Today: 25 June 2026
Browse Category

Semiconductors 14 January 2026 - 15 January 2026

AMAT stock jumps after TSMC ups spending plan; Barclays upgrade adds lift

AMAT stock jumps after TSMC ups spending plan; Barclays upgrade adds lift

Applied Materials shares rose 5.7% to $319.08 in after-hours trading Thursday after TSMC projected up to $56 billion in 2026 capital spending. Barclays upgraded Applied to Overweight and raised its price target to $360. Wells Fargo also lifted its target. Investors are watching for Applied’s Feb. 12 earnings, focusing on orders, memory demand, and China exposure.
15 January 2026
··
Broadcom stock closes higher on TSMC-fueled chip rally — then slips after hours

Broadcom stock closes higher on TSMC-fueled chip rally — then slips after hours

Broadcom closed up 0.9% Thursday but slipped in after-hours trading, following a sector rally sparked by Taiwan Semiconductor’s upbeat outlook. The stock had dropped over 4% the previous day after reports that China ordered firms to stop using U.S. and Israeli cybersecurity software, affecting VMware, which Broadcom owns. Traders remain alert to policy risks in China and shifts in chip demand.
15 January 2026
···
Texas Instruments stock slips despite chip rally as Barclays, Wells Fargo and Citi reset targets

Texas Instruments stock slips despite chip rally as Barclays, Wells Fargo and Citi reset targets

Texas Instruments shares fell 0.8% to $191.87 by midday Thursday, lagging the semiconductor sector’s rally. Barclays and Wells Fargo raised price targets but kept cautious ratings, while Citi maintained a Buy. Investors await Texas Instruments’ earnings on Jan. 27 for signals on demand outside AI chips. Analog Devices and ON Semiconductor both gained, contrasting Texas Instruments’ decline.
15 January 2026
··
TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

TSMC sparks chip-stock surge as Wall Street rebounds on bank earnings

U.S. stocks rebounded Thursday, led by gains in chipmakers after TSMC projected 30% revenue growth for 2026 and posted record quarterly profit. The Dow rose 146 points, the S&P 500 gained 40, and the Nasdaq climbed 197 in early trading. Jobless claims dropped to 198,000, supporting optimism for rate cuts. Morgan Stanley and Goldman Sachs both beat profit forecasts on strong deal activity.
15 January 2026
····
Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel stock hits $49.78 52-week high as KeyBanc flags “sold out” AI server chips

Intel shares hit a 52-week high of $49.78 on Thursday after KeyBanc upgraded both Intel and AMD, citing surging AI-driven server chip demand. Analyst John Vinh reported Intel is nearly sold out of 2026 server CPU capacity and highlighted improved manufacturing yields. KeyBanc set price targets of $60 for Intel and $270 for AMD. Neither Intel nor Apple commented on reports of a new supply deal.
15 January 2026
····
AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

Nvidia and AMD shares jumped Thursday after TSMC reported record profit and raised 2026 spending plans, with Nvidia up 2.8% and AMD up 5.5% by 10:15 a.m. ET. U.S.-listed TSMC shares gained 6.3%. New U.S. tariffs on select AI chips and tighter export rules added uncertainty around China demand. The White House said exemptions remain possible for some imports.
15 January 2026
···
AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

AMD stock rises after ‘sold out’ server-chip call, with tariffs and earnings in view

AMD shares rose 3.3% to $230.96 early Thursday, tracking gains in chip stocks after TSMC’s upbeat spending forecast. KeyBanc upgraded AMD to “overweight,” citing tight 2026 server CPU supply and potential price hikes. Investors await AMD’s Feb. 3 earnings and are watching for impacts from new U.S. tariffs on advanced AI chips.
15 January 2026
····
Micron (MU) stock jumps before the bell as TSMC outlook sparks chip rally

Micron (MU) stock jumps before the bell as TSMC outlook sparks chip rally

Micron shares rose 3.1% to $343.67 in premarket trading Thursday, tracking gains across semiconductor stocks after Taiwan Semiconductor’s strong results. SK Hynix announced accelerated HBM production to meet AI-driven memory demand. Retail investors increased bets on memory stocks in January. Micron’s annual shareholder meeting is set for 10 a.m. MST, with several governance items up for vote.
15 January 2026
···
ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML shares hit a record high Thursday, pushing its market value above $500 billion after TSMC announced a 2026 capital budget of up to $56 billion. ASML rose 4.3% by 0952 GMT, while U.S. chip tool makers also rallied. TSMC’s Q4 profit beat expectations, but its CEO warned of possible risks from an AI investment bubble. ASML reports earnings Jan. 28.
15 January 2026
···
TSMC jolts Wall Street futures higher as chip stocks pop before the open

