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Semiconductor Industry News 4 February 2026 - 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

AMD shares rose 1.3% to $202.82 in early Thursday trading, rebounding after a 17.3% plunge the previous day. The company’s Q1 revenue forecast, factoring in lower MI308 shipments to China, signals a slight sequential decline. AMD reported $10.3 billion in Q4 revenue, boosted by $390 million in China AI-chip sales. The company also filed an amended annual report after finding a disclosure error.
5 February 2026
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Micron stock sinks nearly 10% as AI jitters hit chipmakers again

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

Micron Technology shares fell 9.5% to $379.40 Thursday amid a broad tech selloff and investor retreat from AI-linked stocks. Goldman Sachs said hedge funds faced their toughest day in nearly a year as crowded tech bets unwound. Qualcomm warned of missed results due to a global memory shortage, while Alphabet projected 2026 capital spending could reach $185 billion to address compute bottlenecks.
5 February 2026
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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

AMD shares plunged 17.3% after its outlook missed high expectations, while Super Micro Computer jumped 13.8% on a stronger revenue forecast. Nvidia’s planned H200 chip sale to ByteDance remains stalled over U.S. license terms. Alphabet projected 2026 capital spending of up to $185 billion, far above estimates. The Nasdaq fell 1.51% and the S&P 500 lost 0.51% on Wednesday.
5 February 2026
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Google’s $185B AI spending plan jolts tech stocks as AMD plunges

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

Alphabet plans up to $185 billion in 2026 capital spending, far above forecasts, citing AI and cloud growth. AMD shares plunged 17% after its AI chip outlook fell short of Nvidia’s, deepening a tech selloff that erased $850 billion in market value this month. Software stocks also slid amid fears AI tools could disrupt established firms.
5 February 2026
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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

Qualcomm reported record quarterly revenue of $12.25 billion and non-GAAP EPS of $3.50, but warned of weaker guidance due to a global memory chip shortage. Shares swung in after-hours trading, settling at $148.89. The company completed its Alphawave Semi acquisition. Qualcomm shares are down over 11% year-to-date.
5 February 2026
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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

Lam Research shares fell 8.8% to $209.78 in after-hours trading Wednesday, deepening a rout in chip stocks as the PHLX semiconductor index dropped 4.4%. The company confirmed COO Pat Lord will retire in March, with Sesha Varadarajan named as successor. Lam also added Cadence CEO Anirudh Devgan to its board. U.S.-China chip tensions and a weak AMD forecast weighed on the sector.
5 February 2026
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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

Lam Research shares fell 8.6% to $210.33 by midday Wednesday, erasing earlier gains as semiconductor stocks slumped. The drop followed a sector-wide tech selloff and a sharp decline in AMD shares after a cautious forecast. Lam announced COO Patrick J. Lord will retire March 6, with Sesha Varadarajan set to succeed him. Cadence CEO Anirudh Devgan joined Lam’s board, expanding it by one member.
4 February 2026
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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

Applied Materials shares fell 6% to $299.39 in late-morning trading, leading losses among chip equipment makers as the sector dropped. Lam Research slid 7.7%, ASML lost 3.4%, and KLA fell 2.1%. The declines followed renewed concerns about AI-driven demand and a weak outlook from Advanced Micro Devices. Investors are watching for Applied’s next results on Feb. 12 for signs of customer spending trends.
4 February 2026
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Texas Instruments stock price slips as TXN chases $7.5 billion Silicon Labs deal — what to watch next

Texas Instruments stock price slips as TXN chases $7.5 billion Silicon Labs deal — what to watch next

Texas Instruments shares fell 0.9% to $223.18 late morning after announcing a $7.5 billion deal to buy Silicon Labs at a 69% premium. The acquisition, expected to close in 2027, will be financed with debt and includes termination fees of $259 million for Silicon Labs and $499 million for Texas Instruments. Silicon Labs shares jumped 51% in premarket trading. Investors weighed the high price and execution risks.
4 February 2026
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Qualcomm earnings day: Cantor trims QCOM target to $160 as handset worries return

Qualcomm earnings day: Cantor trims QCOM target to $160 as handset worries return

Cantor Fitzgerald and Mizuho both cut their Qualcomm price targets to $160, citing weaker handset demand and competition from MediaTek. Qualcomm shares rose 2.9% to $151.41 Tuesday but are down nearly 12% over the past month. The company reports earnings Wednesday after the bell, with Wall Street expecting $12.13 billion in revenue and $3.39 EPS for the December quarter.
4 February 2026
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Broadcom stock slides as AI jitters hit chipmakers; AVGO eyes March 4 earnings

Broadcom stock slides as AI jitters hit chipmakers; AVGO eyes March 4 earnings

Broadcom shares fell 2.3% to $312.87 Wednesday, tracking declines in chip stocks after AMD’s weak sales forecast reignited doubts about AI hardware demand. The drop followed a 3.3% slide Tuesday, despite Broadcom unveiling new enterprise Wi-Fi 8 products. Software and IT services stocks also slid globally after Anthropic’s AI agent launch. Broadcom will report fiscal Q1 results on March 4.
4 February 2026
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AMD stock plunges nearly 15% as Anthropic jitters hit AI chips and software

AMD stock plunges nearly 15% as Anthropic jitters hit AI chips and software

AMD shares fell 15% after its quarterly forecast missed expectations, deepening losses for AI chip stocks. Super Micro Computer surged 12.7% on a raised revenue outlook tied to strong server demand. Nvidia and Broadcom slipped, while software stocks including Salesforce and CrowdStrike also declined amid concerns over AI’s impact on pricing.
4 February 2026
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
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