Fabrinet, IQIYI, Hesai Group And Other Big Stocks Moving Lower In Tuesday’s Pre-Market Session

Shares of semiconductor companies are trading lower amid growing inflation concerns and rate-hike expectations as oil prices and rising yields weigh on growth stocks.

Shares of semiconductor companies are trading higher after the Anthropic-Akamai deal demonstrated industry demand. Also, Meta's Muse AI agent strengthens the case for continued spending on CPUs, GPUs and AI infrastructure.

Shares of chip companies are trading higher amid overall market strength, falling yields and declining oil prices. The industry may be boosted by recent talks between Intel and SK Hynix regarding U.S. chip manufacturing.

Can AEHR's Diversification Strengthen Its Growth Outlook?

Aehr Test Systems has dramatically diversified its revenue streams, with AI processors and silicon photonics now driving nearly 95% of fiscal 2026 revenues, compared to over 95% EV-related SiC exposure two years prior. The company secured a $22 million follow-on order for AI processor systems in August and maintains a $100.6 million backlog with a $130-$150 million fiscal 2027 revenue outlook, though it faces intense competition from larger rivals Teradyne and FormFactor in the semiconductor test equipment market.

Shares of semiconductor and chip companies are trading higher amid broader technology sector gains after Broadcom's plans to finance up to $60 billion to provide chips for Anthropic. Also, reports suggesting Samsung may raise HBM prices threefold in 2027 underpins demand and pricing power confidence across the sector.

Shares of semiconductor companies are trading higher amid overall market strength and easing inflation concerns as investors return to AI-related companies.