Teradyne, Inc. (TER), headquartered in North Reading, Massachusetts, is a leading global semiconductor company that designs, manufactures, and markets automated test systems and robotics products. Valued at $31.8 billion by market cap, the company's test equipment products and services include semiconductor test systems, military, aerospace test instrumentation, circuit-board test, inspection systems, automotive diagnostic, and test systems. Companies worth $10 billion or more are generally described as “ ...

11/28/2025Walmart shares reach a record high on Black Friday. Analog... INVESTING RESOURCES BREAKING: Nasdaq Leads As Stocks Open Higher Gold and silver prices rose Monday, helping lift some mining and gold stocks, with two names hitting record highs. IBD's Screen Of The Day is a scan that finds stocks with relative strength lines that have reached new highs. The IBD stock screener identified IBD MarketSurge Growth 250 names Enova International (ENVA) and Ero Copper (ERO), as well as gold stock… Related ne ...

With U.S. stock futures trading mixed this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects United Natural Foods Inc. (NYSE:UNFI) to report quarterly earnings at 41 cents per share on revenue of $7.91 billion before the opening bell, according to data from Benzinga Pro. United Natural Foods shares rose 3.3% to $35.50 in after-hours trading.Credo Technology Group Holding Ltd. (NASDAQ:CRDO) reported upbeat second-quarter financial results and issued ...

Valued at a market cap of $154.4 billion, KLA Corporation (KLAC) is a leading U.S.-based semiconductor equipment company that develops advanced process-control and yield-management systems used in chip manufacturing. Headquartered in Milpitas, California, KLA provides inspection, metrology, and defect-detection tools that help semiconductor producers improve efficiency, precision, and production yields across advanced technology nodes. Companies worth $10 billion or more are typically classified as “large-c ...

Fremont, California-based Lam Research Corporation (LRCX) is a leading supplier of semiconductor manufacturing equipment and services. Valued at a market cap of $194.9 billion, the company’s solutions play a crucial role in enabling advanced logic, memory, and 3D semiconductor architectures across nodes used in data centers, AI, mobile devices, and automotive electronics. Companies valued at $10 billion or more are typically classified as “large-cap stocks,” and LRCX fits the label perfectly, with its mar ...

Core Viewpoint - Applied Materials, Inc. (AMAT) is a leading player in the semiconductor equipment and materials industry, demonstrating strong financial performance and stock price appreciation, driven by the adoption of AI and investments in advanced semiconductor technologies [1][5]. Company Overview - Applied Materials, Inc. is based in Santa Clara, California, and provides manufacturing equipment, services, and software to the semiconductor and display industries, with a market capitalization of $184 billion [1][2]. - The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets [1]. Stock Performance - AMAT stock reached a 52-week high of $244.62 recently and has increased by 49.7% over the past three months, significantly outperforming the iShares Semiconductor ETF (SOXX), which gained 14.1% in the same period [3]. - Year-to-date, AMAT stock has risen by 49.1%, and over the past 52 weeks, it has increased by 38.9%, again surpassing SOXX's gains of 31.6% and 29.9%, respectively [4]. - The stock has consistently traded above its 50-day and 200-day moving averages since mid-September, indicating a bullish trend [4]. Financial Performance - For fiscal 2025, Applied Materials reported net revenues of $28.4 billion, reflecting a year-over-year increase of 4.4% [5]. - The adjusted earnings per share (EPS) rose by 8.9% year-over-year to $9.42, slightly exceeding consensus estimates [5]. Analyst Ratings - Among 34 analysts covering AMAT, the consensus rating is a "Moderate Buy," although the stock is currently trading above the mean price target of $239 [6].

