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Semiconductors News 10 January 2026 - 13 January 2026

AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

AMD jumped 5.6% to $219.37 in early Tuesday trading after KeyBanc upgraded the stock to “Overweight,” citing strong cloud demand and rising memory prices. Analyst John Vinh said AMD’s server CPUs are nearly sold out for 2026. The company reports earnings Feb. 3. Broader tech shares moved after December CPI data showed a 0.3% monthly rise, with core inflation up 0.2%.
13 January 2026
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Micron stock inches up as KeyBanc hikes target to $450, points to tight memory supply

Micron stock inches up as KeyBanc hikes target to $450, points to tight memory supply

Micron shares rose 0.2% to $345.87 Tuesday after KeyBanc raised its price target to $450, citing strong demand from major cloud clients and tight memory supply. Bank of America also lifted its target to $400. SK Hynix announced a $12.9 billion chip-packaging investment, underscoring rising demand for high-bandwidth memory. Traders are watching memory prices and upcoming earnings for signs of continued supply pressure.
13 January 2026
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Texas Instruments stock dips into CPI week as TXN heads toward earnings

Texas Instruments stock dips into CPI week as TXN heads toward earnings

Texas Instruments shares fell 0.7% to $189.07 on Monday, lagging behind record highs in the S&P 500 and Dow. Investors are watching Tuesday’s U.S. inflation data and Texas Instruments’ Jan. 27 earnings for signals on industrial demand. Semiconductor stocks showed mixed moves, with Qualcomm and Analog Devices posting steeper declines. The average analyst target for Texas Instruments stands at $190.40.
13 January 2026
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KLA stock notches new 52-week high as chip-tool shares firm; Susquehanna lifts target

KLA stock notches new 52-week high as chip-tool shares firm; Susquehanna lifts target

KLA shares rose 2.0% to a record $1,428.17 Monday after Susquehanna raised its price target to $1,500, maintaining a Neutral rating. Trading volume was 854,084 shares, below average. Applied Materials gained 2.0% and Lam Research added nearly 1.0%, lifting the iShares Semiconductor ETF by about 0.5%. KLA reports fiscal Q2 results Jan. 29 after market close.
13 January 2026
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Why Qualcomm stock slid nearly 5% today: Mizuho downgrade, Apple risk and the next QCOM catalyst

Why Qualcomm stock slid nearly 5% today: Mizuho downgrade, Apple risk and the next QCOM catalyst

Qualcomm shares fell 4.8% to $169.27 in after-hours trading Monday after Mizuho downgraded the stock and cut its price target, citing handset and iPhone-related risks. The drop came as the S&P 500 rose 0.16%. Investors are watching for Qualcomm’s earnings report in early February for updates on phone sales and Apple’s plans to develop more in-house modem technology.
13 January 2026
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Micron stock holds near a fresh high as suppliers lift chip testing fees; what comes next

Micron stock holds near a fresh high as suppliers lift chip testing fees; what comes next

Micron Technology shares closed up 0.2% at $345.87 on Monday, then held steady after hours as memory-chip testing and packaging vendors raised prices by up to 30%. Micron is promoting its new 3610 SSD for AI PCs and mainstream notebooks, while phasing out Crucial consumer products at retailers. The company expects tight memory markets through 2026 and raised its capital spending plan to $20 billion.
12 January 2026
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Marvell stock stalls even as chip ETFs rise — what’s moving MRVL now

Marvell stock stalls even as chip ETFs rise — what’s moving MRVL now

Marvell Technology shares slipped to $83.21 Monday afternoon, lagging a broader chip rally as the iShares Semiconductor ETF rose 0.7% and Broadcom gained 2.5%. Traders are watching Tuesday’s U.S. CPI data and Thursday’s Taiwan Semiconductor earnings for signals on AI demand. Marvell’s next earnings report is expected in early March. The company recently agreed to buy XConn Technologies for about $540 million.
12 January 2026
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Texas Instruments stock slips as chip ETF firms; investors eye Jan. 27 earnings amid Fed jitters

Texas Instruments stock slips as chip ETF firms; investors eye Jan. 27 earnings amid Fed jitters

