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.

Nanya Technology stock jumps 5% ahead of Monday earnings call as DRAM prices firm

Nanya Technology stock jumps 5% ahead of Monday earnings call as DRAM prices firm

Taipei, Jan 18, 2026, 08:27 GMT+8 — Market closed. Shares of Taiwan DRAM maker Nanya Technology Corp (2408) ended Friday up 5.26% at NT$250.00, with the market shut over the weekend and investors turning to Monday’s earnings call as the next near-term catalyst. Source The rally came as Taiwan’s Taiex climbed 1.94% to a record close on Friday, lifted by upbeat signals from heavyweight chipmaker TSMC and fresh risk-on positioning in tech. “These figures simply told investors AI demand is robust,” Mega International Investment Services analyst Alex Huang said, adding that a U.S.-Taiwan tariff deal helped ease uncertainty. Source Memory
18 January 2026
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ON Semiconductor (ON) stock price: Wall Street lifts targets as traders size up the next chip catalyst

ON Semiconductor (ON) stock price: Wall Street lifts targets as traders size up the next chip catalyst

New York, January 17, 2026, 19:32 EST — The market has closed. ON Semiconductor Corp (ON) ended Friday at $60.33, edging up 0.08% following a wave of price-target boosts from Wall Street analysts. The stock held its ground ahead of the U.S. market holiday. In after-hours trading, shares hovered around $60.29 and have gained roughly 6% year-to-date. (Investing.com) Timing is key as U.S. markets close Monday for Martin Luther King Jr. Day, leaving Tuesday’s open as the first real test of risk appetite after the long weekend. Chip stocks led gains on Friday, with the Philadelphia SE Semiconductor index jumping
18 January 2026
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First Solar stock holds near $244 into the long break — what could move FSLR next week

First Solar stock holds near $244 into the long break — what could move FSLR next week

New York, January 17, 2026, 19:22 EST — Market closed First Solar, Inc. shares ended Friday nearly unchanged at $243.73, up 0.04%, after trading between $243.01 and $248.43. About 2.0 million shares changed hands. That flat finish came after a sharper move a day earlier and leaves the solar manufacturer heading into the long weekend with investors looking for the next push — from rates, policy headlines and, eventually, guidance. U.S. stocks ended nearly flat on Friday and all three major indexes logged weekly losses as fourth-quarter earnings season got going. “Most investors will take that as a win,” said
18 January 2026
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Hua Hong Semiconductor Class A shares jump to 140 yuan — but a margin-rule shift is the next test

Hua Hong Semiconductor Class A shares jump to 140 yuan — but a margin-rule shift is the next test

Shanghai, Jan 18, 2026, 08:20 CST — Market closed. Hua Hong Semiconductor (688347.SS) Class A shares ended the last session up 6.9% at 140 yuan, and the Shanghai market is shut over the weekend. The stock ranged between 130.33 and 142.00 yuan in the session, putting it near the top of its 52-week band, while its market value stood at about 184 billion yuan, Investing.com data showed. (Investing.com) The move matters because China’s rally has drawn a regulator response, and chip names sit close to the centre of it. Chinese stock exchanges will raise the minimum margin requirement for new
18 January 2026
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Giga Device Semiconductor Class A stock hits limit-up in Shanghai as memory-price bets build into Monday

Giga Device Semiconductor Class A stock hits limit-up in Shanghai as memory-price bets build into Monday

SHANGHAI, Jan 18, 2026, 08:25 (GMT+8) — Market has closed. GigaDevice Semiconductor’s Class A shares on the Shanghai exchange (603986.SS) surged 10% to close at 280.46 yuan Friday, hitting their daily price limit. Trading volume reached roughly 55 million shares, pushing the stock to the peak of its 52-week range as chip stocks outpaced a weaker market. (英为财情 Investing.com) Mainland markets were closed over the weekend, leaving investors to watch for Monday’s follow-through. Shares of the company listed in Hong Kong (3986.HK) ended Friday up 16.74%, closing at HK$272 after fluctuating between HK$227.20 and HK$272 during the day. (Investing.com Canada)
18 January 2026
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Coherent stock swings into Tuesday reopen as analysts cite AI-optics demand, Photonics West

Coherent stock swings into Tuesday reopen as analysts cite AI-optics demand, Photonics West

New York, Jan 17, 2026, 19:09 EST — Market closed Coherent Corp shares closed Friday down 2.5%, slipping to $191.04 after a big bounce the day before. The photonics supplier had surged 6.4% on Thursday, reaching an intraday peak of $210.90 before retreating. Wall Street’s fresh price-target upgrades kept the stock in focus on AI-driven trading lists. (MarketWatch) Coherent’s stock has gained attention as a high-beta play on data center optical link spending, where “transceivers” handle signal conversion between electrical and light forms to shuttle data across machines. With U.S. markets closed Monday for Martin Luther King Jr. Day, Tuesday’s
18 January 2026
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Sungrow Power Supply (300274.SZ) jumps on AI data-centre power push as China traders brace for new margin rules

Sungrow Power Supply (300274.SZ) jumps on AI data-centre power push as China traders brace for new margin rules

