Today: 7 February 2026
Subscribe
Browse Category

Semiconductors News 9 January 2026 - 10 January 2026

Valens Semiconductor stock jumps 59% on heavy volume as share-sale filings surface

Valens Semiconductor stock jumps 59% on heavy volume as share-sale filings surface

New York, Jan 10, 2026, 06:05 EST — Market closed Valens Semiconductor Ltd. shares jumped about 59% on Friday, ending at $2.48 as turnover spiked to roughly 45 million shares. (Finviz) The move drew attention because it came late in the week with little fresh headline news from the company itself. Valens’ newsroom showed its most recent release dated Jan. 6. (Valens Semiconductor) In that Jan. 6 statement, Valens said it landed a fourth design win for its VA7000 chipset using MIPI A-PHY, an automotive connectivity standard for high-speed links between sensors and compute units. “We’re thrilled to ring in
10 January 2026
·····
Lam Research stock jumps on Mizuho target hike as chip-tool rally sets up next earnings test

Lam Research stock jumps on Mizuho target hike as chip-tool rally sets up next earnings test

New York, Jan 10, 2026, 06:12 EST — The market has closed. Lam Research (LRCX.O) shares jumped 8.7% on Friday, closing at $218.36. The boost came after Mizuho lifted its price target on the chip equipment maker to $220 from $200. The rally coincided with a wider upswing in semiconductor stocks that sent the PHLX chip index to a new record. (Reuters) The move comes as investors wrestle with the speed of Federal Reserve rate cuts this year, while growth stocks sensitive to rates remain focused on inflation and labor numbers. Following Friday’s jobs report, traders lowered near-term easing bets,
10 January 2026
·····
ASML stock jumps on HSBC target lift, TSMC revenue beat; next test is Jan 28 earnings

ASML stock jumps on HSBC target lift, TSMC revenue beat; next test is Jan 28 earnings

AMSTERDAM, Jan 10, 2026, 11:04 CET — Market closed ASML Holding N.V. shares surged Friday, propelled by HSBC’s raised price target. The Dutch chip equipment giant led gains in Europe’s tech sector. Meanwhile, strong revenue from major client Taiwan Semiconductor Manufacturing Co helped boost confidence across chip stocks. (Reuters) The move follows investor attempts to gauge if the recent spike in data centre and AI chip spending will carry over into 2026 tool orders. ASML’s equipment is crucial in advanced chipmaking — manufacturers can’t shrink feature sizes without its lithography tools. That makes the stock vulnerable to even minor changes
10 January 2026
······
Applied Materials stock pops nearly 7% as chip rally returns — analysts lift targets

Applied Materials stock pops nearly 7% as chip rally returns — analysts lift targets

NEW YORK, January 9, 2026, 17:51 EST — After-hours Applied Materials shares surged almost 7% on Friday, closing at $301.18, and held a 6.9% gain in after-hours trading as semiconductor equipment stocks picked up steam heading into the weekend. Chip shares rallied broadly, fueled by a weaker-than-expected U.S. jobs report that kept hopes alive for Federal Reserve rate cuts. The Philadelphia Semiconductor Index (.SOX) surged 2.7% to a fresh record, while Lam Research jumped 8.7% after Mizuho boosted its price target on the equipment maker. “Investors are getting granular and picking the winners and losers,” said Zachary Hill, head of
10 January 2026
······
Lam Research stock jumps after target hikes as chip rally hits full stride

Lam Research stock jumps after target hikes as chip rally hits full stride

New York, January 9, 2026, 17:01 EST — After-hours Lam Research Corp shares jumped 8.6% to $218.36 after the close on Friday, after Mizuho lifted its price target on the chip-equipment maker to $220 from $200. The stock ranged from about $202 to $219.42 in the session, with roughly 16.7 million shares changing hands. (TipRanks) The move tracked a sharp run in chip stocks, with the PHLX semiconductor index up 2.7% to a record high as a softer-than-expected U.S. jobs report did little to dent bets for Federal Reserve rate cuts this year. “Investors are getting granular and picking the
9 January 2026
·····
Broadcom stock jumps after Mizuho lifts target to $480 as chip rally hits record highs

Broadcom stock jumps after Mizuho lifts target to $480 as chip rally hits record highs

New York, January 9, 2026, 16:24 EST — After-hours Broadcom Inc. shares climbed about 3.7% on Friday and were last at $344.87 shortly after the close, after Mizuho raised its price target on the chip and software company to $480. (TipRanks) The move helped push the S&P 500 to a record close, with chip stocks driving a broader rally that sent the PHLX semiconductor index to a record high. “Investors are getting granular and picking the winners and losers,” said Zachary Hill, head of portfolio management at Horizon Investments. (Reuters) The fresh bid matters because Broadcom sits in the middle
9 January 2026
·····
Sandisk stock jumps on report of possible enterprise NAND price doubling — what’s next for SNDK

