Today: 7 February 2026
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Winbond stock jumps as AI-memory squeeze talk meets Taiwan trading curbs

Winbond stock jumps as AI-memory squeeze talk meets Taiwan trading curbs

Taipei, Jan 18, 2026, 09:21 GMT+8 — Market closed Winbond Electronics Corp shares closed Friday at NT$106.50, up 7.36%, with traders gearing up for potentially choppy trading when Taiwan markets open Monday. The stock hit a high of NT$108.00 during the session, nearing its 52-week peak, according to Investing.com data. (Investing.com) The rally comes as Morgan Stanley turns its focus from compute to memory in artificial intelligence, a major force behind chip stocks heading into 2026. Analyst Shawn Kim noted that “memory sits in a capacity-constrained cycle with unusually long order visibility driven by AI inference,” adding that for 2026,
18 January 2026
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Piotech stock price pops after an institutional block trade — here’s what matters before Monday

Piotech stock price pops after an institutional block trade — here’s what matters before Monday

Shanghai, Jan 18, 2026, 09:20 CST — Market closed Piotech Inc’s Class A shares on the Shanghai exchange climbed 3.67% Friday, finishing at 385.68 yuan following a block trade by an institutional investor. The stock has gained 7.26% over the last five sessions. (STCN) This is significant since China’s chip-toolmaker stocks have been volatile and quick-moving, with large off-market trades often revealing who’s buying. Piotech, which produces thin-film deposition tools for both memory and logic chip manufacturing, primarily serves the domestic market, LSEG data shows. (Reuters) The sector drew attention after Reuters revealed in late December that Chinese fabs must
18 January 2026
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Xi’an ESWIN Material (688783) jumps 4.7% into the weekend — what to watch when China reopens

Xi’an ESWIN Material (688783) jumps 4.7% into the weekend — what to watch when China reopens

Shanghai, Jan 18, 2026, 09:07 CST — Market closed Shares of Xi’an ESWIN Material Technology Co., Ltd. Class A jumped 4.67% to close at 26.87 yuan on Friday. The stock fluctuated between 25.74 and 27.00 during the session, per data from Investing.com. (Investing.com Nigeria) China’s semiconductor sector jumped 4.13% on Jan. 16, topping gains among A-share industries and pushing its year-to-date climb past 17%, according to a China News Service report cited by Sina Finance. He Chen, an analyst at Caixin Securities, attributed the boost to a surge in AI computing demand, which is reviving the chip cycle and creating
18 January 2026
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LONGi Green Energy stock price: 601012 set for Monday test after stake-sale filing

LONGi Green Energy stock price: 601012 set for Monday test after stake-sale filing

Shanghai, Jan 18, 2026, 08:58 (CST) — Market closed. LONGi Green Energy Technology Co Ltd (601012.SS) closed Friday 1.24% higher at 18.73 yuan, edging up slightly after a volatile week for Chinese solar stocks. (StockAnalysis) After Zhejiang Zhongjing Technology (003026.SZ) disclosed new data on LONGi’s portfolio cuts, the stock returned to traders’ radars Monday. The update pushed LONGi’s stake beneath a critical reporting level. Zhongjing reported that LONGi offloaded 5,219,150 shares of the Shenzhen-listed semiconductor silicon materials company between Jan. 27, 2025, and Jan. 15, 2026. After these sales, LONGi holds 6,480,850 shares, representing 4.9999% of the total share capital
18 January 2026
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Fabrinet stock: FN slips into long weekend — what investors watch before Tuesday’s open

Fabrinet stock: FN slips into long weekend — what investors watch before Tuesday’s open

New York, January 17, 2026, 19:58 EST — Market closed. Fabrinet shares slipped heading into the long U.S. weekend, ending Friday down 0.63% at $494.45. The stock was last at $485.00 in after-hours trading, which takes place outside the regular 9:30 a.m. to 4 p.m. ET session. (StockAnalysis) That matters because markets are shut on Monday for the Martin Luther King Jr. holiday, leaving fewer sessions for investors to adjust risk. Fabrinet has been swinging around with the rest of high-growth tech, and thin holiday tape can exaggerate moves. U.S. stocks finished nearly flat on Friday, with the S&P 500
18 January 2026
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Suzhou TFC Optical Communication (300394.SZ) stock: CPO buzz lifts shares, traders eye Monday follow-through

Suzhou TFC Optical Communication (300394.SZ) stock: CPO buzz lifts shares, traders eye Monday follow-through

Shanghai, Jan 18, 2026, 08:54 GMT+8 — Market closed. Suzhou TFC Optical Communication Co., Ltd. shares ended Friday up 2.23% at 198.00 yuan, after trading in a range from 193.00 to 204.60 yuan. Mainland markets remain closed for the weekend, leaving investors to watch for Monday’s action in optical hardware stocks. (StockAnalysis) The jump followed a fresh surge in China’s co-packaged optics (CPO) sector, sparked by a J.P. Morgan forecast on rising Google TPU chip shipments that circulated widely in local financial circles. According to Cailianpress, the bank projects Google TPU shipments to hit 3.7 million units by 2026 and
18 January 2026
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MACOM (MTSI) stock in focus as Stifel lifts target and proxy lays out March shareholder vote

