New York, January 19, 2026, 19:49 ET — Market closed.
- NXP Semiconductors shares last closed at $237.11 on Friday, down 0.6%.
- Tariff threats out of Washington rattled overseas markets on Monday while Wall Street was shut for a holiday.
- Investors’ next hard catalyst is NXP’s Feb. 2 results and Feb. 3 earnings call.
NXP Semiconductors (NXPI) shares last closed at $237.11 on Friday, down 0.6%, with investors returning to the stock on Tuesday facing fresh trade jitters after President Donald Trump vowed new tariffs on eight European nations over Greenland. (Reuters)
U.S. cash equity markets were closed on Monday for Martin Luther King Jr. Day, but S&P 500 and Nasdaq futures — contracts that let investors trade expectations for the indexes outside regular hours — fell more than 1.2%. “There is obviously a response (in financial markets) to the new tariff threats,” said George Lagarias, chief economist at Forvis Mazars. (Reuters)
Europe did the price discovery. Stocks there logged their biggest daily drop in two months, and technology shares slid about 2.9% as a volatility gauge — a read on expected swings — jumped to its highest since November. “We doubt that (the tariffs) will be implemented as advertised,” said Andrew Kenningham, chief Europe economist at Capital Economics. (Reuters)
For NXP, the geography matters. The company is based in the Netherlands and sells heavily into autos and industrial markets, areas that tend to feel trade friction through customer caution, delayed orders and currency moves.
The near-term company marker is earnings. NXP said it will release fourth-quarter and full-year 2025 results after the close of normal Nasdaq trading on Feb. 2, with a conference call scheduled for Feb. 3 at 8:00 a.m. EST. (NXP)
That puts a clock on positioning. Traders who want to fade the headline noise have to decide whether to do it before management sets expectations for 2026 demand and customer inventories.
Semiconductor sentiment overseas turned sour on Monday. ASML fell about 3% in the Netherlands while Infineon and STMicroelectronics also dropped, Barron’s reported, as tariff worries fed broader risk-off moves. (Barron’s)
Strategists also flagged a bigger theme: policy risk and asset allocation. “None of this necessarily implies a disorderly rotation,” Barclays said, but it argued the balance of risks has tilted toward incremental diversification into international equities. (Reuters)
But the setup cuts both ways. If the tariff plan starts to look real — and Europe signals retaliation — it could weigh on car production and electronics demand, two end markets that matter for NXP. If the threats fade into negotiation, chip names can rebound fast, especially into earnings.
For Tuesday’s U.S. open, traders will watch whether NXP and other chip stocks track the overnight read from futures and Europe, or whether buyers treat the tariff talk as leverage that will be negotiated down.
Beyond the next session, the calendar is clear: NXP’s Feb. 2 earnings release and the Feb. 3 call. Those dates, and the company’s read on autos and industrial demand, are the next events with the best chance to reset the stock. (NXP)
