Today: 6 February 2026
Subscribe
Browse Category

Semiconductor Industry News 4 February 2026 - 6 February 2026

Texas Instruments stock price: TXN edges up after-hours as $7.5 billion Silicon Labs deal sinks in

Texas Instruments stock price: TXN edges up after-hours as $7.5 billion Silicon Labs deal sinks in

New York, Feb 5, 2026, 19:22 EST — After-hours Texas Instruments (TXN) shares ticked up 0.5% in after-hours trading Thursday, closing at $223.98, following a regular session finish of $222.82. During the day, the stock fluctuated between $219.10 and $225.80. The announcement follows a day after the analog chipmaker revealed its largest acquisition in over ten years—a $7.5 billion all-cash…
6 February 2026
·····
Qualcomm stock price slides after-hours on weak outlook as memory crunch squeezes phones

Qualcomm stock price slides after-hours on weak outlook as memory crunch squeezes phones

New York, Feb 5, 2026, 17:36 EST — After-hours Qualcomm shares dropped 8.4% in after-hours trading Thursday, closing at $136.30. During the regular session, the stock fluctuated between $129.98 and $139.31. Qualcomm Incorporated late Wednesday projected fiscal Q2 revenue between $10.2 billion and $11.0 billion, with non-GAAP diluted EPS expected to range from $2.45 to $2.65. The company cited ongoing…
6 February 2026
····
KLA stock rebounds after ASE flags big advanced-packaging push — what KLAC traders watch next

KLA stock rebounds after ASE flags big advanced-packaging push — what KLAC traders watch next

New York, Feb 5, 2026, 15:27 EST — Regular session KLA Corp shares climbed roughly 2.3% to $1,337.09 Thursday afternoon, recovering alongside other chip-tool stocks following a rough start to the week. This move is crucial as investors look for clear evidence that chip-industry capital expenditures are holding steady, despite growing jitters about returns on AI-driven expansions. KLA provides inspection…
5 February 2026
····
Qualcomm stock price tumbles on weak forecast as memory crunch hits handset outlook

Qualcomm stock price tumbles on weak forecast as memory crunch hits handset outlook

New York, Feb 5, 2026, 10:43 EST — Regular session underway. Qualcomm Incorporated shares dropped $14.21, or 9.5%, to $134.68 in Thursday’s morning session, deepening losses from after-hours trading following a wary forecast linked to tight memory supply. The stock hit a low of $129.98, as the iShares Semiconductor ETF slipped 1.5%. The selloff hits a well-known weak spot in…
5 February 2026
·····
AMD stock price steadies after 17% wipeout as China AI-chip boost gets rechecked

AMD stock price steadies after 17% wipeout as China AI-chip boost gets rechecked

New York, Feb 5, 2026, 09:41 ET — Regular session Advanced Micro Devices Inc shares climbed roughly 1.3% to $202.82 by 9:40 a.m. ET on Thursday, clawing back some ground after a steep 17.3% fall on Wednesday. So far today, the stock has fluctuated between $196.70 and $203.40. (Google) The shift is significant as the market grows uneasy over the…
5 February 2026
·····
Micron stock sinks nearly 10% as AI jitters hit chipmakers again

Micron stock sinks nearly 10% as AI jitters hit chipmakers again

New York, Feb 5, 2026, 09:33 EST — Regular session Micron Technology (MU.O) shares dropped 9.5% to $379.40 in early Thursday trading, as a wider tech selloff took hold and investors pulled back from crowded AI-related bets. The slide is significant since Micron has long been seen as a direct barometer for AI infrastructure demand. Now, sharp moves in that…
5 February 2026
·····
AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

NEW YORK, Feb 5, 2026, 06:25 EST — Premarket Nvidia drew attention before Thursday’s U.S. open as Reuters revealed its planned sale of H200 AI chips to China’s ByteDance is still caught up in U.S. licensing rules. (Reuters) Timing is crucial. Investors are dividing the “AI trade” into clear winners and laggards, showing less tolerance for companies that can’t convert…
5 February 2026
·········
Google’s $185B AI spending plan jolts tech stocks as AMD plunges

Google’s $185B AI spending plan jolts tech stocks as AMD plunges

New York, February 5, 2026, 06:05 (EST) World stocks dipped Thursday after Alphabet unveiled plans to boost capital spending to as much as $185 billion by 2026. Chipmaker AMD’s 17% drop the day before added to a tech selloff that’s erased nearly $850 billion in market value this month. Craig Inches, head of rates and cash at Royal London Asset…
5 February 2026
·······
Qualcomm stock price jolts after-hours as QCOM flags memory crunch in outlook

Qualcomm stock price jolts after-hours as QCOM flags memory crunch in outlook

New York, Feb 4, 2026, 19:03 EST — After-hours Qualcomm Incorporated’s shares swung sharply in after-hours trading Wednesday after the chipmaker flagged that its “near-term handsets outlook is impacted by industry-wide memory supply constraints” and offered a softer view for the current quarter. The stock hit $134 before settling at $148.89. Qualcomm reported a record quarterly revenue of $12.252 billion…
5 February 2026
·····
Lam Research stock (LRCX) sinks after-hours as chip selloff deepens; COO change in focus

Lam Research stock (LRCX) sinks after-hours as chip selloff deepens; COO change in focus

New York, February 4, 2026, 18:04 EST — After-hours Lam Research (LRCX.O) shares dropped almost 9% in late trading Wednesday, deepening the selloff in chip stocks. The stock slipped 8.8% to $209.78, hitting a low of $205.14 earlier in the session. This matters because Lam plays a central role in the chip spending cycle: when investors pull back on AI-related…
5 February 2026
·····
Lam Research stock tumbles nearly 9% as chip gear sells off; COO change set for March

Lam Research stock tumbles nearly 9% as chip gear sells off; COO change set for March

New York, Feb 4, 2026, 12:17 EST — Regular session Lam Research (LRCX.O) shares dropped 8.6% to $210.33 by midday Wednesday, deepening the slump in semiconductor stocks and erasing earlier gains. The stock fell $19.77 from Tuesday’s closing price, hitting a session low at $210.33. The slide is significant since Lam occupies an early spot in the chip supply chain,…
4 February 2026
·····
Applied Materials stock slides 6% as chip tools sink; Wall Street eyes earnings and AI jitters

Applied Materials stock slides 6% as chip tools sink; Wall Street eyes earnings and AI jitters

New York, February 4, 2026, 11:48 EST — Regular session Applied Materials Inc shares fell about 6% to $299.39, giving back early gains and sliding with other semiconductor equipment names as the sector weakened during the U.S. regular session. Lam Research dropped about 7.7%, ASML fell 3.4% and KLA lost about 2.1%, while the iShares Semiconductor ETF was down about…
4 February 2026
·····
1 2 3 … 37

Stock Market Today

  • Australian Shares Slide 2% on AI Spending Concerns and Mining Sector Weakness
    February 6, 2026, 2:53 AM EST. The S&P/ASX 200 index fell 2% to 8,708, marking a one-month low amid a broad sell-off linked to anxieties over heavy artificial intelligence (AI) spending. The index dropped 1.8% for the week, its steepest weekly loss since November 2025. Local tech stocks plunged 3.4%, hitting more than two-year lows, pressured by large capital expenditure plans from U.S. tech firms. Key sector leaders Wisetech Global and Technology One each declined about 5%. The mining sector dropped 2.7% as gold miners fell 3.2%, with heavyweight miners BHP and Fortescue down 3.1% and 1.2%, respectively. A proposed merger between Rio Tinto and Glencore was called off after valuation disputes, ending plans for the world's largest mining company.
Go toTop