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NYSE:TSM News 25 January 2026 - 6 February 2026

AMD stock price jumps 7% as China server CPU delays flag tight supply — what traders watch next

AMD stock price jumps 7% as China server CPU delays flag tight supply — what traders watch next

AMD shares jumped 7% Friday after Reuters reported the company and Intel warned Chinese customers of longer server CPU delivery times. AMD’s lead times for some products have stretched to eight to ten weeks, while Intel warned of delays up to six months. The rebound follows a steep drop in chip stocks earlier in the week. Investors await Nvidia’s results on Feb. 25.
6 February 2026
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Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next

Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next

Nvidia shares fell 0.7% to $173.04 Thursday after a sharp tech selloff and fresh concerns over AI chip valuations. Wall Street remains cautious ahead of Nvidia’s Feb. 25 earnings, with investors watching for updates on China licensing and supply. OpenAI is reportedly dissatisfied with some Nvidia chips and may seek alternatives. Talks continue over a possible $20 billion Nvidia investment in OpenAI’s next funding round.
5 February 2026
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Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Broadcom shares fell 6% and TSMC dropped 2% Tuesday as investors reassessed AI chipmakers beyond Nvidia. Broadcom expects AI semiconductor revenue to double to $8.2 billion this quarter, while TSMC projects steady demand and up to $56 billion in 2026 capital spending. Supply constraints and high valuations remain key concerns.
3 February 2026
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Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

TSMC’s U.S.-listed shares fell 0.7% to $339 on Feb. 3 as Nvidia CEO Jensen Huang warned the chipmaker may need to more than double capacity in the next decade to meet AI demand. TrendForce reported TSMC’s 2nm and 3nm production is already tight, with advanced packaging emerging as a key bottleneck. TSMC plans to boost advanced packaging capacity by over 70% year-on-year by 2026.
3 February 2026
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TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

TSMC stock faces Monday test after Nvidia boss Jensen Huang says he needs “a lot of wafers”

Nvidia CEO Jensen Huang urged TSMC to ramp up chip output, citing urgent AI demand and wafer shortages. TSMC shares closed Friday in Taipei at T$1,775, down 1.66%, and its U.S. ADRs fell 2.7% to $330.56. Investors await TSMC’s January sales report on Feb. 10. Huang also confirmed Nvidia’s planned investment in OpenAI’s next funding round.
2 February 2026
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TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

TSMC stock faces Monday test after Nvidia CEO says he needs ‘a lot of wafers’

Nvidia CEO Jensen Huang, visiting Taipei, urged TSMC to ramp up wafer production to meet rising AI chip demand. TSMC’s U.S.-listed shares fell 2.7% Friday, while Taiwan shares dropped 1.7%. The company will report January sales on Feb. 10. Investors are watching for signs of shifting chip demand and capacity plans when trading resumes Monday.
1 February 2026
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TSMC stock price slips from highs as rates and China chip approvals keep traders cautious

TSMC stock price slips from highs as rates and China chip approvals keep traders cautious

TSMC shares fell 2.7% in U.S. trading Friday and closed lower in Taipei, tracking weakness in chip stocks. Investors weighed renewed U.S. rate concerns and uncertainty over China’s approval of AI chip imports. Taiwan’s GDP jumped 12.68% in Q4, driven by AI exports. TSMC ended at NT$1,775 in Taipei and $330.56 as ADRs in New York.
1 February 2026
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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.
29 January 2026
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Applied Materials stock price slips as markets close; Fed and Big Tech capex in focus

Applied Materials stock price slips as markets close; Fed and Big Tech capex in focus

Applied Materials shares fell 0.9% to about $319.46 in late trading Monday ahead of key earnings and a Federal Reserve decision this week. Traders are watching Applied’s Feb. 12 results for signals on chip demand, as U.S. export curbs have already cut the company’s 2026 revenue outlook by $600 million.
27 January 2026
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TSMC stock jumps 2% into the weekend — here’s what Wall Street is watching next

TSMC stock jumps 2% into the weekend — here’s what Wall Street is watching next

New York, Jan 25, 2026, 16:26 EST — Market closed. Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares climbed 2.3% on Friday, closing at $334.87. The stock finished the week on a strong note ahead of a busy period for markets. U.S. markets are closed for the weekend, but investors are already eyeing key upcoming dates: the Federal Reserve’s January 27–28 meeting, Microsoft’s earnings report after the close on Jan. 28, and Apple’s quarterly call on Jan. 29. For TSMC, whose clients dominate AI and high-end computing sectors, these events could quickly shift market expectations. (Federal Reserve) Friday’s rebound followed a volatile
25 January 2026
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TSMC stock price ends week higher — what to watch before the next session

TSMC stock price ends week higher — what to watch before the next session

NEW YORK, January 25, 2026, 10:01 (EST) — Market closed Taiwan Semiconductor Manufacturing Co’s U.S.-listed American depositary receipts (TSM) ended Friday up 2.3%, closing at $334.87. After-hours trading showed little movement, with U.S. markets closed for the weekend. (Yahoo Finance) TSMC’s share price now stands as a stand-in for a larger debate: is the AI boom still gathering speed, or has it started to plateau? The company plays a critical role in the advanced chip supply chain, even if it doesn’t always grab the headlines. The sector is far from steady. Intel dropped 14% on Friday after warning of supply
25 January 2026
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UMC stock drops into earnings week — what to watch before Taiwan’s market reopens

UMC stock drops into earnings week — what to watch before Taiwan’s market reopens

Taipei, Jan 25, 2026, 09:56 (GMT+8) — The market has closed. United Microelectronics Corp’s U.S.-listed shares, represented by American depositary receipts (ADRs), dipped 3.3% on Friday to close at $10.54. The stock fluctuated between $10.26 and $10.56 during the session, with roughly 12.7 million shares traded. (Investing.com) As Taiwan and U.S. markets remain closed on Sunday, all eyes turn to UMC’s Q4 earnings report and investor call set for Jan. 28. The company’s January sales figures will follow on Feb. 5, per its investor relations calendar. (UMC) UMC’s Taiwan-listed shares closed Friday at NT$64.80, slipping 4.14% in Taipei. This decline
25 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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