--- title: "U.S. stock night trading volatility: Teradyne rose 14.77% in night trading, with earnings report exceeding expectations + strong AI demand" type: "News" locale: "en" url: "https://longbridge.com/en/news/294127894.md" description: "Teradyne rose 14.77% in the night session; Applied Materials rose 2.64%, with a transaction volume of USD 919,800; ASML rose 1.63%, with a transaction volume of USD 897,600; KLA fell 7.50%, with a transaction volume of USD 849,000" datetime: "2026-07-29T00:17:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294127894.md) - [en](https://longbridge.com/en/news/294127894.md) - [zh-HK](https://longbridge.com/zh-HK/news/294127894.md) generator: "portal-rs" --- # U.S. stock night trading volatility: Teradyne rose 14.77% in night trading, with earnings report exceeding expectations + strong AI demand **U.S. Stock Night Market Movements** Teradyne rose 14.77% in the night market. Based on recent key news: 1. On July 28, Teradyne announced its second-quarter financial report, with net revenue reaching $1.33 billion, exceeding analysts' expectations of $1.22 billion, and adjusted earnings per share of $2.47, compared to analysts' expectations of $2.04. The excellent financial report drove the stock price up. 2. On July 28, Teradyne forecasted that third-quarter revenue would exceed Wall Street expectations, estimated to be between $1.2 billion and $1.3 billion, while analysts expected $1.04 billion. The optimistic revenue forecast further boosted market confidence. 3. On July 28, Teradyne's CEO stated that the rapid growth in wafer manufacturing equipment investment lays the foundation for sustained growth in 2027 and beyond, with increased market demand for complex chips used in AI data centers and vehicles driving the stock price up. The growth in AI chip demand is propelling industry development. **Stocks with High Trading Volume in the Industry** Applied Materials rose 2.64% in the night market. Based on recent key news: 1. On July 28, Applied Materials partnered with NVIDIA to leverage GPU acceleration for simulation and digital twin technology, promoting innovation in semiconductor design. This move aims to meet the industry's demand for AI-driven technology and enhance Applied Materials' competitiveness in the semiconductor technology field. 2. On July 27, HSBC raised the target price for Applied Materials due to expectations of strong performance in the wafer manufacturing equipment market. Analysts believe market demand exceeds expectations, driving up Applied Materials' stock price. 3. On July 28, the market expressed concerns that China's progress in semiconductor equipment self-sufficiency might affect Applied Materials' order pipeline. The rise of Chinese equipment manufacturers could weaken Applied Materials' competitiveness in the global market. The semiconductor industry faces challenges of technological self-sufficiency. ASML rose 1.63% in the night market. Based on recent key news: 1. On July 28, China began mass production of DUV equipment competing with ASML, leading to a significant drop in ASML's stock price. The market's panic over China's new equipment is considered to be overly exaggerated, and ASML's reliance on the Chinese market continues to decrease. Source: Jinshi Data 2. On July 28, ASML plans to significantly increase DUV equipment production capacity in the coming years to meet the demand growth driven by AI. Despite the rise of Chinese competitors, ASML's long-term market position remains optimistic. Source: Jinshi Data 3. On July 28, analysts pointed out that ASML's stock price decline is more due to a correction in the price-to-earnings ratio after previous excessive gains rather than competition from Chinese equipment. This news-induced stock price fluctuation may provide buying opportunities for investors. Source: Jinshi Data The technology sector is under pressure, and market sentiment is cautious. KLA fell 7.50% in the night market. Based on recent key news: 1. On July 28, KLA's performance outlook failed to meet market expectations, despite the fourth-quarter financial results exceeding analysts' estimates. The company expects first-quarter earnings per share to be below market expectations, leading to a sharp decline in stock price by 10% Source: Investing.com 2. On July 28, the market was concerned that the progress of China's semiconductor equipment self-sufficiency might erode KLA's market share in China. The risk of Chinese equipment manufacturers gradually replacing Western suppliers has increased, affecting KLA's stock price. Source: Zhitong Finance 3. On July 29, KLA's fourth-quarter performance exceeded expectations, but the outlook guidance disappointed the market, leading to a decline in stock price. The company expects revenue for the fiscal year 2027 to be below market expectations, impacting investor confidence. Source: CaiLianShe The semiconductor industry faces challenges in the Chinese market, with significant capital outflows ### Related Stocks - [TER.US](https://longbridge.com/en/quote/TER.US.md) - [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md) - [ASML.US](https://longbridge.com/en/quote/ASML.US.md) - [KLAC.US](https://longbridge.com/en/quote/KLAC.US.md) ## Related News & Research - [If You Invested $100 In Teradyne Stock 20 Years Ago, You Would Have This Much Today](https://longbridge.com/en/news/296543812.md) - [Teradyne director Marilyn Matz disposes of 1,200 common shares for $510,000](https://longbridge.com/en/news/296247146.md) - [3 arguments for and against AI watermarks](https://longbridge.com/en/news/296205500.md) - [SWS Partners Purchases New Shares in Teradyne, Inc. $TER](https://longbridge.com/en/news/296019924.md) - [The push for AI watermarks is spawning a new wave of tools to remove them](https://longbridge.com/en/news/296262434.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**