Today: 22 March 2026
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Semiconductors 21 January 2026 - 24 January 2026

GlobalFoundries (GFS) stock price slides nearly 5% into weekend as chip trade turns jumpy

GlobalFoundries (GFS) stock price slides nearly 5% into weekend as chip trade turns jumpy

GlobalFoundries shares fell 4.8% to $42.85 Friday, following a volatile week for chip stocks and a 17% plunge in Intel. About 4.3 million GFS shares changed hands as investors reacted to weak forecasts and rising supply chain costs. GlobalFoundries will report quarterly results on Feb. 11. The company recently agreed to buy Synopsys’ ARC Processor IP business, with the deal expected to close in the second half of 2026.
24 January 2026
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Micron stock closes higher near $400 as HSBC lifts target to $500 on memory-price crunch

Micron stock closes higher near $400 as HSBC lifts target to $500 on memory-price crunch

Micron shares closed up 0.5% at $399.58 after swinging between $390.80 and $411.90. HSBC raised its price target to $500, citing stronger DRAM pricing and demand. Rising memory costs are pressuring PC and phone makers, with IDC forecasting a 4.9% drop in PC shipments and a 2% fall in smartphones for 2026. Micron shareholders approved a charter amendment limiting some officer liability.
23 January 2026
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Nvidia stock gains on China H200 chip order report — what moves NVDA next

Nvidia stock gains on China H200 chip order report — what moves NVDA next

Nvidia shares closed up 1.5% at $187.53 after reports that Chinese regulators told Alibaba and others to prepare orders for H200 AI chips. U.S. officials have approved H200 exports to China with strict conditions, while Beijing has signaled “in-principle” approval for major tech firms. Uncertainty remains after Chinese customs blocked earlier H200 shipments. Nvidia reports earnings Feb. 25.
23 January 2026
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Broadcom stock slides as Intel shock ripples through chips ahead of Fed decision

Broadcom stock slides as Intel shock ripples through chips ahead of Fed decision

Broadcom shares fell 1.6% to $320.14 Friday as chip stocks slid, following Intel’s sharp warning on data center demand. About 22.2 million Broadcom shares traded, with the price swinging between $314.19 and $326.90. Investors are watching next week’s Fed rate decision and major tech earnings. Broadcom announced a new U.S. government software contract this week.
23 January 2026
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Applied Materials (AMAT) stock rises on Deutsche Bank upgrade as chip-tool outlook comes back into focus

Applied Materials (AMAT) stock rises on Deutsche Bank upgrade as chip-tool outlook comes back into focus

Applied Materials shares rose about 1% to $321.96 by midday Friday after Deutsche Bank upgraded the stock to Buy and raised its price target to $390. Around 2.6 million shares traded as the stock neared a 52-week high. The upgrade cited a stronger outlook for wafer fab equipment demand in 2026–27. Applied will report fiscal Q1 results and update guidance on Feb. 12.
23 January 2026
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Broadcom stock slides in regular trade as chip jitters return; AVGO eyes Fed week

Broadcom stock slides in regular trade as chip jitters return; AVGO eyes Fed week

Broadcom shares fell 2.7% to $316.78 Friday morning after a U.S. government contract put its VMware unit in focus. Chip stocks dropped as traders weighed earnings forecasts ahead of next week’s Federal Reserve meeting. Intel slid 14.9% on a weak outlook, pulling the Philadelphia Semiconductor Index down 1.6%. The federal “OneGov” deal offers agencies up to 64% off VMware software through May 2027.
23 January 2026
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AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026

KeyBanc reaffirmed its Overweight rating and $270 price target for AMD, citing nearly sold-out server CPU supply through 2026 and projected AI GPU revenue of up to $15 billion. AMD shares rose 1.6% to $253.73 after hours. Valuation models diverge, with Simply Wall St estimating intrinsic value at $327.26, while the P/E ratio remains near 130. Investors await AMD’s Feb. 3 earnings for clarity on pricing and AI chip demand.
23 January 2026
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Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

Micron stock climbs on fresh William Blair call as AI memory squeeze tightens

Micron shares rose 1.6% to $395.54 in after-hours trading Thursday after William Blair initiated coverage with an Outperform rating, citing tight memory supply through 2027. Analysts warn soaring memory prices could squeeze phone and PC makers, with some predicting memory costs could reach up to 40% of a PC’s materials. Micron reported Q1 revenue of $13.64 billion and raised its Q2 outlook.
22 January 2026
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AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

Alibaba shares rose 5.9% after reports it will spin off its T-Head AI chip unit for a separate listing. Arm gained 5.4% following an analyst upgrade, while Nvidia edged up 0.9%. Intel slipped 0.2% ahead of its earnings report, with investors watching data-center demand and company guidance. A U.S. House panel advanced a bill that could restrict AI chip exports to China.
22 January 2026
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Advanced Micro Devices (AMD) stock jumps nearly 8% as analysts talk up server-chip demand

