北京商报讯(记者马换换李佳雪)近期，上交所官网显示，深圳市恒运昌真空技术股份有限公司(以下简 称"恒运昌")科创板IPO过会，并"闪电"提交注册。 上交所官网显示，恒运昌科创板IPO于2025年6月13日获得受理，7月6日进入问询阶段，11月14日上会 获得通过，同日晚间提交注册。 招股书显示，恒运昌是半导体设备核心零部件供应商，主要从事等离子体射频电源系统、等离子体激发 装置、等离子体直流电源、各种配件的研发、生产、销售及技术服务，并引进真空获得和流体控制等相 关的核心零部件，围绕等离子体工艺提供核心零部件整体解决方案。此次冲击上市，恒运昌拟募集资金 约14.69亿元。 ...

Core Insights - Applied Materials Inc. shares fell over 4% in premarket trading due to a forecasted decline in chipmaking equipment spending in China, attributed to tightened U.S. export restrictions [1] Financial Performance - For the fourth quarter, Applied Materials reported adjusted earnings of $2.17 per share on revenue of $6.8 billion, exceeding analyst estimates of $2.11 and $6.68 billion [4] - The company guided for first-quarter adjusted earnings of $2.18 per share on revenue of $6.85 billion at the midpoint, which is above consensus expectations of $2.15 and $6.80 billion [4] Market Impact - Approximately $110 million worth of products were not shipped during the fiscal fourth quarter due to trade restrictions, which were later suspended following a meeting between U.S. President Donald Trump and Chinese President Xi Jinping [2] - Expanded U.S. curbs on the export of advanced chip equipment to China are expected to reduce fiscal 2026 revenue by around $600 million [3] - Despite these challenges, rising business investments in artificial intelligence are anticipated to drive stronger demand for semiconductor equipment in the second half of next year [3]

Financial giants have made a conspicuous bearish move on KLA. Our analysis of options history for KLA (NASDAQ:KLAC) revealed 27 unusual trades.Delving into the details, we found 37% of traders were bullish, while 40% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $197,160, and 22 were calls, valued at $1,501,664.Predicted Price RangeAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $760.0 t ...

Core Viewpoint - Applied Materials anticipates a relatively flat performance in the first half of next year, but analysts suggest that AI-driven demand for leading-edge chips and DRAM may lead to acceleration in the latter half [1] Group 1 - The company expects flat growth in the first half of next year [1] - Analysts predict an increase in demand for leading-edge chips and DRAM due to AI [1] - The latter half of the year is expected to see acceleration in performance [1]

Group 1 - Applied Materials Inc (NASDAQ:AMAT) shares are down 2.3% to $218.16 despite better-than-expected fiscal fourth-quarter results, primarily due to a lackluster full-year revenue outlook and predictions of lower spending in China amid U.S. restrictions [1] - Eight analysts have raised their price targets, with B. Riley increasing its target to $270 from $265, indicating a generally bullish sentiment among analysts, as 21 out of 35 brokerages have a "buy" or better rating, and the 12-month consensus target price is $233.62, representing a 7.1% premium to current levels [2] - The stock is on track for its largest weekly drop since August, pulling back from its 52-week high of $242.50, but a support level around $200 is expected to contain losses, with the stock still showing a 34% lead for 2025 [3] Group 2 - Today's options activity shows 19,000 calls and 20,000 puts traded, which is six times the typical volume, with the most active contract being the weekly 11/14 200-strike put, indicating new positions being opened [4] - The security typically outperforms options traders' volatility expectations, as indicated by a Schaeffer's Volatility Scorecard (SVS) score of 94 out of 100 [4]

U.S. stocks traded lower this morning, with the Nasdaq Composite falling more than 200 points on Friday.Following the market opening Friday, the Dow traded down 1.21% to 46,882.86 while the NASDAQ fell 1.51% to 22,525.90. The S&P 500 also fell, dropping, 1.17% to 6,658.51.Check This Out: Top 2 Financial Stocks That May Plunge This QuarterLeading and Lagging SectorsReal estate shares jumped by 0.3% on Friday.In trading on Friday, information technology stocks fell by 1.2%.Top HeadlineApplied Materials Inc (N ...

Applied Materials Inc (NASDAQ:AMAT) reported better-than-expected fourth-quarter financial results for fiscal 2025 Thursday after the bell.Applied Materials reported fourth-quarter revenue of $6.8 billion, beating analyst estimates of $6.67 billion. The chip equipment manufacturer reported fourth-quarter adjusted earnings of $2.17 per share, beating analyst estimates of $2.10 per share, according to Benzinga Pro."Based on our conversations with our customers and partners, we are preparing Applied's operatio ...

Applied Materials Inc (NASDAQ:AMAT) reported better-than-expected fourth-quarter financial results for fiscal 2025 Thursday after the bell.Applied Materials reported fourth-quarter revenue of $6.8 billion, beating analyst estimates of $6.67 billion. The chip equipment manufacturer reported fourth-quarter adjusted earnings of $2.17 per share, beating analyst estimates of $2.10 per share, according to Benzinga Pro."Based on our conversations with our customers and partners, we are preparing Applied's operatio ...

Applied Materials' shares fell sharply in premarket trading on Friday, dropping more than 7%, after the chip equipment maker warned that stricter US export controls would curb spending in China next y... ...

Core Insights - Lam Research (LRCX) shares have decreased by 5.0% due to an analyst downgrade linked to concerns about slowing growth in China and the NAND memory sector [1][4] - The decline in LRCX stock is exacerbated by a broader downturn in technology shares as market expectations for a December interest rate cut have diminished [1][4] Company Overview - Lam Research Corporation is an American company that designs, manufactures, markets, and services semiconductor processing equipment for integrated circuit fabrication [3][6] - The company operates as a $194 billion entity with $20 billion in revenue, currently trading at $153.32 [8] Financial Performance - Lam Research has experienced a revenue growth of 25.7% over the last 12 months, with an operating margin of 33.0% [8] - The company maintains a debt to equity ratio of 0.02 and a cash to assets ratio of 0.31, indicating strong liquidity [8] Valuation Metrics - LRCX stock is currently trading at a P/E multiple of 33.4 and a P/EBIT multiple of 28.9, suggesting a high valuation [8] - Historically, the stock has returned a median of 179% within a year following sharp declines since 2010 [8] Stock Performance Analysis - LRCX stock has shown significant volatility, dropping 56.8% from a peak of $72.98 on January 14, 2022, to $31.50 on October 14, 2022, compared to a 25.4% decline for the S&P 500 [9] - The stock fully rebounded to its pre-Crisis peak by December 11, 2023, and reached a peak of $166.37 on November 10, 2025, currently trading at $153.32 [9] - In previous downturns, LRCX stock has underperformed relative to the S&P 500, indicating potential challenges in maintaining value during market declines [5][9] Market Position and Resilience - The downturn resilience framework suggests that if LRCX stock were to fall another 20-30% to $107, investors may face challenges in retaining their holdings [5] - The stock has historically regained its pre-Crisis peaks, demonstrating some resilience despite significant declines [9][11]