Shanghai, Jan 18, 2026, 08:06 GMT+8 — The market has closed. Sungrow Power Supply Co., Ltd.’s Shenzhen-listed A-shares jumped 3.34% on Friday following news of advancements in its efforts to supply power equipment for AI data centres. The shares closed at 170.99 yuan. (StockAnalysis) The AIDC angle is crucial now as investors scramble for anything tied to artificial intelligence — not just the flashy chips and servers, but also the less glamorous infrastructure like power conversion and backup systems. For Sungrow, this creates a new storyline alongside its main solar and energy-storage businesses. The timing is tense for onshore markets.
18 January 2026
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ASE Technology stock price hits record close as chip rally sets up a holiday-shortened week

ASE Technology stock price hits record close as chip rally sets up a holiday-shortened week

New York, Jan 17, 2026, 19:07 (EST) — Market closed ASE Technology Holding’s shares on the U.S. market ended Friday at $19.41, rising roughly 1.2% to hit a record closing peak. (MacroTrends) The boost matters since ASE operates at the tail end of chip production—handling packaging and testing—where demand shifts quickly as major clients adjust AI server and smartphone strategies. With markets closed over the weekend, investors are entering a holiday-shortened week still focused on the semiconductor sector. The shift rippled through markets. ASE’s Taiwan-listed shares (3711.TW) closed Friday at 303.5 Taiwan dollars, gaining 1.68%, ensuring the stock remains in
18 January 2026
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Microchip Technology stock price: Stifel’s $90 target and auto-flash tie-up put MCHP in focus

Microchip Technology stock price: Stifel’s $90 target and auto-flash tie-up put MCHP in focus

NEW YORK, Jan 17, 2026, 18:59 EST — Market closed. Microchip Technology Incorporated (MCHP.O) closed Friday 0.3% higher, at $74.70. The shares fluctuated between $74.35 and $75.69 during the session, with roughly 7.0 million shares traded. The chipmaker heads into a holiday-shortened week following a nearly flat finish for U.S. stocks on Friday, as chip shares gained ground late in the session. U.S. markets will be closed Monday for Martin Luther King Jr. Day. (Reuters) Tuesday’s reopening looks more promising than usual. Traders now have a couple of fresh analyst calls and a product-related statement to focus on, going beyond
18 January 2026
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Astera Labs stock jumps on Barclays target hike as traders look past long weekend

Astera Labs stock jumps on Barclays target hike as traders look past long weekend

New York, Jan 17, 2026, 19:09 (ET) — Market closed. Astera Labs shares climbed 4.3% to finish at $182 on Friday, following a price target boost from a Barclays analyst on the data-center connectivity chipmaker. The stock held steady in after-hours trading. (StockAnalysis) This matters because Wall Street is still grappling with how to value the next wave of spending—not just on headline chips but on AI servers and their infrastructure. Astera operates in that infrastructure niche, and its stock has swung wildly this month as investors wrestle with what “AI buildout” will actually look like in 2026. Astera produces
18 January 2026
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Monolithic Power Systems stock ends higher after Wells Fargo upgrade — what MPWR holders watch next week

Monolithic Power Systems stock ends higher after Wells Fargo upgrade — what MPWR holders watch next week

NEW YORK, Jan 17, 2026, 18:58 EST — The market has closed. Monolithic Power Systems shares rose 2.37% to close at $1,033.17 on Friday, outpacing other semiconductor stocks ahead of the U.S. market holiday weekend. Throughout the session, the stock fluctuated between $1,019.62 and $1,047.40. The rally came after Wells Fargo’s Joe Quatrochi upgraded Monolithic Power from “Equal Weight” to “Overweight,” raising his price target to $1,125 from $1,100. He pointed to a “path for positive estimate revisions” as enterprise data demand expands and other data-related segments remain strong. Quatrochi also highlighted “easy” year-on-year comps and the potential for customers
18 January 2026
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NXP stock price slips into long weekend as TD Cowen lifts NXPI target and traders eye earnings

NXP stock price slips into long weekend as TD Cowen lifts NXPI target and traders eye earnings

New York, Jan 17, 2026, 18:38 EST — Market closed NXP Semiconductors N.V. shares fell 0.6% to close Friday at $237.11, wiping out some gains from earlier this week. TD Cowen boosted its price target from $260 to $285 while maintaining a buy rating, citing NXP’s demand outlook as “optically better than others to-date.” (Investing.com India) The pullback happened even though chip stocks generally gained on Friday. The Philadelphia Semiconductor Index climbed 1.2%, while U.S. equities finished mostly flat ahead of Monday’s Martin Luther King Jr. Day holiday, Reuters reported. Ameriprise’s Anthony Saglimbene described markets as “flat-lining” with earnings season
18 January 2026
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Stock Market Today

RELX share price slides again as AI fears linger, results next week in focus

RELX share price slides again as AI fears linger, results next week in focus

7 February 2026
RELX closed down 4.6% at 2,145 pence in London on Friday, capping a volatile week ahead of its Feb. 12 full-year results. The company bought back 465,361 shares even as selling continued amid investor concerns over AI risks and pricing power. Peers Wolters Kluwer and Thomson Reuters also faced pressure. Markets await RELX’s outlook for 2026 trading.
Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

7 February 2026
Rio Tinto’s U.S. shares closed up 2.5% at $93.37 Friday after the company ruled out a merger with Glencore, triggering a six-month “no-bid” lockout under UK takeover rules. Both companies cited disagreements over valuation. Attention now turns to Rio’s Feb. 19 results and iron ore prices, which fell below $100 a tonne amid weak Chinese demand.
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