Today: 8 February 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

Suzhou TFC Optical Communication shares closed up 2.2% at 198 yuan ahead of Monday’s open, following a broker note highlighting demand for optical components in AI data centers. New rules raising minimum margin requirements for fresh financing contracts take effect Jan. 19, increasing cash needed for leveraged trades. Two TFC executives completed a share sale of 80,000 shares by Jan. 12. Traders are watching if TFC can hold gains under tighter margin rules.
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

Fabrinet shares fell 0.7% to $494.45 in Friday’s U.S. session, with about 497,000 shares traded. U.S. markets close Monday for Martin Luther King Jr. Day, resuming Tuesday ahead of Thursday’s key PCE inflation report. The company last reported record Q1 revenue and forecast Q2 revenue of $1.05–$1.10 billion. Investors are watching for volatility after the holiday and the Fed’s Jan. 27–28 policy meeting.
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

STMicroelectronics shares closed at 24.31 euros, down 0.3% Friday as U.S.-Europe trade tensions intensified. President Trump threatened new tariffs on eight European countries, prompting Europe to consider 93 billion euros in retaliatory measures. STMicro will report Q4 and full-year 2025 earnings on Jan. 29. Traders remain alert to any escalation that could impact chip stocks and supply chains.
19 January 2026
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First Solar stock: FSLR sits steady into MLK Day shutdown as tariff headlines stir futures

First Solar stock: FSLR sits steady into MLK Day shutdown as tariff headlines stir futures

First Solar shares closed nearly flat at $243.73 on Friday, with about 2 million shares traded. U.S. markets will be closed Monday for Martin Luther King Jr. Day, delaying updates until Tuesday. Traders weighed new tariff threats and interest-rate outlooks, sending S&P 500 futures down 0.9% overnight. Activity in solar stocks was muted ahead of the holiday.
19 January 2026
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ASE Technology Holding (ASX) stock price near $19.41 before MLK Day break: what traders watch next

ASE Technology Holding (ASX) stock price near $19.41 before MLK Day break: what traders watch next

ASE Technology’s U.S. shares closed Friday up 1.1% at $19.41, trading 6.5 million shares as chip stocks outperformed ahead of the long weekend. The Philadelphia Semiconductor Index rose for a second day, ending at 7,927.41. U.S. markets will remain closed Monday for Martin Luther King Jr. Day, reopening Tuesday. Investors await inflation data and Intel’s earnings later in the week.
19 January 2026
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Hua Hong Semiconductor A shares (688347) face a leverage test as China tightens margin rules

Hua Hong Semiconductor A shares (688347) face a leverage test as China tightens margin rules

Hua Hong Semiconductor’s Class A shares hovered near 52-week highs ahead of Monday trading as China’s new margin financing rules take effect, raising collateral requirements to 100%. The stock closed at 140.00 yuan on Jan. 16, up nearly 199% in a year. Analysts warn of possible volatility in tech shares as leverage tightens. China’s GDP data, due Monday, could further sway market sentiment.
19 January 2026
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Coherent stock price in focus as COHR heads for Tuesday restart after product flurry

Coherent stock price in focus as COHR heads for Tuesday restart after product flurry

Coherent shares fell 2.5% to $191.04 at Friday’s close after swinging between $189.59 and $201.93. The company launched a germanium-free electro-optic modulator and new imaging fiber assemblies, both set to debut at SPIE Photonics West Jan. 20–22. U.S. markets will be closed Monday for Martin Luther King Jr. Day. Coherent’s next earnings report is scheduled for Feb. 4.
19 January 2026
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Moore Threads (688795) stock back on watchlist after Beijing mayor’s AI tour — what matters before the open

Moore Threads (688795) stock back on watchlist after Beijing mayor’s AI tour — what matters before the open

Moore Threads shares closed 1.73% higher at 646.76 yuan Friday after Beijing mayor Yin Yong’s visit drew attention to the GPU maker. Margin financing reached 1.67 billion yuan, or 8.79% of the stock’s float, as traders prepare for Monday’s open. The company’s market value stands at 304 billion yuan. Investors will watch if the stock holds gains amid heavy leverage and policy-driven momentum.
19 January 2026
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Sungrow stock price set for Monday open as EU China-tech push clouds solar gear outlook

Sungrow stock price set for Monday open as EU China-tech push clouds solar gear outlook

Sungrow Power Supply shares closed Friday up 3.3% at 170.99 yuan in Shenzhen, with trading volume reaching about 72 million shares. The move followed reports that the EU may propose phasing out Chinese equipment from sectors like solar energy. Sungrow is a major supplier of solar inverters and energy storage systems, with Europe a key export market. Investors are closely watching policy shifts that could affect clean-energy valuations.
19 January 2026
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Stock Market Today

SMIC stock set for results test this week as Hong Kong market reopens

SMIC stock set for results test this week as Hong Kong market reopens

8 February 2026
HONG KONG, Feb 8, 2026, 08:40 HKT — Market closed Semiconductor Manufacturing International Corp’s Hong Kong-listed shares ended Friday little changed, but the stock heads into a catalyst-heavy week with results due and a shareholder vote on a deal that would simplify control of a key 12-inch wafer unit. (Reuters) The next test comes quickly. SMIC’s board meets on Tuesday, Feb. 10, when the company said it will announce unaudited financial results. (HKEX News) Two days later, investors get a second lever: an extraordinary general meeting in Shanghai on Feb. 12. Trading in the name often tightens ahead of corporate
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

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.
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

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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