Today: 14 May 2026
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Semiconductors 2 January 2026 - 3 January 2026

Rambus stock (RMBS) jumps 8% to near $100 as chip rally kicks off 2026 — what investors watch next

Rambus stock (RMBS) jumps 8% to near $100 as chip rally kicks off 2026 — what investors watch next

Rambus Inc (RMBS) surged 8.0% to $99.28 Friday, trading between $95.21 and $100.68 as semiconductor stocks led a Wall Street rebound. The move follows a prior close of $91.89, with RMBS still below its 52-week high of $114.55. Rambus last reported Q3 revenue of $178.5 million and forecasts Q4 product revenue of $94 million to $100 million. The next earnings report is expected Feb. 2.
3 January 2026
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Applied Materials stock jumps on chip-stock rebound; AMAT steadies in after-hours trade

Applied Materials stock jumps on chip-stock rebound; AMAT steadies in after-hours trade

Applied Materials shares jumped 4.6% to $268.87 Friday, then slipped 0.2% after hours. The Philadelphia Semiconductor index rose 4% as chip stocks rebounded. Trading volume for Applied Materials was about 7.5 million shares, just above its 50-day average. Investors are watching for U.S. labor data next week and Applied’s earnings on Feb. 12.
3 January 2026
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Lam Research stock hits record after Citi adds LRCX to 2026 list, lifting chip gear peers

Lam Research stock hits record after Citi adds LRCX to 2026 list, lifting chip gear peers

Lam Research shares jumped 8.1% to $185.06 in after-hours trading Friday after Citi added the chip-equipment maker to its 2026 Large Cap Recommended list. The stock set a new intraday high, with gains supported by bullish calls from TD Cowen and Cantor Fitzgerald. Applied Materials and ASML also rose late. Investors are watching for Lam’s next earnings date and any signs of shifting demand in China.
3 January 2026
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AMD stock jumps 4% after hours as chip rally opens 2026; CES keynote in focus

AMD stock jumps 4% after hours as chip rally opens 2026; CES keynote in focus

AMD shares jumped 4.3% to $223.47 in after-hours trading Friday, while Intel rose 6.7% and Nvidia gained 1.2%. The moves come ahead of AMD CEO Lisa Su’s CES keynote on Jan. 5 and the company’s earnings report expected Feb. 3. AMD announced automotive tech demos for CES, including advanced driver-assistance systems. About 36.3 million AMD shares traded by late afternoon.
2 January 2026
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Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron shares surged 10.4% to $315.23 Friday after Bernstein raised its price target to $330, citing a record memory pricing upcycle driven by AI demand and tight supply. The Philadelphia Semiconductor Index climbed 3.5% even as broader U.S. indexes slipped. Traders now await early-January economic data and earnings for signals on rates and tech sector appetite.
2 January 2026
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Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia shares rose 1.1% to $188.50 in late U.S. trading Friday, leading a semiconductor rally as the Philadelphia SE Semiconductor index climbed 3.5%. AMD, Intel, and Taiwan Semiconductor also advanced. Investors are watching CEO Jensen Huang’s CES appearance next week and Nvidia’s Feb. 25 earnings report. Treasury yields rose, pressuring high-valuation tech stocks.
2 January 2026
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Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

Texas Instruments shares rose 2.9% to $178.54 by 2:59 p.m. ET Friday, leading gains among chip stocks as the iShares Semiconductor ETF climbed 4.5%. The Philadelphia Semiconductor Index was up 3.5%. Investors are watching next week’s U.S. jobs and inflation data for signals on 2026 rate cuts. CEO Haviv Ilan will become board chairman in January, succeeding Rich Templeton.
2 January 2026
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Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

Qualcomm shares rose 1.3% to $173.26 in midday New York trading Friday, as semiconductor stocks outperformed broader tech. The iShares Semiconductor ETF gained 3.6%, while the Nasdaq 100 slipped 0.3%. Traders are watching next week’s CES and Qualcomm’s Feb. 4 earnings call for signals on chip demand and guidance. About 2.1 million Qualcomm shares changed hands by midday.
2 January 2026
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Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

Micron shares jumped 8% to $308.33 in early New York trading Friday, leading gains among U.S. memory chipmakers as investors focused on AI-driven memory shortages and high-bandwidth memory demand. The move outpaced the semiconductor sector, with Western Digital up 6.6% and Seagate 4.4%. Investors await key U.S. jobs and inflation data next week for rate signals.
2 January 2026
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Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia has asked TSMC to boost H200 chip production after Chinese firms ordered over 2 million units for 2026, sources said. Nvidia holds about 700,000 units in stock and set China-bound H200 prices near $27,000 each. Samsung confirmed talks to supply HBM4 memory to Nvidia. TSMC may begin expanded output in Q2 as Beijing weighs import approval.
2 January 2026
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Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Shanghai Biren Technology surged 76% in its Hong Kong debut Friday, raising HK$5.58 billion after its IPO was heavily oversubscribed. Baidu said its AI chip unit Kunlunxin confidentially filed for a Hong Kong listing on Jan. 1. Samsung reported positive customer feedback for its HBM4 memory and is in talks to supply Nvidia. The U.S. granted TSMC an annual license to import chipmaking equipment to its Nanjing plant.
2 January 2026
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ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

ASML stock today: China’s 50% homegrown chip-tool push puts 2026 demand in focus

ASML’s U.S.-listed shares closed at $1,069.86, down 0.25%, after Reuters reported China is requiring chipmakers to source at least half of new-fab equipment domestically. The policy could affect demand for ASML’s older lithography tools. U.S. markets were closed Thursday for New Year’s Day. Investors await ASML’s late-January results for further signals.
2 January 2026
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Stock Market Today

  • Nokia Oyj Stock Valuation: Overvalued Despite Strong 167.7% 1-Year Return
    May 13, 2026, 11:45 PM EDT. Nokia Oyj (HLSE:NOKIA) shares surged 38.3% over the past month and 167.7% over one year, reaching €11.92. Despite this strong momentum, Simply Wall St's analysis flags the stock as 92% overvalued based on a fair value estimate of €6.21. Analysts have raised Nokia's future price-earnings ratio assumptions to about 24x, alongside updated price targets between €6.50 and €8.50 amid mixed ratings. Key risks include pressures on mobile networks and currency and tariff headwinds. Investors face a split picture between growth prospects and valuation concerns, suggesting caution as sentiment evolves. Exploring comparative stock ideas via screening tools is advised for further opportunities.

Latest articles

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

14 May 2026
Enovix shares dropped 12.9% to $6.35 after hours Wednesday despite beating first-quarter revenue and adjusted-loss estimates. The decline followed news that smartphone battery qualification remains unfinished, with the company passing 72 of 75 customer tests. Revenue rose 49% to $7.6 million. Enovix cited progress in defense, industrial, and smart-eyewear sales.
Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

14 May 2026
Lightwave Logic reported Q1 revenue up 27% to $29,000 and a net loss widening to $6.3 million. Shares rose 14% after the company said it is negotiating a supply and licensing deal for high-volume production in 2027. Four Fortune 500 customers are now in Stage 3 prototyping. Cash and equivalents totaled about $100 million as of May 11.
USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

14 May 2026
USA Rare Earth reported Q1 revenue of $5.7 million and a net loss of $67 million, ending March with $1.75 billion in cash after a $1.5 billion PIPE. The company expects to sign documents this month for $1.6 billion in U.S. Commerce Department funding. Texas awarded a $14.18 million grant for the Round Top project. USA Rare Earth agreed in April to acquire Brazil’s Serra Verde for $2.8 billion.
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