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Semiconductors 4 February 2026 - 7 February 2026

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Shares of Broadcom jumped roughly 7% to $332.92 in after-hours action on Friday, fueled by renewed optimism that heavy spending on artificial intelligence by major tech players is still picking up steam. “There’s enough evidence that there’s real demand for AI products,” said Ross Mayfield, an investment strategy analyst at Baird. https://www.reuters.com/business/futures-stabilize-after-tech-rout-amazon-slides-ai-capex-lift-2026-02-06/
Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Shares of Micron Technology fell 0.5% ahead of Friday’s open after Semianalysis downgraded its forecast, now expecting Micron to miss out entirely on supplying HBM4 memory for Nvidia’s next products. https://www.investing.com/news/stock-market-news/micron-stock-dips-as-analyst-slashes-nvidia-hbm4-supply-forecast-to-zero-4491031
Micron (MU) stock price steadies as Nvidia HBM4 doubts surface — what happens next

Micron (MU) stock price steadies as Nvidia HBM4 doubts surface — what happens next

Micron Technology shares edged up 0.5% to $384.86 in early Friday action, bouncing between $371.27 and $401.50. Investors reacted to a bearish outlook on Micron’s next-gen AI memory. Semianalysis cut its forecast for Micron’s share of Nvidia’s HBM4 supply to zero, saying it sees “no indications of Nvidia ordering Micron HBM4,” according to a report on Investing.com.
Credo Technology stock rebounds today as AI-chip jitters ease; what’s next for CRDO

Credo Technology stock rebounds today as AI-chip jitters ease; what’s next for CRDO

Shares of Credo Technology Group Holding Ltd climbed around 2% to hit $98.96 by Thursday afternoon. The Nasdaq-listed company’s stock swung between $93.66 and $101.78, with roughly 5.8 million shares changing hands. Credo's market value stands near $32.5 billion, trading at approximately 153 times trailing earnings.
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