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Semiconductors 28 January 2026 - 1 February 2026

TSMC stock price slips from highs as rates and China chip approvals keep traders cautious

Taiwan Semiconductor Manufacturing Co shares closed lower on Friday. As trading resumes Monday, investors are balancing concerns over interest rates with new signs that AI spending remains strong.

1 February 2026

NYSE:TSM·Semiconductors·Stock Market·TSX:2330

Texas Instruments stock: what to know after TXN dips, with jobs data and chip demand in focus

Texas Instruments shares closed Friday at $215.55, slipping roughly 1.6% on volume near 9.1 million. Despite the drop, the stock remains about 10% higher than Tuesday’s close, highlighting a swift pivot in investor focus from “recovery” to “rates.”

31 January 2026

NASDAQ:TXN·Semiconductors·Stock Market·Technology

Semiconductor stocks stumble after KLA rout — what to watch before Monday’s open

Semiconductor shares tumbled into the weekend, with the Philadelphia Semiconductor Index closing Friday at 7,998.47, down roughly 3.9%. KLA Corp, a key player in chip equipment, plunged 15.2%. The broader market slipped as investors digested President Donald Trump’s pick of former Federal Reserve Governor Kevin Warsh for Fed chair, alongside a hotter-than-forecast producer-price report. Adding to the pressure, Apple flagged rising memory-chip costs weighing on its profits.

31 January 2026

NASDAQ:AAPL·NASDAQ:KLAC·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Broadcom stock price: AVGO heads into Monday after Wolfe upgrade spotlights Google’s TPU push

Broadcom shares closed Friday slightly higher, up 0.17% to $331.30. Wolfe Research raised its rating to Outperform and slapped on a $400 price target, citing increased confidence in Google’s Tensor Processing Unit program.

31 January 2026

NASDAQ:AVGO·Semiconductors·Stock Market·Technology

Applied Materials stock slides nearly 6% as chip-tool selloff deepens; what AMAT traders watch next

Applied Materials shares tumbled 5.6% on Friday, dragged down by a broader selloff in chip-equipment stocks despite generally positive demand reports in the sector.

31 January 2026

Earnings Reports·NASDAQ:AMAT·Semiconductors·Stock Market

Lam Research stock slips nearly 6% after-hours as chip-tool trade cools — what’s driving LRCX now

Lam Research dipped 5.9% to $233.46 in after-hours trading Friday, following a session that saw the stock move between $232.28 and $251.90.

31 January 2026

Earnings Reports·NASDAQ:LRCX·Semiconductors·Stock Market·Technology

Broadcom stock price holds near $331 after Wolfe upgrade; AVGO eyes Google TPU demand

Broadcom shares held steady near $331 in after-hours trading Friday following Wolfe Research’s upgrade to Outperform from Peer Perform, with a $400 price target in tow. The stock gained around 0.2% during the day, closing at $331.30 after swinging between $322.77 and $338.17 on roughly 28 million shares traded. Wolfe analyst Chris Caso said the firm “could no longer ignore” Broadcom’s growth and edge in tensor processing units.

30 January 2026

NASDAQ:AVGO·Semiconductors·Stock Market·Technology

Applied Materials stock slides as chip-tool selloff deepens; KLA tumble sets the tone

Applied Materials dropped 3.1% to $330.76 during midday trading Friday, deepening losses across chipmaking-tool shares.

30 January 2026

NASDAQ:AMAT·NASDAQ:ASML·NASDAQ:KLAC·NASDAQ:LRCX·Semiconductors·Stock Market

Lam Research stock price slips after big forecast as chip-tool shares pull back

Lam Research shares dropped 2.3% to $242.35 by mid-morning on Friday, after climbing earlier to $251.90. KLA slid roughly 11.7%, while Applied Materials lost around 2.2% as chip-equipment stocks cooled off.

30 January 2026

NASDAQ:AMAT·NASDAQ:KLAC·NASDAQ:LRCX·Semiconductors·Stock Market·Technology

Broadcom stock nudges higher after Wolfe upgrade puts Google TPU ramp back in play

Shares of Broadcom Inc. ticked up roughly 0.3% to $331.71 in mid-morning trading on Friday. Wolfe Research upgraded the stock to Outperform, assigning a $400 price target. Analyst Chris Caso noted in a summary, “we can no longer ignore” Broadcom’s growth and strength in Google’s tensor processing units.

30 January 2026

NASDAQ:AVGO·Semiconductors·Stock Market·Technology

Sandisk stock price jumps nearly 20% as SNDK outlook, Kioxia supply pact fuel rally

Shares of Sandisk Corp jumped Friday following an upbeat near-term forecast and steps to secure supply, pushing the stock’s streak higher. The flash-memory maker remains one of the most volatile names linked to AI plays in the market.

30 January 2026

NASDAQ:SNDK·Semiconductors·Stock Market·Technology

Applied Materials stock price steadies near $341 after ASML’s order surge — here’s what traders watch next

Applied Materials climbed roughly 1.4% to $341.34 Thursday, after fluctuating between $329.03 and $348.00 earlier in the session. Trading volume hit around 7.3 million shares.

