Today: 8 February 2026
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Sungrow Power Supply (300274.SZ) A-shares: Monday watch after “commercial space” denial
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8 February 2026
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Sungrow Power Supply (300274.SZ) A-shares: Monday watch after “commercial space” denial

Sungrow closed at 144.50 yuan, down 1.03%, after stating it has no plans in the commercial space sector. Mainland China trading resumes Monday, with Spring Festival closures set for Feb. 15–23. Major funds were net sellers of 5.46 billion yuan on Feb. 6. The Shenzhen-listed solar firm remains under scrutiny as investors await further filings before the holiday.
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MPWR stock price hits a new high after Monolithic Power’s outlook — what traders watch next week
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MPWR stock price hits a new high after Monolithic Power’s outlook — what traders watch next week

Monolithic Power Systems shares surged 6.4% to $1,229.82 Friday, hitting a new 52-week high after raising its dividend to $2.00 and forecasting first-quarter revenue of $770 million to $790 million. CEO Michael Hsing filed a Rule 144 notice for 3,082 shares. CFO Bernie Blegen will retire after the 2025 annual report, with Rob Dean named interim CFO. Fourth-quarter revenue rose 20.8% to $751.2 million.
8 February 2026
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Microchip Technology stock price: MCHP heads into Monday after earnings outlook and mixed analyst calls

Microchip Technology stock price: MCHP heads into Monday after earnings outlook and mixed analyst calls

Microchip Technology shares fell 2.6% to $76.01 Friday after its outlook and analyst reactions disappointed some investors. The company reported fiscal Q3 net sales up 15.6% to $1.186 billion and guided March-quarter sales to $1.24–$1.28 billion. A global memory shortage has disrupted orders, and analysts remain split on recovery prospects. BlackRock disclosed a 10% stake as of Jan. 31.
8 February 2026
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Renesas stock price jumps again as $3 billion SiTime deal keeps traders hooked on 6723

Renesas stock price jumps again as $3 billion SiTime deal keeps traders hooked on 6723

Renesas shares closed at 2,957.5 yen on Friday, up 6.9% after announcing a $3 billion cash-and-stock deal to transfer its timing business to SiTime, with closing targeted by end-2026. Renesas forecast March-quarter revenue of 367.5–382.5 billion yen and a 58.5% gross margin. The company reported 2025 revenue of 1.32 trillion yen and a non-GAAP profit of 329.3 billion yen.
8 February 2026
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NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI

NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI

NXP Semiconductors shares closed up 1% at $224.32 Friday after subsidiaries amended a $3 billion revolving credit deal with Barclays, maturing in 2031. The PHLX semiconductor index surged 5.7% as chip stocks rallied on AI spending signals from Amazon and Alphabet. NXP’s gain lagged peers like Monolithic Power, which rose 6.4%. Investors await U.S. jobs and inflation data next week.
8 February 2026
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Coherent (COHR) stock heads into Monday after 9% jump on Texas chip grant and analyst target hikes

Coherent (COHR) stock heads into Monday after 9% jump on Texas chip grant and analyst target hikes

Coherent shares closed up 8.8% at $227.68 Friday after Texas awarded a $14.1 million semiconductor grant for its indium phosphide wafer project. JPMorgan and Stifel raised price targets following strong quarterly results and guidance. The company reported a 17% revenue gain to $1.69 billion. Shares rebounded sharply after volatile trading earlier in the week.
8 February 2026
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Cambricon Class A stock price dips again: what to watch next for China AI chip name 688256

Cambricon Class A stock price dips again: what to watch next for China AI chip name 688256

Cambricon Technologies shares closed at 1,036.99 yuan in Shanghai on Friday, down 2.02%, with volume at about 8 million shares. The stock has fallen roughly 16.5% since Feb. 2 after sharp declines earlier in the week. Investors await the company’s next earnings report, due March 13, for confirmation of its forecasted profit turnaround. Cambricon is valued at about 437.28 billion yuan.
8 February 2026
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Infineon stock in focus after Friday rise as reports flag April price hikes for power chips