TSMC jolts Wall Street futures higher as chip stocks pop before the open

S&P 500 and Nasdaq 100 futures rose Thursday after TSMC reported record fourth-quarter profit and raised its 2026 capital spending forecast to up to $56 billion. Applied Materials, Lam Research, and KLA jumped 5% to 6% premarket. Oil prices slid over 4% after Trump eased rhetoric on Iran. Major banks warned a proposed cap on credit card interest rates could restrict consumer lending.
15 January 2026
···
Applied Materials stock jumps 6% premarket as TSMC capex outlook lifts chip-tool names

Applied Materials stock jumps 6% premarket as TSMC capex outlook lifts chip-tool names

Applied Materials shares rose 6.6% to $321.69 in premarket trading Thursday, rebounding from a nearly 1% drop Wednesday. The jump followed Taiwan Semiconductor’s strong profit and higher spending plans, along with new “Outperform” and “Buy” ratings from RBC Capital and Stifel. Lam Research and KLA also gained premarket. Applied Materials reports quarterly results Feb. 12.
15 January 2026
···
Lam Research stock falls despite fresh target hikes; earnings and new chip tariffs loom

Lam Research stock falls despite fresh target hikes; earnings and new chip tariffs loom

Lam Research fell 2.6% to $208.79 in after-hours trading Wednesday, extending a two-day slide from Monday’s $222.58 peak. The Nasdaq dropped 1% as tech stocks retreated, despite new price-target upgrades for Lam from Stifel, RBC, and Bank of America. Investors are awaiting TSMC’s guidance Thursday and Lam’s Jan. 28 earnings. Trading volume for Lam reached about 18.2 million shares.
14 January 2026
···
Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Nvidia shares fell 1.5% to $183.14 in after-hours trading Wednesday after the White House announced a 25% tariff on advanced computing chips, including Nvidia’s H200. AMD, whose MI325X chip was also named, rose 1.2% to $223.60. The move comes as the U.S. allows limited H200 sales to China and increases scrutiny of AI chip exports. Traders are watching upcoming earnings for signs of demand shifts.
14 January 2026
·····
AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD stock keeps KeyBanc upgrade in play as AI server chip supply tightens

AMD shares rose 0.6% to $222.27 Wednesday after KeyBanc upgraded the stock to “Overweight,” citing supply-chain checks showing server CPUs are nearly sold out for 2026. Analyst John Vinh raised the price target to $270 and flagged possible 10-15% price hikes in Q1. Investors await AMD’s Feb. 3 earnings for details on AI and data-center demand.
14 January 2026
····
Qualcomm stock falls again as “glass cloth” supply report rattles chip names ahead of earnings

Qualcomm stock falls again as “glass cloth” supply report rattles chip names ahead of earnings

Qualcomm shares fell 1.5% to $162.73 early Wednesday afternoon, extending a multi-day slide amid concerns over a shortage of high-end glass cloth used in advanced chip packaging. Trading volume reached about 3.4 million shares. Apple and Qualcomm are seeking new suppliers, but industry sources say more capacity may not arrive before late 2027. TSMC reports earnings early Thursday, with Qualcomm’s report due Feb. 4.
14 January 2026
····
1 … 25 26 27 28 29 … 44

Stock Market Today

  • S&P 500 Gains 24% Since Trump's 2024 Win: $10,000 Now Worth $12,600
    June 25, 2026, 4:34 PM EDT. A $10,000 investment in the SPDR S&P 500 ETF (SPY) the day after Donald Trump's 2024 election victory would be worth about $12,600 as of June 2026, reflecting a 24% price gain including dividends. The fund tracks the 500 largest U.S. companies, heavily weighted toward a few mega-cap AI-exposed stocks. Despite geopolitical shocks like the 2026 Iran war scare, patient holders were rewarded, while those who sold seek lower re-entry points. SPY's one-year return reached 22% with a year-to-date gain of 8.4%. Over five and ten years, the ETF delivered 85% and 325% returns respectively, outperforming high-yield savings accounts. Concentration risk in top holdings and dividend reinvestment are key considerations for investors.

Latest News

Banco Bradesco steady on heavy trading after R$3.5 billion payout

Banco Bradesco steady on heavy trading after R$3.5 billion payout

25 June 2026
Bradesco PN closed flat at R$17.65 despite Ibovespa’s 0.94% rise, as the bank approved a R$3.5 billion JCP payout—1.97% gross yield on preferred shares, 16.7% above June 2025 but 12.2% below June 2024—while heavy trading volume signals investor focus on whether Bradesco can sustain earnings growth amid rising loan-loss provisions.
Go toTop