U.S. Stock Night Market Movements

Teradyne rose 3.91% in the night market. Based on recent key news:

1. On July 29, Teradyne announced its second-quarter financial report, with net revenue of $1.33 billion, exceeding analysts' expectations of $1.22 billion, and adjusted earnings per share of $2.47, higher than the expected $2.04. This performance exceeded market expectations, driving the stock price up.

2. On July 28, Teradyne forecasted that third-quarter revenue would exceed Wall Street expectations, estimating revenue between $1.2 billion and $1.3 billion, with adjusted earnings per share of $1.85 to $2.15, surpassing analysts' expectations of $1.46. This optimistic outlook further boosted market confidence.

3. On July 29, Teradyne's CEO stated that strong demand in the semiconductor testing and AI-related markets drove quarterly performance growth and expected to continue benefiting from increased investments in wafer manufacturing equipment in the coming years. The semiconductor industry is experiencing strong demand, with ongoing growth in AI investments.

Stocks with High Trading Volume in the Industry

Applied Materials rose 4.38% in the night market. Based on recent key news:

1. On July 27, HSBC raised the target price for Applied Materials, believing that the wafer fabrication equipment market is stronger than expected. This move boosted investor confidence, driving the stock price up.

2. On July 28, Applied Materials partnered with NVIDIA to utilize GPU acceleration for simulation and digital twin technology, enhancing semiconductor design. This collaboration is expected to meet industry demand for AI technology, further driving the stock price up.

3. On July 28, the market expressed concerns that China's progress in semiconductor equipment self-sufficiency might affect Applied Materials' order pipeline. Despite the risks, investors remain optimistic about its short-term performance. The semiconductor industry is experiencing strong demand, driven by AI technology.

Lam Research rose 8.18% in the night market. Based on recent key news:

1. On July 29, Lam Research announced better-than-expected fourth-quarter results and first-quarter guidance, driving the stock price up. The financial report showed a year-on-year revenue increase of 30% to $6.72 billion, with adjusted earnings per share of $1.82, both exceeding analysts' expectations. Looking ahead, the first-quarter revenue is expected to reach $8.1 billion, with adjusted earnings per share of $2.15, continuing to exceed market expectations. Source: Zhitong Finance

2. On July 28, Lam Research benefited from AI-driven demand, boosting investments in semiconductor equipment. The company's technological leadership in etching, cleaning, lithography, and critical thin-film processes helps customers cope with manufacturing complexity, further enhancing market performance. Source: Zhitong Finance

3. On July 27, HSBC raised the target price for Lam Research, anticipating strong performance in the wafer fabrication equipment market. Analysts believe that driven by AI-related investments, market demand for Lam Research will continue to grow. Source: Zhitong Finance The semiconductor industry is driven by AI demand, with an optimistic outlook ASML's night trading rose by 1.66%. Based on recent key news:

4. On July 27, ASML and BE Semiconductor Industries were automatically suspended after falling by 8% to 8.7%. This event raised market concerns about ASML, leading to stock price fluctuations. Source: Jinse Finance

5. On July 28, Liu Wenliang from Southern Fund stated that the technology sector is still expected to be the market's decisive factor in the third quarter, and funds are expected to refocus on the technology main line. This statement boosted market confidence in ASML. Source: Jinshi Data

6. On July 28, Meta, Amazon, and Apple are about to announce their financial reports, and the market is concerned about whether the AI-driven market rebound can continue. This news has a positive impact on technology stocks overall. Source: Reuters The technology sector remains the market focus, with significant capital inflows