Today: 7 February 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Xi’an ESWIN Material (688783) jumps in early trade — here’s what’s driving the move

Xi’an ESWIN Material (688783) jumps in early trade — here’s what’s driving the move

Shanghai, Jan 19, 2026, 09:49 CST — Regular session Xi’an ESWIN Material Technology’s A-shares climbed 2.4% to 27.51 yuan early Monday, pushing higher after a volatile start to the year for the freshly listed 12-inch silicon wafer producer. The stock fluctuated between 27.30 and 27.64 yuan in the session. (Investing.com) This matters because ESWIN occupies a central role in China’s semiconductor supply chain — silicon wafers serve as the foundational material for chip production — and the stock has quickly turned into a key barometer for sentiment around domestic capacity expansion and import substitution. The spotlight sharpened once more as
19 January 2026
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Winbond Electronics stock price jumps as Morgan Stanley target hike fuels Taiwan memory rally

Winbond Electronics stock price jumps as Morgan Stanley target hike fuels Taiwan memory rally

Taipei, Jan 19, 2026, 09:53 GMT+8 — The regular session is underway. Taiwan’s Winbond Electronics Corp (2344.TW) shares jumped Monday amid renewed investor interest in the island’s memory chip sector. By 9:50 a.m. local time, Winbond was up 7.98% at NT$115.0, having hit a high of NT$117.0. Trading volume stood at roughly 25.4 million shares, down from 50.1 million in the previous session. (Yahoo Finance) Morgan Stanley bumped its price target on Winbond to NT$130 from NT$88, signaling confidence in “legacy” memory like DDR3/DDR4 DRAM and NOR flash. The bank sees no reason to turn cautious here, citing tightening supply
19 January 2026
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UMC stock hits a fresh 52-week high — what investors watch next as earnings near

UMC stock hits a fresh 52-week high — what investors watch next as earnings near

New York, Jan 18, 2026, 19:56 EST — Market closed. United Microelectronics’ shares on the U.S. exchange closed Friday at $9.30, gaining 6.04% after reaching an intraday peak of $9.37 — marking a fresh 52-week high for the ADR. Trading volume hit approximately 14.27 million shares. (Investing.com) The Taiwan-based contract chipmaker stays in focus for traders as the U.S. heads into a holiday-shortened week. The next major event on the calendar: fourth-quarter earnings, arriving in under two weeks. This matters since the stock now trades near the upper limit of its one-year range, leaving little room for error on guidance
19 January 2026
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OmniVision stock price in focus as China GDP looms and a bond decision lands on 603501

OmniVision stock price in focus as China GDP looms and a bond decision lands on 603501

Shanghai, Jan 19, 2026, 09:03 (GMT+8) — Premarket OmniVision Integrated Circuits Group, Inc.’s Class A shares (603501.SS) on the Shanghai exchange ended Friday at 130.83 yuan, rising 1.84%. Investors will watch Monday’s open closely as upcoming macro data could sway risk sentiment. (StockAnalysis) This matters now since mainland chip stocks often move sharply on policy cues. A robust GDP figure can boost the entire market; a weak one drags it down quickly, hitting shares that investors already see as proxies for “domestic tech.” A company filing late last week introduced a specific twist. The board announced it will not lower
19 January 2026
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Montage Technology stock price jumps 5% on AI profit outlook — what to watch for 688008 before Shanghai open

Montage Technology stock price jumps 5% on AI profit outlook — what to watch for 688008 before Shanghai open

SHANGHAI, Jan 19, 2026, 09:04 GMT+8 — Premarket Montage Technology Co., Ltd.’s Shanghai-traded Class A shares (688008.SS) are set for Monday following a strong gain on Friday, fueled by a positive full-year profit forecast. The stock closed at 142.59 yuan, climbing 5.47% on volume near 64.62 million shares. Over the past 52 weeks, the shares have fluctuated between 62.00 yuan and 169.90 yuan, according to Investing.com data. (Investing.com) The timing is crucial. China’s push into AI has driven funds into chip makers tied to servers and memory, with investors betting heavily on future earnings to sustain the momentum. Montage’s products
19 January 2026
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MACOM (MTSI) stock price near $225 high as Stifel lifts target and proxy sets March vote

MACOM (MTSI) stock price near $225 high as Stifel lifts target and proxy sets March vote

New York, Jan 18, 2026, 20:22 EST — Market closed. Shares of MACOM Technology Solutions Holdings, Inc. (MTSI) closed last week close to their 52-week peak following a new price-target boost from Wall Street. U.S. markets were shut Monday for Martin Luther King Jr. Day. (Nasdaq) The pause matters because MACOM’s move has been abrupt, and holiday gaps can amplify it. Once trading picks up again, the stock must show it can sustain recent levels without leaning on the thin, late-week momentum. It arrives amid investors juggling two major forces: enthusiasm for AI-driven demand and a more volatile macro environment.
19 January 2026
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Suzhou TFC Optical Communication (300394.SZ) stock in focus as China tightens margin rules and broker note flags “AI optics” shift

