Today: 7 February 2026
Subscribe
Browse Category

NYSE:TSM News 16 January 2026 - 18 January 2026

Super Micro Computer stock jumps 11% — what to watch after the MLK market shutdown

Super Micro Computer stock jumps 11% — what to watch after the MLK market shutdown

Super Micro Computer shares jumped 11% Friday to close at $32.64, with 79 million shares traded ahead of Monday’s U.S. market holiday. The move followed a rally in chip stocks after Taiwan Semiconductor’s earnings. Investors remain focused on AI data-center demand and upcoming inflation and tech earnings reports. Markets reopen Tuesday after the Martin Luther King Jr. Day closure.
18 January 2026
····
Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week

Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week

Tower Semiconductor rose 4.7% to close at $129.83 Friday, with after-hours trading lifting shares above $131. Chip stocks outperformed the broader market ahead of the U.S. holiday, driven by signs of strong AI-related demand. Investors await Tuesday’s market reopening and upcoming remarks from Tower executives.
18 January 2026
·····
Intel stock slides into holiday week as Jefferies lifts target, earnings near

Intel stock slides into holiday week as Jefferies lifts target, earnings near

Intel shares fell 2.8% to $46.96 Friday, bucking a 1.2% gain in the Philadelphia SE Semiconductor index. Jefferies raised its price target to $45 but kept a Hold rating, citing risks from weak PC sales and margin pressure. Intel will report earnings Jan. 22, with options markets pricing in a 9% swing. U.S. markets close Monday for Martin Luther King Jr. Day.
18 January 2026
···
TSMC stock: Taiwan shares close at NT$1,740 as capex push and Arizona plans steer next week

TSMC stock: Taiwan shares close at NT$1,740 as capex push and Arizona plans steer next week

TSMC shares rose 2.96% to a record NT$1,740, lifting Taiwan’s Taiex index to an all-time high Friday. The company forecast nearly 30% sales growth for 2026 and announced $56 billion in capital spending. TSMC’s U.S. expansion in Arizona now totals $165 billion, with major tech clients lined up. Morgan Stanley raised its price target, citing improved margins after the quarterly report.
17 January 2026
·
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.
17 January 2026
······
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.
17 January 2026
·····
Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

Nvidia stock’s next test: Trump’s AI chip tariff meets China’s H200 roadblock

President Trump signed a proclamation imposing a 25% tariff on select advanced AI chips, including Nvidia’s H200 and AMD’s MI325X. China barred Nvidia’s H200 from entering the country, disrupting suppliers and prompting order cancellations. Nvidia shares fell 0.48% Friday, while AMD and Microsoft rose ahead of the holiday-shortened week. The White House said most data center chips are excluded from the new tariffs.
17 January 2026
······
Micron stock jumps after insider buy as chip stocks brace for tariff headlines, Intel earnings

Micron stock jumps after insider buy as chip stocks brace for tariff headlines, Intel earnings

Micron shares jumped 7.8% after director Teyin M. Liu disclosed a $7.8 million stock purchase. Chip stocks weighed a new U.S.-Taiwan trade deal linking tariff cuts to U.S. production, with Taiwanese firms pledging $250 billion in U.S. investment. The iShares Semiconductor ETF rose 1.6%. U.S. markets reopen Tuesday; Intel reports Jan. 22.
17 January 2026
······
Taiwan says U.S. chip deal won’t hollow out its tech sector as $500B tariff pact takes shape

Taiwan says U.S. chip deal won’t hollow out its tech sector as $500B tariff pact takes shape

Taiwan and the U.S. signed a $500 billion trade framework focused on semiconductors, with Taiwanese firms pledging at least $250 billion in direct U.S. investment and Taiwan’s government providing credit guarantees. TSMC has begun volume production at its Arizona plant and plans further expansion. The deal sets a maximum 15% U.S. tariff on Taiwanese goods, with exemptions for some products.
17 January 2026
··
Global stock markets hover near records — but Fed-cut doubts and earnings could jolt prices

