Today: 12 April 2026
Subscribe
Browse Category

Semiconductors 7 January 2026 - 9 January 2026

Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

Nvidia stock slips on China H200 uncertainty — here’s what traders watch next

Nvidia shares fell 0.3% to $184.54 early Friday after reports of tougher terms and a temporary pause on H200 AI chip orders to China. Chinese customers must now pay in full upfront with no cancellations or refunds, sources told Reuters. Beijing has asked some firms to halt H200 orders and may require domestic AI chip purchases. Investors also digested weak U.S. jobs data and shifting rate expectations.
9 January 2026
···
Why Qualcomm stock moved: Volkswagen’s 2027 chip plan and Samsung 2nm talks

Why Qualcomm stock moved: Volkswagen’s 2027 chip plan and Samsung 2nm talks

Qualcomm shares rose 0.9% to $181.87 Thursday after Volkswagen named it main chip supplier for a new software platform launching in 2027. The stock traded between $176.51 and $184.29. Qualcomm is also in talks with Samsung to manufacture chips using a two-nanometre process. Investors await Friday’s U.S. jobs report and Qualcomm’s Feb. 4 earnings.
9 January 2026
·····
Intel stock (INTC) pops after Trump touts “sub-2nm” chip milestone as earnings near

Intel stock (INTC) pops after Trump touts “sub-2nm” chip milestone as earnings near

Intel shares rose 3% after hours Thursday following praise from President Trump for a meeting with CEO Lip-Bu Tan and the company’s new chip technology. The stock had closed down 3.5% at $41.11. Intel’s Core Ultra Series 3 “AI PC” laptops, built on its 18A node, launch Jan. 27. Investors await fourth-quarter results and updates on manufacturing progress on Jan. 22.
9 January 2026
··
Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

Lam Research stock slips below $200 as chip gear makers slide; jobs report looms

Lam Research shares fell 2.2% to $198.62 Thursday, tracking a broader semiconductor decline as Applied Materials and ASML also dropped. Treasury yields rose after U.S. jobless claims edged higher and productivity jumped. Cantor Fitzgerald raised its Lam price target to $265, citing strong wafer equipment demand. Investors await Friday’s U.S. jobs report and Lam’s Jan. 28 earnings call.
8 January 2026
······
Broadcom stock (AVGO) slides as Nvidia’s China chip payment demand ripples through AI semiconductors

Broadcom stock (AVGO) slides as Nvidia’s China chip payment demand ripples through AI semiconductors

Broadcom shares fell 3.1% to $332.85 in morning trading Thursday, underperforming chip stocks after a Reuters report said Nvidia is demanding full upfront payment for H200 chips in China. Nvidia dropped 1.5%, AMD 1.7%, and Intel 2.9%. Investors are cautious ahead of Friday’s U.S. nonfarm payrolls report.
8 January 2026
·····
Intel stock jumps in premarket as 18A ramp talk keeps the turnaround trade hot

Intel stock jumps in premarket as 18A ramp talk keeps the turnaround trade hot

Intel shares jumped 6.4% to $42.63 in premarket trading Thursday after executives at CES said the company met its 18A chip production target for 2025 and began ramping Core Ultra Series 3. The company showed new “AI PC” laptops from 15 makers, with pre-orders starting this week. AMD and TSMC U.S. shares fell about 2% premarket, while Nvidia gained 1%. Intel will report Q4 and full-year results on Jan. 22.
8 January 2026
······
Micron (MU) stock slips premarket as New York megafab milestone meets softer futures

Micron (MU) stock slips premarket as New York megafab milestone meets softer futures

Micron shares fell 1.1% premarket to $339.55 after the company set Jan. 16 for the groundbreaking of its $100 billion New York “megafab.” The move follows recent record highs for Micron and peers amid tight memory pricing and strong AI-driven demand. Contract DRAM prices rose 313% year-on-year in Q4, with further gains expected. UBS raised its Micron price target to $400, citing AI’s impact on memory demand.
8 January 2026
···
Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia’s China H200 payment demand hits chip stocks premarket as Intel pops, TSMC sinks

Nvidia rose 1% premarket after requiring full upfront payment from Chinese buyers of its H200 AI chips, tightening terms as Beijing weighs approvals. TSMC fell 2.6%, AMD dropped 2%, and Intel jumped 6.4%. The PHLX semiconductor index hit a record high Tuesday. Samsung projected record Q4 profit on tight memory supply, with DRAM contract prices up 313% last quarter.
8 January 2026
···
KLA stock slides after-hours as chip gear names cool off; India R&D expansion in focus

KLA stock slides after-hours as chip gear names cool off; India R&D expansion in focus

KLA shares fell about 2.5% to $1,359.69 in after-hours trading Wednesday after a regular-session drop, snapping a three-day winning streak. The company announced a new $36 million R&D hub in Chennai. Semiconductor equipment stocks broadly declined as investors rotated into mega-cap AI names. Traders are watching U.S. labor data Friday and KLA’s Jan. 29 earnings.
8 January 2026
·····
Texas InstrumentsTexas Instruments stock slides 3.6% as chip rally cools; Jan. 27 earnings call in focus

Texas InstrumentsTexas Instruments stock slides 3.6% as chip rally cools; Jan. 27 earnings call in focus

Texas Instruments shares fell 3.6% to $185.23 in late Wednesday trading, underperforming other analog chipmakers. The company scheduled its fourth-quarter and full-year 2025 earnings call for Jan. 27. Traders are watching for signs that the analog-chip inventory reset is easing. Earlier this week, TI launched new automotive chips targeting advanced driver-assistance systems.
7 January 2026
···
Intel stock price forecast: INTC jumps on 18A chip rollout as a $50 target re-enters view

