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

Applied Materials shares closed Friday up 1.13% at $322.38, building on momentum after an analyst upgrade. Traders are gearing up for a busy week in semiconductor equipment. The S&P 500 eked out a 0.03% gain while the Dow dropped 0.58%, signaling that Applied’s rise was driven more by stock-specific interest than broader market moves.

NASDAQ:AMAT · NASDAQ:ASML · Semiconductors · Stock Market
AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

AI Stocks This Week: TSMC’s $56B Spending Plan Lifts Chip Names as New U.S. Tariffs Bite

Taiwan Semiconductor Manufacturing Co set the tone for AI-linked stocks this week after the chipmaker forecast 2026 revenue would rise nearly 30% and put 2026 capital spending, or capex, at $52 billion to $56 billion, underscoring demand for processors used to train and run AI systems. Chief Executive C.C. Wei also pointed to a push for more U.S. capacity, saying an Arizona land buy “gives you a hint” of plans to expand “many fabs” there, while warning TSMC was “very nervous” about investing at that scale.
17 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 climbed Thursday, with Nasdaq 100 contracts leading the way after Taiwan Semiconductor Manufacturing Co’s quarterly earnings and outlook boosted chip stocks. By 5:03 a.m. ET, S&P 500 futures had added 0.32%, Nasdaq 100 futures jumped 0.74%, and Dow futures inched up 0.06%. The Labor Department’s weekly jobless claims report is anticipated to show a rise to 215,000 for the week ending Jan. 5. Meanwhile, analysts project S&P 500 quarterly profit growth of 8.8% year-over-year as earnings season heats up.
15 January 2026
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Lam Research stock (LRCX) jumps on Mizuho target hike — what to watch into Monday and the week ahead

Lam Research stock (LRCX) jumps on Mizuho target hike — what to watch into Monday and the week ahead

Shares of Lam Research surged 8.7% on Friday following Mizuho’s boost of its price target to $220 from $200. The PHLX semiconductor index climbed 2.7%, hitting a new high. “Investors are getting granular and picking the winners and losers,” said Zachary Hill, head of portfolio management at Horizon Investments.
11 January 2026
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ASML stock slips in premarket after Aletheia upgrade lifts target to $1,500

ASML stock slips in premarket after Aletheia upgrade lifts target to $1,500

ASML Holding N.V. shares slipped 0.25% in U.S. premarket trading on Friday to $1,069.86. Aletheia Capital analyst Warren Lau double upgraded the Dutch chipmaking-equipment maker to Buy from Sell and raised his price target, an analyst estimate of where a stock should trade, to $1,500 from $750, TheFly reported. Lau told investors in a research note that “stronger extreme ultraviolet lithography demand from DRAM suppliers” would lift forecasts; extreme ultraviolet lithography is used to print the smallest chip features, and DRAM is a common type of memory chip. tipranks.com
2 January 2026
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ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

ASML Holding N.V.’s U.S.-listed shares slipped in the latest session after Reuters reported China is pushing chipmakers to use more domestically made equipment when building out new capacity. The stock was last at $1,069.86, down 0.25% from the previous close, after trading between $1,068.40 and $1,081.99. U.S. equities were closed on Thursday for the New Year’s Day holiday. New York Stock Exchange
2 January 2026
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