Semiconductors News 6 February 2026

Navitas Semiconductor stock jumps 19% into weekend — here’s what could move NVTS next week

Navitas Semiconductor shares surged 19.3% to $8.86 Friday, with 27.4 million shares traded, as chip stocks rebounded and the Dow closed above 50,000 for the first time. The company’s next earnings report is scheduled for February 24 after market close.

7 February 2026

NASDAQ:NVTS·Semiconductors

Analog Devices stock lags chip rebound — what traders watch ahead of Feb. 18 earnings

Analog Devices closed down 0.5% at $320.45 Friday, trading 6.8 million shares as chip stocks rallied on AI spending forecasts from Amazon and Alphabet. Director Ray Stata sold 6,250 shares earlier this week, according to an SEC filing. The company reports fiscal Q1 results on Feb. 18.

7 February 2026

Earnings Reports·NASDAQ:ADI·Semiconductors·Stock Market

KLA stock jumps 8% on Friday rebound as chip gear rallies; dividend set for March

KLA shares jumped 8.4% to $1,442.95 Friday, rebounding after a volatile week as investors bought chip-equipment stocks tied to data-center spending. The move followed Amazon’s forecast for higher AI-related capital outlays. KLA’s board declared a $1.90 quarterly dividend, payable March 3 to holders as of Feb. 17. U.S. jobs and inflation data next week may test the rally in rate-sensitive tech.

7 February 2026

Dividends·NASDAQ:KLAC·Semiconductors·Stock Market·Technology

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom shares jumped 7% to $332.92 in after-hours trading Friday, outpacing other large tech stocks as chipmakers rallied. Alphabet projected 2026 capital spending of up to $185 billion, while Amazon outlined a $200 billion outlay, both focused on AI infrastructure. Amazon shares fell after its announcement. Investors weighed strong AI hardware demand against concerns over surging costs.

6 February 2026

Artificial Intelligence·NASDAQ:AVGO·Semiconductors·Stock Market·Technology

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron shares fell 0.5% in premarket trading Friday after Semianalysis cut its forecast for Micron’s Nvidia HBM4 memory supply share to zero. The firm now expects Nvidia’s HBM4 orders to go 70% to SK Hynix and 30% to Samsung. DigiTimes reported Nvidia is seeking early HBM4 deliveries from Samsung as memory shortages loom. Micron stock had been up earlier on Amazon’s $200 billion capex plan.

6 February 2026

KRX:000660·KRX:005930·NASDAQ:MU·NASDAQ:NVDA·NVIDIA·Semiconductors

KLA stock jumps 8% as AI capex talk lifts chip equipment names

KLA Corp shares jumped 8% to $1,438.06 Friday as semiconductor stocks rallied after Amazon announced a more than 50% increase in capital spending for 2026. KLA declared a $1.90 per share dividend, payable March 3 to holders as of Feb. 17. Applied Materials, Lam Research, and ASML also rose. The Dow hit an intraday record 50,000.

6 February 2026

Artificial Intelligence·NASDAQ:KLAC·Semiconductors·Stock Market·Technology

Analog Devices stock sits out chip surge as AI-spending nerves keep traders jumpy

Analog Devices shares slipped less than 0.1% to $322.04 Friday, lagging a 5% surge in semiconductor ETFs as chip stocks rebounded with the broader market. About 3.1 million ADI shares traded. Investors are awaiting delayed U.S. jobs data next week and Analog Devices’ earnings on Feb. 18.

6 February 2026

Artificial Intelligence·NASDAQ:ADI·Semiconductors·Stock Market

Tower Semiconductor stock jumps again on Nvidia 1.6T optics tie-up as earnings loom

Tower Semiconductor shares surged 8.9% to $140.53 Friday after the company disclosed new details on 1.6-terabit optical modules developed with Nvidia for AI data centers. The company withheld production and commercial timelines, leaving revenue impact unclear. Investors await further information in Tower’s Feb. 11 earnings report. Chip stocks broadly rallied, with the Philadelphia SE Semiconductor index up 4.6%.

6 February 2026

Earnings·NASDAQ:TSEM·NVIDIA·Semiconductors·Stock Market

Lam Research stock price jumps 7% as chip rebound returns — what investors watch next

Lam Research shares rose about 7% to $228.71 in midday Nasdaq trading Friday, tracking a rally in chip stocks. The company named Cadence CEO Anirudh Devgan to its board and set a COO transition for March 6. Lam also declared a $0.26 quarterly dividend, payable April 8 to holders of record on March 4.

