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Semiconductors 4 January 2026 - 6 January 2026

Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research closed up 5.3% at $194.76 Monday, holding gains after hours as chip-equipment stocks rallied sharply. Applied Materials, KLA, and ASML each rose over 5%, outpacing the semiconductor ETF. Investors tracked CES news and awaited Lam’s Jan. 28 earnings report. Foxconn reported record Q4 revenue on strong AI product demand.
6 January 2026
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Intel stock whipsaws ahead of CES Panther Lake debut as 18A chipmaking bet comes due

Intel stock whipsaws ahead of CES Panther Lake debut as 18A chipmaking bet comes due

Intel closed down 0.03% at $39.37 after a volatile session ahead of its CES update on the Panther Lake chip, the first high-volume product on its 18A process. Melius Research upgraded the stock to “buy” with a $50 target. Shares traded heavily, opening at $41.68 and hitting a low of $39.28 before settling near flat. Investors await details on manufacturing progress at the company’s 6 p.m. ET CES event.
6 January 2026
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KLA Corporation stock jumps 6% as chip-equipment rally builds ahead of Nvidia CES keynote

KLA Corporation stock jumps 6% as chip-equipment rally builds ahead of Nvidia CES keynote

KLA Corp shares jumped 6.4% to $1,356 Monday, nearing a record close as chip-equipment stocks rallied ahead of CES and Nvidia CEO Jensen Huang’s keynote. The Philadelphia Semiconductor Index rose about 1%. Foxconn reported record Q4 revenue, citing AI demand. KLA last forecast Q2 revenue of about $3.225 billion and warned of risks from U.S. export rules affecting China sales.
5 January 2026
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SiTime stock slumps 9% after topping Wall Street targets, bucking chip rally

SiTime stock slumps 9% after topping Wall Street targets, bucking chip rally

SiTime shares fell nearly 9% to $336.50 Monday afternoon, erasing earlier gains and much of their start-of-year advance. The drop came after the stock surpassed the average analyst target of $355, drawing valuation scrutiny. The move contrasted with a 1.7% gain in the PHLX Semiconductor Index as chip stocks broadly rallied. Investors are watching for SiTime’s next earnings update.
5 January 2026
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AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD’s CES 2026 keynote is tonight: what Lisa Su’s AI message means for investors

AMD CEO Lisa Su will deliver a CES keynote in Las Vegas at 6:30 p.m. PST Monday, focusing on artificial intelligence. AMD shares rose 1.3% in early U.S. trading ahead of the event. Nvidia and Intel also have CES media-day events scheduled. AMD plans to stream the keynote and outline its AI strategy for data centers and devices.
5 January 2026
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Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron stock rises as AI memory-shortage fears grip chipmakers — what traders are watching next

Micron shares rose 2.7% to $323.92 early Monday as investors responded to a global memory chip supply squeeze driven by AI server demand, according to Reuters. Some chip prices have more than doubled since February 2025. Samsung and SK Hynix also gained. Focus shifts to CES and Friday’s U.S. jobs report for further direction.
5 January 2026
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Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia stock rises as Jensen Huang’s CES keynote nears, with Foxconn AI demand in focus

Nvidia shares rose 1.2% to $188.85 in early Monday trading ahead of CEO Jensen Huang’s CES press conference in Las Vegas. Foxconn, Nvidia’s top server maker, reported record Q4 revenue on strong AI demand. Nvidia also teased new GeForce gaming announcements for later in the day. Tech stocks rebounded after last week’s slide, with traders watching for CES headlines to drive further moves.
5 January 2026
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Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron stock rises in premarket as AI-era memory pricing stays in focus — what MU investors watch next

Micron shares gained about 3% in premarket trading Monday, following a 10.5% surge Friday, with shares indicated at $325.37. Rising chip and power costs tied to AI data centers have drawn investor focus. Micron posted record fiscal Q1 revenue last month and will report next earnings March 18. The company is a key supplier of high-bandwidth memory used in AI systems.
5 January 2026
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Micron stock jumps 10% on Bernstein’s $330 target — what MU investors watch before Monday’s open

Micron stock jumps 10% on Bernstein’s $330 target — what MU investors watch before Monday’s open

Micron shares jumped 10.5% to $315.42 Friday, hitting $319.60 intraday after Bernstein raised its price target to $330, citing strong AI-driven demand for memory chips. The company recently reported fiscal Q1 revenue of $13.64 billion and guided Q2 revenue to $18.7 billion. The Philadelphia Semiconductor Index gained 4%. U.S. economic data resumes Monday with ISM manufacturing.
4 January 2026
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Lam Research stock today: LRCX jumps 8% on Citi list as chip-equipment rally builds

Lam Research stock today: LRCX jumps 8% on Citi list as chip-equipment rally builds

Lam Research shares jumped 8.1% to $185.06 Friday after being added to Citi’s Large Cap Recommended list for 2026, trading as high as $185.78. ASML rose 8.7%, while Applied Materials and KLA each gained nearly 5%. The move came on heavy volume, with Lam’s session low at $177.50 now seen as support. Investors await ISM manufacturing data Jan. 5 and Lam’s dividend Jan. 7.
4 January 2026
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