U.S. Stock Night Market Opening Movements

Amazon rose 9.45% in the night market. Based on recent key news:

1. On July 31, Amazon released its second-quarter financial report, with revenue and cloud business growth exceeding market expectations. Earnings per share were $5.75, far exceeding the market expectation of $1.82, with total revenue reaching $200.61 billion, driving the stock price to surge over 9% in after-hours trading. Source: Jin10 Data

2. On July 31, Amazon's CEO stated in a conference call that the capital expenditure plan for 2026 remains unchanged at approximately $200 billion, with AWS order backlog reaching $496 billion, further enhancing market confidence. Source: Jin10 Data

3. On July 31, Amazon's cloud business revenue grew 37% year-on-year, surpassing Wall Street's growth expectation of 31%, demonstrating the company's significant investment results in artificial intelligence and self-developed chips. Source: Jin10 Data The investment boom in the technology sector continues, focusing on AI development.

Monolithic Power rose 8.50% in the night market. Based on recent key news:

1. On July 31, Monolithic Power announced better-than-expected second-quarter results and provided revenue forecasts above analyst consensus. The company's adjusted earnings per share for the second quarter were $6.50, while analysts expected $5.87. Second-quarter revenue was $980.6 million, a 48% year-on-year increase, while analysts expected $903.3 million. The company expects third-quarter revenue to be between $1.14 billion and $1.16 billion, while analysts expect $986.4 million. The company's board has approved an additional $500 million stock repurchase plan. This news drove the stock price up by about 10%.

2. On July 30, Monolithic Power released original content emphasizing its applications in AI servers, data centers, automotive, and industrial equipment. This news further strengthened market confidence in its future growth.

3. On July 29, Monolithic Power's stock price remained unchanged before the earnings release, with the average analyst target price at $1,777, while the current stock price is $1,307. This news indicates that the market has high expectations for its performance. The semiconductor industry is performing strongly overall, with increased demand for AI infrastructure.

Top Gainers in the U.S. Stock Night Market

Replimune rose 133.64% in the night market. Based on recent key news:

1. On July 30, Replimune announced favorable results from the FDA Cell, Tissue, and Gene Therapy Advisory Committee meeting, recognizing the efficacy of RP1 in advanced melanoma. This news significantly boosted the stock price. Source: Reuters

2. On July 28, FDA reviewers raised concerns about Replimune's cancer drug trials, causing the stock price to drop 33.26% during the session. Source: Zhitong Finance

3. On July 29, the FDA released review documents indicating that Replimune's experimental skin cancer drug RP1 faces regulatory challenges, with BMO analysts expressing concerns about the drug's component contributions and the heterogeneity of the treatment population Source: MarketBeat FDA review results drive stock price increase, industry regulatory risks remain.

AXT Company rose 23.52% in after-hours trading. Based on recent key news:

1. On July 30, AXT signed a long-term supply agreement with Lumentum to ensure the supply of indium phosphide wafer substrates, with a contract value of $87 million. This agreement strengthened AXT's market position and drove the stock price up. Source: Zhito Finance

2. On July 30, AXT announced its second-quarter financial report, with net income of $11.9 million, exceeding market expectations, and the stock price rose about 20% in after-hours trading. Source: MT Newswires

3. On July 31, AXT's CEO stated that the company's business has reached an inflection point, with strong demand for data center optical connections driving significant revenue growth. This statement further boosted market confidence. Source: Benzinga Pro Strong demand for compound semiconductors, high market volatility risk.

Kioxia Semiconductor rose 20.56% in after-hours trading. Based on recent key news:

1. On July 31, Kioxia Semiconductor reported a 38% year-over-year increase in second-quarter revenue, reaching $149 million, with strong gross margins and improved adjusted EBITDA. The outlook for the third quarter is optimistic, with expected revenue growth of 14% quarter-over-quarter and 35% year-over-year, mainly driven by high-performance computing demand. This news drove the stock price up. Source: Business Wire

2. On July 29, analysts held an optimistic view on Kioxia Semiconductor's future performance, expecting nearly 50% upside potential in the stock price and giving seven buy ratings. Analysts' positive evaluations enhanced market confidence, driving the stock price up. Source: MarketBeat

3. On July 31, Kioxia Semiconductor's high-performance computing pipeline expanded to $850 million, with capacity doubling to meet demand, and full-year revenue growth is expected to be 35%. This expansion plan further boosted market confidence in the company. Source: Reuters Strong demand for high-performance computing, optimistic industry outlook