The financial markets are currently navigating a complex and dynamic landscape as the Q3 2025 earnings season largely concludes and investors cast their gaze towards the close of 2025 and beyond. While corporate America has demonstrated surprising resilience, delivering robust earnings that often exceeded expectations, the broader economic narrative remains
Shares of Applied Materials are up after reporting upbeat Q4 results. Analysts from JPMorgan, Needham and Goldman Sachs maintain positive ratings on the stock with price targets ranging from $250-$260.
As we await the opening of the US market on Friday, let's delve into the pre-market session and discover the S&P500 top gainers and losers shaping the early market sentiment.
CEO Gary Dickerson said AI adoption drove substantial investment in advanced semiconductors and wafer fab equipment, fueling the sixth consecutive year of growth.
Applied Materials (AMAT) narrowly beat Q4 FY2025 earnings and revenue estimates, achieving record annual results driven by AI and advanced semiconductor demand.
Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported revenue ahead of Wall Streets expectations in Q3 CY2025, but sales fell by 3.5% year on year to $6.8 billion. Guidance for next quarter’s revenue was better than expected at $6.85 billion at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $2.17 per share was 3.3% above analysts’ consensus estimates.
A number of stocks fell in the afternoon session after markets continued to retreat, as investors re-evaluated the high valuations of stocks that benefited from the artificial intelligence boom.
SCREEN Holdings Co., Ltd. (TYO: 7735), a pivotal player in the global semiconductor equipment manufacturing sector, maintains a robust and transparent dividend policy that significantly influences investment decisions. Amidst a cyclical yet rapidly expanding industry, the company's commitment to a consistent dividend payout, balanced with strategic reinvestment, signals financial stability and a clear long-term vision. [...]
Risk sentiment deteriorated sharply on Thursday despite federal agencies reopening after the longest government shutdown in U.S. history, as investors aggressively repriced Fed rate-cut expectations following a wave of hawkish remarks from central bank officials.
