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Semiconductor Industry News 3 February 2026 - 4 February 2026

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

New York, Feb 4, 2026, 11:37 EST — Regular session Shares of Texas Instruments slipped 0.9% to $223.18 late morning in New York, following the announcement of a $7.5 billion deal to acquire Silicon Laboratories. During the session, the stock fluctuated between $215.06 and $228.21. This move stands out—Texas Instruments seldom goes after major acquisitions. Here, investors are asked to…
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

NEW YORK, Feb 4, 2026, 10:59 EST Cantor Fitzgerald’s C.J. Muse lowered his price target on Qualcomm to $160 from $185, maintaining a Neutral rating ahead of the chipmaker’s quarterly report due Wednesday. Qualcomm shares gained roughly 2.9%, trading at $151.41 in early action. (StockAnalysis) Qualcomm plans to release its fiscal first-quarter earnings after the U.S. market closes on Wednesday,…
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

New York, Feb 4, 2026, 10:39 ET — Regular session Broadcom shares dipped 2.3% to $312.87 in early trading Wednesday, retreating alongside other chip stocks as investors scaled back risk following a steep decline in Advanced Micro Devices. Traders are rethinking the strength of the latest surge in AI chip demand. AMD shares dropped after the company forecasted sales below…
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

New York, February 4, 2026, 10:21 ET — Regular session Shares of Advanced Micro Devices (AMD.O) dropped roughly 15% to $206.47 in early Wednesday trading, deepening the slump for AI-related stocks after the chipmaker’s forecast missed lofty expectations. The pullback comes as investors seek stronger evidence that heavy AI hardware investments are actually boosting profits, not just expanding capacity. “Overall…
4 February 2026
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AMD stock slides after outlook; China AI chip sales and Nvidia gap back in focus

AMD stock slides after outlook; China AI chip sales and Nvidia gap back in focus

New York, Feb 4, 2026, 10:05 EST — Regular session Advanced Micro Devices shares dropped roughly 13% to $211.08 in early New York trading Wednesday, following a cautious revenue forecast that rattled investors hoping for a quicker boost from the AI chip surge. Nvidia and Broadcom also slid, while Super Micro Computer saw gains. This matters because AMD is right…
4 February 2026
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AMD stock price slides in premarket as forecast hints at softer quarter, spotlight stays on China chip sales

AMD stock price slides in premarket as forecast hints at softer quarter, spotlight stays on China chip sales

NEW YORK, Feb 4, 2026, 04:47 EST — Premarket Advanced Micro Devices shares slid roughly 7.6% in premarket action Wednesday, last seen around $223.63. The drop came after the chipmaker’s quarterly forecast hinted at a slight dip from the previous quarter. (Investing) This move is significant because AMD has positioned itself as one of the few scaled rivals to Nvidia…
4 February 2026
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Texas Instruments stock steadies after-hours as $7 billion Silicon Laboratories talks report surfaces

Texas Instruments stock steadies after-hours as $7 billion Silicon Laboratories talks report surfaces

New York, Feb 3, 2026, 18:26 EST — After-hours Texas Instruments (TXN.O) hovered around $225 in after-hours trading Tuesday, following a Financial Times report that it’s close to a $7 billion deal to acquire Silicon Laboratories. Shares of Silicon Labs jumped 28%, while Texas Instruments slipped about 1% in extended hours. Reuters has yet to verify the report. The stock…
4 February 2026
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KLA stock slides as chip-equipment names retreat; shutdown jitters and megacap earnings in focus

KLA stock slides as chip-equipment names retreat; shutdown jitters and megacap earnings in focus

New York, Feb 3, 2026, 12:46 (ET) — Trading hours KLA Corporation shares dropped 4.5% to $1,346.85 by midday Tuesday, sliding alongside other semiconductor equipment firms as the broader tech sector weakened. Applied Materials, Lam Research, and ASML all fell between 3% and 4%, with semiconductor ETFs dipping roughly 3%. This shift is significant since chip-equipment shares have been heavily…
3 February 2026
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Lam Research stock dips as chip rally leaves equipment names behind — what to watch next

Lam Research stock dips as chip rally leaves equipment names behind — what to watch next

New York, Feb 3, 2026, 11:37 (ET) — Regular session. Lam Research (LRCX.O) shares dropped 1.2% to $234.61 in late morning Tuesday, after fluctuating between $246.49 and $231.31. Trading volume hit roughly 3.8 million shares. The slip came as the Philadelphia Semiconductor Index, a key gauge for chip stocks, climbed 0.7%, fueled by investors hunting for earnings and signs that…
3 February 2026
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AMD earnings today: AMD’s AI chip test heats up as OpenAI eyes options beyond

AMD earnings today: AMD’s AI chip test heats up as OpenAI eyes options beyond

NvidiaSAN FRANCISCO, Feb 3, 2026, 07:54 PST Advanced Micro Devices is set to release its fourth-quarter results after Tuesday’s market close, with expectations running high. Investors are focused on solid performance from the data-center segment and clearer insight into the pace of AI accelerator sales. The stock has turned into a popular play on the AI hardware surge, pushing expectations…
3 February 2026
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NXP stock slides 5% premarket after outlook; investors brace for the earnings call

NXP stock slides 5% premarket after outlook; investors brace for the earnings call

New York, Feb 3, 2026, 07:27 EST — Premarket NXP Semiconductors (NXPI) shares slipped roughly 5% in Tuesday’s premarket session, hovering near $219. The chipmaker’s quarterly outlook and segment breakdown did little to ease investor concerns after its earnings report. (Investing) The decline is significant since NXP is closely linked to automakers and factory demand—two sectors that have been volatile…
3 February 2026
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Intel stock jumps in premarket after SoftBank AI-memory tie-up, new Xeon launch

Intel stock jumps in premarket after SoftBank AI-memory tie-up, new Xeon launch

New York, February 3, 2026, 05:36 EST — Premarket Intel shares climbed roughly 2.7% to $50.14 in U.S. premarket trading Tuesday, extending a strong rally from the day before. The stock was last seen at $50.14 as of 5:30 a.m. ET, per Public.com data. (Public) The initial boost came after a fresh partnership announcement from Japan. SoftBank Corp revealed that…
3 February 2026
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Stock Market Today

  • Markets Drop as Amazon Earnings Raise Tech Sector Concerns
    February 6, 2026, 4:21 AM EST. Stock futures indicate a fourth consecutive day of declines following Amazon's weaker-than-expected earnings report, triggering heightened fears in the tech sector. Dow Jones futures fell 44 points (0.1%), S&P 500 futures dropped 0.2%, and Nasdaq 100 contracts slid 0.5%. Since Tuesday, major indexes have been retreating amid worries over artificial intelligence potentially disrupting software companies. Investor unease deepened after Alphabet, Google's parent company, announced plans to double capital spending, adding pressure on valuations and market sentiment.
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