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Semiconductors News 12 January 2026 - 13 January 2026

Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

NEW YORK, Jan 13, 2026, 10:55 EST — Regular session Intel shares climbed more than 6% Tuesday following a KeyBanc upgrade, pushing the chipmaker’s strong start to the year even further. By 10:40 a.m. ET, the stock had gained 6.8%, trading at $47.08. The move is significant now as investors hunt for proof Intel can boost revenue from data-center chips amid sustained cloud spending. KeyBanc analyst John Vinh reports his checks indicate Intel is almost sold out of server central processing units this year, with potential price hikes of 10% to 15%. (Barron’s) That pricing chatter comes after a rocky
13 January 2026
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Navitas Semiconductor stock slides 7% as NVTS swings ahead of CEO’s Needham conference slot

Navitas Semiconductor stock slides 7% as NVTS swings ahead of CEO’s Needham conference slot

NEW YORK, Jan 13, 2026, 10:30 EST — Regular session Navitas Semiconductor Corp shares were down 7.1% at $9.69 in late-morning trading on Tuesday, after swinging from an intraday high of $10.96 to a low of $9.69. The move stood out against a steadier semiconductor tape, with traders focused on near-term catalysts rather than a fresh headline from the company. Navitas, a small-cap power chipmaker, sells devices based on gallium nitride and silicon carbide — “wide-bandgap” materials that can switch power faster and waste less energy than traditional silicon, making them attractive for high-density power systems. The stock had closed
13 January 2026
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AMD stock jumps nearly 5% as KeyBanc upgrade flags tight 2026 server chip supply

AMD stock jumps nearly 5% as KeyBanc upgrade flags tight 2026 server chip supply

New York, Jan 13, 2026, 10:42 EST — Regular session Shares of Advanced Micro Devices jumped 4.9% to $217.89 Tuesday morning following an upgrade from KeyBanc. Intel gained 7.3%, but Nvidia dropped 0.5%. Investors are focused on this call to figure out if the AI buildout will keep ramping up through 2026 or if demand is simply moving from one supplier to another. Signs of constrained supply usually mean pricing power, which is exactly what the market is betting on. AMD has turned into a quick play tied to data-center demand. Once talk shifts to “sold out” and rising prices,
13 January 2026
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AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

AMD stock jumps on KeyBanc upgrade as analyst flags tight 2026 server CPU supply

New York, Jan 13, 2026, 09:47 ET — Regular session Shares of Advanced Micro Devices climbed sharply in early Tuesday trading following an upgrade from KeyBanc, pushing the AI-focused chipmaker higher amid a robust start to 2026 for semiconductor stocks. AMD rose roughly 5.6% to $219.37, after closing Monday at $207.69. (Reuters) The call matters now as investors race to figure out if the surge in AI capacity is still driving orders for data-center gear or if that demand has just been pulled forward. AMD’s earnings next month are expected to shed light on this — and probably shift outlooks
13 January 2026
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Micron stock inches up as KeyBanc hikes target to $450, points to tight memory supply

Micron stock inches up as KeyBanc hikes target to $450, points to tight memory supply

New York, January 13, 2026, 09:36 EST — Regular session Micron Technology shares ticked up 0.2% to $345.87 in early U.S. trading Tuesday. KeyBanc raised its price target for the memory-chip giant to $450 from $325, maintaining an Overweight rating. The firm highlighted strong demand from hyperscalers — the largest cloud and data-center customers — which is tightening memory supply and pushing prices higher across more end markets. (TipRanks) The timing is crucial as the market now views memory pricing as the key driver behind chip stock moves. Investors are wrestling with whether the upcycle extends past the next few
13 January 2026
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Texas Instruments stock dips into CPI week as TXN heads toward earnings

Texas Instruments stock dips into CPI week as TXN heads toward earnings

NEW YORK, Jan 12, 2026, 20:51 EST — Market closed. Shares of Texas Instruments (TXN) slipped roughly 0.7%, ending Monday at $189.07, following a volatile start to the year for chip stocks as Tuesday’s session approached. The dip occurred while the S&P 500 and Dow hit record highs, as investors turned their focus to Tuesday’s U.S. consumer price index report and the kickoff of earnings season. “The market is taking it in stride for now,” said Peter Cardillo, chief market economist at Spartan Capital Securities, commenting on the Justice Department’s criminal probe into Federal Reserve Chair Jerome Powell. (Reuters) Texas
13 January 2026
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KLA stock notches new 52-week high as chip-tool shares firm; Susquehanna lifts target

KLA stock notches new 52-week high as chip-tool shares firm; Susquehanna lifts target

New York, Jan 12, 2026, 21:02 ET — Market closed KLA Corp (KLAC.O) shares climbed 2.0% Monday, closing at $1,428.17—a fresh 52-week high that topped the previous peak of $1,406.97 from Jan. 6. Trading volume hit 854,084 shares, below the 50-day average, even as the S&P 500 and Dow finished slightly higher. Applied Materials (AMAT.O) jumped roughly 2.0%, while Lam Research (LRCX.O) added nearly 1.0%, boosting the iShares Semiconductor ETF (SOXX.O) by about 0.5%. (MarketWatch) The move is significant since KLA operates in process control—providing tools that inspect and measure wafers to detect defects and boost manufacturing yields. As chipmakers
13 January 2026
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Why Qualcomm stock slid nearly 5% today: Mizuho downgrade, Apple risk and the next QCOM catalyst

Why Qualcomm stock slid nearly 5% today: Mizuho downgrade, Apple risk and the next QCOM catalyst

