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Semiconductors 4 February 2026 - 6 February 2026

Qualcomm stock price ticks up as QCOM steadies after memory-shortage warning spooks chip investors

Qualcomm stock price ticks up as QCOM steadies after memory-shortage warning spooks chip investors

Qualcomm shares rose 1.5% to $138.30 Friday morning after a sharp drop earlier this week, following a revenue forecast below Wall Street estimates. The company cited a global memory chip shortage as the main factor, with CEO Cristiano Amon warning the squeeze could persist through 2027. Bank of America downgraded the stock to “Neutral” and cut its price target, citing weaker handset demand and market share concerns.
6 February 2026
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Advanced Micro Devices AMD stock price slides after hours as forecast doubts linger and Nvidia looms

Advanced Micro Devices AMD stock price slides after hours as forecast doubts linger and Nvidia looms

AMD shares fell 3.9% to $192.46 in Thursday’s after-hours, following an 8% drop after the company forecast first-quarter revenue below market hopes. Fourth-quarter revenue hit a record $10.27 billion, up 34% year-over-year, but China sales drove much of the growth. Investors moved away from AI chip stocks amid Alphabet’s $185 billion capital spending plan and broader market declines.
5 February 2026
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Intel stock swings, then steadies as CEO revives GPU push and SoftBank memory deal stays in focus

Intel stock swings, then steadies as CEO revives GPU push and SoftBank memory deal stays in focus

Intel shares rose 0.6% to $48.89 Thursday afternoon after a volatile session, outperforming much of the U.S. tech sector. CEO Lip-Bu Tan announced plans to develop data-center GPUs, directly challenging Nvidia, and SoftBank’s SAIMEMORY signed a memory tech deal with Intel. CFO David Zinsner sold nearly 60,000 shares on Feb. 2. New Xeon 600 workstation chips will be available in late March.
5 February 2026
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Credo Technology stock rebounds today as AI-chip jitters ease; what’s next for CRDO

Credo Technology stock rebounds today as AI-chip jitters ease; what’s next for CRDO

Credo Technology shares rose about 2% to $98.96 Thursday afternoon, rebounding after recent losses. A Bank of America note challenged the AI-chip selloff, citing sector bottlenecks. Insider-sale filings and a March earnings report kept traders cautious. Roughly 5.8 million shares traded as Credo’s market cap neared $32.5 billion.
5 February 2026
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Tower Semiconductor stock jumps on Nvidia 1.6T silicon photonics tie-up as traders eye Feb. 11 results

Tower Semiconductor stock jumps on Nvidia 1.6T silicon photonics tie-up as traders eye Feb. 11 results

Tower Semiconductor shares rose 6.6% to $129.29 Thursday after announcing a partnership with Nvidia to develop 1.6-terabit optical modules for data centers. The company touted its silicon photonics platform for boosting AI networking speeds. No financial terms or production timelines were disclosed. Investors await Tower’s Feb. 11 earnings for updates on demand and project progress.
5 February 2026
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Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials shares rose 0.7% to $299.55 by midday Thursday, rebounding after a 6% drop Wednesday. Lam Research, ASML, and KLA also gained, while Alphabet and Qualcomm fell sharply. Citi raised its price target on Applied to $400 ahead of Feb. 12 earnings. Export controls remain a risk, with potential to cut $600 million from Applied’s 2026 revenue.
5 February 2026
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Analog Devices stock pops as chip dealmaking back in focus ahead of ADI earnings

Analog Devices stock pops as chip dealmaking back in focus ahead of ADI earnings

Analog Devices shares rose 3% to $320.44 Wednesday, bucking declines in major chip stocks. The move followed Texas Instruments’ $7.5 billion deal to buy Silicon Labs, drawing attention to the analog chip sector. Trading volume in ADI topped its recent average. Investors are focused on ADI’s Feb. 18 earnings for signals on demand and margins.
5 February 2026
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Applied Materials stock hammered after-hours as chip selloff deepens — what to watch next

Applied Materials stock hammered after-hours as chip selloff deepens — what to watch next

Applied Materials shares fell 6.6% to $297.60 in after-hours trading Wednesday as chip equipment stocks slid and investors braced for next week’s earnings report. The PHLX semiconductor index dropped 4.4%, while Lam Research fell 8.8% and KLA lost 3.6%. The Nasdaq closed down 1.51%. Traders are watching Applied’s Feb. 12 results for signals on chip demand and sector stability.
5 February 2026
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AMD stock dives 16% after guidance revives Nvidia worries and China boost questions

AMD stock dives 16% after guidance revives Nvidia worries and China boost questions

AMD shares fell 16.3% to $202.59 Wednesday after the company forecast a sequential revenue decline for the first quarter, citing uncertainty over China AI-chip shipments. Fourth-quarter revenue hit a record $10.27 billion, but the outlook projects around $9.8 billion. The company reported $390 million in China AI-chip revenue and flagged $440 million in inventory charges tied to U.S. export controls.
4 February 2026
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Marvell Technology stock slips as Celestial AI deal dilution meets a wider chip selloff

Marvell Technology stock slips as Celestial AI deal dilution meets a wider chip selloff

