Today: 28 June 2026
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NASDAQ:ASML 16 January 2026 - 30 January 2026

Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft stock rebounds after wipeout, but AI stocks stay jumpy as spending fears bite

Microsoft rose 0.6% to $436.11 Friday morning after plunging 10% Thursday on weak cloud results. Nvidia slipped 0.4% and AMD fell 4.1%, dragging chip stocks lower. Investors remain wary of rising AI and data-center costs outpacing revenue gains. U.S. stocks opened lower after Donald Trump nominated Kevin Warsh to lead the Federal Reserve.
Intel stock price slips after report-driven rally; Nvidia-Apple foundry chatter keeps INTC in focus

Intel stock price slips after report-driven rally; Nvidia-Apple foundry chatter keeps INTC in focus

Intel shares fell 2.5% to $47.54 in early New York trading Thursday, reversing an 11% surge on speculation of future foundry deals with Nvidia and Apple. CFO David Zinsner bought 5,882 shares at $42.50 each on Jan. 26, SEC filings show. Chip sector sentiment stayed firm after ASML posted record quarterly bookings. Investors are now watching Friday’s U.S. inflation data.
Dow Jones today: Dow hovers near 49,000 as Fed decision and mega-cap earnings loom

Dow Jones today: Dow hovers near 49,000 as Fed decision and mega-cap earnings loom

The Dow Jones hovered near 49,000 Wednesday morning, dipping 3.56 points to 48,999.85 as UnitedHealth’s sharp fall continued to weigh on the index. The S&P 500 briefly topped 7,000, boosted by chip stocks after upbeat results from ASML and SK Hynix. The Federal Reserve’s policy decision is due at 2 p.m. EST. Meta, Microsoft, Tesla, and IBM report earnings after the bell.
Broadcom stock price today: AVGO edges up as chip rally lifts S&P 500 above 7,000 ahead of Fed

Broadcom stock price today: AVGO edges up as chip rally lifts S&P 500 above 7,000 ahead of Fed

Broadcom shares edged up 0.1% to $333.23 in early Wednesday trading as chip stocks rose ahead of the Federal Reserve’s rate decision and major tech earnings. The S&P 500 opened above 7,000, while Texas Instruments jumped 7% after forecasting strong AI-driven demand. Investors are watching for signs that AI spending is boosting profits. The Fed’s policy announcement is due at 2 p.m. EST.
AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

AI stocks are moving before the bell: Nvidia rises as Microsoft, Meta earnings loom

Nvidia rose 1.7% and Intel jumped 6.6% in premarket trading Wednesday, leading gains among chip stocks. Microsoft and Meta are set to report earnings after the bell, with investors focused on AI spending and margins. ASML raised its 2026 sales forecast after strong bookings but announced 1,700 job cuts. SK Hynix posted record quarterly profit on surging demand for AI server memory.
ASML stock price rises in premarket after orders beat, 2026 outlook raised, job cuts flagged

ASML stock price rises in premarket after orders beat, 2026 outlook raised, job cuts flagged

ASML shares rose 2.9% premarket after reporting fourth-quarter bookings of €13.2 billion and raising its 2026 sales forecast. The company plans to cut about 1,700 jobs and launched a new share buyback program. Net sales for the quarter reached €9.7 billion, with net income at €2.8 billion. Chip equipment stocks, including Applied Materials and Lam Research, also gained in early U.S. trading.
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.
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.
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.
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.
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.
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.
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.
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.
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.

Stock Market Today

  • Ripple's Preliminary EU MiCA Approval Raises Questions on RLUSD and XRP Impact in Europe
    June 28, 2026, 12:06 PM EDT. Ripple received a preliminary Luxembourg crypto-asset service provider (CASP) license under the EU's Markets in Crypto-Assets (MiCA) framework, allowing it to offer regulated services across 30 EEA countries pending final conditions. Despite this regulatory milestone, investors remain cautious about the XRP token's value driver, as Ripple's license ownership does not directly translate to increased activity on the XRP Ledger (XRPL). While Ripple's regulated stablecoin RLUSD's supply declined over 30 days, XRPL stablecoin value grew by over 20%, challenging XRP's current $1.05 price near a $65.5 billion market cap. The EU's July 1, 2026, MiCA enforcement deadline heightens the license's strategic importance, but tangible XRP Ledger usage remains the critical question for investors assessing Ripple's European payments push.

Latest articles

MSFT rally set for Russell reshuffle as AI spending jitters hang over stock

MSFT rally set for Russell reshuffle as AI spending jitters hang over stock

28 June 2026
Microsoft (MSFT) surged 5.71% to $372.97 on record volume as FTSE Russell index changes moved the stock into both growth and value indexes, driving a “really massive trade” and “key liquidity day”; investors now face uncertainty over real demand versus index flows, with capex and AI spending weighing on future profitability.
Amazon (NASDAQ:AMZN) trades after Prime Day jump, AWS in focus as basket sizes shrink

Amazon (NASDAQ:AMZN) trades after Prime Day jump, AWS in focus as basket sizes shrink

28 June 2026
Amazon closed Friday at $232.69, up 2.5% on massive volume, but still down 4.8% from June 18; Prime Day U.S. sales jumped 9.3% to $26.4 billion as average order size fell 10.6%, while AWS will raise AI compute prices by about 20% in July, spotlighting investor focus on whether higher AWS pricing can offset soaring AI infrastructure costs.
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