Today: 7 February 2026
Subscribe
Browse Category

Semiconductors News 13 January 2026 - 14 January 2026

Micron stock slips as rival SK Hynix’s $13 bln AI memory push stirs supply nerves

Micron stock slips as rival SK Hynix’s $13 bln AI memory push stirs supply nerves

New York, January 14, 2026, 16:21 ET — After-hours Micron Technology (MU.O) shares dropped 1.4% on Wednesday, slipping to $333.37. The dip followed a strong rally as investors digested new supply plans announced by a major competitor in the AI memory sector. The timing is tricky for the stock. Retail investors have been piling into memory and storage companies, betting that AI data centers will keep pushing supply tight. Reuters noted that Micron has jumped 18% so far in 2026, after soaring 240% last year. Samsung co-CEO TM Roh described the shortage as “unprecedented,” while Interactive Brokers strategist Steve Sosnick
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

New York, January 14, 2026, 16:04 EST — After-hours Shares of Advanced Micro Devices climbed 0.6% on Wednesday, ending at $222.27. The move came as investors digested a KeyBanc upgrade highlighting supply constraints in crucial data-center chips. AMD shares surged 6.4% Tuesday following an upgrade from KeyBanc analyst John Vinh, who also raised the price target to $270, according to Barron’s. (Barron’s) This call matters because investors want to distinguish between a hot AI trade and actual 2026 orders. If server chips are truly in short supply, AMD could gain pricing power and control over product mix as customers rush
14 January 2026
·····
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

New York, Jan 14, 2026, 13:22 EST — Regular session QUALCOMM Incorporated (QCOM.O) slipped 1.5%, hitting $162.73 early Wednesday afternoon, which also marked its session low. Trading volume reached roughly 3.4 million shares. (MacRumors) The slide is significant, but it’s not about demand this time. The concern now centers on supply — a niche, critical component that could choke production if availability shrinks more. Markets have been quick to sell off anything suggesting a fresh bottleneck. The timing couldn’t be worse for sentiment. Chip stocks have been volatile heading into earnings season, and with Qualcomm’s report looming, traders are grabbing
14 January 2026
·····
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

New York, Jan 14, 2026, 10:28 (EST) — Regular session Micron Technology, Inc. shares dipped roughly 0.7% to $335.63 Wednesday morning, slipping back after an impressive rally earlier this year. The stock is under the spotlight after Reuters revealed retail traders ramped up bets on U.S. memory and data-storage chipmakers this January, anticipating an AI-driven supply crunch that will keep prices high. Samsung’s co-CEO TM Roh described the shortage as “unprecedented” in a recent Reuters interview. SanDisk (SNDK.O) drew over $7.1 million in retail inflows Monday alone. Western Digital (WDC.O) and Seagate (STX.O) have also recorded net inflows this year,
14 January 2026
··········
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

New York, Jan 14, 2026, 09:36 EST — Regular session Shares of Advanced Micro Devices slipped 1.7% to $217.27 in early Wednesday trading, following a sharp 6.4% gain the day before. The stock had closed Tuesday at $220.97. (Investing.com) The pullback arrives as traders wrestle with this: did Tuesday’s upgrade-fueled rally already factor in much of 2026 data-center demand? AMD has turned into a crowded AI proxy, with the market now focusing on supply tightness—not just fresh chips—as the next big driver. KeyBanc’s John Vinh upgraded AMD to “overweight,” setting a $270 price target. He pointed to stronger demand after
14 January 2026
····
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

New York, Jan 14, 2026, 09:33 EST — Regular session underway. Shares of Advanced Micro Devices (AMD.O) jumped 6.4% to $220.97 in early U.S. trading Wednesday, building on momentum from a positive brokerage note highlighting strong demand for the company’s data-center chips. The upgrade matters now because AMD’s stock serves as a quick gauge of spending among the largest cloud operators, whose budgets continue to drive the chip sector. When investors see tight supply, they tend to jump in first and ask questions afterward. Another factor lurking beneath is pricing. When server processors are in short supply, chipmakers can hold
14 January 2026
·····
Intel stock jumps again in premarket as KeyBanc flags sold-out 2026 server CPUs

Intel stock jumps again in premarket as KeyBanc flags sold-out 2026 server CPUs

NEW YORK, Jan 14, 2026, 04:46 (EST) — Premarket Intel Corp shares (INTC) climbed 3.4% to $48.91 in premarket trading Wednesday, adding to a strong rally that lifted the stock the previous day. The stock had closed Tuesday at $47.29, marking a 7.3% gain. (google.com) This rally is crucial as Intel has been working for months to persuade investors that its turnaround is gaining traction—not just in PCs, but also in data centers and contract manufacturing. A new bullish call, coming just ahead of the next earnings report, has the power to quickly change investor positioning. Server processors hold the
14 January 2026
·····
KLA stock jumps on TD Cowen upgrade as traders eye next chip-equipment catalyst

