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Semiconductors 28 January 2026 - 30 January 2026

Applied Materials stock slides as chip-tool selloff deepens; KLA tumble sets the tone

Applied Materials stock slides as chip-tool selloff deepens; KLA tumble sets the tone

KLA shares plunged 12.8% Friday after reporting earnings, dragging Applied Materials down 3.1% to $330.76 and Lam Research 2.3% lower. The sell-off hit chip-equipment stocks broadly, with the VanEck Semiconductor ETF and iShares Semiconductor ETF both falling over 2%. Investors are watching upcoming earnings for signs on 2026 wafer-fab spending. ASML, meanwhile, reported record orders but announced job cuts.
30 January 2026
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Lam Research stock price slips after big forecast as chip-tool shares pull back

Lam Research stock price slips after big forecast as chip-tool shares pull back

Lam Research shares fell 2.3% to $242.35 Friday morning after earlier gains, while KLA dropped 11.7% and Applied Materials lost 2.2%. Lam’s quarterly results and outlook beat Wall Street estimates, but investors sold off chip-equipment stocks despite strong demand for AI-related memory chips and continued reliance on China as Lam’s largest market.
30 January 2026
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Sandisk stock price jumps nearly 20% as SNDK outlook, Kioxia supply pact fuel rally

Sandisk stock price jumps nearly 20% as SNDK outlook, Kioxia supply pact fuel rally

Sandisk shares jumped 19.5% to $644.34 Friday after the company projected fiscal Q3 revenue and profit well above Wall Street estimates. The company reported Q2 revenue of $3.03 billion and extended its flash-memory supply deal with Kioxia in Japan through 2034. Data-center revenue rose 64% sequentially. Sandisk expects Q3 non-GAAP earnings of $12 to $14 per share.
30 January 2026
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Applied Materials stock price steadies near $341 after ASML’s order surge — here’s what traders watch next

Applied Materials stock price steadies near $341 after ASML’s order surge — here’s what traders watch next

Applied Materials rose 1.4% to $341.34 at Thursday’s close after trading between $329 and $348. The move followed ASML’s record €13.2 billion in new orders and a raised 2026 sales forecast, which lifted chip-equipment stocks. AMAT reports fiscal Q1 results Feb. 12 and holds its shareholder meeting March 12. Trading volume reached about 7.3 million shares.
30 January 2026
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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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Stock Market Today

  • NVIDIA Stock Rises 2.29% with Strong Technical Indicators but Volume Divergence Signals Caution
    May 13, 2026, 10:42 PM EDT. NVIDIA's stock price increased 2.29% on May 13, 2026, continuing a six-day winning streak and rising 7.92% over two weeks. Notably, the stock broke a strong short-term trend line at $223.03, suggesting further gains toward the $264.30 resistance level. Moving averages signal a buy, with the short-term trend above the long-term. However, declining volume despite rising prices may indicate a potential reversal. Support levels are identified at $213.87, $195.72, and $184.89, with sell signals triggered if these break. Technical caution is advised due to a sell signal from the 3-month MACD indicator and volume-price divergence. Market watchers should monitor NVIDIA closely for short-term shifts amid medium risk trading conditions.

Latest articles

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

14 May 2026
Enovix shares dropped 12.9% to $6.35 after hours Wednesday despite beating first-quarter revenue and adjusted-loss estimates. The decline followed news that smartphone battery qualification remains unfinished, with the company passing 72 of 75 customer tests. Revenue rose 49% to $7.6 million. Enovix cited progress in defense, industrial, and smart-eyewear sales.
Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

14 May 2026
Lightwave Logic reported Q1 revenue up 27% to $29,000 and a net loss widening to $6.3 million. Shares rose 14% after the company said it is negotiating a supply and licensing deal for high-volume production in 2027. Four Fortune 500 customers are now in Stage 3 prototyping. Cash and equivalents totaled about $100 million as of May 11.
USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

14 May 2026
USA Rare Earth reported Q1 revenue of $5.7 million and a net loss of $67 million, ending March with $1.75 billion in cash after a $1.5 billion PIPE. The company expects to sign documents this month for $1.6 billion in U.S. Commerce Department funding. Texas awarded a $14.18 million grant for the Round Top project. USA Rare Earth agreed in April to acquire Brazil’s Serra Verde for $2.8 billion.
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