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HKG:0981.HK News 27 November 2025 - 25 January 2026

IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow

IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow

Semiconductor Manufacturing International Corp. (SMIC, 0981.HK / 688981.SH) climbed on Thursday as Chinese chip stocks rallied on AI optimism and investors digested fresh warnings about a looming global memory-chip shortage. SMIC stock price today: Hong Kong and Shanghai move higher As of Thursday, 27 November 2025, SMIC shares are trading higher on both sides of the border: The move comes after a volatile stretch for Chinese chip names. Earlier this week, reports that the US might allow Nvidia’s powerful H200 AI chip to be sold into China triggered sharp swings: SMIC’s Hong Kong shares fell more than 6% in early
27 November 2025
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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