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Semiconductors 8 February 2026 - 10 February 2026

Lam Research (LRCX) stock price slips as insider sale filing lands; CPI and chip-gear earnings next

Lam Research (LRCX) stock price slips as insider sale filing lands; CPI and chip-gear earnings next

Lam Research closed down 0.75% at $229.28 Monday, then rose about 0.5% after hours. An SEC filing showed director Eric Brandt sold 35,000 shares on Feb. 6 via a pre-arranged plan. Investors are watching for U.S. jobs and inflation data and Applied Materials’ earnings later this week. Applied Materials shares rose 2.5% Monday.
10 February 2026
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Broadcom stock jumps after-hours as AI spending focus returns to chipmakers

Broadcom stock jumps after-hours as AI spending focus returns to chipmakers

Broadcom shares rose 3.3% to $343.83 in after-hours trading Monday, following a volatile session. The move tracked gains across chip stocks as investors rotated back into AI hardware names. Broadcom is set to report fiscal first-quarter results on March 4 after the market close. Traders are also watching upcoming U.S. jobs data for further market direction.
9 February 2026
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Micron stock drops after-hours as Samsung HBM4 report rattles Nvidia supply bets

Micron stock drops after-hours as Samsung HBM4 report rattles Nvidia supply bets

Micron shares fell 2.9% to $383.24 in after-hours trading Monday amid reports Samsung will begin mass production and shipment of HBM4 memory for Nvidia’s upcoming “Vera Rubin” AI chips. Industry sources say Samsung passed Nvidia’s quality checks, while SK hynix and Micron are expected to split the rest of early supply. No official confirmation on volumes.
9 February 2026
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Teradyne stock rises as chip-test names rebound; traders scan downgrades and U.S. data

Teradyne stock rises as chip-test names rebound; traders scan downgrades and U.S. data

Teradyne shares climbed 3.3% to $309.95 in Monday afternoon trading, following a volatile session and a 60% gain year-to-date. President Capital Management downgraded the stock to neutral but raised its price target to $308. Investors await U.S. jobs and inflation data later this week, which could affect rate-cut expectations. Teradyne’s next dividend record date is February 13.
9 February 2026
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KLA stock pauses near $1,440 as chip stocks rebound and a dividend date looms

KLA stock pauses near $1,440 as chip stocks rebound and a dividend date looms

KLA Corp shares slipped 0.2% to $1,439.93 by midday Monday, trailing gains in other chip stocks like Applied Materials and ASML. The company declared a $1.90 quarterly dividend, payable March 3 to holders as of Feb. 17. KLA has risen 18% this year but fell after its last earnings report. Investors await key U.S. economic data later this week.
9 February 2026
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Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo’s $3.4B xAI chip lease puts Nvidia demand, Broadcom’s Google TPU push back in focus

Apollo Global Management is close to a $3.4 billion loan to buy Nvidia chips for leasing to Elon Musk’s xAI, The Information reported. Alphabet is considering a $15 billion U.S. bond sale to fund AI infrastructure, according to Bloomberg. Investors are watching whether custom chips from Broadcom and Google can challenge Nvidia’s dominance.
9 February 2026
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AMD stock climbs in early trade as chip rebound holds — jobs and CPI loom this week

AMD stock climbs in early trade as chip rebound holds — jobs and CPI loom this week

AMD shares rose 1.6% to $211.88 Monday morning, rebounding after last week’s volatility in AI chip stocks. Nvidia gained 3.4% and Broadcom 2.7%, while Intel fell 4.2%. Investors watched for signals on interest rates ahead of key U.S. economic data and Fed comments. Demand for AI data-center chips remained in focus as big tech spending plans drove market moves.
9 February 2026
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SMIC stock jumps 4% in Hong Kong ahead of Tuesday results as chip sentiment steadies

SMIC stock jumps 4% in Hong Kong ahead of Tuesday results as chip sentiment steadies

SMIC shares closed up 4.1% at HK$70.35 in Hong Kong Monday ahead of a board meeting Tuesday to approve unaudited quarterly results. The move followed gains in global chip stocks and a strong Hong Kong debut for Montage Technology. SMIC’s Shanghai shares rose about 2% to 114.93 yuan. Investors are watching for updates on demand, capacity, and management’s outlook.
9 February 2026
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Lam Research stock price jumps 8% on chip rebound — what LRCX investors watch next week

Lam Research stock price jumps 8% on chip rebound — what LRCX investors watch next week

Lam Research shares jumped 8.2% to $231.01 at Friday’s close, tracking a semiconductor rally driven by bets on AI data-center spending. The move followed news of executive changes and a board appointment earlier in the week. U.S. jobs and inflation data, plus Nvidia’s Feb. 25 results, are expected to influence trading next week.
8 February 2026
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Nvidia, AMD spark chip-stock rebound on AI spending plans — what to watch this week

Nvidia, AMD spark chip-stock rebound on AI spending plans — what to watch this week

The Philadelphia chip index jumped 5.7% Friday, led by Nvidia’s 7.9% surge, as investors bet on continued AI data-center spending. Amazon projected $200 billion in capex for 2026, boosting supplier sentiment. The Semiconductor Industry Association forecast global chip sales hitting $1 trillion in 2026. Apple warned of sharply rising memory chip prices amid a supply squeeze.
8 February 2026
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ASML stock price jumps into weekend as chip rally returns — here’s what matters next week

ASML stock price jumps into weekend as chip rally returns — here’s what matters next week

ASML’s U.S.-listed shares closed up 4.6% at $1,413.01 on Friday as chip stocks rallied, with the PHLX semiconductor index gaining 5.7%. The move followed signals of increased capital spending from Amazon and Alphabet. ASML shares go ex-dividend in Europe on Feb. 9 and in the U.S. on Feb. 10. Key U.S. economic data, including the January jobs report, is due next week.
8 February 2026
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Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
8 February 2026
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GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

GlobalFoundries shares rose 4.7% to $42.91 Friday as chip stocks rebounded, tracking a surge in the PHLX semiconductor index and renewed bets on AI-driven demand. The company reports earnings Feb. 11, with analysts watching for updates on pricing and wafer shipment volumes. The Semiconductor Industry Association forecast global chip sales could hit $1 trillion in 2026.
8 February 2026
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UMC stock price: United Microelectronics heads into Monday after AI capex talk sparks chip rebound

UMC stock price: United Microelectronics heads into Monday after AI capex talk sparks chip rebound

UMC’s U.S.-listed shares closed Friday at $10.06, up 0.9%, after Amazon and Alphabet signaled higher AI infrastructure spending. The Philadelphia semiconductor index jumped 5.7% and Nvidia gained 7.8%. UMC’s Taipei shares ended at NT$61.90. Investors await U.S. inflation and jobs data on Feb. 13 and UMC’s next sales update on March 5.
8 February 2026
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NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI

NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI

NXP Semiconductors shares closed up 1% at $224.32 Friday after subsidiaries amended a $3 billion revolving credit deal with Barclays, maturing in 2031. The PHLX semiconductor index surged 5.7% as chip stocks rallied on AI spending signals from Amazon and Alphabet. NXP’s gain lagged peers like Monolithic Power, which rose 6.4%. Investors await U.S. jobs and inflation data next week.
8 February 2026
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