KLA stock jumps on TD Cowen upgrade as traders eye next chip-equipment catalyst

New York, Jan 13, 2026, 20:54 EST — Market closed. KLA Corp shares rose Tuesday following TD Cowen’s upgrade to “buy” and a boost to its price target, now $1,800, citing stronger spending in leading-edge foundries. After hours, the stock was last at $1,441.82, up 0.9% from the close. (Investing.com) The call comes as investors wrestle with what’s next for semiconductor capital spending and who will be the first to gain. KLA operates in a niche of the tool chain that often gets accelerated when chipmakers chase higher-performance designs. KLA sells inspection and metrology tools — metrology being the science
14 January 2026
·····
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

New York, January 13, 2026, 5:04 PM EST — After-hours Nvidia shares rose Tuesday following the U.S. decision to relax export controls on its H200 AI chips to China, introducing conditions that may allow shipments to resume. The stock closed up roughly 0.5% at $185.81 and showed little movement after hours. The policy change comes at a sensitive time for AI chip stocks, where China demand and export restrictions have dominated the conversation. For Nvidia, even a slight signal of reopening has been enough to sway investor expectations on shipments this year. The catch: both sides are tightening the screws
13 January 2026
····
AMD stock jumps 7% after KeyBanc upgrade flags tight server chip supply

AMD stock jumps 7% after KeyBanc upgrade flags tight server chip supply

New York, Jan 13, 2026, 4:03 PM EST — After-hours Shares of Advanced Micro Devices rose roughly 7% Tuesday, defying a weaker overall market. The jump came after KeyBanc upgraded the chipmaker, citing evidence that demand for data-center processors is outpacing supply. This call is crucial as investors scramble to define what “AI infrastructure” spending will actually entail in 2026, and if chipmakers will keep pushing prices higher rather than just boosting volume. For AMD, this question hits right at its data center segment, where server CPUs—the core processors powering cloud computing—drive much of the profit. KeyBanc raised AMD to
13 January 2026
·····
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

New York, Jan 13, 2026, 12:10 EST — Regular session Lam Research (LRCX) shares were little changed on Tuesday after Bank of America raised its price target on the chipmaking equipment supplier to $245 from $195 and kept a Buy rating. The stock was down 0.1% at $220.26 in midday trading. BofA cited a stronger multi-year demand outlook and improving visibility as it lifted targets across its semiconductor equipment coverage. (TipRanks) Why it matters now: Lam is trading near recent highs, and investors are reworking their assumptions for chip-factory spending in 2026. For this group, sentiment can flip fast —
13 January 2026
·····
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

NEW YORK, January 13, 2026, 11:14 EST Intel (INTC.O) shares surged roughly 6% Tuesday following KeyBanc Capital Markets’ upgrade to “overweight,” signaling expectations for the stock to outperform. The firm also raised its price target to $60. Intel’s stock climbed 6.4% to $46.88 in late morning deals. (Barron’s) The call comes as Intel is already on a hot streak, soaring 27% this year after an 84% jump in 2025, with investors hunting for the next AI-driven winners. KeyBanc’s John Vinh described Intel’s AI efforts as still “nascent,” but noted the company is gaining traction thanks to growing data-center investments. (MarketWatch)
13 January 2026
·····
1 … 19 20 21 22 23 … 49

Stock Market Today

BAT share price closes near 52-week high as buyback rolls on ahead of results week

BAT share price closes near 52-week high as buyback rolls on ahead of results week

7 February 2026
London, Feb 7, 2026, 08:12 GMT — Market closed. British American Tobacco shares closed up 1.2% at 4,609 pence on Friday, within touching distance of a 52-week high, after trading between 4,543 and 4,615 pence. The London market is shut for the weekend and reopens on Monday. (Investing.com) The move comes days before BAT’s full-year numbers, a set piece for a stock that trades as much on guidance and cash returns as it does on day-to-day headlines. The company said it will publish preliminary results for the year ended Dec. 31, 2025 on Thursday, Feb. 12, followed by a webcast
Anglo American share price slips as BofA turns neutral after copper outlook cut

Anglo American share price slips as BofA turns neutral after copper outlook cut

7 February 2026
Anglo American shares closed down 0.75% at 3,435 pence Friday after BofA Global Research downgraded the miner to “neutral” and raised its price target to 3,600 pence. Anglo cut its 2026 copper production guidance and warned of continued weakness at De Beers. The company expects $200 million in charges tied to its Chile copper operations in the second half of 2025.
Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Go toTop