New York, January 12, 2026, 18:12 EST — After-hours trading Qualcomm Incorporated shares dropped 4.8% on Monday, slipping to $169.27 in after-hours trading. The decline followed a downgrade by Mizuho, which also lowered its price target. The broker cut its estimates by up to 7%, citing expected challenges for Qualcomm’s handset shipments and its “iPhone content” — the components it supplies for Apple’s phones — in 2026. (TipRanks) The timing is rough, with the market once again treating handset exposure like a hot potato. A single negative update can still send shares tumbling, despite growing investor chatter around chips for
13 January 2026
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Micron stock holds near a fresh high as suppliers lift chip testing fees; what comes next

Micron stock holds near a fresh high as suppliers lift chip testing fees; what comes next

New York, Jan 12, 2026, 16:47 ET — After-hours Micron Technology shares ended slightly higher on Monday and were little changed in after-hours trading after a report said memory-chip testing and packaging vendors have raised prices by as much as 30%, adding another pressure point in a tight supply chain. The stock closed at $345.87, up 0.2%, after touching a session high that matched its 52-week peak. (Investing.com) The fee hikes matter because outsourced assembly and test, known as OSAT, is the packaging and checking step that comes after chips are made — and it can turn into a bottleneck
12 January 2026
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Marvell stock stalls even as chip ETFs rise — what’s moving MRVL now

Marvell stock stalls even as chip ETFs rise — what’s moving MRVL now

New York, January 12, 2026, 15:38 EST — Regular session Marvell Technology shares barely moved Monday afternoon, trailing broader semiconductor gains. At 3:38 p.m. EST, the stock slipped slightly to $83.21. Meanwhile, the iShares Semiconductor ETF climbed roughly 0.7%, and Broadcom pushed up around 2.5%. Timing is crucial. Taiwan Semiconductor Manufacturing Co, a major Nvidia supplier and a key indicator of advanced chip demand, reports Thursday. Investors look to its guidance for clues on AI infrastructure spending. Galen Zeng, senior research manager at IDC, noted: “The main driver is the explosive growth of the AI server accelerator manufacturing market.” (Reuters)
12 January 2026
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Texas Instruments stock slips as chip ETF firms; investors eye Jan. 27 earnings amid Fed jitters

Texas Instruments stock slips as chip ETF firms; investors eye Jan. 27 earnings amid Fed jitters

New York, Jan 12, 2026, 15:11 EST — Regular session. Texas Instruments shares slipped slightly on Monday afternoon, lagging behind the steadier semiconductor sector. The stock dipped roughly 0.2% to $189.85. The split matters since Texas Instruments serves as a bellwether for analog chips — those crucial components inside factory equipment, cars, and common electronics. With its next update looming, positioning is already shifting. Macro noise isn’t doing any favors. A Justice Department probe touching Federal Reserve Chair Jerome Powell, plus the political fallout, has stirred up fresh doubts over Fed independence, rattling both rates and currency markets. https://www.reuters.com/business/investors-anxious-over-make-or-break-fight-fed-2026-01-12/ Markets
12 January 2026
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Qualcomm stock tumbles while chip ETFs rise — Apple modem fears return before CPI, earnings

Qualcomm stock tumbles while chip ETFs rise — Apple modem fears return before CPI, earnings

New York, January 12, 2026, 12:39 EST — Regular session QUALCOMM Incorporated shares slipped roughly 3.5% to $171.64 by midday Monday, hitting a low of $171.24 earlier. Meanwhile, the Nasdaq 100 tracker QQQ edged up 0.1%, and the iShares Semiconductor ETF rose 0.4%. The market mood has been mixed following threats from the Trump administration to indict Federal Reserve Chair Jerome Powell, raising fresh doubts about the Fed’s independence. Morgan Stanley analysts described the start of 2026 as a “cacophony of market-moving events.” (Reuters) Qualcomm’s share price has fallen more steeply than the rest of the sector, as investors digest
12 January 2026
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Stock Market Today

Blackstone (BX) stock price rebounds after Sabre deal as jobs, CPI loom next week

Blackstone (BX) stock price rebounds after Sabre deal as jobs, CPI loom next week

7 February 2026
New York, February 6, 2026, 21:13 EST — Market closed. Blackstone Inc. (BX) shares closed up 2.25% at $129.69 on Friday, after a sharp drop the day before and a bruising week for the sector. The stock was last at $129.65 in late after-hours trading. (StockAnalysis) The swing matters because Blackstone sits in the crosshairs of a wider rethink of private-market managers. Investors have been quick to punish anything tied to leverage, credit risk and tech exposure, then just as quick to buy back when rates and risk appetite settle. That push-pull has been driven in part by an AI-linked
Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

Verizon stock price snaps 7-day run as consumer chief exit sharpens focus on turnaround

7 February 2026
Verizon shares fell 1.7% to $46.31 Friday, ending a seven-session rally and closing about 2.7% below Thursday’s one-year high. The dip follows news that consumer chief Sowmyanarayan Sampath will step down, with Alfonso Villanueva named interim head. Verizon has climbed 16% since January 29 amid strong subscriber growth and a $25 billion buyback plan.
Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

Cisco stock jumps 3% near $85 as UBS sticks with Buy ahead of Feb. 11 earnings

7 February 2026
Cisco shares rose 3% to $84.82 Friday, nearing $85 ahead of fiscal Q2 results due Feb. 11. UBS maintained a Buy rating and $90 target, citing strong product order growth and data-center demand. Investors are watching AI-related spending and U.S. economic data that could affect rates. Peers Fortinet, CrowdStrike, and Palo Alto Networks also gained.
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