Today: 7 February 2026
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TE Connectivity stock drops 3% into weekend as banks lift targets — what to watch next (TEL)

TE Connectivity stock drops 3% into weekend as banks lift targets — what to watch next (TEL)

NEW YORK, Jan 24, 2026, 19:29 EST — Market closed. TE Connectivity shares dropped 3.25% Friday, closing at $223.84, lagging the flat S&P 500 as the weekend approached. Volume topped around 2.9 million shares, exceeding the stock’s 50-day average. The stock remains roughly 11% shy of its 52-week peak from early November. (MarketWatch) U.S. markets were closed Saturday, shifting investors’ focus to Monday and the Federal Reserve’s two-day meeting on Jan. 27-28. These meetings tend to compress trading ranges before a decisive move. For industrial-tech names tied to the AI surge, shifts in rate expectations carry as much weight as
25 January 2026
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ASE Technology stock in focus after unit logs NT$1.03 billion machinery buy

ASE Technology stock in focus after unit logs NT$1.03 billion machinery buy

Taipei, Jan 25, 2026, 08:42 GMT+8 — Market closed ASE Technology Holding Co will grab attention when Taiwan markets resume Monday. A key operating unit revealed it spent NT$1.03 billion ($31 million) on production machinery. Spending remains crucial as chip back-end companies continue investing in tools following a surge in packaging and testing demand, despite ongoing debate among investors about the upcycle’s duration. For ASE, equipment purchases offer a direct glimpse into how aggressively it’s ramping up capacity. ASE’s core operation lies in outsourced semiconductor assembly and test, known as OSAT — the last stages where chips get packaged and
25 January 2026
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INOXGFL’s Rs 17,000 crore renewable energy MoUs with UP, Assam and Kerala signed at Davos

INOXGFL’s Rs 17,000 crore renewable energy MoUs with UP, Assam and Kerala signed at Davos

DAVOS, Switzerland, Jan 25, 2026, 01:10 CET INOXGFL Group has inked three memorandums of understanding totaling 17,000 crore rupees (where a crore equals 10 million) with Uttar Pradesh, Assam, and Kerala to channel investments into renewable energy, a company official confirmed. Executive Director Devansh Jain highlighted that India is “emerging as a global leader” in the renewable energy sector. https://timesofindia.indiatimes.com/business/india-business/inoxgfl-signs-mous-with-3-states-to-invest-rs-17000-cr-in-renewable-energy/articleshow/127382878.cms The deals came together during the World Economic Forum’s annual meeting in Davos, where Indian states pushed for clean energy projects and fresh manufacturing ventures amid rising power demand and stricter policies. MoUs are preliminary agreements, not final contracts. Yet
25 January 2026
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Cambricon stock (688256) on watch after fund filings reshuffle China AI chip bets

Cambricon stock (688256) on watch after fund filings reshuffle China AI chip bets

Shanghai, Jan 25, 2026, 08:09 GMT+8 — Market closed Cambricon Technologies’ yuan-denominated Class A shares are reopening Monday amid renewed focus after mainland mutual fund quarterly reports revealed the AI-chip maker cracked the top 10 most-held stocks. This reshuffle pushed out several long-standing tech names. The shares closed down 1.33% at 1,334.99 yuan on Friday. (Sina Finance) This is crucial now because these disclosures could shape the narrative for the next trading phase—are major investors still piling into “AI infrastructure” stocks, or are they cashing out after recent gains? Cambricon’s drop on Friday happened even as the STAR Market’s broader
25 January 2026
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Marvell stock drops 3.5% into weekend — what MRVL traders watch before Monday

Marvell stock drops 3.5% into weekend — what MRVL traders watch before Monday

New York, January 24, 2026, 19:18 (EST) — The market has closed. Marvell Technology’s shares slid 3.5% on Friday, finishing at $80.23 after a choppy session for the AI-focused chipmaker ahead of Monday’s market open. The drop stings, with Marvell stuck in the crossfire between heavy data-center spending and closing deals. When investors turn cautious, these stocks rarely get any breathing room. The upcoming calendar is full, and it wouldn’t take more than a single major macro event or a disappointing report from Big Tech to derail the sector before Marvell has a shot to prove itself. Friday’s pullback followed
25 January 2026
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MediaTek stock jumps nearly 10% to a 52-week high — what to watch before Taiwan reopens

MediaTek stock jumps nearly 10% to a 52-week high — what to watch before Taiwan reopens

Taipei, Jan 25, 2026, 08:05 GMT+8 — The market has closed. MediaTek Inc (2454.TW) finished Friday at NT$1,630, marking a 9.76% jump that has the chipmaker back in focus ahead of Taiwan’s market reopening Monday, Jan. 26. Trading volume hit around 24.2 million shares, nearly 2.8 times the average, according to price data. (StockAnalysis) Taiwan’s benchmark Taiex climbed 0.68% to close at 31,961.51 on Friday, briefly surpassing the 32,000 mark, following U.S. President Donald Trump’s decision to drop tariff threats on European countries linked to Greenland, dealers said. Hua Nan Securities analyst Kevin Su noted that “tech stocks continued to
25 January 2026
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Zhongji Innolight stock in focus: 300308.SZ slides 5.8% as block trade hits and Hong Kong vote nears