30 January 2026

AMS:ASML·NASDAQ:AMAT·Semiconductors·Stock Market

Lam Research stock climbs as upbeat outlook keeps chip-tool rally in play

Lam Research shares climbed 3.6% to $248.17 in after-hours trading Thursday, building on gains sparked by the chipmaking tools supplier’s upbeat outlook. During the regular session, the stock fluctuated between $236.85 and $254.50.

30 January 2026

NASDAQ:LRCX·Semiconductors·Stock Market

Analog Devices stock slips from a fresh high as AI spending jitters weigh on chip shares

Shares of Analog Devices, Inc. slipped $1.46, or roughly 0.5%, to $316.17 on Thursday, trimming some gains after Wednesday’s jump that took the stock to a fresh 52-week high.

29 January 2026

Artificial Intelligence·NASDAQ:ADI·Semiconductors·Stock Market

Broadcom (AVGO) stock price drops nearly 2% as chip shares slide ahead of Apple earnings

Broadcom shares dropped 1.9% to $326.92 by 10:13 a.m. EST, following a close at $333.24 on Wednesday, as the semiconductor sector weakened. Nvidia slipped 1.3%, Marvell Technology declined around 4%, and two major chip ETFs fell close to 1.6%.

29 January 2026

Earnings Reports·NASDAQ:AVGO·Semiconductors·Stock Market·Technology

Micron stock jumps again as DRAM squeeze talk returns — and Feb. 11 is the next test

Micron Technology shares surged about 6%, hitting $435.28 in early U.S. trading Thursday, driven by fresh talk of constrained supply in the memory chip market.

29 January 2026

Earnings Reports·NASDAQ:MU·Semiconductors·Stock Market·Technology

Applied Materials stock rises after Mizuho upgrade lifts $370 target and shifts focus to chip spending

Applied Materials shares gained roughly 1.3%, closing at $336.75 in after-hours trading Wednesday, maintaining much of their intraday jump following an upgrade from Mizuho.

29 January 2026

NASDAQ:AMAT·Semiconductors·Stock Market·Technology

Broadcom stock price holds near $333 after hours as chip rally spreads on AI demand signals

Broadcom Inc shares saw minimal movement in after-hours trading Wednesday, as chip stocks gained on fresh optimism about expanding AI data center investment. The stock ended regular session up 0.14% at $333.24 and ticked higher to around $333.82 post-close.

29 January 2026

Artificial Intelligence·NASDAQ:AVGO·Semiconductors·Stock Market·Technology

Micron stock price jumps after-hours as $24 billion Singapore fab plan fuels MU rally

Micron Technology shares gained 6.1%, closing at $435.28 in after-hours trading Wednesday. The stock fluctuated between $417.31 and $446.93 throughout the session, with roughly 41.8 million shares changing hands.

29 January 2026

NASDAQ:MU·Semiconductors·Stock Market

Lam Research earnings beat lifts LRCX after hours as forecast tops estimates

Lam Research shares climbed roughly 2% in early after-hours on Wednesday after the chip equipment maker posted fiscal Q2 results that exceeded forecasts. The uptick came soon after the earnings announcement, according to Seeking Alpha.

28 January 2026

Earnings·NASDAQ:LRCX·Semiconductors·Stock Market·Technology

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Semiconductors 28 January 2026 - 1 February 2026

TSMC stock price slips from highs as rates and China chip approvals keep traders cautious

Texas Instruments stock: what to know after TXN dips, with jobs data and chip demand in focus

Semiconductor stocks stumble after KLA rout — what to watch before Monday’s open

Broadcom stock price: AVGO heads into Monday after Wolfe upgrade spotlights Google’s TPU push

Applied Materials stock slides nearly 6% as chip-tool selloff deepens; what AMAT traders watch next

Lam Research stock slips nearly 6% after-hours as chip-tool trade cools — what’s driving LRCX now

Broadcom stock price holds near $331 after Wolfe upgrade; AVGO eyes Google TPU demand

Applied Materials stock slides as chip-tool selloff deepens; KLA tumble sets the tone

Lam Research stock price slips after big forecast as chip-tool shares pull back

Broadcom stock nudges higher after Wolfe upgrade puts Google TPU ramp back in play

Sandisk stock price jumps nearly 20% as SNDK outlook, Kioxia supply pact fuel rally

Applied Materials stock price steadies near $341 after ASML’s order surge — here’s what traders watch next

Lam Research stock climbs as upbeat outlook keeps chip-tool rally in play

Analog Devices stock slips from a fresh high as AI spending jitters weigh on chip shares

Broadcom (AVGO) stock price drops nearly 2% as chip shares slide ahead of Apple earnings

Micron stock jumps again as DRAM squeeze talk returns — and Feb. 11 is the next test

Applied Materials stock rises after Mizuho upgrade lifts $370 target and shifts focus to chip spending

Broadcom stock price holds near $333 after hours as chip rally spreads on AI demand signals

Micron stock price jumps after-hours as $24 billion Singapore fab plan fuels MU rally

Lam Research earnings beat lifts LRCX after hours as forecast tops estimates

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