Texas Instruments shares slipped 0.2% to $189.85 in Monday afternoon trading, underperforming chip sector peers as the iShares Semiconductor ETF rose 0.7% and Nvidia gained about 1%. Investors are watching TI’s Jan. 27 earnings for signals on industrial and auto demand amid market volatility tied to a Justice Department probe involving Fed Chair Jerome Powell.
12 January 2026
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AMD stock jumps as Bernstein stays cautious on chipmaker and Wall Street frets Fed fight

AMD stock jumps as Bernstein stays cautious on chipmaker and Wall Street frets Fed fight

AMD shares rose 2.6% to $208.44 by 10:31 a.m. EST Monday, outperforming a slightly lower Nasdaq 100. Analyst Stacy Rasgon kept AMD at “market perform,” citing Nvidia’s growing lead in AI chips. Nvidia was flat, Broadcom gained 1.9%, and Intel fell 1.1%. AMD reports quarterly results Feb. 3.
12 January 2026
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Semiconductor stocks hit a record high — CPI day and supply-chain politics loom

Semiconductor stocks hit a record high — CPI day and supply-chain politics loom

U.S. semiconductor stocks hit a record Friday, with the PHLX index up 2.7% as Lam Research jumped 8.7% and Intel surged nearly 11%. Broadcom rose 3.8%. Investors now await inflation data and earnings reports that could shift interest-rate expectations. The sector also faces new supply-chain risks as the U.S. expands its “Pax Silica” alliance with Qatar and the UAE.
11 January 2026
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AMD stock slid Friday as chip index hit record — what to watch before Monday’s open

AMD stock slid Friday as chip index hit record — what to watch before Monday’s open

AMD shares fell 0.7% to $203.17 Friday, lagging a 2.7% surge in the Philadelphia Semiconductor Index, which hit a record high. U.S. payrolls rose by 50,000 in December, missing forecasts, while the unemployment rate edged down to 4.4%. The S&P 500 and Dow closed at record highs. Qatar and the UAE will join a U.S.-led semiconductor supply chain pact next week.
11 January 2026
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ASML stock jumps 7% into the weekend as analysts bet on a 2026 EUV upcycle

ASML stock jumps 7% into the weekend as analysts bet on a 2026 EUV upcycle

ASML’s U.S.-listed shares closed up 6.7% at $1,273.88 after Bernstein upgraded the stock and raised its price target to €1,300, citing a stronger memory spending cycle. Investors await ASML’s January 28 report for updates on 2026 sales and net bookings. CEO Christophe Fouquet warned of a sharp decline in China-related sales for 2026, despite ongoing AI-driven demand in other segments.
11 January 2026
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Semiconductor stocks hit a record — here’s what could move SOXX next week

Semiconductor stocks hit a record — here’s what could move SOXX next week

U.S. semiconductor stocks pushed Wall Street to record highs Friday, with the SOXX ETF up 2.9% and Intel surging nearly 11% after praise from Donald Trump. Lam Research jumped 8.7% on a broker’s price target hike. TSMC reported Q4 revenue up 20.45% year-on-year, beating estimates. Traders await U.S. inflation data due Jan. 13 and TSMC’s guidance on Jan. 15.
10 January 2026
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ASML stock leaps 7% as TSMC revenue beat lifts chip gear names into CPI, earnings week

ASML stock leaps 7% as TSMC revenue beat lifts chip gear names into CPI, earnings week

ASML shares surged 6.7% to $1,273.88 Friday, leading a semiconductor rally that sent the Philadelphia SE Semiconductor Index to a record high. TSMC reported fourth-quarter revenue up 20.45% year-on-year, beating forecasts ahead of its Jan. 15 guidance update. Investors await the U.S. CPI release on Jan. 13 and ASML’s earnings on Jan. 28. Markets closed flat overall.
10 January 2026
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Stock Market Today

RTX stock faces Pentagon payout curb list next week as dividend stays in play

RTX stock faces Pentagon payout curb list next week as dividend stays in play

7 February 2026
RTX closed at $198.66 Friday, up 1.4%, after declaring a 68-cent quarterly dividend payable March 19. The Pentagon is expected to name defense contractors early next week that could face limits on dividends and buybacks under a Trump order. RTX’s Raytheon unit has been singled out as “least responsive.” Companies named would have 15 days to submit remediation plans.
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