Advanced Micro Devices (AMD) stock jumps nearly 8% as analysts talk up server-chip demand

AMD shares jumped 7.6% to $249.80 in early Thursday trading, leading a semiconductor rally as Nvidia rose 3% and Intel surged nearly 12%. KeyBanc reiterated its Overweight rating on AMD, citing strong demand for Turin server chips and possible price hikes. AMD has gained for seven straight sessions, its longest streak since February 2025. The company reports earnings Feb. 3, with investors watching for AI chip updates.
22 January 2026
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Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck

Micron Technology shares rose 6.6% to $389.11 in early U.S. trading Thursday after Stifel and William Blair initiated coverage with Outperform ratings, citing tight supply of high-speed AI memory chips. Micron also reported shareholders approved a charter amendment limiting certain officers’ liability and rejected a proposal on special meeting rights.
22 January 2026
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Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze

Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze

Micron shares rose 2.2% to $397.75 premarket Thursday after William Blair upgraded the stock to “Outperform,” following a 6.6% surge Wednesday. Memory-chip prices are spiking amid AI demand, with some products up 1,000%, raising concerns that higher costs could curb PC and smartphone shipments. Micron plans to buy Powerchip’s P5 fab in Taiwan for $1.8 billion, aiming to boost DRAM output by late 2027.
22 January 2026
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Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT

Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT

Applied Materials rose 2.2% to $325.24 Wednesday, rebounding after Trump said he would delay tariffs tied to Greenland talks. Trading volume topped the 50-day average. Needham raised its price target to $390. The company warned of weaker China equipment spending in 2026 due to tighter U.S. export controls.
22 January 2026
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Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound

Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound

Analog Devices shares rose 4.1% to $307.85 Wednesday afternoon, rebounding from Tuesday’s tariff-driven selloff. Bank of America raised its price target for the stock to $350, citing strong demand and AI-related growth. The iShares Semiconductor ETF gained 4% as chip stocks rallied ahead of earnings season. Traders are focused on the Federal Reserve’s Jan. 27–28 meeting, with rates expected to hold steady.
21 January 2026
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Marvell stock price rises after an early spike as chip shares rebound; Intel earnings next

Marvell stock price rises after an early spike as chip shares rebound; Intel earnings next

Marvell Technology shares rose 2.4% to $81.69 by 1:30 p.m. EST Wednesday, after reaching $84.27 earlier in volatile trading. CEO Matt Murphy and CFO Willem Meintjes disclosed handing back shares to cover tax withholding on vested stock awards, according to new Form 4 filings. The iShares Semiconductor ETF gained about 2.1%. No new earnings figures were released.
21 January 2026
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Micron stock jumps nearly 5% as Taiwan fab deal keeps supply crunch trade in play

Micron stock jumps nearly 5% as Taiwan fab deal keeps supply crunch trade in play

Micron shares rose 4.9% to $382.86 Wednesday after TD Cowen raised its price target, citing persistent memory shortages. The company agreed to buy Powerchip’s P5 fab in Taiwan for $1.8 billion, aiming to boost DRAM output by late 2027. Investors weighed supply risks and execution challenges. Powerchip scheduled an April 10 meeting on a related share issuance.
21 January 2026
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Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus

Micron shares rose 2.8% to $375.21 Wednesday morning after the company agreed to buy Powerchip’s P5 fab in Taiwan for $1.8 billion. The deal adds 300,000 square feet of cleanroom space, with DRAM wafer output set for late 2027. Analysts raised price targets but at least one downgraded the stock over concerns about high-bandwidth memory execution. Memory shortages continue to disrupt AI infrastructure expansion.
21 January 2026
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Stock Market Today

  • Sims (ASX:SGM) Share Volatility and Valuation Under Scrutiny
    March 22, 2026, 5:32 AM EDT. Sims (ASX:SGM) shares fell 4.1% to A$20.36 after gains including an 11.75% year-to-date rise and 34.16% return over 12 months, prompting valuation questions. Despite A$7.5 billion revenue in the last fiscal year, Sims posted negative net income, reflecting a restructuring phase rather than growth. Analysts estimate an intrinsic value at A$18.07, suggesting shares are about 12.7% overvalued based on discounted cash flow (DCF) models. However, Sims trades at a price-to-sales (P/S) ratio of 0.5x, below its peers' 2.6x and the metals and mining sector average of 68.2x, indicating potential undervaluation. Key risks include the pace of Sims Lifecycle Services' expansion and scrap metal price stability, which could affect future earnings and market pricing.
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