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NASDAQ:ASML 8 January 2026 - 28 January 2026

Lam Research stock jumps 7% as Evercore lifts target ahead of earnings

Lam Research stock jumps 7% as Evercore lifts target ahead of earnings

Lam Research shares jumped about 7% Tuesday to close at $238.46, ahead of its quarterly earnings report due Wednesday after the bell. Evercore ISI raised its price target on Lam to $241 from $170, maintaining an Outperform rating. After-hours trading showed little change in the stock. Investors are repositioning as Lam’s guidance often moves the broader chip equipment sector.
28 January 2026
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Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials jumped 4.8% to $334.84 after Micron announced a $24 billion memory plant in Singapore, signaling higher chip equipment demand. Sector peers Lam Research, KLA, and ASML also advanced. Analysts expect enterprise SSD prices to surge as supply tightens. Investors await the Fed’s rate decision Wednesday and ASML’s earnings for clues on 2026 demand.
27 January 2026
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Applied Materials stock rises on Deutsche Bank upgrade — what investors watch next week

Applied Materials stock rises on Deutsche Bank upgrade — what investors watch next week

Applied Materials closed up 1.13% at $322.38 after Deutsche Bank upgraded the stock to “buy” and raised its price target to $390. The S&P 500 finished nearly flat and the Dow fell 0.58%. Investors await earnings from ASML, Lam Research, and KLA next week, as well as the Federal Reserve’s policy decision. Applied reports results Feb. 12.
24 January 2026
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ASML stock price: What to watch before Jan. 28 earnings after Intel jolts chip mood

ASML stock price: What to watch before Jan. 28 earnings after Intel jolts chip mood

ASML shares slipped 0.4% to $1,389.04 Friday ahead of its earnings report due Wednesday. The stock tracked a mixed week for chipmakers after Intel plunged 17% on weak forecasts, rattling the sector. Investors are watching ASML’s new order volumes and guidance for 2026 amid shifting chip-factory spending and ongoing trade tensions.
24 January 2026
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Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT

Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT

Applied Materials rose 2.2% to $325.24 Wednesday, rebounding after Trump said he would delay tariffs tied to Greenland talks. Trading volume topped the 50-day average. Needham raised its price target to $390. The company warned of weaker China equipment spending in 2026 due to tighter U.S. export controls.
22 January 2026
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Applied Materials (AMAT) stock price ends higher as KeyBanc lifts target; traders size up week ahead

Applied Materials (AMAT) stock price ends higher as KeyBanc lifts target; traders size up week ahead

Applied Materials shares rose 2.5% to $327.01 Friday, outpacing the broader market after KeyBanc raised its price target to $380. The move followed TSMC’s higher 2026 capex forecast, which boosted chip-equipment stocks. U.S. markets are closed Monday for Martin Luther King Jr. Day. Applied reports earnings Feb. 12.
18 January 2026
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KLA stock price holds near fresh highs after TSMC capex jolt; analysts lift targets ahead of earnings

KLA stock price holds near fresh highs after TSMC capex jolt; analysts lift targets ahead of earnings

KLA Corp shares closed at $1,567.82 Friday, up 1.48% after a 7.70% jump Thursday, as chip-equipment stocks rallied on TSMC’s record profit and $52–56 billion capex plan. Morgan Stanley and Wells Fargo raised KLA’s rating and price targets sharply. The Philadelphia semiconductor index rose 1.2%. KLA reports fiscal Q2 results Jan. 29 after market close.
17 January 2026
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Applied Materials stock price holds near $327 after TSMC capex jolt — what to watch next

Applied Materials stock price holds near $327 after TSMC capex jolt — what to watch next

Applied Materials closed up 2.5% at $327.01 Friday, lifted by TSMC’s announcement of a $52–$56 billion 2026 spending plan. U.S. markets will be shut Monday for Martin Luther King Jr. Day. Applied’s earnings call is set for Feb. 12, with analysts expecting a 7.1% year-over-year profit drop. The company has warned U.S. export controls could cut 2026 revenue by $600 million.
17 January 2026
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AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers

AI stocks pop before the bell as TSMC lifts Nvidia, AMD and chip peers

Nvidia rose 2.1% and TSMC jumped 4.5% in premarket trading after TSMC reported record quarterly profit and projected 2026 revenue growth near 30%. ASML gained 5.4%, AMD 1.9%, and Broadcom 0.9%. Meta and Amazon edged higher, while Microsoft and Alphabet slipped. Traders await U.S. industrial production data and Fed comments later Friday.
16 January 2026
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US stock futures today: TSMC lifts chip stocks as traders scan the U.S. economic calendar

US stock futures today: TSMC lifts chip stocks as traders scan the U.S. economic calendar

U.S. stock index futures rose early Thursday, led by a 0.74% jump in Nasdaq 100 contracts after TSMC’s record earnings and strong chip outlook. S&P 500 futures gained 0.32%, Dow futures edged up 0.06%. Goldman Sachs and Morgan Stanley will report earnings before the open. Weekly jobless claims and key regional factory surveys are due later this morning.
15 January 2026
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ASML stock jumps 7% into the weekend as analysts bet on a 2026 EUV upcycle

