Semiconductors 2 February 2026

Marvell Technology stock slips as Celestial AI deal dilution meets a wider chip selloff

Shares of Marvell Technology, Inc. dropped roughly 2% on Wednesday, retreating along with other AI-focused chip stocks. By the afternoon, Marvell was trading at $74.06, down 2%.

4 February 2026

NASDAQ:MRVL·Semiconductors·Stock Market

NXP stock rebounds in regular trade as CEO pitches ‘physical AI’ after earnings whipsaw

NXP Semiconductors shares jumped roughly 2% on Wednesday, recovering some losses from the day before as investors weighed the chipmaker’s latest quarterly forecast and remarks from its new CEO. The stock hovered around $225.03, after fluctuating between $217.67 and $228.15 during the session.

4 February 2026

Artificial Intelligence·Earnings·NASDAQ:NXPI·Semiconductors·Stock Market

KLA stock drops again as chip-equipment names slide; what’s driving KLAC now

KLA Corp shares dropped 4.4%, hitting $1,295.70 by midday Wednesday, deepening losses in chip-equipment stocks. So far, the stock has fluctuated between $1,294.65 and $1,375.89 during the session.

4 February 2026

NASDAQ:AMAT·NASDAQ:AMD·NASDAQ:ASML·NASDAQ:KLAC·NASDAQ:LRCX·Semiconductors·Stock Market

AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

Advanced Micro Devices shares dropped nearly 7% in premarket Wednesday after the chipmaker’s Q1 sales outlook missed the mark for investors hungry for faster growth from its AI chips. Bernstein analyst Stacy Rasgon summed it up: “Overall results weren't all that much beyond ‘inline’ without the China boost.” https://www.reuters.com/business/amds-frankfurt-listed-shares-fall-after-weaker-sales-2026-02-04/

4 February 2026

Earnings Reports·NASDAQ:AMD·Semiconductors·Stock Market·Technology

Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments revealed Wednesday it will buy Silicon Laboratories in a $7.5 billion all-cash deal. The move stands out for the company, which typically sticks to steady sales of “everyday” chips. https://www.reuters.com/sustainability/sustainable-finance-reporting/texas-instruments-buy-chip-designer-silicon-laboratories-75-billion-deal-2026-02-04/

4 February 2026

NASDAQ:SLAB·NASDAQ:TXN·Semiconductors·Technology

Micron stock price slips 4% in early trade as chip rally cools — what’s next for MU

Micron Technology shares dipped 4.2%, hitting $419.44 early Wednesday on the Nasdaq, after fluctuating between $422.50 and $408.02.

4 February 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

SanDisk stock price jumps again as “memory shortage” bets keep SNDK in play

Sandisk Corp shares jumped roughly 4.5% to $695.51 in early Wednesday trading, extending a choppy rally that’s attracted both momentum traders and longer-term investors. Early volume hit around 808,000 shares.

4 February 2026

NASDAQ:SNDK·Semiconductors·Stock Market·Technology

KLA (KLAC) stock price slides nearly 4% as chip-tool rally cools — what traders watch next

KLA Corp shares slipped 3.9% to $1,355.54 on Tuesday, then held steady in after-hours trading. The stock swung between $1,324.61 and $1,445.65 during the session, with roughly 2.1 million shares changing hands.

4 February 2026

NASDAQ:KLAC·Semiconductors·Stock Market

Intel stock rises after CEO flags a new GPU push to take on Nvidia

Intel shares ticked up about 0.9% to $49.25 in after-hours trading Tuesday after CEO Lip-Bu Tan spoke to Reuters. He disclosed Intel’s plans to build graphics processing units for data centers and confirmed they’ve brought on Qualcomm veteran Eric Demmers as chief GPU architect. “I just hired the chief GPU architect, and he’s very good,” Tan said. He added that Intel is already talking with several customers and expects volume production using its 14A process to accelerate later in 2026.

4 February 2026

NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·Semiconductors·Stock Market

Teradyne stock jumps 11% as AI chip-testing boom drives upbeat forecast for TER shares

Teradyne Inc shares surged 11.3% to $277.63 on Tuesday, driven by a quarterly profit and revenue forecast that blew past analyst estimates.

