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NASDAQ:LRCX 5 January 2026 - 12 January 2026

Semiconductor stocks hit a record high — CPI day and supply-chain politics loom

Semiconductor stocks hit a record high — CPI day and supply-chain politics loom

U.S. semiconductor stocks hit a record Friday, with the PHLX index up 2.7% as Lam Research jumped 8.7% and Intel surged nearly 11%. Broadcom rose 3.8%. Investors now await inflation data and earnings reports that could shift interest-rate expectations. The sector also faces new supply-chain risks as the U.S. expands its “Pax Silica” alliance with Qatar and the UAE.
11 January 2026
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Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

U.S. semiconductor stocks pushed Wall Street to record highs Friday, with the SOXX ETF up 2.9% and Intel surging nearly 11% after praise from Donald Trump. Lam Research jumped 8.7% on a broker’s price target hike. TSMC reported Q4 revenue up 20.45% year-on-year, beating estimates. Traders await U.S. inflation data due Jan. 13 and TSMC’s guidance on Jan. 15.
10 January 2026
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Lam Research stock jumps on Mizuho target hike as chip-tool rally sets up next earnings test

Lam Research stock jumps on Mizuho target hike as chip-tool rally sets up next earnings test

Lam Research shares surged 8.7% to $218.36 Friday after Mizuho raised its price target and the PHLX chip index hit a record. Heavy trading snapped a two-day slide for Lam, which will report earnings Jan. 28. Applied Materials and KLA also posted strong gains. Traders are watching next week’s U.S. inflation data and the Fed’s policy meeting for signals on rate cuts.
10 January 2026
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S&P 500 hits record, chip stocks jump — jobs report and Trump tariff case set up next market move

S&P 500 hits record, chip stocks jump — jobs report and Trump tariff case set up next market move

The S&P 500 closed at a record 6,966.28 on Friday, led by chip stocks after a weaker-than-expected U.S. jobs report. Nonfarm payrolls rose by 50,000 in December, missing forecasts, while the unemployment rate dipped to 4.4%. The dollar index gained 0.26% and the two-year Treasury yield rose to 3.538%. Housing stocks jumped after Trump ordered $200 billion in mortgage bond purchases.
10 January 2026
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Applied Materials stock pops nearly 7% as chip rally returns — analysts lift targets

Applied Materials stock pops nearly 7% as chip rally returns — analysts lift targets

Applied Materials shares surged nearly 7% Friday, closing at $301.18 and hitting a new 52-week high of $302.78, as chip stocks rallied on a weaker U.S. jobs report. The Philadelphia Semiconductor Index jumped 2.7% to a record. Brokerages including Cantor Fitzgerald raised price targets for Applied. Investors now await Tuesday’s CPI data and Applied’s earnings report set for February 12.
10 January 2026
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Lam Research stock jumps after target hikes as chip rally hits full stride

Lam Research stock jumps after target hikes as chip rally hits full stride

Lam Research shares surged 8.6% to $218.36 after hours Friday as Mizuho, Cantor Fitzgerald, and Goldman Sachs raised price targets, citing stronger chip equipment demand. The PHLX semiconductor index hit a record, with peers Applied Materials, KLA, and ASML also gaining. Lam will hold its quarterly call Jan. 28, with investors focused on spending guidance for 2026.
9 January 2026
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Texas Instruments stock ticks up as chipmakers rally — what could move TXN next

Texas Instruments stock ticks up as chipmakers rally — what could move TXN next

Texas Instruments shares rose 1% to $190.24 Friday as chipmakers rallied, with the Philadelphia Semiconductor Index up 2.6% and the S&P 500 hitting a record. U.S. nonfarm payrolls increased by 50,000 in December, while unemployment dipped to 4.4%. Taiwan Semiconductor reported a 20% jump in Q4 revenue, beating forecasts. Texas Instruments will report Q4 earnings on Jan. 27.
9 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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Lam Research stock jumps nearly 7% on fresh Aletheia “Buy” call as CES focus stays on AI

Lam Research stock jumps nearly 7% on fresh Aletheia “Buy” call as CES focus stays on AI

Lam Research shares jumped 6.9% to $208.15 Tuesday after Aletheia Capital initiated coverage with a buy rating and $260 target. Peers Applied Materials and KLA also rose. Investors await Lam’s Jan. 28 earnings for signals on chip equipment demand and 2026 spending. The rally follows increased focus on AI data-center buildouts and new product launches at CES.
6 January 2026
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Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research closed up 5.3% at $194.76 Monday, holding gains after hours as chip-equipment stocks rallied sharply. Applied Materials, KLA, and ASML each rose over 5%, outpacing the semiconductor ETF. Investors tracked CES news and awaited Lam’s Jan. 28 earnings report. Foxconn reported record Q4 revenue on strong AI product demand.
6 January 2026
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Stock Market Today

  • SBI Shares Gain Nearly 2% as PSU Banks Rally on SBI Mutual Fund IPO Filing
    March 20, 2026, 5:02 AM EDT. Shares of State Bank of India (SBI) rose 1.75% on Friday amid a broader rally in public sector undertaking (PSU) banks. The surge followed the filing of draft papers by SBI Funds Management, SBI's asset management arm, for a high-profile initial public offering (IPO) with regulator Sebi. The IPO will be an offer for sale by promoters with no fresh issue, seen as a key step to unlock value in SBI, India's largest mutual fund manager with assets over Rs 12.6 lakh crore. Benchmark indices strengthened, with the Sensex up 0.9% and the Nifty crossing 23,200. The development has lifted sentiment across banking stocks, particularly in the Nifty Bank index.
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