Semiconductors 3 January 2026

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

Micron stock jumps 10% on Bernstein’s $330 target — what MU investors watch before Monday’s open

Micron Technology heads into Monday’s U.S. reopen after a sharp Friday rally that lifted the memory-chip maker 10.5% to $315.42. The stock hit an intraday high of $319.60, reflecting heavy momentum into the first full week of 2026.

4 January 2026

Earnings Reports·NASDAQ:MU·Semiconductors·Stock Market

Texas Instruments stock rises with chip rebound — the catalysts investors watch next

Texas Instruments shares rose 2.3% on Friday to $177.52, tracking a broad rebound in chipmakers that helped Wall Street start 2026 higher.

4 January 2026

NASDAQ:TXN·Semiconductors·Stock Market·Technology

Qualcomm stock gets CES spotlight after Toyota RAV4 chip news and CFO sale notice

Qualcomm shares ended Friday up about 1.1% at $172.98 after the company said Toyota’s new RAV4 is now available with its Snapdragon Digital Chassis platform.

4 January 2026

NASDAQ:QCOM·Semiconductors·Technology

Lam Research stock today: LRCX jumps 8% on Citi list as chip-equipment rally builds

Lam Research shares rose 8.1% on Friday to close at $185.06, after the chip-equipment maker was named to Citi’s Large Cap Recommended list for 2026. The stock touched $185.78 intraday before settling back from its high.

4 January 2026

NASDAQ:LRCX·Semiconductors·Stock Market

Micron stock jumps 10% on Bernstein target hike as AI-memory bets carry into 2026

Micron Technology, Inc. shares ended Friday’s session up 10.5% at $315.42, after Bernstein SocGen Group raised its price target on the memory-chip maker to $330 while keeping an “outperform” rating. Investing

4 January 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

ACM Research stock jumps nearly 14% to start 2026 as chip rally returns — what to watch next

ACM Research Inc shares last closed up about 14% at $44.88 on Friday, after trading between $40.26 and $44.99 on volume of roughly 1.66 million shares.

4 January 2026

NASDAQ:ACMR·Semiconductors·Stock Market

Intel stock jumps 6.7% to start 2026 as chip rally returns — what investors watch next

Intel Corporation shares rose $2.48, or 6.7%, to $39.38 on Friday, after trading between $37.41 and $39.86, as semiconductors powered Wall Street’s first session of 2026. Nvidia added 1.2% and Advanced Micro Devices gained 4.3%.

4 January 2026

NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

ACM Research stock jumps nearly 14% to start 2026 as chip rally lifts ACMR

Shares of ACM Research, Inc. rose 13.76% on Friday to close at $44.88, their biggest daily gain in months, after trading between $40.86 and $44.99. The stock finished within 24 cents of its 52-week high of $45.12, according to StockAnalysis. StockAnalysis

4 January 2026

NASDAQ:ACMR·Semiconductors·Technology

Credo stock slips as chip ETFs jump; Form 144 filing draws focus

Credo Technology Group Holding Ltd shares ended Friday down 0.47% at $143.22, even as broader semiconductor ETFs rose strongly.

3 January 2026

ETFs·NASDAQ:CRDO·Semiconductors·Stock Market

Astera Labs (ALAB) stock jumps nearly 8% as chip rally kicks off 2026; insider sale notice filed

Shares of Astera Labs ended Friday up 7.9% at $179.56 and last traded at $180.35 in after-hours activity, after the semiconductor sector rebounded to start 2026.

3 January 2026

NASDAQ:ALAB.O·Semiconductors·Stock Market·Technology

Semiconductor stocks jump as Micron surges 10% and SOXX rallies in first session of 2026

U.S. semiconductor stocks powered higher in the last session before the weekend, pushing the iShares Semiconductor ETF up 4.2% on Friday. Micron Technology and Intel led the advance, as investors rotated back into chip names to start 2026.

3 January 2026

NASDAQ:AMAT·NASDAQ:AMD·NASDAQ:ASML·NASDAQ:INTC·NASDAQ:LRCX·NASDAQ:MU·NYSE:TSM·Semiconductors·Stock Market

Lam Research stock jumps 8% to start 2026 as chip-tool shares rally — what LRCX investors watch next

Lam Research Corp shares closed up 8.1% on Friday at $185.06, finishing the first session of 2026 with one of the strongest large-cap moves in semiconductor equipment.

3 January 2026

NASDAQ:LRCX·Semiconductors·Stock Market

Semiconductors 3 January 2026 - 5 January 2026