MACOM (MTSI) stock in focus as Stifel lifts target and proxy lays out March shareholder vote

New York, Jan 17, 2026, 20:14 EST — The market has closed. Shares of MACOM Technology Solutions Holdings Inc ended Friday up 0.8% at $220.68 and climbed another 1.9% to $224.89 in after-hours trading. The chipmaker drew attention following fresh analyst coverage and the release of a new proxy filing. (MarketWatch) Timing plays a role here. U.S. markets will be closed Monday for Martin Luther King Jr. Day, so trading resumes Tuesday. That gives investors extra time to digest fresh research notes and corporate filings. (Nasdaq) Stifel bumped its price target on MACOM up to $215 from $185 and kept
18 January 2026
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OmniVision Integrated Circuits (603501) stock: the convertible-bond call setting up Monday’s trade

OmniVision Integrated Circuits (603501) stock: the convertible-bond call setting up Monday’s trade

Shanghai, Jan 18, 2026, 08:51 (CST) — Market closed. Shares of OmniVision Integrated Circuits Group, listed as Class A on the Shanghai exchange, climbed 1.84% to close at 130.83 yuan Friday. Attention now turns to a recent filing ahead of the stock’s reopening on Jan. 19. (MarketScreener) The filing matters because it touches two shifting factors at once: potential dilution and debt pressure. In China’s A-share market — yuan-denominated mainland listings — changes to convertible bond terms can shake up both equity and credit valuations. OmniVision disclosed in an exchange filing that it hit the trigger to lower the conversion
18 January 2026
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GlobalFoundries stock: what to watch after Synopsys IP deal as Feb. 11 earnings near

GlobalFoundries stock: what to watch after Synopsys IP deal as Feb. 11 earnings near

New York, January 17, 2026, 19:51 (EST) — Market closed GlobalFoundries (GFS) shares dropped 0.5%, ending Friday at $41.05. After-hours trading showed the stock slightly higher, at $41.24. (Yahoo Finance) Chip stocks drove gains late Friday on Wall Street, with the iShares Semiconductor ETF climbing 2.1% as investors sought out AI-related plays. U.S. markets will be closed Monday for Martin Luther King Jr. Day, delaying the next trading day until Tuesday. (Reuters) Timing is crucial for GlobalFoundries, which has recently made corporate news but hasn’t enjoyed the same daily AI buzz as bigger chipmakers. Tuesday’s reopening offers the first real
18 January 2026
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Silver Near Rs 3 Lakh/kg as Gold Slips in Delhi, Mumbai — What’s Driving India’s Bullion Swing

Silver Near Rs 3 Lakh/kg as Gold Slips in Delhi, Mumbai — What’s Driving India’s Bullion Swing

NEW DELHI, Jan 18, 2026, 06:19 IST Silver prices in India hovered near record highs on Saturday, even as gold softened in key cities amid a wider pullback in the global rally. In Delhi, 24-carat gold traded around 143,550 rupees per 10 grams, with an industry benchmark pegging silver close to 281,890 rupees per kg. India’s jewellery trade and bargain hunters are feeling the impact of volatile prices. This week, Indian dealers slashed prices by as much as $12 an ounce. “Demand just isn’t there right now since prices keep hitting new highs,” said Chirag Thakkar, CEO of bullion importer
18 January 2026
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Montage Technology (688008) shares back in play after AI-linked 2025 profit jump forecast

Montage Technology (688008) shares back in play after AI-linked 2025 profit jump forecast

Shanghai, Jan 18, 2026, 08:39 GMT+8 — Market closed Montage Technology Co., Ltd. reported a steep jump in full-year profit in a late-week filing, offering investors new insight into demand for its memory and server connectivity chips just before Monday’s mainland market reopening. This profit alert hits at a crucial moment, right at the start of China’s annual reporting season. Guidance during this period tends to shift valuations sharply — particularly for chip companies seen as stand-ins for AI infrastructure investment. Montage attributed the rise to stronger shipments of its interconnect chips—the crucial hardware that transfers data between components in
18 January 2026
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Renesas stock ends lower in Tokyo; yen swings and Feb. 5 results now in focus

Renesas stock ends lower in Tokyo; yen swings and Feb. 5 results now in focus

Tokyo, Jan 18, 2026, 09:22 JST — The market has closed. Renesas Electronics shares fell 0.9% Friday, closing at 2,328 yen in Tokyo. The stock lagged the broader market ahead of Monday’s reopening. (MarketWatch) The timing is crucial as the yen returns to focus, prompting exporters to trade the currency once more. Renesas, which serves global auto and industrial sectors, can see even a slight FX shift alter expectations for overseas earnings, especially when positioning is already tight. On Friday, the yen gained ground after Finance Minister Satsuki Katayama mentioned the possibility of intervention, including coordinated efforts with the U.S.
18 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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