Semiconductor Materials and Equipment(IN00377.US)

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Semiconductor Materials and Equipment
IN00377.US
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After six consecutive rises in Hong Kong stocks, a consolidation at high levels is taking place | Gu Tianhou

After six consecutive trading days of gains, the Hong Kong stock market has entered a phase of high-level consolidation. The U.S. stock market performed steadily, with the S&P 500 slightly down and the Nasdaq slightly up. Trump expressed no concern over the decline of the U.S. dollar and warned of possible actions against Iran, which stimulated an increase in gold prices. Several technology companies, such as NVIDIA and ASML, experienced stock price fluctuations, while Amazon announced layoffs, leading to a drop in its stock price. The Hang Seng Index closed at 27,826 points, with trading volume increasing to HKD 361.5 billion, but night futures and ADRs retreated by over 200 points, indicating that the market is expected to open lower this morning

Stheadline·
US
ASML
-2.18%
US
NVDL
+3.13%
US
ASMG
-4.34%
Stheadline·
US
ASML
-2.18%
US
NVDL
+3.13%
US
ASMG
-4.34%

Applied Materials Upgrades Link AI Capex Boom To Stretch Valuation Concerns

Applied Materials has received multiple upgrades from major brokerages due to a surge in semiconductor capital spending linked to AI. Analysts emphasize the importance of wafer fabrication equipment, with Applied Materials positioned as a key supplier. Increased capital expenditures from chipmakers like TSMC and Intel are expected to boost demand for Applied Materials' tools. Despite the stock being flagged as overvalued, recent momentum shows a 27% return in 30 days. Investors are advised to monitor order intake and backlog in relation to semiconductor capex trends.

Simplywall·
US
XSD
+2.30%
US
TSMU
+1.82%
US
TSMG
+1.62%
Simplywall·
US
XSD
+2.30%
US
TSMU
+1.82%
US
TSMG
+1.62%

Key facts: ASML Reports Record Q4 Orders; Plans 1,700 Job Cuts

ASML Holding reported record Q4 2025 orders of 13.16 billion euros, net sales of 9.72 billion euros, and a net profit of 2.84 billion euros, with a 17% dividend increase.123ASML's lithography systems are expected to see rising demand as chipmakers boost capacity due to strong AI infrastructure spending, with more extreme ultraviolet machines set for delivery by 2026.4ASML Holding plans to cut around 1,700 jobs, or 4% of its workforce, mainly in tech and IT roles, as it restructures to focus engineers on specific products.56

TradingView·
US
ASML
-2.18%
US
SMH
+2.30%
US
ASMG
-4.34%
TradingView·
US
ASML
-2.18%
US
SMH
+2.30%
US
ASMG
-4.34%

Top Insider Just Made a Bold Move at Qnity Electronics

Insider activity at Qnity Electronics, Inc. saw Director Byron Green purchase 1,000 shares for $79,120, indicating confidence in the company. RBC Capital raised its valuation outlook, anticipating improved performance in 2026, despite CFO Matt Harbaugh's resignation for health reasons. Qnity reaffirmed its 2025 guidance of $4.7 billion in net sales and $1.4 billion in adjusted EBITDA, suggesting stability during the leadership transition. The stock has a year-to-date price performance of 21.80% and a market cap of $20.26 billion.

Tip Ranks·
US
Q
+3.00%
US
SOXL
+7.90%
Tip Ranks·
US
Q
+3.00%
US
SOXL
+7.90%

Promising Robotics Stocks To Add to Your Watchlist - January 28th

MarketBeat highlights five promising robotics stocks: Teradyne, Richtech Robotics, Serve Robotics, Ouster, and PROCEPT BioRobotics. These companies are involved in various aspects of robotics and automation, catering to sectors like industrial, automotive, and healthcare. Investors are drawn to these stocks due to the growth potential in automation and AI, despite inherent sector risks. Teradyne focuses on automated test systems, Richtech Robotics specializes in service industry automation, Serve Robotics develops delivery robots, Ouster provides lidar sensors, and PROCEPT BioRobotics offers surgical robotics solutions.

Market Beat·
US
SERV
-3.99%
US
ARKQ
+0.30%
US
ROBO
-0.46%
Market Beat·
US
SERV
-3.99%
US
ARKQ
+0.30%
US
ROBO
-0.46%
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In today’s pre-mkt summary for Subscribers: We expect equities to continue their record advance, given stronger than expected tech earnings and President Trump’s likely nomination this week of Rick R..................

Ready to see financial reports. Legs are shaking...$Tesla(TSLA.US) $ASML(ASML.US) $Meta Platforms(META.US)

$ASML(ASML.US) Advanced EUV sales plus High-NA system deliveries are showing real demand.

ASML reports earnings today, and expectations are high after strong AI-driven chip spending. Any surprise in orders or guidance could move the stock sharply.

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