Whales with a lot of money to spend have taken a noticeably bearish stance on Applied Materials.Looking at options history for Applied Materials (NASDAQ:AMAT) we detected 117 trades.If we consider the specifics of each trade, it is accurate to state that 40% of the investors opened trades with bullish expectations and 47% with bearish.From the overall spotted trades, 32 are puts, for a total amount of $2,472,748 and 85, calls, for a total amount of $6,947,004.Projected Price TargetsAnalyzing the Volume and ...

Whales with a lot of money to spend have taken a noticeably bearish stance on ASML Holding.Looking at options history for ASML Holding (NASDAQ:ASML) we detected 65 trades.If we consider the specifics of each trade, it is accurate to state that 33% of the investors opened trades with bullish expectations and 50% with bearish.From the overall spotted trades, 30 are puts, for a total amount of $6,052,891 and 35, calls, for a total amount of $3,510,793.Expected Price MovementsAfter evaluating the trading volume ...

Key Takeaways Indivior shares jumped 21.7% since a late-October upgrade, far outpacing the S&P 500's 2% rise.FIGS surged 56.8% after a Zacks recommendation upgrade, compared with a 3.5% gain for the S&P 500.Ulta Beauty climbed 21.3% in 12 weeks as a Focus List holding, beating the S&P 500's 6.2% advance.Last week, U.S. stock markets ended on a generally positive note, despite mid-week volatility. The tech-heavy Nasdaq Composite, the Dow Jones Industrial Average, and the S&P 500 have secured healthy gains of ...

We recently published 10 Stocks Jim Cramer Talked About.  Lam Research Corporation (NASDAQ:LRCX) is one of the stocks on Jim Cramer talked about. Lam Research Corporation (NASDAQ:LRCX) is one of the few American companies that make and sell equipment used in semiconductor fabrication. Its shares are up by a whopping 192% over the past year. December was an important month for the firm as it saw several analysts share their thoughts about the stock. For instance, UBS reiterated a Buy rating and raised the ...

BE Semiconductor Industries (Besi) , one of Europe's largest suppliers of chip assembly equipment, preliminarily reported a 43% sequential rise in fourth-quarter orders on Monday, sending its shares 7... ...

Core Insights - Applied Materials, Inc. (AMAT) is a leading player in the semiconductor industry, providing essential equipment, services, and software for semiconductor chip manufacturing, and serves major tech companies globally [1] Investment Sentiment - Susquehanna has set a price target of $400 for AMAT, indicating a potential upside of approximately 32.81% from its current trading price of $301.18, reflecting increased confidence in the company's future performance [2][6] - FengHe Fund Management Pte. Ltd. has acquired 97,500 shares of AMAT, valued at approximately $19.96 million, making AMAT about 1.8% of its investment portfolio [3][6] - Parnassus Investments LLC increased its stake in AMAT by 12.6%, acquiring an additional 422,231 shares, bringing its total to 3,761,185 shares valued at $770 million, while MASTERINVEST Kapitalanlage GmbH expanded its holdings by 8.8%, indicating strong institutional support for AMAT [4][6] Stock Performance - AMAT's stock is currently priced at $301.18, reflecting a 6.94% increase or $19.54, with a trading range today between $286.50 and $302.75, and a 52-week high of $302.78 and a low of $123.74 [5] - The market capitalization of AMAT is approximately $239.93 billion, with a trading volume of 9,427,640 shares, maintaining its significance on the NASDAQ exchange [5]

AI算力、先进封装与汽车电子"三轮驱动"，开启量价齐升窗口期 1)AI算力逻辑：芯片复杂度跃迁导致测试向量深度指数级膨胀，单芯片测试时间成倍延长，驱动机台需 求"量增";同时，千瓦级功耗芯片对设备的主动热管理及信号完整性提出极端要求，推升单机价值量。2) 先进封装逻辑：Chiplet架构使得KGD测试成为刚需，测试节点由封测向晶圆环节前移;异构集成与系统 复杂度上行推动SLT系统级测试需求，形成了ATE之外的流程新增量。3)汽车电子逻辑：智能车芯片数 量呈翻倍增长，AEC-Q100严苛标准下的三温循环测试使得三温探针台与三温分选机需求刚性放大，测 试设备在汽车电子领域具备长期、可验证的放量逻辑。 全球格局呈现美日双寡头高度垄断，平台化与垂直整合成为巨头演进路径 半导体测试设备是集成电路产业链的核心装备，也是决定产能效率与产品良率的关键瓶颈 测试环节贯穿晶圆制造(CP)与封装(FT)全生命周期，承担着"剔除早期失效"与"把好最后一关"的重任。 在半导体后道产线设备投资中，测试设备价值量占比最高。根据SEMI数据，2025年测试设备在后道产 线投资中占比预计达63.6%，显著高于封装设备，是封测厂商的核心资产配置 ...

Key takeaways Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are n ...

Core Viewpoint - The article discusses the planned share reduction by major shareholders of Zhongwei Company, a leading semiconductor firm, and highlights the company's strong financial performance and future growth prospects [3][10]. Shareholder Actions - Xunxin (Shanghai) Investment Co., Ltd. plans to reduce its holdings by up to 12.52 million shares, representing 2% of the total share capital, for operational management needs [3]. - Founder and Chairman Yin Zhiyao intends to reduce his holdings by up to 290,000 shares, accounting for 0.046% of the total share capital, due to tax-related requirements after restoring his Chinese nationality [4][9]. Financial Performance - As of January 9, Zhongwei Company's stock price was 336.68 yuan per share, with a total market capitalization of 210.8 billion yuan [5]. - For the first three quarters of 2025, the company reported revenue of 8.063 billion yuan, a year-on-year increase of 46.4%, and a net profit attributable to shareholders of 1.211 billion yuan, up 32.66% [10]. Company Background and Achievements - Zhongwei Company has experienced an average annual revenue growth of over 35% for 14 consecutive years and has developed 20 types of etching equipment that cover over 95% of etching application needs [10]. - The company aims to increase its coverage in the integrated circuit key equipment sector to 60% within the next five to ten years, striving to become a leading international semiconductor equipment company [10].

近日，一名昵称为"1011"的黑客在暗网论坛上发帖声称自己成功入侵了荷兰光刻机巨头ASML的系统， 并窃取了154个数据库，其中包含大量敏感公司信息，引起关注。而ASML官方已于当地时间7日发声辟 谣。 "1011"在暗网论坛"BreachForums"发帖称，其成功入侵了ASML的系统并窃取了大量数据，包含用户信 息、软件数据、磁盘加密密钥以及特定设备的详细信息等高度敏感内容，甚至在贴文中提供了所谓 的"样本数据"，以提高其可信度。 在消息曝光后，网络安全媒体Cybernews刊文指出，其经技术分析发现，"1011"发布的样本数据是从一 个与ASML没有可验证关联的服务器上泄露的，而且仅包含了默认的管理员凭证（default admin credentials），没有任何高价值的加密密钥或机密文件。 据路透社消息，当地时间1月7日，ASML发布声明称，经过彻底调查，公司被黑客入侵或数据泄露的说 法"毫无根据"，该名黑客所引用的文件中"没有包含任何ASML的数据"。 本文系观察者网独家稿件，未经授权，不得转载。 该媒体还披露，"1011"在数天之前就曾谎称自己入侵了知名VPN服务商NordVPN，后同样被证实 ...