Browse Category

Semiconductors 13 January 2026 - 15 January 2026

AMD Stock Jumps 6.5% as $4.75 Billion Debt Deal Funds the AI Race
AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

AI chip stocks rally: Nvidia and AMD jump on TSMC outlook as Trump tariff clouds China trade

Shares of Nvidia and Advanced Micro Devices surged Thursday, fueling gains across AI-focused chip stocks following Taiwan Semiconductor Manufacturing Co’s strong profit report and boosted investment outlook. By 10:15 a.m. ET, Nvidia had climbed 2.8%, while AMD jumped 5.5%. U.S.-listed TSMC shares rose 6.3%, ASML gained 6.2%, and Broadcom added around 2%, though Qualcomm dipped 0.8%.
ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML stock hits record high, clears $500B as TSMC lifts AI chip spending plan

ASML shares soared to a fresh peak on Thursday, lifting the chip-equipment giant's market cap past the $500 billion mark. This followed TSMC's decision to boost its 2026 capital expenditure, aiming to meet the rising demand for AI-related chips. By 0952 GMT, ASML was up 4.3%, marking a 23% gain for January so far. “The new plan is great for equipment vendors in 2026, it will lead to consensus estimates upgrades across the board,” said Degroof Petercam analyst Michael Roeg.
Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Trump’s New AI Chip Tariff Jolts Nvidia Stock After Hours as AMD Holds Up

Nvidia shares dipped 1.5% to $183.14 in after-hours trading Wednesday following President Donald Trump’s announcement of a 25% tariff on certain advanced computing chips, including Nvidia’s H200 AI processor. Meanwhile, AMD, whose MI325X chip was also named in the White House fact sheet, gained 1.2%, closing at $223.60.
1 36 37 38 39 40 55
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.