Intel stock price forecast: INTC jumps on 18A chip rollout as a $50 target re-enters view

Intel shares climbed 6.3% to $42.56 Wednesday after the company launched its Core Ultra Series 3 chips at CES, built on the new 18A manufacturing node. The move outpaced declines in major chip ETFs. Melius Research upgraded Intel to “buy” with a $50 target, though average analyst targets remain below the current price. Intel said systems with the new chips will be available globally starting January 27.
7 January 2026
···
Broadcom stock price forecast: AVGO tests $350 after $4.5B bond pricing and Wi‑Fi 8 launch

Broadcom stock price forecast: AVGO tests $350 after $4.5B bond pricing and Wi‑Fi 8 launch

Broadcom shares rose 0.9% to $346.8 after the company priced a $4.5 billion, four-part senior notes sale for debt repayment, with closing set for Jan. 13. The chipmaker also launched new Wi‑Fi 8 chips targeting AI tasks in home networks. Traders are watching support in the mid-$340s and a possible $350 retest ahead of the next earnings update.
7 January 2026
···
AMD stock forecast: Shares dip as CES AI-chip rollout meets profit-taking ahead of Feb. 3 earnings

AMD stock forecast: Shares dip as CES AI-chip rollout meets profit-taking ahead of Feb. 3 earnings

AMD shares fell 2.4% to $209.26 in Wednesday afternoon trading, trailing gains in Nvidia and Intel after AMD’s CES launch of new AI chips. The company will report fiscal Q4 and full-year 2025 results on Feb. 3. Investors are watching for guidance on AI chip shipments and margins. Intel unveiled new laptop chips at CES, intensifying competition.
7 January 2026
····
Microchip stock slides after surprise sales forecast — traders look to Feb. 5 for proof

Microchip stock slides after surprise sales forecast — traders look to Feb. 5 for proof

Microchip Technology shares dropped 3% to $72.57 Wednesday, reversing part of Tuesday’s 12% surge after the company raised quarterly sales guidance to about $1.185 billion. Other analog chip stocks, including Texas Instruments and NXP Semiconductors, also declined. Microchip warned that order delays and factory utilization could impact costs if demand softens. Full results are due Feb. 5.
7 January 2026
···
Ambarella stock dives as AMBA reverses after CES CV7 chip and DevZone launch

Ambarella stock dives as AMBA reverses after CES CV7 chip and DevZone launch

Ambarella shares fell 12.5% to $70.54 Wednesday afternoon after reversing sharply from a session high of $82.10, despite unveiling its new CV7 edge AI chip and a developer platform at CES. The drop outpaced the broader semiconductor index, which slipped 1.27%. Investors are weighing the impact of new products against uncertain near-term demand and the upcoming earnings report.
7 January 2026
····
China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

China tells tech firms to pause Nvidia H200 orders — Beijing weighs homegrown AI chips

Chinese authorities have told some tech firms to stop placing new orders for Nvidia’s H200 AI chips, the Information reported, as Beijing considers import rules. Nvidia executives say demand in China remains strong but export approvals are pending. The move comes as China pushes for domestic alternatives and tightens restrictions on foreign AI chips.
7 January 2026
···
1 … 19 20 21 22 23 … 35

Stock Market Today

  • Cummins Stock Price Target Raised by 15% to €536.15
    April 12, 2026, 10:42 AM EDT. The average one-year price target for Cummins (XTRA:CUM) has been revised upward by 15.08% to €536.15 per share from €465.92. This target, an average of multiple analyst estimates ranging from €424.15 to €626.81, suggests a 14.56% increase from Cummins' latest closing price of €468.00. Institutional ownership shows mixed changes: the number of funds holding Cummins shares declined by 25.15% last quarter to 1,893 institutions, while average portfolio weight in Cummins rose by 12.40%. Total shares held by institutions dropped 8.90% to approximately 117.99 million shares. Major holders such as Geode Capital Management and Fisher Asset Management increased their holdings by around 1% each, while Norges Bank notably reported a large increase, starting from zero shares. This data reflects shifting investor sentiment amid evolving price forecasts.

Latest article

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

Bitcoin Price Today Slips After Iran Talks End Without Deal, but ETF Buyers Keep Showing Up

12 April 2026
Bitcoin fell 1.4% to $71,707 on Sunday after U.S.-Iran talks in Islamabad ended without a deal. Spot bitcoin ETFs logged net inflows last week, with BlackRock and Fidelity leading Friday’s buying. Morgan Stanley launched its MSBT fund on April 8, the first Wall Street bank to debut a bitcoin ETF. U.S. inflation data showed headline CPI up 3.3% in March, while core CPI rose 2.6%.
XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

XRP Price Today: XRP Slips to $1.33 After Failed U.S.-Iran Talks Hit Crypto

12 April 2026
XRP slipped about 1% to $1.33 on Sunday after U.S.-Iran peace talks in Islamabad ended without a deal, pressuring crypto markets. The token traded in a narrow range, with bitcoin and ether also weaker. XRP’s market cap stands at $81.7 billion, with $1.96 billion in daily volume. The token remains 63.5% below its all-time high.
Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

Gold Price Today: Bullion Near $4,762 After Weekly Gain, but Failed Iran Talks Cloud Outlook

12 April 2026
Spot gold steadied at $4,761.79 an ounce Friday after a third weekly gain, with U.S. futures at $4,787.40. The dollar posted its biggest weekly drop since January, making gold cheaper for non-U.S. buyers. U.S.-Iran talks ended without a deal, keeping geopolitical risks high. China’s central bank increased gold reserves for a 17th month, reaching 74.38 million ounces.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
Go toTop