Semiconductors 5 January 2026

Nvidia China license rush meets CES chip blitz as AMD slides in AI stock trade

Nvidia shares were little changed on Tuesday after Chief Financial Officer Colette Kress said U.S. officials were “working feverishly” on export licenses needed for the company to ship its H200 data-center chips to China, but timing remains unclear. Nvidia was up about 0.1% at $188.25 in afternoon trading. Reuters

6 January 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Microchip stock jumps nearly 10% after chipmaker lifts sales outlook on strong orders

Microchip Technology shares climbed nearly 10% on Tuesday after the chipmaker lifted its fiscal third-quarter sales forecast, extending gains sparked by the update a day earlier. The stock was up 10.0% at $73.75 in early afternoon trading, after a 5.6% rise in after-hours trading on Monday. Reuters

6 January 2026

Earnings Reports·NASDAQ:MCHP·Semiconductors·Stock Market

KLA (KLAC) stock rises after Cantor upgrade as CES AI headlines keep chip tools in focus

KLA Corp shares rose 3.4% to $1,398.66 in afternoon trading on Tuesday after Cantor Fitzgerald upgraded the $187 billion process-control toolmaker and lifted its price target. Cantor analyst C.J. Muse raised the rating to “overweight” from “neutral” and increased the target to $1,500 from $1,350, according to MarketScreener and StreetInsider.

6 January 2026

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

Microchip Technology stock jumps 10% after MCHP boosts Q3 sales outlook

Microchip Technology Incorporated shares rose 10.2% to $73.93 in midday trading on Tuesday after the chipmaker lifted its fiscal third-quarter net sales outlook in a late-Monday update. The company now expects net sales of about $1.185 billion for the quarter ended Dec. 31, 2025, above its earlier $1.109 billion to $1.149 billion forecast, and said it would not hold a conference call on the update, with full results due Feb. 5. CEO Steve Sanghi said “our bookings activity was very strong in the December quarter,” referring to new orders, and the company pointed to a stronger March-quarter opening backlog, or unfilled orders, as it ramps factories to cut under-utilization charges, a cost of running plants below capacity. Microchip Technology Incorporated

6 January 2026

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

Why KLA stock jumped 6% and what CES headlines mean for KLAC next

KLA Corp shares climbed 6.3% on Monday to $1,352.45, extending a strong start to 2026 for semiconductor equipment makers.

6 January 2026

NASDAQ:KLAC·Semiconductors·Stock Market·Technology

Applied Materials stock jumps about 6% as CES buzz lifts chip-equipment names

Applied Materials, Inc. shares were last up 5.7% at $284.32 in late trading on Monday, after the chip-equipment maker rallied with the broader semiconductor complex. The stock hit an intraday high of $287.68 after opening at $276.12.

6 January 2026

NASDAQ:AMAT·Semiconductors·Stock Market·Technology

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

Lam Research shares closed up 5.3% at $194.76 on Monday and were steady in after-hours trading, as chip-equipment makers extended a sharp early-2026 rally. StockAnalysis

6 January 2026

Artificial Intelligence·NASDAQ:LRCX·Semiconductors·Stock Market

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

Intel shares finished nearly flat on Monday and were little changed after the bell, as traders positioned ahead of the company’s CES presentation later in the evening. The stock closed down 0.03% at $39.37. MarketScreener

6 January 2026

NASDAQ:INTC·Semiconductors·Stock Market·Technology

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

KLA Corp shares rose about 6.4% to $1,356 in afternoon trading on Monday, after touching an intraday high of $1,371.82 and setting up for a record closing high. Morningstar

5 January 2026

NASDAQ:KLAC·Semiconductors·Stock Market·Technology

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

SiTime Corp shares slid about 9% on Monday afternoon, reversing an earlier rise and wiping out a chunk of the timing-chip maker’s start-of-year gains. The Nasdaq-listed stock was down $33.46 at $336.50, after trading as high as $382 and as low as $333.33.

5 January 2026

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

Lam Research stock jumps 6% as chip-tool rally builds on BofA AI call ahead of CES

Lam Research stock climbed about 6.4% to $196.90 in late-morning New York trading on Monday, valuing the chip equipment maker at about $162 billion. The shares touched $198.34 earlier in the session, market data showed.

5 January 2026

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

Broadcom (AVGO) stock slides while chip peers rally — what’s weighing on shares now

Broadcom Inc shares slid on Monday, bucking a broader lift in chip stocks as investors kept a tight focus on the cost of the AI buildout and what it means for margins across the sector.

5 January 2026

NASDAQ:AVGO·Semiconductors·Stock Market·Technology

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

Advanced Micro Devices Chief Executive Lisa Su will deliver a keynote at CES 2026 in Las Vegas on Monday night, as the chipmaker seeks to sharpen its pitch in artificial intelligence. The session is scheduled for 6:30 p.m. Pacific time at the Venetian’s Palazzo Ballroom, the CES agenda shows. CES

5 January 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·Semiconductors·Technology

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

Micron Technology, Inc. shares rose 2.7% to $323.92 in early trade on Monday, keeping the U.S. memory-chip maker near fresh highs.

5 January 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market

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

Nvidia shares rose about 1.2% to $188.85 in early trading on Monday, as chip stocks steadied and investors positioned ahead of CEO Jensen Huang’s scheduled CES appearance later in the day.

5 January 2026

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

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

Micron Technology shares rose about 3% in premarket trading on Monday, adding to a powerful run that saw the stock jump 10.5% on Friday’s close. Shares were indicated at $325.37 after ending Friday at $315.42. The Wall Street Journal

5 January 2026

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

KLA stock jumps toward a fresh high as chip-equipment rally kicks off 2026

KLA Corp shares surged nearly 5% on Friday, ending the first trading session of 2026 within about 1% of their 52-week high after chip-linked stocks rebounded. KLA Corporation

5 January 2026

NASDAQ:KLAC·Semiconductors·Stock Market

Texas Instruments (TXN) stock jumps 2% as chip rally kicks off 2026 — what to watch next

Texas Instruments Inc shares closed up 2.32% at $177.52 on Friday, snapping a four-session losing streak. The stock traded about 6.1 million shares and is roughly 20% below its 52-week high of $221.69, MarketWatch data showed. MarketWatch

5 January 2026

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

Applied Materials stock jumps 4.6% as chip rally kicks off 2026 — what moves AMAT next

Applied Materials shares closed up 4.6% on Friday at $268.87, after swinging between $260 and $271.21 in the session.

5 January 2026

NASDAQ:AMAT·Semiconductors·Stock Market

Lam Research stock hits a record close after Citi spotlight — what LRCX investors watch next

Lam Research Corp shares closed up 8.1% on Friday at $185.06, lifting the chipmaking-equipment maker to a record close after the stock hit an intraday high of $185.88.

5 January 2026

NASDAQ:LRCX·Semiconductors·Stock Market·Technology

Semiconductors 5 January 2026 - 6 January 2026