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Semiconductors News 25 January 2026

NXP stock in focus: JPMorgan’s 8% stake filing lands ahead of Fed week and key chip earnings

NXP stock in focus: JPMorgan’s 8% stake filing lands ahead of Fed week and key chip earnings

New York, Jan 25, 2026, 17:29 EST — Market closed A regulatory filing revealed that JPMorgan Chase & Co holds an 8.0% stake in NXP Semiconductors, just as investors brace for a week loaded with policy uncertainty and earnings reports that could shake chip stocks. NXP shares ended Friday at $232.48, slipping 1.81%. With U.S. markets closed Sunday, attention now turns to Monday’s opening for fresh signals. Timing is crucial. Stocks have been jittery on earnings news and guidance, with strategists cautioning that investors’ patience for weak results is wearing thin. PNC’s Yung-Yu Ma described it as a “short but
25 January 2026
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Marvell stock price slips into Fed week after Friday chip pullback — what MRVL watchers need next

Marvell stock price slips into Fed week after Friday chip pullback — what MRVL watchers need next

NEW YORK, Jan 25, 2026, 17:12 EST — Market closed. Shares of Marvell Technology, Inc. (MRVL.O) fell 3.45%, closing Friday at $80.23. The stock swung between $79.72 and $82.02 during the session, finishing about 0.3% below last Friday’s close. With U.S. markets shut for the weekend, attention now turns to Monday’s open for fresh cues. (Investing.com) The timing couldn’t be tighter, with upcoming sessions packed with macro data and megacap earnings that might rattle AI-related chip stocks. Reuters’ Morning Bid flagged a week focused on the Fed chair’s comments and earnings from four of the “Magnificent Seven,” offering a quick
25 January 2026
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TSMC stock jumps 2% into the weekend — here’s what Wall Street is watching next

TSMC stock jumps 2% into the weekend — here’s what Wall Street is watching next

New York, Jan 25, 2026, 16:26 EST — Market closed. Taiwan Semiconductor Manufacturing Co’s U.S.-listed shares climbed 2.3% on Friday, closing at $334.87. The stock finished the week on a strong note ahead of a busy period for markets. U.S. markets are closed for the weekend, but investors are already eyeing key upcoming dates: the Federal Reserve’s January 27–28 meeting, Microsoft’s earnings report after the close on Jan. 28, and Apple’s quarterly call on Jan. 29. For TSMC, whose clients dominate AI and high-end computing sectors, these events could quickly shift market expectations. (Federal Reserve) Friday’s rebound followed a volatile
25 January 2026
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Micron stock hovers near $400 as Intel flags memory cost pressure; Fed decision next

Micron stock hovers near $400 as Intel flags memory cost pressure; Fed decision next

New York, January 25, 2026, 10:43 ET — The market is now closed. Micron Technology Inc shares closed Friday up 0.5% at $399.65, after fluctuating between $390.80 and $411.90. Roughly 35.4 million shares traded, keeping the stock close to the $400 level heading into Monday’s open. It’s not a fresh Micron headline sparking moves. Instead, the shift comes from the mood on memory: customers are mentioning shortages and higher prices more often. The market is now trying to figure out how long suppliers can hold onto pricing power before demand takes a hit. This is crucial since Micron is positioned
25 January 2026
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Tencent stock price: Nvidia H200 chip orders loom as 0700.HK heads into Monday

Tencent stock price: Nvidia H200 chip orders loom as 0700.HK heads into Monday

HONG KONG, Jan 25, 2026, 23:11 (HKT) — The market is now closed. Tencent Holdings Ltd (0700.HK) shares fell 0.42% to close at HK$595.00 on Friday, marking their fifth straight session of losses. Investors are digesting a new report about China’s position on Nvidia’s H200 AI chips as the new week begins. (MarketScreener) The chip angle is crucial since access to premium AI server processors dictates how fast China’s leading internet firms can expand computing power for new offerings. For Tencent, this directly impacts forecasts for cloud investment and AI-driven advertising tools, with markets reacting swiftly to those shifts. Tencent’s
25 January 2026
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Broadcom stock dips again as chip jitters build — what to watch before Monday

Broadcom stock dips again as chip jitters build — what to watch before Monday

New York, January 25, 2026, 09:41 ET — Market closed. Shares of Broadcom Inc. slipped 1.7% to finish at $320.05 on Friday, deepening a late-week drop. With Monday’s open approaching, semiconductors are once again in the spotlight. (Broadcom Investors) The coming week is crucial, with the Federal Reserve’s first rate decision of 2026 looming alongside a packed schedule of megacap tech earnings. These events are expected to shape risk appetite, particularly for chipmakers linked to data-center spending. On Friday, the S&P 500 posted a modest gain while the Dow slipped. Chip stocks saw mixed results: Nvidia climbed, but Broadcom and
25 January 2026
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MACOM (MTSI) stock slips into next week as chip jitters return and Feb. 5 earnings loom

