Today: 7 February 2026
Subscribe
Browse Category

Semiconductors News 2 January 2026

Intel stock jumps 7% today — INTC rides chip rally as CES “Panther Lake” launch nears

Intel stock jumps 7% today — INTC rides chip rally as CES “Panther Lake” launch nears

NEW YORK, Jan 2, 2026, 17:29 ET — After-hours Intel Corp (INTC.O) shares were up 6.7% at $39.38 in after-hours trading on Friday, after the 4 p.m. ET close, as chip stocks led a rebound to start 2026. The rally comes as markets head into the first full week of the year with the monthly U.S. jobs report due on Jan. 9 and quarterly earnings season around the corner. Investors are also awaiting a U.S. Supreme Court decision on President Donald Trump’s tariffs and his pick for the next Federal Reserve chair, Reuters reported. Reuters Intel also heads into the
2 January 2026
··
AMD stock jumps 4% after hours as chip rally opens 2026; CES keynote in focus

AMD stock jumps 4% after hours as chip rally opens 2026; CES keynote in focus

NEW YORK, Jan 2, 2026, 16:36 ET — After-hours Advanced Micro Devices (AMD) shares rose 4.3% to $223.47 in after-hours trading on Friday, adding $9.23 from the prior close. Nvidia gained about 1.2% and Intel rose about 6.7%, while the iShares Semiconductor ETF added about 4.2%. The strength in chipmakers helped cushion a choppy start to 2026 for U.S. equities, Reuters reported, as investors weighed valuation concerns and the outlook for interest rates. “Stocks trade expensive on 18 of 20 measures, and we see elevated risks to the index level in the near term,” Bank of America strategist Savita Subramanian
2 January 2026
···
Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

Micron stock jumps 10% as Bernstein hikes MU target to $330 — what investors watch next

NEW YORK, Jan 2, 2026, 16:15 ET — After-hours Micron Technology Inc shares closed up 10.4% at $315.23 on Friday after a Bernstein note lifted sentiment on memory pricing, extending a semiconductor rally to start 2026. The stock touched $315.37 and gained $29.82 from Thursday’s close, market data showed. StockAnalysis The call matters because Micron’s earnings are highly sensitive to memory pricing — small shifts in contract prices can swing margins. Investors have been hunting for new signposts on whether AI-driven demand is keeping the supply squeeze intact as 2026 begins. High-bandwidth memory, or HBM, is a premium stacked memory
2 January 2026
···
Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

Nvidia stock rises as chipmakers rally into 2026; NVDA traders eye CES and earnings

NEW YORK, January 2, 2026, 16:06 ET — After-hours NVIDIA Corp shares rose $2.00, or about 1.1%, to $188.50 in late trade on Friday, extending a semiconductor-led lift in the first trading session of 2026. The move mattered because chipmakers helped offset broader market churn, with the Philadelphia SE Semiconductor index up about 3.5% in afternoon trading. Reuters For investors, Nvidia’s direction is a quick read on whether the “AI infrastructure” trade is regaining traction after a choppy year-end. That trade centers on spending for servers, networking and power gear that run artificial intelligence workloads. Reuters Peers also advanced. AMD
2 January 2026
····
Marvell stock jumps 5% in early 2026 session as chip rally lifts MRVL — what’s next

Marvell stock jumps 5% in early 2026 session as chip rally lifts MRVL — what’s next

NEW YORK, Jan 2, 2026, 14:52 ET — Regular session Marvell Technology, Inc. shares were up 5.3% at $89.52 in afternoon trading on Friday, after earlier touching $90.08, as chip stocks opened 2026 with broad gains. Volume was about 8.3 million shares, versus a prior close of $84.98. Semiconductors helped keep U.S. equities from sliding further, with the Philadelphia Semiconductor Index — a widely watched gauge of chip stocks — up 3.5%, Reuters reported. “Stocks trade expensive on 18 of 20 measures,” said Savita Subramanian, Bank of America’s equity and quant strategist, in a note. Reuters Why it matters now:
2 January 2026
···
Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

Texas Instruments (TXN) stock jumps nearly 3% as chip rally returns — what investors watch next

NEW YORK, January 2, 2026, 14:59 ET — Regular session Texas Instruments Incorporated (TXN) shares rose 2.9% to $178.54 by 2:59 p.m. ET on Friday, up from a prior close of $173.49, as semiconductors led gains to start the year. The move matters because Texas Instruments is heavily exposed to industrial and automotive demand, end-markets investors watch for early-cycle turns as 2026 begins. Reuters The advance tracked strength across the chip group, with the Philadelphia Semiconductor Index up about 3.5% on the session. “The next Fed Chair is probably going to be much more dovish than Jerome Powell,” said Dennis
2 January 2026
····
Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

