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NASDAQ:RMBS News 3 January 2026 - 3 February 2026

Rambus stock dives 14% premarket after earnings as supply snag dents near-term outlook

Rambus stock dives 14% premarket after earnings as supply snag dents near-term outlook

Rambus shares fell 14.4% to $97.37 in premarket trading Tuesday after the company reported a one-time supply chain disruption that will hit near-term shipments. Fourth-quarter GAAP revenue reached $190.2 million, with record product sales of $96.8 million. The company projected lower product revenue for Q1 and warned that meeting targets depends on new contracts.
3 February 2026
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Rambus stock jumps 11% as DRAM price forecast spikes ahead of earnings call

Rambus stock jumps 11% as DRAM price forecast spikes ahead of earnings call

Rambus shares jumped 11.4% to $126.83 by midday Monday, outpacing chip sector gains after TrendForce forecast DRAM contract prices would surge up to 95% in the first quarter on AI and data center demand. Investors await Rambus’ quarterly results and guidance after the market closes, with a conference call set for 5 p.m. EST.
2 February 2026
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Rambus stock slid hard into earnings week — what could move RMBS next

Rambus stock slid hard into earnings week — what could move RMBS next

Rambus shares fell 6.4% to $113.83 Friday after swinging between $127.88 and $112.61 during volatile trading. The company will report earnings after U.S. markets close Monday. Broader tech and semiconductor stocks also dropped, with the Philadelphia Semiconductor Index down 3.87%. Investors are watching for management’s outlook amid recent market swings.
2 February 2026
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Rambus stock sinks into earnings week after sharp Friday reversal in RMBS

Rambus stock sinks into earnings week after sharp Friday reversal in RMBS

Rambus shares fell 6.39% to $113.83 at Friday’s close, reversing early gains ahead of its earnings report due after the bell Monday. The stock swung between $112.84 and $127.03 during the session. Chip stocks and major indexes dropped as investors reacted to higher-than-expected producer prices and uncertainty over the next Federal Reserve chair. U.S. markets are closed for the weekend.
1 February 2026
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Rambus stock takes a 7.6% hit ahead of the RMBS earnings test — what to watch next

Rambus stock takes a 7.6% hit ahead of the RMBS earnings test — what to watch next

Rambus shares fell 7.6% to $115.31 Friday, trading as low as $113.13 amid a broader chip sector selloff after Intel’s 17% drop. The Philadelphia Semiconductor Index lost 1.2%. Rambus will report earnings Feb. 2. Investors are watching for signs of demand shifts and revenue consistency as volatility persists.
26 January 2026
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Rambus stock just slid 8% — here’s what RMBS traders watch before earnings

Rambus stock just slid 8% — here’s what RMBS traders watch before earnings

New York, Jan 24, 2026, 05:46 EST — Market closed Rambus Inc shares fell 7.6% Friday, closing at $115.31 after swinging between $113.13 and $123.50 during the session. In after-hours trading, the stock edged slightly lower to $114.96, while the Nasdaq managed a modest gain heading into the weekend. (Investing.com) The pullback halted a rally that had driven RMBS up more than 22% over the past week, pushing it close to a 52-week high of $131.12, per InvestingPro data. On Thursday, William Blair kicked off coverage with an “Outperform” rating, spotlighting Rambus as a top player in DRAM memory solutions
24 January 2026
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Rambus stock jumps again: RMBS pops in premarket after William Blair ‘Outperform’ call

Rambus stock jumps again: RMBS pops in premarket after William Blair ‘Outperform’ call

New York, Jan 22, 2026, 07:47 EST — Premarket Rambus Inc shares jumped 6.7% to $134.33 in premarket trading Thursday after William Blair launched coverage with an “Outperform” rating. Analyst Sebastien Naji didn’t assign a price target but highlighted Rambus as a leader in DRAM memory solutions, holding over 40% market share in clock driver components for DIMMs—the memory modules used in servers. (TradingView) The jump comes after Rambus surged 14.4% on Wednesday, closing at $125.93 following an intraday peak of $131.12 — a 52-week high, according to the company’s stock quote page. (investor.rambus.com) This is significant now as the
22 January 2026
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Rambus (RMBS) stock spikes 18% to a fresh high as chip rally builds ahead of Feb. 2 results

Rambus (RMBS) stock spikes 18% to a fresh high as chip rally builds ahead of Feb. 2 results

New York, Jan 21, 2026, 11:42 a.m. EST — Regular session Rambus Inc shares surged roughly 18% on Wednesday, hitting a fresh 52-week peak amid a broader semiconductor sector rally. This matters since Rambus, a smaller, high-beta player in the chip space, has seen its stock surge, setting higher expectations for the upcoming earnings report. When shares jump sharply like this, the next guidance often weighs heavier than the actual earnings figures. Chip stocks surged across the board. Intel climbed roughly 11% by late morning, AMD rose about 8%, and Micron gained close to 8%. The iShares Semiconductor ETF was
21 January 2026
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Rambus stock price near $108 after chip rally — what RMBS investors watch into Tuesday’s open

Rambus stock price near $108 after chip rally — what RMBS investors watch into Tuesday’s open

NEW YORK, January 18, 2026, 21:21 EST — The market has closed. Rambus shares jumped 4.8% to close at $107.99 on Friday, pushing higher after a strong session earlier in January for the chip-and-IP firm. (investor.rambus.com) U.S. stock markets will be closed Monday in observance of Martin Luther King Jr. Day, delaying the next momentum check until Tuesday. (New York Stock Exchange) Rambus plans a conference call on Feb. 2 at 2:00 p.m. Pacific time to go over its fourth-quarter and full-year 2025 results. The company specializes in memory-related chips and licenses “silicon IP,” which are the foundational designs chipmakers
19 January 2026
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Rambus stock price climbs nearly 5% into the MLK market break — what to watch for RMBS next

Rambus stock price climbs nearly 5% into the MLK market break — what to watch for RMBS next

New York, January 17, 2026, 21:16 EST — The market has closed. Rambus Inc (RMBS) shares jumped 4.77% on Friday, closing at $107.99. This was a notable move for a stock that typically moves in line with the broader chip sector. The Nasdaq-listed stock traded between $104.20 and $108.39, with volume around 1.8 million shares. It remains about 6% shy of its 52-week peak at $114.55. (Rambus Investor) Chip stocks stood out ahead of the weekend, with a semiconductor index climbing 1.2% on Friday, while the broader market barely moved. Anthony Saglimbene, Ameriprise Financial’s chief market strategist, noted investors would
18 January 2026
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Rambus stock (RMBS) jumps 8% to near $100 as chip rally kicks off 2026 — what investors watch next

Rambus stock (RMBS) jumps 8% to near $100 as chip rally kicks off 2026 — what investors watch next

NEW YORK, January 3, 2026, 04:59 ET — Market closed Rambus Inc (RMBS) jumped 8.0% on Friday to close at $99.28. The Nasdaq-listed stock traded between $95.21 and $100.68 and finished up from a prior close of $91.89, while still below its 52-week high of $114.55, the company’s investor relations site showed. The move came as semiconductor shares led a broader Wall Street rebound on the first trading day of 2026, with the Philadelphia SE Semiconductor index (.SOX) — a gauge of major U.S. chip stocks — up 4%. “The market is seeing a ‘buy the dip, sell the rip’
3 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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