Sandisk stock jumps on report of possible enterprise NAND price doubling — what’s next for SNDK

New York, January 9, 2026, 16:19 (EST) — After-hours Sandisk (SNDK.O) climbed 12.8% to $377.41 in after-hours trading on Friday after a report said the flash-memory maker could more than double prices for some high-capacity 3D NAND chips used in enterprise solid-state drives. Nomura Securities said “channel checks” showed enterprise-grade NAND pricing was seeing “especially aggressive increases,” with Sandisk’s enterprise NAND cited as rising more than 100% from the prior quarter. The stock traded between $330.96 and $383.76 during the session, with about 19.2 million shares changing hands. (Tom’s Hardware) The talk matters because 3D NAND is the stacked flash
9 January 2026
·····
Micron stock jumps 5% on Moody’s upgrade, Mizuho target hike as memory bets return

Micron stock jumps 5% on Moody’s upgrade, Mizuho target hike as memory bets return

NEW YORK, Jan 9, 2026, 16:05 EST — After-hours Micron Technology shares rose on Friday after Moody’s upgraded the memory-chip maker’s senior unsecured rating to Baa2 from Baa3, keeping its outlook stable, and an analyst lifted his price target. The stock was last up 5.1% at $343.71, after trading between $326.41 and $345.74. (Investing.com) The calls matter because Micron sits at the center of a trade investors keep circling back to: tighter supply in advanced memory as data centers add more compute. High-bandwidth memory, or HBM — stacked dynamic random access memory used alongside AI accelerator chips — has been
9 January 2026
·····
Texas Instruments stock ticks up as chipmakers rally — what could move TXN next

Texas Instruments stock ticks up as chipmakers rally — what could move TXN next

New York, Jan 9, 2026, 14:59 EST — Regular session Texas Instruments stock (TXN.O) rose about 1% to $190.24 in afternoon trading on Friday. Chipmakers led the gains, with the Philadelphia Semiconductor Index — a gauge of major U.S. chip stocks — up 2.6%, helping lift the S&P 500 to a record high. Broadcom gained 3.7% and Lam Research jumped 8% after Mizuho lifted its price target; “investors are getting granular and picking the winners and losers in terms of sub-themes and individual names,” said Zachary Hill, head of portfolio management at Horizon Investments. (Reuters) A Labor Department report showed
9 January 2026
········
Applied Materials stock jumps toward $300 as TSMC sales beat and analysts lift AMAT targets

Applied Materials stock jumps toward $300 as TSMC sales beat and analysts lift AMAT targets

NEW YORK, Jan 9, 2026, 13:32 (EST) — Regular session Applied Materials Inc (AMAT) shares jumped about 6% on Friday, at one point topping $300, as chip-equipment names moved higher. AMAT was up 6% at $298.53 in afternoon trading. Lam Research rose about 8%, KLA was up about 5% and ASML added about 6%, while the iShares Semiconductor ETF gained nearly 3%. The gain came after strong figures from Taiwan Semiconductor Manufacturing Co, the world’s biggest contract chipmaker. TSMC said fourth-quarter revenue climbed 20.45% from a year earlier to T$1.046 trillion, beating a market forecast. It will lay out its
9 January 2026
······
Intel stock jumps again as AI PC chips and foundry bets pull buyers back

Intel stock jumps again as AI PC chips and foundry bets pull buyers back

NEW YORK, January 9, 2026, 10:49 EST Intel shares rose again Friday, stretching a steep run this week as traders latched onto new catalysts around artificial intelligence PCs and the company’s drive to manufacture chips for outside customers. That stock swing matters. Intel has sat through much of the AI boom while rivals took the spotlight — and the money. The company will report fourth-quarter and full-year results on Jan. 22, which investors now view as the next read on whether that optimism actually lands in revenue and margins. (Intel Corporation) Intel has been trying to reframe the story around
9 January 2026
·····
AMD stock ticks higher as soft jobs data steadies rate bets; CES AI chips and Feb. 3 earnings next

AMD stock ticks higher as soft jobs data steadies rate bets; CES AI chips and Feb. 3 earnings next

NEW YORK, January 9, 2026, 10:44 EST — Regular session Advanced Micro Devices (AMD.O) stock rose about 0.5% to $205.75 in morning trade on Friday, after moving between $203.95 and $206.81 earlier in the session. The shares ended Thursday at $204.68. The move followed a weaker-than-expected U.S. jobs report that helped keep hopes for lower interest rates alive, a tailwind for richly valued chipmakers. Nonfarm payrolls rose 50,000 in December and the unemployment rate slipped to 4.4%, while Seema Shah, chief global strategist at Principal Asset Management, said it was “difficult to argue that the labour market is collapsing.” Futures
9 January 2026
·····
1 … 22 23 24 25 26 … 49

Stock Market Today

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.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
Go toTop