Core Insights - Dividend stocks can provide both income and growth potential, making them attractive for long-term investors [2][12] - Wingstop and Universal Display are highlighted as two dividend growth stocks worth considering for investment [3][12] Wingstop - Wingstop operates in the fast-food sector, specifically focusing on chicken wings, and is currently experiencing a downturn in stock performance, down over 40% from last year's highs [4][7] - The company has a market capitalization of $6 billion, with a current stock price of $232.89 and a gross margin of 82.51% [5][6] - Wingstop's locations average annual sales of $2.1 million, primarily through digital orders, leading to high profitability [6][7] - The company is expanding aggressively with a pipeline of over 1,000 new locations, aiming for a long-term goal of 10,000 locations worldwide [10] - Despite a projected decline in U.S. same-store sales by 3% to 4% in 2025, the company has a strong historical performance with 21 consecutive years of sales growth [9][10] - Wingstop has increased its quarterly dividend for eight consecutive years, currently paying out less than 20% of its earnings, indicating potential for future increases [11] Universal Display - Universal Display specializes in organic light-emitting diode (OLED) technology, holding over 6,500 patents, which provides a competitive advantage in the market [14][15] - The company has a market capitalization of $6 billion, with a current stock price of $116.83 and a gross margin of 73.61% [14] - Universal Display reported a gross margin of 75% and an operating margin of 31% in Q3 2025, with a strong balance sheet featuring zero debt and approximately $1 billion in cash [15] - Revenue for Universal Display is down nearly 2% year-over-year, but the OLED market is expected to grow significantly due to advancements in technology, such as foldable screens [16] - The company has also increased its quarterly dividend for eight consecutive years, with a current payout ratio of 38% of earnings and a dividend yield of 1.5% [17]

Core Insights - Entegris reported revenue of $807.1 million for the quarter ended September 2025, a slight decrease of 0.1% year-over-year, with EPS at $0.72 compared to $0.77 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $804.74 million by 0.29%, while the EPS met the consensus estimate [1] Financial Performance - Net sales for Materials Solutions (MS) were $348.6 million, slightly below the average estimate of $361.78 million, reflecting a year-over-year increase of 0.6% [4] - Net sales for Advanced Purity Solutions (APS) reached $460.8 million, surpassing the average estimate of $447.4 million [4] - Adjusted segment profit for Materials Solutions (MS) was $65.9 million, lower than the estimated $77.59 million [4] - Adjusted segment profit for Advanced Purity Solutions (APS) was $119.2 million, exceeding the estimated $111.07 million [4] Market Performance - Entegris shares returned +0.6% over the past month, compared to a +3.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Market Overview - The stock market showed mixed results amid escalating tensions between the U.S. and China, with President Trump accusing China of an "Economically Hostile Act" regarding soybean purchases, leading to a decline in major indexes [1] - The Dow Jones Industrial Average increased by nearly 0.4% to close at 46,270.46, while the S&P 500 decreased by about 0.2% to 6,644.31, and the Nasdaq fell roughly 0.8% to 22,521.70 [1] Company Highlights - **Walmart Inc. (NYSE:WMT)**: Shares rose by 4.98% to close at $107.21, matching its 52-week high. Walmart announced a collaboration with OpenAI to integrate ChatGPT into its shopping experience, enhancing customer convenience [2] - **Nova Minerals Ltd. (NASDAQ:NVA)**: The stock surged by 110.30% to close at $71.84, reaching a 52-week high of $81.40. The company was invited by the Australian Ambassador to discuss its Estelle Gold and Critical Minerals Project, emphasizing its strategic importance [3] - **Astera Labs Inc. (NASDAQ:ALAB)**: Shares dropped by 19.03% to close at $161.55, with a 52-week high of $262.90. The company joined Arm Holdings' Total Design ecosystem to accelerate custom AI chip development [4] - **Trilogy Metals Inc. (NYSE:TMQ)**: Experienced a 61.59% increase, closing at $10.60, with a 52-week high of $11.29. The company benefited from increased focus on rare earth minerals amid U.S.-China trade tensions [5] - **Stellantis N.V. (NYSE:STLA)**: Shares fell by 2.56% to close at $9.91, with a 52-week high of $14.28. The automaker announced a $13 billion investment to expand its U.S. operations over the next four years [6]