Global stock markets hover near records — but Fed-cut doubts and earnings could jolt prices

Global stocks ended the week near record highs but lost momentum as traders lowered expectations for U.S. rate cuts. The S&P 500 slipped 0.1% to 6,940.01, with the Dow down 0.2% and Nasdaq off 0.1%. Treasury yields rose after Trump signaled he may keep Kevin Hassett as economic adviser. Asian tech markets hit records, led by TSMC earnings and a U.S.-Taiwan trade deal.
17 January 2026
··
Super Micro Computer stock jumps 11% as TSMC’s AI outlook lifts the mood — what SMCI traders watch next

Super Micro Computer stock jumps 11% as TSMC’s AI outlook lifts the mood — what SMCI traders watch next

Super Micro Computer shares surged 11% to $32.64 Friday on heavy volume after TSMC posted a strong profit and raised its 2026 spending forecast. The broader U.S. market ended flat ahead of the holiday weekend. Chip and AI-related stocks rallied, with TSMC projecting 2026 revenue growth near 30%. U.S. markets reopen Tuesday with major earnings reports expected.
17 January 2026
···
KLA stock price holds near highs after Wells Fargo upgrade as TSMC capex lifts chip tools

KLA stock price holds near highs after Wells Fargo upgrade as TSMC capex lifts chip tools

KLA Corp shares rose 1.4% to $1,567.82 Friday, buoyed by a Wells Fargo upgrade and strong chip equipment sector gains. The move followed TSMC’s $52–56 billion 2026 capex forecast and a $250 billion U.S.-Taiwan chip trade deal. Investors are watching for signs of increased spending on advanced chips. KLA reports fiscal Q2 results after markets close Jan. 29.
17 January 2026
·····
Super Micro Computer (SMCI) stock price jumps 11% after-hours — chip rally and options expiry set up next week

Super Micro Computer (SMCI) stock price jumps 11% after-hours — chip rally and options expiry set up next week

Super Micro Computer shares surged 11% to $32.64 in after-hours trading Friday, with 78.8 million shares changing hands. Chip stocks rallied after Taiwan Semiconductor posted a 35% profit jump and forecast strong 2026 revenue. Super Micro remains 57% below its 52-week high. Investors await Intel’s earnings on Jan. 22.
17 January 2026
······
AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

AI stocks today: Micron jumps as chip names hold up after TSMC’s big AI spend signal

Micron surged 5.6% to $355.58 Friday afternoon, leading gains in AI chip stocks after TSMC raised its 2026 revenue forecast and capex plan. Nvidia and AMD posted smaller increases. President Trump imposed a 25% tariff on some advanced AI chips, with exemptions for U.S. data centers. Lawmakers criticized continued Nvidia shipments to China under new rules.
16 January 2026
·····
1 2 3 4 … 7

Stock Market Today

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

Amazon stock tumbles on $200 billion AI spend plan — what to know before Monday

7 February 2026
Amazon shares fell 5.6% to $210.32 on Friday after the company projected about $200 billion in 2026 capital expenditures, triggering investor concern over AI spending. The stock had already dropped 11.5% after-hours Thursday. Amazon forecast Q1 net sales of $173.5–$178.5 billion and operating income of $16.5–$21.5 billion. Analyst Gil Luria downgraded Amazon, citing rising investment as its cloud lead narrows.
AMD stock jumps 8% in chip rebound — what investors are watching before Monday

AMD stock jumps 8% in chip rebound — what investors are watching before Monday

7 February 2026
AMD shares jumped 8.2% to $208.44 Friday, trading on heavy volume as chip stocks rebounded and the Dow closed above 50,000 for the first time. The Philadelphia Semiconductor Index rose 5.7% after Amazon’s AI spending plans lifted sector estimates. Nvidia’s CEO cited surging AI chip demand. AMD’s rally followed a weak revenue outlook earlier in the week.
Go toTop