Micron stock closes higher near $400 as HSBC lifts target to $500 on memory-price crunch
Micron Technology, Inc. shares closed up 0.5% at $399.58 on Friday, after trading between $390.80 and $411.90.
Nvidia stock gains on China H200 chip order report — what moves NVDA next
Nvidia shares climbed roughly 1.5% in regular trading Friday, closing at $187.53. Bloomberg News reported that Chinese regulators have instructed Alibaba and other major tech companies to start preparing orders for Nvidia’s H200 AI chips.
Broadcom stock slides as Intel shock ripples through chips ahead of Fed decision
Broadcom Inc shares fell 1.6% to $320.14 in Friday afternoon trading. The stock swung between $314.19 and $326.90, with roughly 22.2 million shares exchanging hands.
Applied Materials (AMAT) stock rises on Deutsche Bank upgrade as chip-tool outlook comes back into focus
Shares of Applied Materials climbed roughly 1% to $321.96 by midday Friday following an upgrade from Deutsche Bank. The stock fluctuated between $311.25 and $323.62, with around 2.6 million shares changing hands.
Broadcom stock slides in regular trade as chip jitters return; AVGO eyes Fed week
Broadcom shares dropped 2.7% to $316.78 in Friday morning trading, stepping back from Thursday’s close at $325.49.
Applied Materials stock slides despite Deutsche Bank upgrade as Feb. 12 earnings loom
Applied Materials shares dropped roughly 2.2% on Friday, dragging down an already volatile morning for semiconductor equipment stocks despite a new bullish note from Deutsche Bank. By 9:35 a.m. ET, the stock had slipped to $311.79, following Thursday’s close at $318.79.
AMD stock climbs as KeyBanc keeps $270 target, flags tight server CPU supply into 2026
KeyBanc maintained its Overweight rating on Advanced Micro Devices, signaling expectations the stock will outperform, and held firm on a $270 price target ahead of the chipmaker’s Feb. 3 earnings. The firm noted hyperscalers—the massive cloud providers—are already securing capacity through 2026, leaving AMD nearly sold out of server CPUs well into that year. This tight demand could drive 10%-15% price hikes. KeyBanc also forecasted 2026 AI GPU revenue between $14 billion and $15 billion. AMD shares rose 1.6% to $253.73 in after-hours trading, notching roughly a 90% gain over the past year.
Micron stock climbs on fresh William Blair call as AI memory squeeze tightens
Micron Technology shares climbed 1.6% to $395.54 in late Thursday trading following William Blair’s debut coverage with an Outperform rating on the U.S. memory-chip giant. Analyst Sebastien Naji highlighted that “advancements in AI compute are increasingly hindered by memory bottlenecks” in a firm note announcing the coverage launch.
Navitas Semiconductor stock jumps 14% in regular session — what’s behind NVTS’ latest swing
Shares of Navitas Semiconductor Corporation surged Thursday, bouncing back in a stock known for its wild swings.
AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom
Shares of Alibaba Group listed in the U.S. jumped 5.9% to $178.69 on Thursday after reports emerged that the Chinese tech giant plans to take its chip unit, T-Head, public. The news reignited interest in AI-related stocks during the morning session. Meanwhile, Arm gained 5.4%, and Nvidia saw a 0.9% rise.
Advanced Micro Devices (AMD) stock jumps nearly 8% as analysts talk up server-chip demand
Shares of Advanced Micro Devices climbed 7.6% to $249.80 in early Thursday trading, pushing the chipmaker toward the front of the pack amid a semiconductor rally. Nvidia gained roughly 3%, while Intel surged close to 12%. Both the iShares Semiconductor ETF and VanEck Semiconductor ETF advanced about 3% as well.
Micron stock price jumps 6% as Wall Street spotlights an AI memory bottleneck
Micron Technology Inc shares jumped 6.6% to $389.11 in early Thursday trading, fueled by renewed bullish sentiment highlighting memory chips as a critical bottleneck in AI systems.
Micron stock pops in premarket as new Wall Street call lands amid a memory-price squeeze
Micron Technology shares jumped 2.2% to $397.75 in premarket Thursday after William Blair bumped its rating to “Outperform.” The move adds to a wave of target price hikes seen earlier this week.
Applied Materials stock rebounds after tariff scare fades; what to watch next for AMAT
Applied Materials shares climbed 2.2% to close at $325.24 Wednesday, with volume just over its 50-day average as the chip-equipment maker stayed near a recent peak. After-hours trading, which takes place electronically after 4 p.m., showed little movement in the stock.
Micron stock jumps as Taiwan fab buy and fresh price-target hikes lift MU
Micron Technology, Inc. shares jumped 6.3% Wednesday, fueled by upbeat analyst calls and the company’s plans to ramp up capacity in Taiwan. The stock climbed $23.45 to $388.45, hitting a high of $394.15 earlier in the day.
Analog Devices stock jumps 4% as BofA lifts target and chip shares rebound
Shares of Analog Devices Inc climbed 4.1% to $307.85 in Wednesday afternoon trading, gaining roughly $12 compared to Tuesday’s close.
Marvell stock price rises after an early spike as chip shares rebound; Intel earnings next
Shares of Marvell Technology gained 2.4%, reaching $81.69 by 1:30 p.m. EST on Wednesday, after hitting an intraday peak of $84.27. Trading was volatile, with the stock fluctuating between $79.90 and $84.27, and roughly 9.4 million shares exchanged.
Micron stock jumps nearly 5% as Taiwan fab deal keeps supply crunch trade in play
Micron Technology shares climbed 4.9% to $382.86 Wednesday morning, pushing higher amid growing bets that memory supply shortages will persist longer than anticipated.
Micron stock price jumps early as $1.8B Taiwan fab plan keeps AI memory squeeze in focus
Micron Technology, Inc. saw its shares climb 2.8% to $375.21 by 9:39 a.m. EST Wednesday. The surge followed two days of investor attention on the company's strategy to boost manufacturing capacity in Taiwan despite soft demand for AI memory chips.
Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names
Nvidia dropped Tuesday after Taiwan’s Inventec, a key producer of AI servers powered by Nvidia chips, indicated that approval for selling its H200 processor in China “appears to be stuck on the China side.” Shares closed down 4.3% at $178.07 in late trading.