Today: 22 March 2026
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Semiconductors 13 January 2026 - 14 January 2026

AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD shares rose 0.6% to $222.27 Wednesday after KeyBanc upgraded the stock to “Overweight,” citing supply-chain checks showing server CPUs are nearly sold out for 2026. Analyst John Vinh raised the price target to $270 and flagged possible 10-15% price hikes in Q1. Investors await AMD’s Feb. 3 earnings for details on AI and data-center demand.
14 January 2026
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Qualcomm stock falls again as “glass cloth” supply report rattles chip names ahead of earnings

Qualcomm stock falls again as “glass cloth” supply report rattles chip names ahead of earnings

Qualcomm shares fell 1.5% to $162.73 early Wednesday afternoon, extending a multi-day slide amid concerns over a shortage of high-end glass cloth used in advanced chip packaging. Trading volume reached about 3.4 million shares. Apple and Qualcomm are seeking new suppliers, but industry sources say more capacity may not arrive before late 2027. TSMC reports earnings early Thursday, with Qualcomm’s report due Feb. 4.
14 January 2026
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Micron stock in focus as retail traders crowd memory names and BofA lifts target to $400

Micron stock in focus as retail traders crowd memory names and BofA lifts target to $400

Micron shares fell 0.7% to $335.63 Wednesday morning after a strong rally. Bank of America raised its price target to $400, citing higher memory prices. Retail traders have ramped up bets on chipmakers, with Micron among the most traded names on Interactive Brokers. SK Hynix announced a $12.9 billion investment in advanced chip-packaging facilities.
14 January 2026
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AMD stock slides after Tuesday surge as KeyBanc flags 2026 server CPU crunch, TCS AI pact in focus

AMD stock slides after Tuesday surge as KeyBanc flags 2026 server CPU crunch, TCS AI pact in focus

AMD shares fell 1.7% to $217.27 early Wednesday after surging 6.4% Tuesday on a KeyBanc upgrade and price target hike to $270. Analyst John Vinh said AMD is nearly sold out of server CPUs and could raise prices 10% to 15% in Q1. AMD and TCS announced a partnership to expand enterprise AI projects. Investors await AMD’s Q4 and full-year results on Feb. 3.
14 January 2026
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AMD stock jumps again as KeyBanc upgrade flags tight 2026 server CPU supply

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

AMD shares surged 6.4% to $220.97 Wednesday after KeyBanc upgraded the stock, citing strong data-center chip demand and setting a $270 target. Analyst John Vinh reported AMD is nearly sold out of 2026 server CPU supply, with prices rising 10%–15%. Investors await AMD’s Feb. 3 earnings for updates on AI chip sales and pricing. Intel shares rose 7.3%, while Nvidia gained 0.5%.
14 January 2026
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Nvidia stock gets Washington’s green light for H200 China sales — but Beijing adds a snag

Nvidia stock gets Washington’s green light for H200 China sales — but Beijing adds a snag

Nvidia shares closed up 0.5% Tuesday after the U.S. eased export restrictions on H200 AI chips to China, but imposed new testing and security rules. China signaled it will approve H200 purchases only in “special circumstances,” creating uncertainty for demand. Nvidia denied requiring Chinese buyers to pay upfront. Other chip stocks saw mixed trading.
13 January 2026
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Lam Research stock stalls near highs as BofA lifts target to $245, more boosts follow

Lam Research stock stalls near highs as BofA lifts target to $245, more boosts follow

Lam Research shares slipped 0.1% to $220.26 Tuesday after Bank of America raised its price target to $245, citing stronger demand outlook. Bernstein, Susquehanna, and Rothschild & Co Redburn also lifted targets, pointing to improving industry signals. Investors await Lam’s late-January results for order and margin guidance. The broader chip-equipment sector traded mixed at midday.
13 January 2026
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Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel shares jumped 6.4% to $46.88 Tuesday after KeyBanc upgraded the stock to “overweight” and raised its price target to $60, citing strong server demand and progress in manufacturing. AMD rose 5.7%, while Nvidia slipped 0.2%. Susquehanna raised its Intel target to $40 but warned of PC and data center headwinds. Intel’s new 18A chips, launched at CES, will appear in over 200 PC models this month.
13 January 2026
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Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel shares jumped over 6% Tuesday after KeyBanc upgraded the stock, citing strong demand for 2026 server CPUs and possible price hikes of up to 15%. Analyst John Vinh said Intel is nearly sold out of server chips for the year. AMD rose 4.8% on the news, while Nvidia slipped 0.7%. Intel will report earnings Jan. 22.
13 January 2026
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Navitas Semiconductor stock slides 7% as NVTS swings ahead of CEO’s Needham conference slot

Navitas Semiconductor stock slides 7% as NVTS swings ahead of CEO’s Needham conference slot

Navitas Semiconductor shares dropped 7.1% to $9.69 in late-morning New York trading Tuesday after an early surge faded. The move contrasted with modest gains in chip-sector ETFs and losses in the broader market. Traders are watching for signals from management at Wednesday’s scheduled investor conference appearance. No new company news was released Tuesday.
13 January 2026
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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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Stock Market Today

  • Hycroft Mining (HYMC) Faces Share Price Drop Amid High Price-to-Book Ratio
    March 22, 2026, 10:38 AM EDT. Hycroft Mining Holding (HYMC) shares fell 6.9% last week and 27% over the past month, sliding to US$30.00 amid mounting concerns. Despite a net loss of US$40.7 million and no current revenue, the stock holds a high price-to-book (P/B) ratio of 12.8 times, suggesting strong investor bets on future growth rather than present earnings. This valuation is low compared to peer gold producers averaging 47.2x but significantly exceeds the broader US Metals and Mining industry average of 2.1x. The mix of recent price weakness and prior gains reflects market division, amid risks tied to single-asset exposure and execution uncertainty. At a market value near US$2.7 billion, Hycroft's outlook remains a key focus for investors assessing potential returns against possible setbacks.
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