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Semiconductors 5 January 2026 - 6 January 2026

Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia held steady Tuesday after its CFO said U.S. officials are “working feverishly” on export licenses for H200 chips to China, with timing still uncertain. AMD dropped 3.3% following new AI chip launches and an OpenAI partnership at CES. Broadcom rose 1.2%. Investors are watching for Friday’s U.S. jobs report for signals on interest rates.
6 January 2026
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Microchip stock jumps nearly 10% after chipmaker lifts sales outlook on strong orders

Microchip stock jumps nearly 10% after chipmaker lifts sales outlook on strong orders

Microchip Technology shares jumped 10% to $73.75 Tuesday after the company raised its fiscal Q3 sales forecast to about $1.185 billion, topping its previous outlook. The move followed a 5.6% after-hours gain Monday. CEO Steve Sanghi cited strong bookings and lower internal inventory. The rally boosted other chipmakers, including Texas Instruments and NXP Semiconductors.
6 January 2026
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KLA (KLAC) stock rises after Cantor upgrade as CES AI headlines keep chip tools in focus

KLA (KLAC) stock rises after Cantor upgrade as CES AI headlines keep chip tools in focus

KLA shares rose 3.4% to $1,398.66 Tuesday after Cantor Fitzgerald upgraded the stock to “overweight” and raised its price target to $1,500. The move followed strong AI-linked demand signals at CES and gains across chip-equipment stocks. Investors await KLA’s next earnings date as China policy risk remains in focus.
6 January 2026
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Microchip Technology stock jumps 10% after MCHP boosts Q3 sales outlook

Microchip Technology stock jumps 10% after MCHP boosts Q3 sales outlook

Microchip Technology shares jumped 10.2% to $73.93 after the company raised its fiscal Q3 net sales outlook to about $1.185 billion, above its prior forecast. CEO Steve Sanghi cited strong bookings and a higher March-quarter backlog. The company will release full results Feb. 5 and filed an 8-K update with regulators. Several analysts raised price targets following the announcement.
6 January 2026
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Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research closed up 5.3% at $194.76 Monday, holding gains after hours as chip-equipment stocks rallied sharply. Applied Materials, KLA, and ASML each rose over 5%, outpacing the semiconductor ETF. Investors tracked CES news and awaited Lam’s Jan. 28 earnings report. Foxconn reported record Q4 revenue on strong AI product demand.
6 January 2026
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Intel stock whipsaws ahead of CES Panther Lake debut as 18A chipmaking bet comes due

Intel stock whipsaws ahead of CES Panther Lake debut as 18A chipmaking bet comes due

Intel closed down 0.03% at $39.37 after a volatile session ahead of its CES update on the Panther Lake chip, the first high-volume product on its 18A process. Melius Research upgraded the stock to “buy” with a $50 target. Shares traded heavily, opening at $41.68 and hitting a low of $39.28 before settling near flat. Investors await details on manufacturing progress at the company’s 6 p.m. ET CES event.
6 January 2026
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KLA Corporation stock jumps 6% as chip-equipment rally builds ahead of Nvidia CES keynote

KLA Corporation stock jumps 6% as chip-equipment rally builds ahead of Nvidia CES keynote

KLA Corp shares jumped 6.4% to $1,356 Monday, nearing a record close as chip-equipment stocks rallied ahead of CES and Nvidia CEO Jensen Huang’s keynote. The Philadelphia Semiconductor Index rose about 1%. Foxconn reported record Q4 revenue, citing AI demand. KLA last forecast Q2 revenue of about $3.225 billion and warned of risks from U.S. export rules affecting China sales.
5 January 2026
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SiTime stock slumps 9% after topping Wall Street targets, bucking chip rally

SiTime stock slumps 9% after topping Wall Street targets, bucking chip rally

SiTime shares fell nearly 9% to $336.50 Monday afternoon, erasing earlier gains and much of their start-of-year advance. The drop came after the stock surpassed the average analyst target of $355, drawing valuation scrutiny. The move contrasted with a 1.7% gain in the PHLX Semiconductor Index as chip stocks broadly rallied. Investors are watching for SiTime’s next earnings update.
5 January 2026
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AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD CEO Lisa Su will deliver a CES keynote in Las Vegas at 6:30 p.m. PST Monday, focusing on artificial intelligence. AMD shares rose 1.3% in early U.S. trading ahead of the event. Nvidia and Intel also have CES media-day events scheduled. AMD plans to stream the keynote and outline its AI strategy for data centers and devices.
5 January 2026
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Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron shares rose 2.7% to $323.92 early Monday as investors responded to a global memory chip supply squeeze driven by AI server demand, according to Reuters. Some chip prices have more than doubled since February 2025. Samsung and SK Hynix also gained. Focus shifts to CES and Friday’s U.S. jobs report for further direction.
5 January 2026
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Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia shares rose 1.2% to $188.85 in early Monday trading ahead of CEO Jensen Huang’s CES press conference in Las Vegas. Foxconn, Nvidia’s top server maker, reported record Q4 revenue on strong AI demand. Nvidia also teased new GeForce gaming announcements for later in the day. Tech stocks rebounded after last week’s slide, with traders watching for CES headlines to drive further moves.
5 January 2026
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Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron shares gained about 3% in premarket trading Monday, following a 10.5% surge Friday, with shares indicated at $325.37. Rising chip and power costs tied to AI data centers have drawn investor focus. Micron posted record fiscal Q1 revenue last month and will report next earnings March 18. The company is a key supplier of high-bandwidth memory used in AI systems.
5 January 2026
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Stock Market Today

  • VTI ETF: Comprehensive Guide for Australian Investors on Vanguard Total Stock Market ETF
    March 22, 2026, 9:02 AM EDT. The Vanguard Total Stock Market ETF (VTI) tracks the CRSP US Total Market Index, covering large-, mid-, and small-cap U.S. shares, offering broad U.S. equity exposure. Australian investors can access VTI directly via the NYSE or through the ASX cross-listing VTS. VTI is U.S.-domiciled and exposes investors to unhedged USD currency risk, necessitating attention to tax, administrative, and estate-planning implications. VTS provides a straightforward ASX alternative with equivalent underlying assets. For those seeking S&P 500 exposure only, the Australian-domiciled IVV ETF is preferable. VTI's management fee is low at 0.03% annually with a fund size exceeding US$570 billion, holding over 3,500 stocks. Australians should evaluate listing, domicile, ASX equivalents, and currency hedging before investing.
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