Infineon stock in focus after Friday rise as reports flag April price hikes for power chips

Infineon shares closed up 1.5% at 42.04 euros Friday on Xetra after reports the company plans April price hikes on some power products. TrendForce said the increases, citing tight supply and higher costs, would apply from April 1. The Feb. 12 record date and Feb. 19 annual meeting are next for shareholders. UBS raised its price target to 47 euros, citing stronger margins.
8 February 2026
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Qualcomm stock holds near $137 as memory-chip crunch bites — what QCOM investors watch next week

Qualcomm stock holds near $137 as memory-chip crunch bites — what QCOM investors watch next week

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8 February 2026
Qualcomm shares rose 0.8% to $137.34 Friday as traders watched a memory-chip shortage squeezing handset makers. CFO Akash Palkhiwala sold 3,333 shares under a preset plan, according to an SEC filing. The company forecast Q2 revenue of $10.2–$11.0 billion, factoring in supply constraints. Investors await signals on smartphone build plans and potential iPhone price changes.
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MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

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8 February 2026
MediaTek shares closed down 3.4% at NT$1,710 on Friday in Taipei, with 11.8 million shares traded before the market shut for the weekend. The company said it will double investment in data-center chips and advanced packaging, while warning of rising supply chain costs. Fourth-quarter sales rose 8.8% to NT$150.2 billion, but net income slipped 3.6%. Investors face uncertainty ahead of the Lunar New Year break and a weaker tech sector mood.
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Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

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8 February 2026
Arm Holdings’ U.S. shares jumped 11.6% Friday to $123.70, capping an 18% two-day rebound amid a rally in chip stocks tied to AI data-center spending. The gains followed Arm’s fiscal Q3 revenue beat, but executives warned memory shortages could cut royalty revenue by up to 2% as smartphone chip shipments are expected to fall 7% in 2026. Investors now await Arm’s “Arm Everywhere” event on March 24.
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Zhongji Innolight stock slides nearly 4% into China’s Monday open — what traders watch next

Zhongji Innolight stock slides nearly 4% into China’s Monday open — what traders watch next

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8 February 2026
Zhongji Innolight closed down 3.9% at 540.01 yuan in Shenzhen on Friday, with turnover at 17.91 billion yuan. The company forecast 2025 net profit of 9.8–11.8 billion yuan, up as much as 128%, citing strong demand for high-speed products. Executives said most customer orders are booked through late 2026, but flagged tight supply of some optical chips. Zhongji reports earnings March 31 after shares dropped 12% from December highs.
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Analog Devices stock price lags AI-fueled chip rebound — what investors watch next week

Analog Devices stock price lags AI-fueled chip rebound — what investors watch next week

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8 February 2026
Analog Devices director Ray Stata sold 6,250 shares for $312.70–$326.59 each on Feb. 4–5, according to an SEC filing. ADI shares closed at $320.45, down 0.5% Friday. U.S. payrolls data is due Feb. 11, CPI on Feb. 13, and ADI reports fiscal Q1 results Feb. 18. Texas Instruments fell 1.2%, while NXP Semiconductors rose 1%.
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AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

AMD stock bounces 8% after brutal midweek slide — what investors watch before Monday

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8 February 2026
AMD shares jumped 8.28% to $208.44 Friday, rebounding after steep losses earlier in the week. Chip stocks rallied as investors bet on continued AI data center spending by major tech firms. Nvidia rose 7.8%, Broadcom gained 7.1%, and the Philadelphia Semiconductor Index closed up 5.7%. Markets now await macroeconomic data and Nvidia’s late-February results.
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Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

Intel stock price jumps to $50: China CPU delays and SambaNova funding set up week ahead

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8 February 2026
Intel shares rose 4.9% to $50.59 Friday, tracking a 5.7% jump in the PHLX semiconductor index as investors bet on AI-driven data-center spending. Reuters reported Intel and AMD warned Chinese customers of tighter server CPU supply, pushing Intel’s China prices up over 10%. Intel expects supply to improve in Q2. After the bell, Reuters said Intel plans to invest about $100 million in AI chip startup SambaNova Systems.
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SK hynix stock price slips to 839,000 won as Korea tech selloff bites — what to watch next week

