approximately $6.12 million. This move may raise market concerns about internal confidence in the company, leading to stock price fluctuations
On July 15, UBS raised the target price for Lam Research from $375 to $435, reflecting the market's optimistic expectations for the company's future growth; however, the stock price still fell.
On July 16, analysts pointed out that despite strong demand for high-bandwidth memory, the traditional NAND flash memory market is recovering slowly, which may limit the growth of Lam Research's etching and deposition business. The competition in the semiconductor industry is intensifying, and the risk of market volatility is increasing