Today: 12 April 2026
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Semiconductors 23 January 2026 - 25 January 2026

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

GigaDevice Semiconductor’s Class A shares fell 1.4% to 297.25 yuan in Shanghai on Friday. The company projected 2025 net profit to rise 46% to 1.61 billion yuan, with revenue up 25%. Investors are watching funding moves ahead of a Feb. 11 shareholder vote on related-party spending and auditor appointments. GigaDevice plans to buy $221 million in DRAM products from ChangXin group in H1 2026.
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

ASE Technology Holding said a key subsidiary bought NT$1.03 billion ($31 million) in production equipment from Grand Process Technology, according to a Taiwan stock filing. Shares closed Friday up 3.2% in Taipei; U.S. ADRs rose 1.7%. The purchase covers equipment delivery through January 2026. Investors await ASE’s next earnings report, expected Feb. 12.
25 January 2026
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KLA stock price whipsaws ahead of Jan. 29 earnings as Intel rattles chip sector

KLA stock price whipsaws ahead of Jan. 29 earnings as Intel rattles chip sector

KLA Corp shares closed Friday up 0.9% at $1,512.78 after swinging within a 4% range, ending about 4% below their 52-week high. Intel’s 17% drop rattled the semiconductor sector, sending the iShares Semiconductor ETF down 1.1%. KLA reports quarterly earnings Jan. 29 after market close, with investors watching for guidance on chipmaking demand and export controls.
24 January 2026
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Applied Materials stock rises on Deutsche Bank upgrade — what investors watch next week

Applied Materials stock rises on Deutsche Bank upgrade — what investors watch next week

Applied Materials closed up 1.13% at $322.38 after Deutsche Bank upgraded the stock to “buy” and raised its price target to $390. The S&P 500 finished nearly flat and the Dow fell 0.58%. Investors await earnings from ASML, Lam Research, and KLA next week, as well as the Federal Reserve’s policy decision. Applied reports results Feb. 12.
24 January 2026
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Micron stock price holds near $400 as memory costs bite PCs; what’s next for MU

Micron stock price holds near $400 as memory costs bite PCs; what’s next for MU

Micron Technology closed down 0.1% at $399.30 Friday, hovering near $400 after hours. Taiwan’s Compal warned soaring memory prices could push PC material costs to 40% and forecast a drop in global notebook and PC shipments in 2026. Micron shares have surged nearly 40% this year as tight supply and high prices persist. Traders are watching for signs of demand shifts as memory costs rise.
24 January 2026
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TSMC stock jumps in U.S., edges up in Taiwan as Arizona push and filings keep investors on U.S. buildout

TSMC stock jumps in U.S., edges up in Taiwan as Arizona push and filings keep investors on U.S. buildout

TSMC shares closed 0.57% higher in Taipei at NT$1,770 on Friday; its U.S. ADR rose 2.29% to $334.87. Taiwan’s president called for more chip investment in Arizona during talks with a U.S. senator. SEC filings showed board changes and routine asset moves in December. CEO C.C. Wei said at Davos that AI demand appears solid, despite industry concerns.
24 January 2026
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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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Stock Market Today

  • Jabil's Price Target Raised by 11.72% to €257.34 Amid Mixed Institutional Activity
    April 12, 2026, 7:34 AM EDT. Jabil (BIT:1JBL) saw its average one-year price target increase by 11.72% to €257.34 per share, based on analyst revisions. The updated target range spans €235.78 to €287.31, slightly above the recent closing price of €255.00. Despite the target rise, institutional ownership declined by 12.53% over the past quarter, with 941 funds reporting positions, down 43.75% in the period. Key shareholders showed varied moves: Texas Yale Capital and Primecap Management raised their stakes slightly, while Wellington Management Group reduced theirs. Average portfolio weight grew by 19.69%, signaling mixed but cautiously optimistic fund sentiment for the stock.

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Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

12 April 2026
Bitcoin fell 1.4% to $71,707 on Sunday after U.S.-Iran talks in Islamabad ended without a deal. Spot bitcoin ETFs logged net inflows last week, with BlackRock and Fidelity leading Friday’s buying. Morgan Stanley launched its MSBT fund on April 8, the first Wall Street bank to debut a bitcoin ETF. U.S. inflation data showed headline CPI up 3.3% in March, while core CPI rose 2.6%.
XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

12 April 2026
XRP slipped about 1% to $1.33 on Sunday after U.S.-Iran peace talks in Islamabad ended without a deal, pressuring crypto markets. The token traded in a narrow range, with bitcoin and ether also weaker. XRP’s market cap stands at $81.7 billion, with $1.96 billion in daily volume. The token remains 63.5% below its all-time high.
Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

12 April 2026
Spot gold steadied at $4,761.79 an ounce Friday after a third weekly gain, with U.S. futures at $4,787.40. The dollar posted its biggest weekly drop since January, making gold cheaper for non-U.S. buyers. U.S.-Iran talks ended without a deal, keeping geopolitical risks high. China’s central bank increased gold reserves for a 17th month, reaching 74.38 million ounces.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
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