Today: 22 March 2026
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Semiconductors 27 January 2026 - 30 January 2026

Lam Research stock climbs as upbeat outlook keeps chip-tool rally in play

Lam Research stock climbs as upbeat outlook keeps chip-tool rally in play

Lam Research shares rose 3.6% to $248.17 in after-hours trading after the company beat quarterly estimates and issued stronger-than-expected guidance. Lam projected March-quarter revenue of $5.7 billion and adjusted earnings of $1.35 per share, topping analyst forecasts. CEO Tim Archer expects industry spending on wafer fab equipment to reach $135 billion in 2026, with demand likely “second-half weighted.”
30 January 2026
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Analog Devices stock slips from a fresh high as AI spending jitters weigh on chip shares

Analog Devices stock slips from a fresh high as AI spending jitters weigh on chip shares

Analog Devices shares fell 0.5% to $316.17 Thursday, retreating after a 4.5% surge to a 52-week high the previous day. Chip stocks broadly slipped as investors questioned the pace of returns from heavy AI investments. Traders await Analog Devices’ Feb. 18 results for signals on demand. The iShares Semiconductor ETF dipped 0.7%, while Texas Instruments gained 0.9%.
29 January 2026
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Broadcom (AVGO) stock price drops nearly 2% as chip shares slide ahead of Apple earnings

Broadcom (AVGO) stock price drops nearly 2% as chip shares slide ahead of Apple earnings

Broadcom shares fell 1.9% to $326.92 in early New York trading Thursday, tracking declines across the semiconductor sector as investors weighed Big Tech’s AI spending against the Fed’s decision to keep rates elevated. Nvidia slipped 1.3%, Marvell dropped 4%, and chip ETFs lost about 1.6%. Apple’s earnings, due after the close, remain a key focus for Broadcom investors.
29 January 2026
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Micron stock jumps again as DRAM squeeze talk returns — and Feb. 11 is the next test

Micron stock jumps again as DRAM squeeze talk returns — and Feb. 11 is the next test

Micron shares jumped 6% to $435.28 in early U.S. trading Thursday after Samsung and SK Hynix warned of tightening DRAM supply. Both companies said chipmakers are shifting production toward AI-focused memory, leaving PC and smartphone makers struggling to secure DRAM. Micron executives are set to speak at a Wolfe Research conference on Feb. 11. The Federal Reserve held rates steady Wednesday, offering no guidance on future cuts.
29 January 2026
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Applied Materials stock rises after Mizuho upgrade lifts $370 target and shifts focus to chip spending

Applied Materials stock rises after Mizuho upgrade lifts $370 target and shifts focus to chip spending

Applied Materials shares closed up 1.3% at $336.75 in after-hours trading Wednesday after Mizuho upgraded the stock to Outperform and raised its price target to $370. The move follows a two-day gain of over 5%. Mizuho cited accelerating wafer fab equipment spending forecasts, with global growth seen at 13% in 2026. Investors await Applied’s Feb. 12 results for signs of a chip equipment rebound.
29 January 2026
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Broadcom stock price holds near $333 after hours as chip rally spreads on AI demand signals

Broadcom stock price holds near $333 after hours as chip rally spreads on AI demand signals

Broadcom shares closed up 0.14% at $333.24 and edged to $333.82 after hours Wednesday, lagging gains in other chip stocks. Chipmakers rose on strong earnings from Texas Instruments and ASML, while investors awaited major tech results and the Fed’s rate decision. The Fed held rates steady, citing a solid economy. Broadcom continues to face margin pressure from a higher share of AI-related sales.
29 January 2026
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Micron stock price jumps after-hours as $24 billion Singapore fab plan fuels MU rally

Micron stock price jumps after-hours as $24 billion Singapore fab plan fuels MU rally

Micron shares jumped 6.1% to $435.28 in after-hours trading Wednesday after the company confirmed a $24 billion wafer fab expansion in Singapore, with NAND production set for 2028. The move comes as chipmakers rally on strong tech earnings and a steady Fed, while investors weigh persistent supply constraints and intensifying competition from Samsung and SK Hynix.
29 January 2026
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Lam Research earnings beat lifts LRCX after hours as forecast tops estimates

Lam Research earnings beat lifts LRCX after hours as forecast tops estimates

Lam Research shares rose about 2% in after-hours trading after fiscal Q2 results topped forecasts, with revenue up 22% to $5.34 billion and adjusted earnings at $1.27 per share. The company projected March-quarter revenue near $5.7 billion. China contributed 35% of quarterly revenue. The stock last traded at $248.62, up from $239.58 at the close.
28 January 2026
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Microchip (MCHP) stock jumps after BofA upgrade as chip rally widens