SK hynix stock price slips to 839,000 won as Korea tech selloff bites — what to watch next week

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8 February 2026
SK hynix closed Friday down 0.36% at 839,000 won as the KOSPI slid 1.4%, snapping a six-week winning streak. Global DRAM shortages and rising AI demand are pushing memory prices higher, with Apple warning of sharp increases. SK hynix goes ex-dividend on Feb. 26. Seoul’s market reopens Monday, with traders eyeing tech sentiment and memory supply signals.
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Airbus stock price ends higher near 191 euros as January deliveries slow, earnings loom

Airbus stock price ends higher near 191 euros as January deliveries slow, earnings loom

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8 February 2026
Airbus shares rose 0.94% to 191.30 euros Friday as the company reported 19 aircraft deliveries in January, down from 25 a year earlier. Supply chain bottlenecks remain an issue, with executives at the Singapore Airshow calling delays “unacceptable.” Jefferies kept a Neutral rating and a 215-euro price target. Airbus will report full-year 2025 results on Feb. 19.
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Banco Santander stock heads into Monday after Friday bounce as buyback and Webster deal loom

Banco Santander stock heads into Monday after Friday bounce as buyback and Webster deal loom

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8 February 2026
Banco Santander shares closed up 1.85% at €10.66 in Madrid Friday after launching a €5.03 billion buyback and agreeing to acquire U.S. lender Webster Financial for $12.2 billion. Santander said its board will review the 2025 cash dividend proposal on Feb. 24. The bank also raised its UK motor finance redress provision to £461 million amid regulatory uncertainty.
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Salesforce stock price steadies at $191 after AI-driven software selloff — what to watch next

Salesforce stock price steadies at $191 after AI-driven software selloff — what to watch next

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8 February 2026
Salesforce shares closed up 0.7% at $191.35 Friday, rebounding from a 52-week low but ending the week down 9%. The move followed a sharp split in AI-related stocks, with investors shifting toward hardware over software. Salesforce will report earnings on Feb. 25. Broader tech sentiment remains volatile ahead of key U.S. economic data next week.
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Schwab stock (SCHW) closes near a 52-week high — insider selling and next week’s data loom

Schwab stock (SCHW) closes near a 52-week high — insider selling and next week’s data loom

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8 February 2026
Charles Schwab shares rose 3% to $105.08 Friday, trailing just below their 52-week high as U.S. stocks rebounded and the Dow closed above 50,000 for the first time. Co-chairman Walter Bettinger sold 257,410 shares earlier in the week at prices just over $104, SEC filings showed. Trading volume was below average. Schwab’s January activity report is due Feb. 13.
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KLA stock price jumps 8% as chip rebound lifts KLAC — what to know before Monday

KLA stock price jumps 8% as chip rebound lifts KLAC — what to know before Monday

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8 February 2026
KLA Corp shares surged 8.4% to $1,442.95 Friday, leading gains in chip-equipment stocks after Amazon announced a major increase in capital spending. About 1.6 million KLA shares traded as the PHLX semiconductor index rose 5.7%. KLA’s board declared a $1.90 quarterly dividend, payable March 3 to holders as of Feb. 17. Applied Materials and Lam Research also rallied sharply into the close.
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CBA share price: Commonwealth Bank stock steadies after ASX selloff as earnings loom

CBA share price: Commonwealth Bank stock steadies after ASX selloff as earnings loom

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8 February 2026
Commonwealth Bank of Australia closed Friday down 0.23% at A$158.91, outperforming a 2.03% drop in the S&P/ASX 200. Investors await CBA’s half-year results on Feb. 11 and commentary from CEO Matt Comyn. The Reserve Bank’s recent cash-rate hike to 3.85% and upcoming mortgage repricing are in focus. CBA flagged A$68 million in provisions and A$53 million in non-recurring income items.
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