3 February 2026

Earnings Reports·NASDAQ:TER·Semiconductors

Intel (INTC) gets $50 price target as Daiwa Capital Markets lifts outlook and CEO talks GPUs

Key points

3 February 2026

NASDAQ:INTC·Semiconductors·Stock Market·Technology

Beyond Nvidia: Broadcom and TSMC tipped as big winners in the custom AI chip boom

Broadcom shares dropped around 6%, while TSMC slid about 2% in U.S. trading Tuesday, despite growing investor interest in custom AI chips competing with Nvidia’s leading graphics processors.

3 February 2026

Industry Analysis·NASDAQ:AVGO·NYSE:TSM·Semiconductors·Technology

Texas Instruments stock price holds near a 52-week high as chip shares wobble — what traders watch next

Texas Instruments Incorporated shares edged up 0.6% to $226.33 by midday Tuesday, after hitting a peak of $228.75 earlier. The rise stood out amid a retreat in chip stocks, as the iShares Semiconductor ETF slid about 2%.

3 February 2026

NASDAQ:TXN·Semiconductors·Stock Market

Nvidia’s Jensen Huang tells TSMC to “work very hard” as 2nm supply tightens

Nvidia CEO Jensen Huang has called on Taiwan Semiconductor Manufacturing Co to boost output to keep pace with AI demand, underscoring just how constrained capacity is despite heavy investment in new chip fabs.

3 February 2026

Artificial Intelligence·NASDAQ:NVDA·NYSE:TSM·Semiconductors·Technology

Intel stock pops before the bell on SoftBank AI-memory deal, fresh Xeon 600 launch

Intel shares climbed 4.3% to $50.89 in premarket trading Tuesday, building on earlier gains following SoftBank Corp.’s announcement that its fully owned subsidiary will partner with the chipmaker on a novel memory technology designed for AI data centers.

3 February 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Stock Market·Technology

AMD stock price jumps in premarket as OpenAI eyes Nvidia alternatives ahead of earnings

Advanced Micro Devices shares climbed roughly 4% in early trading Tuesday, reaching $246.27. The stock had ended the prior session at $236.82.

3 February 2026

Earnings Reports·NASDAQ:AMD·Semiconductors·Stock Market

KLA stock slips as chip-tool peers climb — what investors watch before Tuesday

KLA Corp shares fell 1.2% to close at $1,410.45 on Monday, continuing a volatile run for the chip-equipment company amid U.S. market closures.

3 February 2026

NASDAQ:AMAT·NASDAQ:ASML·NASDAQ:KLAC·NASDAQ:LRCX·NASDAQ:TER·Semiconductors·Stock Market

Lam Research Corporation stock price rises after-hours on CEA-Leti pact — what to watch next

Lam Research shares climbed 1.7% to $237.50 on Monday, then gained roughly 1.2% more in after-hours, hitting $240.40. The chipmaker said it broadened its research partnership with CEA-Leti. During the day, the stock swung between $232 and $242.95 but remains shy of its 52-week peak near $251.84.

3 February 2026

NASDAQ:LRCX·Semiconductors·Stock Market·Technology

Texas Instruments stock jumps 3.5% as chip shares rebound; what to watch next for TXN

Shares of Texas Instruments Inc rose 3.5% to $223.19 on Monday, bouncing back alongside the broader semiconductor sector as U.S. stocks recovered from early losses.

2 February 2026

NASDAQ:TXN·Semiconductors·Stock Market

Impinj stock jumps about 8% as chip rally returns ahead of PI earnings

Impinj, Inc. shares jumped roughly 8% to $149.21 in afternoon trading Monday, after fluctuating between $135.01 and $149.89 earlier in the session. The Nasdaq-listed RFID chipmaker gained $11.11 from the previous close, kicking off the day at $136.35.

2 February 2026

Earnings Reports·NASDAQ:PI·Semiconductors·Stock Market

Semiconductors 2 February 2026 - 4 February 2026