- APP opened $349.83, traded $338.88–$365.33 on ~22.2M shares; closed $356.10, +31.0% vs $271.75.
- SEZL opened $172.76, touched a $178.55 high, then faded to a $152.12 low; closed $155.00, +13.4% vs $136.69 on ~2.0M shares.
- Both beat-and-raise names held their direction despite SEZL giving back half its gap.
- Opened $32.68 and hit a $33.69 high on record Q3 revenue and the EPS beat.
- Faded all session to a $29.57 low; closed $30.04, -2.3% vs $30.75 on ~14.0M shares.
- The beat couldn't hold against the broader selloff in consumer names.
- Opened $89.38, dipped to an $83.92 low on the $722M free-cash-flow print.
- Recovered to close $88.56, +0.7% vs $87.91 on ~4.4M shares.
- The 71c interim dividend and reaffirmed production guide steadied the tape.
- Traded $163.13–$175.83 on ~15.3M shares; closed $166.72, -13.1% vs $191.80.
- In-line Q3 guidance and soft royalty revenue spoiled the Q2 beat.
- The broader chip selloff (SOXX -23% over five sessions) added pressure.
- The -20% to $9.39 was Wednesday's close on the Q3 report, misread as a Thursday premarket move.
- Thursday's session bounced hard: closed $11.34, +20.8% vs $9.39.
- The stock rallied again Friday to $14.59 — the morning read had the day backwards.
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