Zhongji Innolight stock in focus: 300308.SZ slides 5.8% as block trade hits and Hong Kong vote nears

Shanghai, Jan 25, 2026, 08:13 CST — Market closed. Zhongji Innolight Co., Ltd.’s Shenzhen-listed A-shares (300308.SZ) dropped 5.8% to 585 yuan on Friday, pulling back from a 6.72% rally the previous day. (英为财情 Investing.com) The decline is significant since Zhongji is a key supplier of optical communication transceiver modules for cloud-computing data centers and telecom networks—a popular route into China’s AI hardware expansion. (MarketScreener) By the close of 2025, Zhongji and Eoptolink’s Xinyisheng surpassed longtime leaders like CATL and Tencent as the two most heavily held stocks in mutual funds, according to Shanghai Securities News citing Tianxiang Investment Consulting. Zhongji
25 January 2026
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SMIC stock faces a Monday gut-check after Nvidia’s China trip puts AI chips back in focus

SMIC stock faces a Monday gut-check after Nvidia’s China trip puts AI chips back in focus

Hong Kong, Jan 25, 2026, 08:07 HKT — The market has shut down. Shares of Semiconductor Manufacturing International Corp (0981.HK) are set to draw attention when Hong Kong markets open Monday, after Reuters revealed Nvidia CEO Jensen Huang was spotted in Shanghai. The visit comes as Beijing considers whether to approve sales of Nvidia’s H200 AI chip to Chinese buyers. Reuters also reported that Chinese authorities have instructed customs agents to block the H200 from entering China, though it remains unclear if this is a formal ban or a temporary move. SMIC closed Friday at HK$78.10, up 0.3%. (Reuters) Why
25 January 2026
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Arm Holdings ADR stock drops Friday — what to watch before Monday and the Fed week

Arm Holdings ADR stock drops Friday — what to watch before Monday and the Fed week

New York, January 24, 2026, 19:04 (EST) — Market closed Arm Holdings Plc’s sponsored ADRs (ARM.O) slipped 2.6% on Friday, ending at $116.07 after jumping 4.6% the day before. The shares fluctuated from $114.58 to $121.85 during the session. (Investing.com) The pullback comes as investors grow increasingly wary of expensive chip stocks linked to artificial intelligence. “Going into results, we’re going to be in a ‘show-me’ period,” said Julian McManus, portfolio manager on Janus Henderson’s Global Alpha Equity team, with traders eager to see revenue justify the spending. (Reuters) Costs are a major concern. Reuters reported this week that soaring
25 January 2026
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Qualcomm stock in focus after proxy filing tees up 24 million-share plan vote ahead of Feb. 4 earnings

Qualcomm stock in focus after proxy filing tees up 24 million-share plan vote ahead of Feb. 4 earnings

New York, January 24, 2026, 18:59 EST — Market closed. Qualcomm shares slipped 1.25% on Friday, closing at $155.82. Traders cited a mixed day for chip stocks and a new SEC proxy filing highlighting executive pay and stock-based compensation as factors weighing on the stock. With U.S. markets closed Saturday, all eyes now turn to what hurdles Qualcomm faces in the coming week. (MarketWatch) The timing is crucial since the proxy triggers shareholder votes impacting pay, dilution, and governance — all just days ahead of investors pivoting to earnings strategies. In the chip space, sentiment can turn on a dime,
25 January 2026
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Analog Devices stock slips into the weekend as board refresh lands — what investors watch next

Analog Devices stock slips into the weekend as board refresh lands — what investors watch next

New York, Jan 24, 2026, 19:01 EST — The market has closed. Analog Devices closed Friday down 0.95%, finishing at $305.60 after reaching an intraday peak of $313.54. Trading volume hit roughly 2.9 million shares. (Yahoo Finance) Wall Street closed out a turbulent week with chip stocks under pressure. The Dow dropped 0.58% on Friday, while the Nasdaq eked out a 0.28% gain. Intel took a sharp hit, plunging 17% after warning that its revenue and profit outlook fell short of estimates and signaling challenges in fulfilling demand for AI data-center chips. (Reuters) Why it matters now: ADI offers insight
25 January 2026
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KLA stock price firms into earnings week after Intel’s warning jolts chip names

KLA stock price firms into earnings week after Intel’s warning jolts chip names

NEW YORK, Jan 24, 2026, 18:46 EST — The market has closed. KLA Corp (KLAC.O) shares ended Friday 0.9% higher at $1,512.78, rebounding from a 1.3% drop on Thursday amid a shaky finish for chip stocks ahead of the weekend. (StockAnalysis) KLA’s report is key as it stands among the first major “semi-cap” players—chipmaking equipment suppliers—to announce earnings in the upcoming cycle. The sector has already jumped in early 2026, fueled by bets that AI-related chip demand will sustain factory investments. According to Investopedia, KLA and rival Applied Materials have both climbed close to 20% year to date. (Investopedia) Intel’s
25 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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