6 February 2026

NASDAQ:LRCX·Semiconductors·Stock Market

Texas Instruments stock lags chip rally as $7.5B Silicon Labs deal sinks in

Texas Instruments shares fell 0.5% to $222.79 midday Friday, trailing a 4.6% jump in the PHLX semiconductor index. The drop followed news of its $7.5 billion all-cash deal to acquire Silicon Labs at a 69% premium. Investors focused on deal financing, cost savings, and the extended timeline for regulatory and shareholder approval.

6 February 2026

NASDAQ:SLAB·NASDAQ:TXN·Semiconductors·Stock Market·Technology

Qualcomm stock price ticks up as QCOM steadies after memory-shortage warning spooks chip investors

Qualcomm shares rose 1.5% to $138.30 Friday morning after a sharp drop earlier this week, following a revenue forecast below Wall Street estimates. The company cited a global memory chip shortage as the main factor, with CEO Cristiano Amon warning the squeeze could persist through 2027. Bank of America downgraded the stock to “Neutral” and cut its price target, citing weaker handset demand and market share concerns.

6 February 2026

NASDAQ:QCOM·Semiconductors·Stock Market·Technology

Micron (MU) stock price steadies as Nvidia HBM4 doubts surface — what happens next

Micron shares rose 0.5% to $384.86 Friday after Semianalysis said Nvidia is unlikely to order its HBM4 memory. The stock rebounded from a 9% drop earlier in the week, triggered by weak chip demand signals and a broader tech selloff. Investors await Micron’s Wolfe Research conference Feb. 11 for updates on AI memory supply and demand.

6 February 2026

NASDAQ:MU·Semiconductors·Stock Market

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Palantir stock price rebounds to $135.90 on Cognizant AI deal — what to watch next week

7 February 2026

Palantir shares closed Friday at $135.90, up 4.5% after Cognizant’s TriZetto unit announced plans to deploy Palantir Foundry and AIP in healthcare and business-process operations. The Dow closed above 50,000 for the first time. U.S. jobs and inflation data due next week may shift rate expectations for high-growth software stocks.

SoFi stock pops on back-to-back insider buys as jobs, CPI loom next week

7 February 2026

SoFi shares jumped 7.2% to $20.86 Friday after heavy trading and insider stock purchases by two executives, SEC filings show. The moves come ahead of key U.S. jobs and inflation data next week, which could impact rate-sensitive lenders.

Kenvue stock price holds near $18 as Kimberly-Clark deal math tightens — what to watch next week

7 February 2026

Kenvue shares closed Friday at $18.13, up 0.33%, with about 63.5 million shares traded. The Kimberly-Clark offer values Kenvue at roughly $18.76 per share, leaving a deal spread of about 3%. Both companies’ shareholders approved the merger, which is expected to close in the second half of 2026 pending regulatory approvals. Kenvue’s dividend record date is Feb. 11, with earnings due Feb. 17.

BitMine (BMNR) stock jumps 18% into the weekend as crypto rebounds — what to watch Monday

7 February 2026

BitMine Immersion Technologies shares surged 17.6% to $20.47 on Friday, tracking a sharp rebound in bitcoin and ether prices. The company reported holding over 4.2 million ether tokens and $586 million in cash as of Feb. 1. Trading volume topped 74 million shares. Despite the rally, BMNR remains down 18% from its Jan. 30 close.

Semiconductors News 6 February 2026 - 7 February 2026

Navitas Semiconductor stock jumps 19% into weekend — here’s what could move NVTS next week

Analog Devices stock lags chip rebound — what traders watch ahead of Feb. 18 earnings

KLA stock jumps 8% on Friday rebound as chip gear rallies; dividend set for March

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

KLA stock jumps 8% as AI capex talk lifts chip equipment names

Analog Devices stock sits out chip surge as AI-spending nerves keep traders jumpy

Tower Semiconductor stock jumps again on Nvidia 1.6T optics tie-up as earnings loom

Lam Research stock price jumps 7% as chip rebound returns — what investors watch next

Texas Instruments stock lags chip rally as $7.5B Silicon Labs deal sinks in

Qualcomm stock price ticks up as QCOM steadies after memory-shortage warning spooks chip investors

Micron (MU) stock price steadies as Nvidia HBM4 doubts surface — what happens next

Stock Market Today

Palantir stock price rebounds to $135.90 on Cognizant AI deal — what to watch next week

SoFi stock pops on back-to-back insider buys as jobs, CPI loom next week

Kenvue stock price holds near $18 as Kimberly-Clark deal math tightens — what to watch next week

BitMine (BMNR) stock jumps 18% into the weekend as crypto rebounds — what to watch Monday