MACOM (MTSI) stock slips into next week as chip jitters return and Feb. 5 earnings loom

New York, January 24, 2026, 21:16 (EST) — The market has closed. MACOM Technology Solutions kicks off the week with its upcoming earnings report as the chip sector shows fresh signs of volatility. The pullback is crucial now, with the coming days loaded with events that could jolt semiconductor stocks: major U.S. tech earnings reports, a Federal Reserve meeting, and for MACOM, a results announcement that will clarify demand trends in data center and telecom sectors. Friday’s late-week vibe showed up in the tape. “We feel pretty good about where we are today,” said Jason Blackwell, chief investment strategist at
25 January 2026
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STMicroelectronics stock price: analyst targets rise into earnings week as shares hold steady

STMicroelectronics stock price: analyst targets rise into earnings week as shares hold steady

Milan, Jan 25, 2026, 02:59 CET — The market has closed. Shares of STMicroelectronics (STMPA.PA) ended Friday at 24.65 euros, edging up 0.02%. Two broker reports kept the spotlight on the European chipmaker as earnings week approaches. (MarketWatch) Markets were closed over the weekend, leaving the stock facing a familiar question as it heads into the next session: is demand truly stabilising, or merely taking a breather? ST’s outlook often serves as a bellwether for a broader group of Europe’s chip makers. Intel’s shares dropped 14% on Friday after it projected first-quarter revenue and profit below estimates, underscoring the volatility
25 January 2026
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GigaDevice Class A stock heads into Monday after 46% profit jump forecast and DRAM funding moves

GigaDevice Class A stock heads into Monday after 46% profit jump forecast and DRAM funding moves

Shanghai, Jan 25, 2026, 09:06 GMT+8 — Market closed. GigaDevice Semiconductor Inc. (603986.SS) Class A shares slipped 1.4% to close at 297.25 yuan on Friday. Mainland China markets remained closed over the weekend. (Yahoo Finance) Beijing-based chip designer forecasted a roughly 46% jump in 2025 net profit attributable to shareholders, targeting about 1.61 billion yuan. Revenue, it said, should climb around 25% to approximately 9.2 billion yuan. The company cited stronger AI computing capacity build-out, solid demand from PCs, servers, and car electronics, plus a rebound in the memory market. (Cninfo) Traders are watching this update closely, seeing it as
25 January 2026
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Astera Labs stock (ALAB) slides into weekend after Scorpio X switch roadmap update; Feb. 10 earnings loom

Astera Labs stock (ALAB) slides into weekend after Scorpio X switch roadmap update; Feb. 10 earnings loom

NEW YORK, Jan 24, 2026, 20:01 ET — The market has closed. Shares of Astera Labs, Inc. (ALAB.O) slipped 3.8% to close Friday at $169.66. U.S. markets were closed for the weekend and will resume trading Monday. The move came after a company update late Thursday that expanded its Scorpio X-Series smart fabric switch roadmap—targeting “scale-up” AI clusters. Astera Labs also pegged the merchant scale-up switching market at $20 billion by 2030, citing its own analysis alongside third-party research. (markets.businessinsider.com) Scale-up refers to the high-bandwidth wiring within an AI cluster—the connections that ensure GPUs communicate quickly enough to avoid idle
25 January 2026
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Infineon stock heads into Monday after fresh target hikes — earnings next

Infineon stock heads into Monday after fresh target hikes — earnings next

Frankfurt, Jan 25, 2026, 01:32 CET — The market has closed. Infineon Technologies AG shares ended Friday at 42.30 euros, slipping 0.68%. The stock remains just below its 52-week peak following a 12% gain this year. Berenberg’s Tammy Qiu kept her buy rating intact and raised the price target to 48 euros from 41, MarketScreener reports. (MarketScreener) European semiconductor firms are heading into a busy stretch of quarterly earnings that could shift the group’s sentiment. Morgan Stanley flagged capital spending and order momentum as key investor focus areas, favoring wafer fab equipment makers—those supplying tools to chip factories. “Into the
25 January 2026
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ASE Technology stock in focus after unit logs NT$1.03 billion machinery buy

ASE Technology stock in focus after unit logs NT$1.03 billion machinery buy

Taipei, Jan 25, 2026, 08:42 GMT+8 — Market closed ASE Technology Holding Co will grab attention when Taiwan markets resume Monday. A key operating unit revealed it spent NT$1.03 billion ($31 million) on production machinery. Spending remains crucial as chip back-end companies continue investing in tools following a surge in packaging and testing demand, despite ongoing debate among investors about the upcycle’s duration. For ASE, equipment purchases offer a direct glimpse into how aggressively it’s ramping up capacity. ASE’s core operation lies in outsourced semiconductor assembly and test, known as OSAT — the last stages where chips get packaged and
25 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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