Gainers
Losers
Vertiv's 11.5% jump tops the open, and the spread to Boston Scientific at the bottom runs better than 21 points. Hardware names fill both lists, so owning the sector is no guarantee of being on the right side today.
Latest Activity
Q3 2026
EPS
$2.29
est $2.05+11.7%
Revenue
$1.31B
est $1.26B+3.5%
A sixth straight EPS beat and 70% year-over-year revenue growth from AI-driven test demand was not enough, a sign the bar was already set high. The Q4 revenue guide brackets this quarter's result, which is what traders seized on.
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Gainers
Losers
Spotify opened up 10.5% to lead a 389-name board, with Lockheed Martin close behind at 9.3%. The pain is concentrated in chip gear and optics, where Lam Research gave up 10.2% at the bell.
Gainers
Losers
The storage names took the worst of Friday's close, with Western Digital down 10.07% and Seagate off 9.96%. Teradyne led the whole 379-name board at +7.98%.
TER Coverage
7:15am ET
Investing
Applied Materials Cratered 20% Since July: Multiple Wall Street Firms Predict It’s Going to More Than Double From Here
Applied Materials just suffered one of its steepest drops in years, yet analysts keep raising their earnings estimates and some price targets sit nearly double the current share price. Here is what…
9:07am ET
Investing
SoftBank Wants to Buy America’s Biggest Security Guard Company and Use Robots
SoftBank is eyeing an $18 billion deal to take over the largest private security firm in America, with plans to swap out guards for robots at scale. The math only works if…
11:17am ET
Investing
Robots Everywhere: Goldman Sachs Now Sees 6.5 Million Humanoid Robots by 2035
One number reframes the entire robotics conversation, and it did not come from a chipmaker or an automaker. It came from a bank. Goldman’s Big Robot Number 6.5 million humanoid robot units…
1:14pm ET
Investing
Applied Materials Falls 4%, Lam Research and Teradyne Sink 5%: What’s Prompting the Selloff in Chip Equipment Stocks?
Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the…
11:28am ET
Investing
Aehr Test Systems Sinks 10%, Teradyne Falls 5%, FormFactor Drops 6%: What’s Hitting These Semiconductor Test Equipment Stocks?
Semiconductor test equipment stocks are getting hammered Wednesday while the broader chip ETF barely flinches, and the reason has nothing to do with bad earnings or analyst downgrades.
4:46pm ET
Investing
Netflix, Salesforce, and Adobe Rally as Investors Rotate Out of Semiconductors and Into Beaten Down Stocks
Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.
4:27pm ET
Investing
Coherent, Teradyne, and Ciena Are the S&P 500’s 3 Biggest Decliners on Tuesday
Three AI infrastructure stocks just shed billions in market cap in a single session, and the reason has less to do with their earnings than with a mounting anxiety about what the…
12:11pm ET
Investing
Aehr Test Systems Soars Again Friday. Shares Now Up More than 500% On the Year.
A fresh Wall Street initiation just sent one of 2026's most explosive small caps through its all-time high, and the analyst behind it called the price target conservative while leaving several major…
2:32pm ET
Investing
Robotics Stocks Rally as Unitree’s 8000X Oversubscribed IPO Draws Frenzied Demand: Ouster, Symbotic, and Teradyne in Focus
A Chinese humanoid maker just pulled off one of the most frenzied IPOs in recent memory, and the shockwaves are now rippling through U.S. robotics stocks in a big way. Here is…
3:21pm ET
Investing
Elon Musk Predicts ‘Money Won’t Matter in 2036.’ Is This His Worst Prediction Yet or Prophetic?
Elon Musk told a crowd at Tesla's Texas Gigafactory that currency itself will become pointless within a decade, and economists are lining up on both sides of whether that claim deserves serious…
11:35am ET
Investing
Serve Robotics Surges 13%, Ouster Climbs 6%, Symbotic Gains 4% as Robotics Stocks Rally
A broad risk-on wave is lifting robotics stocks Monday morning, but one battered delivery robot name is stealing the spotlight ahead of a high-stakes earnings call that could make or break its…
11:52am ET
Investing
70% of Teradyne’s Revenue Is Tied to AI. Should You Buy Before July 29 Q2 Earnings?
Teradyne has nearly doubled in 2026 by placing one very concentrated bet, and its July 29 earnings report will reveal whether that bet still has room to run or has already priced…
11:15am ET
Investing
American CEOs Were Terrified Of China’s Dark Factories. Now The Race Is On To Build One In The U.S.
Ford's CEO called it the most humbling thing he had ever seen, and what rattled him and other Western executives is now forcing a desperate scramble to catch up before a window…
9:00am ET
Investing
Live Nasdaq Composite: Tech Stocks Rise in Relief, Treasury Yields Fall as Cooler Inflation Gives Markets a Tailwind
A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.
8:00am ET
Investing
These 5 Chip Stocks Are Riding the AI Fab Spending Wave
Applied Materials just blew past its own growth forecast, and the companies supplying every HBM stack and gate-all-around node are collecting the checks. Five picks-and-shovels stocks sit directly under that spending fire…
