Today: 28 June 2026

Khadija Saeed

Khadija Saeed is a financial markets reporter at TS2.tech, specializing in stocks, technology and emerging industries. She studied economics and finance at the London School of Economics and previously worked in market research before moving into financial journalism. Her coverage focuses on the companies, innovations and economic trends influencing global investors.

First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar shares fell 6.7% to $218.73 Friday, trading over double their 50-day average volume as the broader market rallied. Tesla announced hiring tied to Elon Musk’s 100-gigawatt U.S. solar manufacturing goal. First Solar will report Q4 and full-year 2025 results and 2026 guidance on Feb. 24. Policy changes and competitive moves have heightened volatility in the U.S. solar sector.
8 February 2026
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GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

GlobalFoundries shares rose 4.7% to $42.91 Friday as chip stocks rebounded, tracking a surge in the PHLX semiconductor index and renewed bets on AI-driven demand. The company reports earnings Feb. 11, with analysts watching for updates on pricing and wafer shipment volumes. The Semiconductor Industry Association forecast global chip sales could hit $1 trillion in 2026.
8 February 2026
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UMC stock price: United Microelectronics heads into Monday after AI capex talk sparks chip rebound

UMC stock price: United Microelectronics heads into Monday after AI capex talk sparks chip rebound

UMC’s U.S.-listed shares closed Friday at $10.06, up 0.9%, after Amazon and Alphabet signaled higher AI infrastructure spending. The Philadelphia semiconductor index jumped 5.7% and Nvidia gained 7.8%. UMC’s Taipei shares ended at NT$61.90. Investors await U.S. inflation and jobs data on Feb. 13 and UMC’s next sales update on March 5.
8 February 2026
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Nanya Technology stock slides into Taiwan’s Lunar New Year shutdown — what investors watch next

Nanya Technology stock slides into Taiwan’s Lunar New Year shutdown — what investors watch next

Nanya Technology shares fell 4% to T$264 on Friday, extending a five-day slide as Taiwan traders cut risk ahead of the Lunar New Year break. The TAIEX closed down 18.35 points at 31,782.92. Nanya’s January sales jumped 27% from December, but memory-chip stocks faced pressure amid global supply concerns and rising costs. Trading pauses after Feb. 11, resuming Feb. 23.
8 February 2026
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Suzhou TFC Optical (300394.SZ) stock: 3 signals to watch before China’s short, pre-holiday week

Suzhou TFC Optical (300394.SZ) stock: 3 signals to watch before China’s short, pre-holiday week

Suzhou TFC Optical closed up 0.4% at 252.97 yuan Friday after heavy trading and sharp swings, ranking as the No. 2 most-traded Shenzhen stock via Stock Connect. Margin financing and securities lending fell, with net margin selling of 419 million yuan. Shanghai and Shenzhen markets will close Feb. 16–23 for the Spring Festival. The company expects 2025 net profit to rise 40–60% year-on-year.
8 February 2026
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GigaDevice Semiconductor stock price: What to watch for 603986 A-shares as memory crunch bites

GigaDevice Semiconductor stock price: What to watch for 603986 A-shares as memory crunch bites

GigaDevice Semiconductor’s Class A shares closed at 276.17 yuan in Shanghai, down 0.6% Friday. The company faces a Feb. 11 shareholder vote on related-party transaction limits and an overseas auditor. Investors are watching for fallout from the global memory-chip shortage, which has pushed prices higher across the supply chain. GigaDevice’s shares have nearly doubled over the past year.
8 February 2026
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Sungrow Power Supply (300274.SZ) A-shares: Monday watch after “commercial space” denial

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.
8 February 2026
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MPWR stock price hits a new high after Monolithic Power’s outlook — what traders watch next week

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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Stock Market Today

  • Netflix Shares Rally on Heavy Nasdaq Volume Ahead of Q2 Earnings
    June 28, 2026, 1:43 PM EDT. Netflix (NASDAQ:NFLX) shares surged 4.10% to $73.81 on heavy trading volume, with 300.6 million shares changing hands over five sessions, well above the 65-day average. The gain trimmed weekly losses but left the stock down 4.6%, still near its 52-week low of $70.86. Netflix is scheduled to report Q2 earnings on July 16, with analysts projecting earnings per share (EPS) of $0.79. The volume spike closely precedes earnings and follows news of an AI-driven ad partnership with Omnicom Media Group, boosting investor interest. Despite broader market declines including a 4.7% drop in the Nasdaq Composite, Wolfe Research maintained an outperform rating on Netflix with a $107 price target, citing priced-in growth concerns.

Latest articles

Energy stocks this week: U.S. sector ETF holds flat as oil falls

Energy stocks this week: U.S. sector ETF holds flat as oil falls

28 June 2026
Brent crude plunged 10.86% last week as Hormuz flows improved, but the Energy Select Sector SPDR Fund (XLE) fell just 0.4%, signaling investors are no longer trading energy stocks in lockstep with oil prices; this divergence matters now as refiners benefit from tight diesel margins while oilfield services face risks from a Norway lockout and rising U.S. rigs.
Micron (NASDAQ:MU) moves pull Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL) into focus this week for AI stocks

Micron (NASDAQ:MU) moves pull Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL) into focus this week for AI stocks

28 June 2026
Micron’s record $41.46 billion quarter and $50 billion Q4 outlook highlight surging memory demand as Apple hikes Mac and iPad prices after DRAM costs nearly double; with the Philadelphia semiconductor index down 7.9% last week, investors face a compressed four-day week to gauge if AI’s memory squeeze boosts profits or triggers a tech cost shock, as payrolls data and rate risks loom.
US stocks look to jobs data as traders shift from AI tech

US stocks look to jobs data as traders shift from AI tech

28 June 2026
Semiconductor stocks plunged 7.9% last week, their worst performance since April, dragging the S&P 500 down 2.05% as investors pulled nearly $20 billion from tech funds; strategists warn that continued weakness in mega-cap tech could weigh on cap-weighted indexes even as smaller stocks rally, with upcoming jobs data and rate expectations posing further risks.
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