Semiconductors 27 January 2026

Analog Devices stock slips from a fresh high as AI spending jitters weigh on chip shares

Shares of Analog Devices, Inc. slipped $1.46, or roughly 0.5%, to $316.17 on Thursday, trimming some gains after Wednesday’s jump that took the stock to a fresh 52-week high.

29 January 2026

Artificial Intelligence·NASDAQ:ADI·Semiconductors·Stock Market

Broadcom (AVGO) stock price drops nearly 2% as chip shares slide ahead of Apple earnings

Broadcom shares dropped 1.9% to $326.92 by 10:13 a.m. EST, following a close at $333.24 on Wednesday, as the semiconductor sector weakened. Nvidia slipped 1.3%, Marvell Technology declined around 4%, and two major chip ETFs fell close to 1.6%.

29 January 2026

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

Micron stock jumps again as DRAM squeeze talk returns — and Feb. 11 is the next test

Micron Technology shares surged about 6%, hitting $435.28 in early U.S. trading Thursday, driven by fresh talk of constrained supply in the memory chip market.

29 January 2026

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

Applied Materials stock rises after Mizuho upgrade lifts $370 target and shifts focus to chip spending

Applied Materials shares gained roughly 1.3%, closing at $336.75 in after-hours trading Wednesday, maintaining much of their intraday jump following an upgrade from Mizuho.

29 January 2026

NASDAQ:AMAT·Semiconductors·Stock Market·Technology

Broadcom stock price holds near $333 after hours as chip rally spreads on AI demand signals

Broadcom Inc shares saw minimal movement in after-hours trading Wednesday, as chip stocks gained on fresh optimism about expanding AI data center investment. The stock ended regular session up 0.14% at $333.24 and ticked higher to around $333.82 post-close.

29 January 2026

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

Micron stock price jumps after-hours as $24 billion Singapore fab plan fuels MU rally

Micron Technology shares gained 6.1%, closing at $435.28 in after-hours trading Wednesday. The stock fluctuated between $417.31 and $446.93 throughout the session, with roughly 41.8 million shares changing hands.

29 January 2026

NASDAQ:MU·Semiconductors·Stock Market

Lam Research earnings beat lifts LRCX after hours as forecast tops estimates

Lam Research shares climbed roughly 2% in early after-hours on Wednesday after the chip equipment maker posted fiscal Q2 results that exceeded forecasts. The uptick came soon after the earnings announcement, according to Seeking Alpha.

28 January 2026

Earnings·NASDAQ:LRCX·Semiconductors·Stock Market·Technology

Microchip (MCHP) stock jumps after BofA upgrade as chip rally widens

Microchip Technology Inc shares jumped on Wednesday, extending a run in chip stocks as investors chased signs the battered analog market may be turning. The stock was up about 7.6% at $80.87 by 3:15 p.m. EST.

28 January 2026

NASDAQ:MCHP·Semiconductors·Stock Market·Technology

Texas Instruments stock jumps nearly 10% as AI data-center demand lifts chipmakers

Texas Instruments shares climbed roughly 9.8% to $215.89, building on a rally fueled by its recent quarterly forecast. Seagate Technology surged nearly 20%, while Intel added close to 11%, pushing chip stocks ahead.

28 January 2026

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

AMAT stock pops on Mizuho upgrade as Applied Materials gets a $370 target

Shares of Applied Materials climbed roughly 1.1% to $336.21 by midday Wednesday, having surged as high as $349.19 earlier in the session.

28 January 2026

NASDAQ:AMAT·Semiconductors·Stock Market

Intel stock price jumps nearly 10% as chip rally lifts INTC; CFO buy draws attention

Intel Corp shares climbed 9.6% to $48.16 by late morning, hitting an intraday peak of $48.76. Earlier, the stock had slipped to a low of $45.78.

28 January 2026

NASDAQ:INTC·Semiconductors·Stock Market·Technology

AI stocks jump as Texas Instruments forecast lifts chips; Nvidia steadies on China H200 news

Texas Instruments surged 7.4% to $211.26 in early trading Wednesday after projecting first-quarter revenue between $4.32 billion and $4.68 billion, beating analysts’ $4.42 billion forecast. The analog chipmaker’s guidance points to strong demand fueled by the AI data-center boom, extending beyond Nvidia’s expensive processors, despite some concerns about capital spending pressures. Nvidia gained 1.8%, while Intel and Micron Technology climbed 9.0% and 4.1%, respectively. Analog Devices also rose 3.1%.

28 January 2026

NVIDIA·Semiconductors·Stock Market

AMD stock price rises as chip rally rolls on ahead of Fed decision and earnings

Shares of Advanced Micro Devices were up about 1.9% at $256.72 in morning trade on Wednesday, after closing at $252.03 in the prior session. The stock hit an intraday high of $258.65.

28 January 2026

Semiconductors·Stock Market·Technology

ASML’s record 2025 sales can’t stop 1,700 job cuts as AI chip orders surge

ASML said on Wednesday it plans a net reduction of around 1,700 positions, even as the Dutch chipmaking equipment supplier posted record 2025 sales and flagged another growth year ahead.

28 January 2026

AMS:ASML·Semiconductors·Technology Trends

ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML reported Wednesday that its fourth-quarter bookings soared to €13.2 billion, well above estimates, driven by chipmakers ramping up orders for AI chip equipment. The company also lifted its 2026 sales forecast to between €34 billion and €39 billion, reversing earlier guidance that predicted flat or declining growth versus 2025. This new outlook surpasses the analyst consensus, which stood near €35 billion, according to LSEG data.

28 January 2026

AMS:ASML·Artificial Intelligence·Semiconductors

Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron Technology Inc’s shares surged 5.3% to end Tuesday at $409.86, following the announcement of a $24 billion investment to expand its manufacturing base in Singapore over the next 10 years. “Micron’s leadership in advanced memory and storage is enabling the AI-driven transformation reshaping the global economy,” said Manish Bhatia, the company’s executive vice president of global operations. The stock traded between $400 and $416.40, with around 30 million shares changing hands.

27 January 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials rose $15.38, or 4.8%, to $334.84 in Tuesday afternoon trading, topping the semiconductor equipment sector. The jump came after Micron Technology hinted at ramped-up memory spending.

27 January 2026

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

UMC stock jumps 10% toward a fresh high ahead of United Microelectronics earnings

United Microelectronics Corporation’s U.S.-listed shares surged roughly 10% to near $12.46 on Tuesday, hitting $12.68 at one point — marking a 52-week peak — during trading in New York.

27 January 2026

Earnings Reports·NYSE:UMC·Semiconductors·Stock Market·TWSE:2303

Micron stock jumps as $24 billion Singapore fab plan targets NAND demand tied to AI

Micron Technology’s shares were up 4.3% in premarket action Tuesday, trading at $405.78, following news of a roughly $24 billion, 10-year plan to boost manufacturing in Singapore. The stock had ended Monday down 2.6% at $389.09.

27 January 2026

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

ASML stock rises ahead of Q4 earnings — here’s what investors are watching

ASML shares rose around 1.1% to hover near 1,190 euros Tuesday, staying close to the day's peak. Evercore ISI stuck to its buy rating, keeping a 1,300-euro price target as of Jan. 26. Barclays maintained its hold rating and a 1,200-euro target, according to Investing.com.

27 January 2026

AMS:ASML·Earnings Reports·Semiconductors·Stock Market·Technology

Semiconductors 27 January 2026 - 29 January 2026