Microchip (MCHP) stock jumps after BofA upgrade as chip rally widens

Microchip Technology shares rose 7.6% to $80.87 by 3:15 p.m. EST Wednesday after Bank of America upgraded the stock to “buy” and raised its price target to $95. The move followed gains across chipmakers tied to AI data-center demand. Microchip will report quarterly results on Feb. 5. CEO Steve Sanghi sold 18,509 shares last week under a pre-set trading plan.
28 January 2026
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Texas Instruments stock jumps nearly 10% as AI data-center demand lifts chipmakers

Texas Instruments stock jumps nearly 10% as AI data-center demand lifts chipmakers

Texas Instruments shares rose nearly 10% after forecasting stronger-than-expected first-quarter revenue, citing surging demand for analog chips in AI data centers. Seagate jumped almost 20% on a bullish storage outlook, while Intel gained close to 11%. Investors awaited the Federal Reserve’s policy decision and major tech earnings due Wednesday. ASML reported record Q4 orders and plans 1,700 job cuts.
28 January 2026
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AMAT stock pops on Mizuho upgrade as Applied Materials gets a $370 target

AMAT stock pops on Mizuho upgrade as Applied Materials gets a $370 target

Applied Materials shares rose 1.1% to $336.21 by midday after Mizuho upgraded the stock and raised its price target to $370, citing higher chip-factory tool spending. Mizuho expects wafer fab equipment growth of 13% in 2026, but predicts Applied’s China revenue will fall about 4%. Investors await the company’s Feb. 12 earnings for updates on orders and outlook.
28 January 2026
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Intel stock price jumps nearly 10% as chip rally lifts INTC; CFO buy draws attention

Intel stock price jumps nearly 10% as chip rally lifts INTC; CFO buy draws attention

Intel shares jumped 9.6% to $48.16 by late morning Wednesday, rebounding from last week’s warning on AI chip supply and cautious outlook. The rally followed strong results from SK Hynix and ASML, lifting semiconductor stocks and pushing the S&P 500 above 7,000. CFO David Zinsner disclosed buying 5,882 shares at $42.50 each. Investors remain focused on Intel’s ability to meet demand and execute its foundry strategy.
28 January 2026
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ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML reported Q4 bookings of €13.2 billion, far above forecasts, as AI chip demand surged. The company raised its 2026 sales target to €34–39 billion, reversing earlier guidance and topping analyst expectations. Fourth-quarter sales reached €9.7 billion with net income at €2.8 billion. ASML also launched a new share buyback program of up to €12 billion through 2028.
28 January 2026
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Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron shares jumped 5.3% to close at $409.86 Tuesday after the company announced a $24 billion investment to expand manufacturing in Singapore over the next decade. The new NAND wafer fab is set to begin production by 2028. Trading volume reached 30 million shares. Analysts raised price targets as traders await updates on memory pricing and spending.
27 January 2026
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Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials jumped 4.8% to $334.84 after Micron announced a $24 billion memory plant in Singapore, signaling higher chip equipment demand. Sector peers Lam Research, KLA, and ASML also advanced. Analysts expect enterprise SSD prices to surge as supply tightens. Investors await the Fed’s rate decision Wednesday and ASML’s earnings for clues on 2026 demand.
27 January 2026
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UMC stock jumps 10% toward a fresh high ahead of United Microelectronics earnings

UMC stock jumps 10% toward a fresh high ahead of United Microelectronics earnings

UMC’s U.S.-listed shares surged about 10% Tuesday, touching a 52-week high of $12.68 before settling near $12.46 in New York trading. No immediate company news explained the move, with attention turning to Wednesday’s quarterly earnings. The jump followed a broader rally in chip stocks and record highs in U.S. markets. UMC’s earnings call is scheduled for Jan. 28.
27 January 2026
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Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron shares rose 4.3% in premarket trading Tuesday after the company announced a $24 billion, 10-year expansion of its Singapore wafer facilities. The new plant will add 700,000 square feet of cleanroom space, with production set to begin in 2028. Investors are watching for updates from Samsung and SK Hynix on Thursday as competition in high-bandwidth memory heats up.
27 January 2026
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Stock Market Today

  • Lloyds Banking Group Shares Fall 14% Amid UK Economic Concerns and Motor Finance Scandal
    March 22, 2026, 4:00 AM EDT. Lloyds Banking Group shares dropped about 14% from a recent high, rattling investors after years of growth with a 139% gain over five years. The UK economy's slow growth and a pressured housing market weigh on confidence. The bank faces a potential compensation scheme tied to a motor finance scandal, with provisions of £1.95 billion. Despite risks, Lloyds offers a 3.8% dividend yield with a payout ratio of 52% and launched a £1.75 billion share buyback, signaling management's confidence. Recent results showed a 7% rise in earnings but a 37.7% revenue decline. Challenges include fintech competition and economic uncertainties, making Lloyds a cautiously dependable option for investors.
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