ASML stock jumps 7% into the weekend as analysts bet on a 2026 EUV upcycle

ASML’s U.S.-listed shares closed up 6.7% at $1,273.88 after Bernstein upgraded the stock and raised its price target to €1,300, citing a stronger memory spending cycle. Investors await ASML’s January 28 report for updates on 2026 sales and net bookings. CEO Christophe Fouquet warned of a sharp decline in China-related sales for 2026, despite ongoing AI-driven demand in other segments.
11 January 2026
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ASML stock leaps 7% as TSMC revenue beat lifts chip gear names into CPI, earnings week

ASML stock leaps 7% as TSMC revenue beat lifts chip gear names into CPI, earnings week

ASML shares surged 6.7% to $1,273.88 Friday, leading a semiconductor rally that sent the Philadelphia SE Semiconductor Index to a record high. TSMC reported fourth-quarter revenue up 20.45% year-on-year, beating forecasts ahead of its Jan. 15 guidance update. Investors await the U.S. CPI release on Jan. 13 and ASML’s earnings on Jan. 28. Markets closed flat overall.
10 January 2026
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Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

Lam Research shares fell 2.2% to $198.62 Thursday, tracking a broader semiconductor decline as Applied Materials and ASML also dropped. Treasury yields rose after U.S. jobless claims edged higher and productivity jumped. Cantor Fitzgerald raised its Lam price target to $265, citing strong wafer equipment demand. Investors await Friday’s U.S. jobs report and Lam’s Jan. 28 earnings call.
8 January 2026
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KLA stock slides after-hours as chip gear names cool off; India R&D expansion in focus

KLA stock slides after-hours as chip gear names cool off; India R&D expansion in focus

KLA shares fell about 2.5% to $1,359.69 in after-hours trading Wednesday after a regular-session drop, snapping a three-day winning streak. The company announced a new $36 million R&D hub in Chennai. Semiconductor equipment stocks broadly declined as investors rotated into mega-cap AI names. Traders are watching U.S. labor data Friday and KLA’s Jan. 29 earnings.
8 January 2026
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Stock Market Today

  • Twilio, Toast, and Flywire Stocks Surge as Nasdaq Rallies on U.S.-Iran De-escalation
    April 8, 2026, 11:14 PM EDT. Shares of Twilio, Toast, and Flywire jumped after the Nasdaq climbed on news of reduced U.S.-Iran tensions. The ceasefire eased market volatility, encouraging investors to move from defensive to high-growth tech stocks. Software companies benefited from the improved outlook, supported by fading energy inflation fears that lower pressure on interest rates which often drag on tech valuations. Twilio's shares remain volatile with frequent large swings, still close to a 52-week high despite being down 1.5% year-to-date. Recent sector jitters arose from AI concerns and Middle East uncertainties, but the latest rally highlights investor confidence returning to growth-oriented assets amid calmer geopolitical conditions.

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Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

8 April 2026
IREN shares rose 1.8% to $35.74 Wednesday as investors assessed its $6 billion share program and shift from bitcoin mining to AI cloud services. The company’s revenue fell to $184.7 million last quarter, with a net loss of $155.4 million. IREN recently announced a five-year, $9.7 billion AI cloud deal with Microsoft. Options trading volume hit 103,000 contracts Tuesday, with sentiment described as mixed.
Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

8 April 2026
Amazon closed at $213.77 Tuesday, with BNP Paribas maintaining a $320 price target, citing strong AI demand despite Amazon’s planned $200 billion capex for 2026. The company’s February forecast of higher spending sent shares down 11.5% after hours, even as AWS revenue rose 24% to $35.6 billion in the December quarter. Alphabet and Microsoft are also ramping up AI infrastructure spending.
Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

8 April 2026
The Sensex surged 2,946 points to 77,562.90 on Wednesday, its best day in five years, as a U.S.-Iran ceasefire and steady RBI rates pushed Indian markets higher. Brent crude fell 14.4% to $93.49 a barrel, easing pressure on the rupee, which rose 0.5% to 92.58 per dollar. All 16 major sectors gained, led by financials and auto stocks. The RBI kept its repo rate at 5.25% and forecast slower growth ahead.
Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

8 April 2026
Stock Yards Bank & Trust Co. increased its Netflix stake by 1,141.9% to 29,074 shares in Q4, while Ethos Capital Management disclosed a new 19,610-share position worth $1.84 million. The moves come ahead of Netflix’s April 16 earnings report and follow a Goldman Sachs upgrade to Buy with a $120 target. Insiders Reed Hastings and Greg Peters sold shares earlier this year under preset trading plans. Netflix last traded at $98.82.
Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

8 April 2026
Zevenbergen Capital increased its Alphabet Class A share holdings by 27.4% in Q4, while Lombard Odier and Empirical Wealth Management reduced their Class C positions, according to April 7 filings. Alphabet will report first-quarter results on April 29. GOOG and GOOGL traded near $304 before Wednesday’s U.S. open. The filings reflect holdings as of December 31 and may not show current positions.
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