Marvell Technology shares fell about 2% to $74.06 Wednesday after the company closed its $1 billion acquisition of Celestial AI and warned of higher short-term costs and share dilution. Marvell issued over 24 million unregistered shares for the deal and may issue more if revenue targets are met. Investors are watching for signs of demand and integration ahead of the company’s earnings report.
4 February 2026
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NXP stock rebounds in regular trade as CEO pitches ‘physical AI’ after earnings whipsaw

NXP stock rebounds in regular trade as CEO pitches ‘physical AI’ after earnings whipsaw

NXP Semiconductors shares rose about 2% Wednesday to $225.03, rebounding after a 4.5% drop the previous session. The move followed a first-quarter revenue forecast of $3.05–$3.25 billion, above analyst expectations. CEO Rafael Sotomayor cited “physical AI” as a growth driver for industrial chips. BofA Securities cut its price target to $245 but maintained a buy rating.
4 February 2026
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KLA stock drops again as chip-equipment names slide; what’s driving KLAC now

KLA stock drops again as chip-equipment names slide; what’s driving KLAC now

KLA shares fell 4.4% to $1,295.70 by midday Wednesday, deepening a multi-day slide and leaving the stock down 23% from its Jan. 29 peak. Applied Materials dropped 9%, Lam Research 10.6%, and ASML 5.3% as chip-equipment makers tracked a broader tech sell-off. Investors focused on upcoming industry events with key U.S. labor and inflation data delayed.
4 February 2026
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AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

AMD stock slides after soft forecast revives Nvidia doubts despite record Q4 earnings

AMD forecast first-quarter revenue around $9.8 billion, down from $10.27 billion the previous quarter, citing lower MI308 AI chip sales to China. Shares fell nearly 7% in premarket trading after the outlook missed investor expectations. The company reported a 34% jump in fourth-quarter revenue, but analysts noted data-center sales would have missed forecasts without China-related MI308 sales.
4 February 2026
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Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments will acquire Silicon Labs for $231 per share in cash, valuing the deal at $7.5 billion. The companies expect to close the transaction by mid-2027, pending regulatory and shareholder approval. TI projects $450 million in annual cost savings within three years of closing. Silicon Labs shares jumped after the announcement, while TI stock fell.
4 February 2026
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Micron stock price slips 4% in early trade as chip rally cools — what’s next for MU

Micron stock price slips 4% in early trade as chip rally cools — what’s next for MU

Micron shares fell 4.2% to $419.44 in early Nasdaq trading Wednesday, tracking a broader tech selloff after AMD issued a cautious outlook. TrendForce forecasts DRAM contract prices will jump up to 95% in Q1, citing AI-driven demand. Analysts report Micron can meet only about two-thirds of customer orders amid a memory chip shortage. Investors await Micron’s Feb. 11 conference for updates on supply and pricing.
4 February 2026
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SanDisk stock price jumps again as “memory shortage” bets keep SNDK in play

SanDisk stock price jumps again as “memory shortage” bets keep SNDK in play

Sandisk shares rose 4.5% to $695.51 in early trading Wednesday, with volume near 808,000. The company extended its flash supply deal with Kioxia through 2034 and raised its revenue forecast, prompting several brokerages to lift price targets. Sandisk posted Q2 revenue of $3.025 billion and expects Q3 revenue up to $4.8 billion. Next earnings are scheduled for May 7, 2026.
4 February 2026
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Stock Market Today

  • 3D Systems Price Target Raised 89.37% to €5.05 Amid Mixed Fund Activity
    April 12, 2026, 2:36 AM EDT. The average one-year price target for 3D Systems (DB:SYV) surged by 89.37% to €5.05 per share, up from €2.67 last September. This target suggests a 218.42% increase from the recent closing price of €1.59. Analyst forecasts range between €3.33 and €6.93. Institutional holdings declined by 9.82% in the past quarter with 192 funds reporting positions, down 40.19%. Notable shareholders such as Capital World Investors maintain stable stakes, while others like Nuveen increased holdings by 80.25%, despite a 38.28% decrease in portfolio allocation by D. E. Shaw. These mixed institutional moves highlight divergence in investor sentiment as 3D Systems approaches a key price catalyst.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

11 April 2026
Snowflake shares fell 8.4% to $121.11 on Friday after an 11.7% drop Thursday, as investors sold off software stocks amid concerns over new AI tools from Anthropic and OpenAI. The stock now trades just above its 52-week low. The S&P 500 Software and Services Index is down 25.5% for the year. Snowflake reported fourth-quarter product revenue of $1.23 billion, up 30% from a year earlier.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.04.2026

11 April 2026
LIVEMarkets rolling coverageStarted: April 11, 2026, 12:00 AM EDTUpdated: April 11, 2026, 11:59 PM EDT DocuSign Stock Review: Is the 42% Yearly Drop a Buying Opportunity? April 11, 2026, 11:59 PM EDT. DocuSign (DOCU) shares have fallen 42.3% over the past year, raising questions about their value. Despite recent weakness, a Discounted Cash Flow (DCF) analysis suggests the stock is **68.1% undervalued**, with estimated intrinsic value around $134.42 versus a current price near $42.89. The DCF model projects growing free cash flows from $990 million in 2026 to $1.37 billion by 2029. Investors remain cautious amid evolving software spending trends
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