Qualcomm stock rises today as chip rally lifts QCOM ahead of CES and Feb. earnings

NEW YORK, Jan 2, 2026, 12:41 ET — Regular session Shares of QUALCOMM Incorporated rose 1.3% to $173.26 on Friday, extending an early-year rebound for chip stocks. The stock traded between $172.21 and $174.63, with about 2.1 million shares changing hands by midday. The move matters because Qualcomm sits at the center of smartphone and connected-device supply chains, and its shares often trade with broader sentiment toward semiconductors. Investors are resetting positions at the start of the year after a choppy finish to 2025. It also lands days before CES in Las Vegas, a showcase where chipmakers and device brands
2 January 2026
····
Lam Research stock jumps nearly 5% today as chip-equipment rally kicks off 2026

Lam Research stock jumps nearly 5% today as chip-equipment rally kicks off 2026

NEW YORK, Jan 2, 2026, 12:25 ET — Regular session Lam Research (LRCX) shares rose $8.31, or 4.9%, to $179.49 on Friday, outperforming the broader market in the first regular session of 2026. The move matters now because chip-equipment stocks often trade as a direct read-through on how aggressively chipmakers plan to spend on new capacity. Those spending plans can swing quickly with demand for artificial intelligence hardware and memory chips. Reuters Friday’s gains also reflect a risk-on tone at the start of the year after a choppy finish to 2025, with technology shares helping lift U.S. equities, Reuters reported.
2 January 2026
··
AMD stock jumps 6% as chip rally kicks off 2026 ahead of Lisa Su’s CES keynote

AMD stock jumps 6% as chip rally kicks off 2026 ahead of Lisa Su’s CES keynote

NEW YORK, January 2, 2026, 10:18 ET — Regular session Shares of Advanced Micro Devices rose 6.0% to $227.02 in morning trade on Friday. The stock opened at $219.00 and traded between $217.01 and $227.05, with about 9.5 million shares changing hands. The move matters now because chip stocks are setting the pace in Wall Street’s first session of 2026 after a choppy year-end. The broader market opened higher as risk appetite improved, a setup that tends to favor growth-heavy technology names. Reuters “The market is looking for direction,” said Matthew Maley, chief market strategist at Miller Tabak. Investors are
2 January 2026
··
Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

Micron (MU) stock jumps 8% today as chip rally kicks off 2026 — what to watch next

NEW YORK, January 2, 2026, 10:18 ET — Regular session Micron Technology Inc (MU.O) shares rose about 8% on Friday morning, leading U.S. memory and storage names higher in the first regular session of 2026. The stock was up $22.92 at $308.33 by 10:02 a.m. ET, after trading between $292.68 and $308.33. The move comes as investors refocus on a tightening supply picture for memory chips, driven by heavy demand from AI infrastructure. IDC projected a 2026 contraction of up to 5.2% in smartphones and up to 8.9% in PCs in a pessimistic scenario as memory costs rise, Business Insider
2 January 2026
··
ASML shares jump after surprise Aletheia upgrade flips outlook on EUV demand

ASML shares jump after surprise Aletheia upgrade flips outlook on EUV demand

AMSTERDAM, January 2, 2026, 08:58 ET ASML (ASML.AS) shares rose more than 3% on Friday after Aletheia Capital upgraded the Dutch semiconductor equipment maker to “buy” from “sell” and doubled its price target — an analyst estimate of where a stock should trade — to $1,500. Investing The upgrade matters because investors are starting 2026 looking for fresh signals on chipmaker spending after an artificial intelligence-led investment cycle powered demand for advanced manufacturing tools. It also puts the spotlight back on ASML’s order pipeline, a closely watched read-through for the wider semiconductor equipment sector. Reuters Aletheia analyst Warren Lau said
2 January 2026
··
Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

NEW YORK, January 2, 2026, 07:20 ET Nvidia has approached Taiwan Semiconductor Manufacturing Co to ramp production of its H200 artificial-intelligence chips after Chinese tech companies ordered more than 2 million units for 2026, sources said. Nvidia has about 700,000 units in stock and has priced China-bound H200 variants around $27,000 per chip, the sources said. TSMC is expected to start work on expanded output in the second quarter, one person said, as Beijing weighs whether to approve imports after Washington recently cleared H200 exports to China with a fee. Reuters The scramble for supply lands as investors reset portfolios
2 January 2026
······
1 … 29 30 31 32 33 … 49

Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
Go toTop