Cohu Inc（COHU）资讯与事件COHUCohu Inc

Stock Futures Modestly Higher, Nasdaq Futures Up 0.77%

Stock futures are pointing modestly higher ahead of Friday's opening bell as investors look to build on the technology-driven rally following earnings from several mega-cap companies. Sentiment has improved after June's inflation data came in slightly softer than expected, reinforcing the view that price pressures are continuing to ease even as the Federal Reserve remains cautious. The combination of a patient Fed and softer inflation has helped support risk assets, although expectations for future rate moves remain highly sensitive to incoming economic data.Strong results and upbeat guidance from large-cap technology companies have reinforced optimism surrounding artificial intelligence spending and cloud infrastructure demand, helping lift Nasdaq futures and improve broader market sentiment despite ongoing concerns about economic growth.In pre-market trading, S&P 500 futures rose 0.14%, Nasdaq futures rose 0.77% and Dow futures rose 0.33%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Replimuneup 125% after a FDA Committee committee voted 10 to 3 supporting RP1 approval for advanced melanomaUP AFTER EARNINGS -Amazonup 10%Cohuup 24%Eatonup 7%Natwestup 4%Sonyup 3%Chevronup 1%DOWN AFTER EARNINGS -Robloxdown 22%Appledown 8%Coinbasedown 6%Pearsondown 1%Exxon Mobildown 1%Modernadown 1%

Amazon Earnings Beat Expectations, Stock Rises Nearly 10%

Semiconductors, Equipment, Memory, and Hardware stocks rallied hard on Thursday, with investors inclined to bottom-fish in the AI capex buildout theme which has dogged market sentiment for over a month.  Names like Sandisk, Micron, Lam Research, and Western Digitalwere up double-digits on the session, also boosting many Industrials involved in the AI ecosystem, while the "made-obsolete-by AI" spaces of the market - Software, Travel Services, Insurance, and Enterprise IT - lagged.  Other counter-cyclicalsectors which had helped to keep the market from falling off a cliff for weeks - namely Healthcare and Staples - also saw significant outflows.  While all major indices were sharply higher however, skeptical voices question the sustainability of the rebound.  The lack of "market breadth" is one of the biggest concerns and with merit - despite the sharp bounce today, less than 200 names in the S&P 500 were higher on the session.In the opening hours of the evening session, Nasdaq 100 is holding up Thursday's bullishness with a 0.6% rise, while S&P 500 futures are up a more modest 0.2%.  Afterhours, the spotlight fell on results from Amazon.comand Apple.  Amazon ended the afterhours session up nearly 10% as earnings blew away consensus thanks to 37% growth in its Amazon Web Services cloud unit.  Apple, however, was down 6%, spoiling CEO Tim Cook's final earnings call, as the company's softer than expected revenue outlook for September quarter overshadowed its strong performance in Q3.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Cohuup 16.1%Ryan Specialty Holdingsup 13.4%Monolithic Power Systemsup 9.6%Amazon.comup 9.0%DexComup 7.3%Guardant Healthup 6.5%SPX Technologiesup 6.4%Merit Medical Systemsup 4.7%DOWN AFTER EARNINGS -MasTecdown 15.2%Robloxdown 13.8%Redditdown 10.3%Veracytedown 9.7%GoDaddydown 8.2%Strykerdown 7.5%Appledown 5.9%Coinbase Globaldown 5.2%Cortevadown 1.6%

Cohu Secures $5M Orders from Semiconductor Manufacturer

Cohu announced that a semiconductor manufacturer has placed multiple orders totaling approximately $5M for the DiamondX platform, delivering high-current capability, ultra-low resistance measurement accuracy and scalable multi-site throughput. The systems will support development and manufacturing of next-generation gallium nitride power devices used in AI data center power architectures. "AI data centers are fundamentally changing the performance requirements for power semiconductors," said Luis Muller, Cohu President and CEO. "GaN devices offer compelling efficiency and power density advantages, and the DiamondX platform enables customers to test accurately and economically at scale as they move from device characterization to high-volume production."