Browse Category

Semiconductors 26 January 2026 - 28 January 2026

Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
AI stocks jump as Texas Instruments forecast lifts chips; Nvidia steadies on China H200 news

AI stocks jump as Texas Instruments forecast lifts chips; Nvidia steadies on China H200 news

Texas Instruments surged 7.4% to $211.26 in early trading Wednesday after projecting first-quarter revenue between $4.32 billion and $4.68 billion, beating analysts’ $4.42 billion forecast. The analog chipmaker’s guidance points to strong demand fueled by the AI data-center boom, extending beyond Nvidia’s expensive processors, despite some concerns about capital spending pressures. Nvidia gained 1.8%, while Intel and Micron Technology climbed 9.0% and 4.1%, respectively. Analog Devices also rose 3.1%.
28 January 2026
··
ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML’s record AI orders hit €13.2 billion — and its $250 million chip machines are the bottleneck

ASML reported Wednesday that its fourth-quarter bookings soared to €13.2 billion, well above estimates, driven by chipmakers ramping up orders for AI chip equipment. The company also lifted its 2026 sales forecast to between €34 billion and €39 billion, reversing earlier guidance that predicted flat or declining growth versus 2025. This new outlook surpasses the analyst consensus, which stood near €35 billion, according to LSEG data.
28 January 2026
··
Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron stock jumps after $24 billion Singapore fab plan; MU investors turn to pricing and capex

Micron Technology Inc’s shares surged 5.3% to end Tuesday at $409.86, following the announcement of a $24 billion investment to expand its manufacturing base in Singapore over the next 10 years. “Micron’s leadership in advanced memory and storage is enabling the AI-driven transformation reshaping the global economy,” said Manish Bhatia, the company’s executive vice president of global operations. The stock traded between $400 and $416.40, with around 30 million shares changing hands.
27 January 2026
···
AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

AI stocks swing as Nvidia puts $2 billion into CoreWeave and Microsoft debuts Maia 200 chip

AI stocks showed mixed moves on Monday after Nvidia announced a $2 billion investment in CoreWeave, making it the neocloud company’s second-largest shareholder. Nvidia will pay $87.20 per share. CoreWeave, which rents out GPU-heavy computing power, aims to exceed five gigawatts of AI data-center capacity by 2030. The funds will go toward land, power, and infrastructure—not chip purchases. “Nvidia is the leading and most requested computing platform at every phase of AI,” said CoreWeave CEO Michael Intrator.
26 January 2026
··
1 … 29 30 31 32 33 … 55
Follow on Google News
Add as preferred source Open in Google News
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
View full portfolio
Editorial model selection. Not personalised advice.