Suzhou TFC Optical Communication (300394.SZ) stock in focus as China tightens margin rules and broker note flags “AI optics” shift

Shanghai, Jan 19, 2026, 09:08 CST — Premarket Suzhou TFC Optical Communication shares looked ready to catch the spotlight as China’s market opened Monday, sparked by a broker note over the weekend that reignited interest in optical gear tied to AI data centers. The Shenzhen-listed stock closed the previous session up 2.2% at 198 yuan. Its next earnings report is due April 23, according to TradingView data. (TradingView) The timing is crucial as new rules raising the minimum margin requirement for fresh margin-financing stock purchases come into effect on Jan. 19. Investors will need to post more cash to borrow
19 January 2026
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Fabrinet stock (FN) heads into MLK Day pause: what investors watch next week

Fabrinet stock (FN) heads into MLK Day pause: what investors watch next week

New York, Jan 18, 2026, 20:13 EST — Market closed. Fabrinet shares closed the final U.S. session down 0.7% at $494.45, slipping from an intraday range of $485.83 to $505.39. Around 497,000 shares changed hands. The stock won’t see any new data on Monday. U.S. markets are closed for Martin Luther King Jr. Day, so trading resumes Tuesday. (New York Stock Exchange) That’s important for FN since this holiday-shortened week compresses several key events into just a few trading days. Among them: Thursday’s U.S. personal income and outlays report for October and November, set for 10 a.m. ET. The release
19 January 2026
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LONGi Green Energy Class A shares face Monday test after 2025 loss forecast lands

LONGi Green Energy Class A shares face Monday test after 2025 loss forecast lands

Shanghai, Jan 19, 2026, 09:11 GMT+8 — Premarket LONGi Green Energy Technology Co., Ltd.’s Class A shares on the Shanghai exchange are set to open Monday under a new earnings warning. The solar panel maker warned of a net loss for the full year 2025, citing ongoing pressure from soft prices and rising costs. The company forecasted a net loss attributable to shareholders — the key figure for common investors — between 6.0 billion and 6.5 billion yuan, according to preliminary, unaudited data. It also anticipated a loss excluding non-recurring items ranging from 6.8 billion to 7.4 billion yuan, improving
19 January 2026
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GlobalFoundries stock price: what to watch after Friday’s dip and a holiday pause on Wall Street

GlobalFoundries stock price: what to watch after Friday’s dip and a holiday pause on Wall Street

NEW YORK, Jan 18, 2026, 19:56 EST — The market has closed. GlobalFoundries Inc shares edged down 0.7% on Friday, finishing at $41.24 ahead of the U.S. long weekend. The stock swung between $41.10 and $42.41, with about 3.4 million shares changing hands. U.S. stock and bond markets will close Monday for Martin Luther King Jr. Day. Trading will pick up again Tuesday as usual. This break offers investors time to digest weekend developments ahead of the cash equity session reopening. (Investopedia) U.S. equity futures dipped in early Asian trading following President Donald Trump’s announcement of fresh tariffs on eight
19 January 2026
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ON Semiconductor stock set for a Tuesday test after Stifel lifts target to $60

ON Semiconductor stock set for a Tuesday test after Stifel lifts target to $60

New York, January 18, 2026, 19:48 EST — The market is now closed. ON Semiconductor (Nasdaq: ON) kicks off the short U.S. trading week with a lift after Stifel raised its price target to $60 from $50, keeping a Hold rating in place. Analyst Tore Svanberg pointed to a “pipeline of design wins” as a crucial factor behind expected margin gains ahead. (Investing.com) The news arrives amid a calm in U.S. markets. Wall Street is shut Monday, January 19, for Martin Luther King Jr. Day. Trading picks back up Tuesday. (MarketWatch) After the closing bell, sentiment turned sour. S&P 500
19 January 2026
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STMicroelectronics stock price: STM shares brace for Europe open after fresh tariff shock

STMicroelectronics stock price: STM shares brace for Europe open after fresh tariff shock

Paris, Jan 19, 2026, 01:46 CET — The market has closed. STMicroelectronics (STMPA.PA) shares ended Friday at 24.31 euros, slipping 0.3%. Trade tensions are creeping back into focus as the week begins. (StockAnalysis) The timing couldn’t be worse. Chip stocks often act as a barometer for macro trends, and the latest political bombshell over the weekend is hitting right before the European market opens—when liquidity is often thin and price swings tend to be amplified. U.S. stock-index futures dipped following President Donald Trump’s warning of additional tariffs on eight European countries if the U.S. isn’t permitted to purchase Greenland. Deutsche
19 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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