New Street Research upgraded ASML to Buy with a €790 price target, citing its strong positioning in 2026 and potential to outperform peers in the semiconductor capital equipment sector. The analysis highlights ASML's leading-edge exposure, China's WFE spending growth, and current stock valuation at 25x forward earnings, while maintaining Neutral ratings on other sector peers.

The article discusses recent social media conversations about Applied Materials (AMAT)'s strategic moves, including aggressive talent recruitment in Asia for advanced packaging, anticipation of fiscal Q3 2025 results, analyst optimism, and recent leadership changes on the board.

Applied Materials Inc. (AMAT) is expected to report third-quarter earnings of $2.34 per share, a 10.4% increase from the previous year. Its stock underperformed the S&P 500 and Technology Select Sector SPDR Fund over the past year. Analysts project full fiscal 2025 EPS of $9.47 and fiscal 2026 EPS of $10 per share. The company’s Q2 results fell short of expectations, but adjusted EPS and operating cash flows exceeded forecasts.

QY Research published a report analyzing the global One-Way Perspective Functional Film market, projecting it to grow from $751 million in 2024 to $1,153 million by 2031 with a CAGR of 6.3%. The report covers market dynamics, key players, regional analysis, and segments by type and application.

Jim Cramer analyzed market rotations on his TV show, highlighting a shift in investor sentiment toward sectors like food and drugs versus data centers. He discussed seven stocks, including Lam Research, and warned against overreacting to short-term market movements, emphasizing long-term economic factors like interest rates and recession risks.