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Semiconductors News 13 January 2026 - 14 January 2026

Qualcomm stock falls again as “glass cloth” supply report rattles chip names ahead of earnings

Qualcomm stock falls again as “glass cloth” supply report rattles chip names ahead of earnings

New York, Jan 14, 2026, 13:22 EST — Regular session QUALCOMM Incorporated (QCOM.O) slipped 1.5%, hitting $162.73 early Wednesday afternoon, which also marked its session low. Trading volume reached roughly 3.4 million shares. (MacRumors) The slide is significant, but it’s not about demand this time. The concern now centers on supply — a niche, critical component that could choke production…
14 January 2026
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Micron stock in focus as retail traders crowd memory names and BofA lifts target to $400

Micron stock in focus as retail traders crowd memory names and BofA lifts target to $400

New York, Jan 14, 2026, 10:28 (EST) — Regular session Micron Technology, Inc. shares dipped roughly 0.7% to $335.63 Wednesday morning, slipping back after an impressive rally earlier this year. The stock is under the spotlight after Reuters revealed retail traders ramped up bets on U.S. memory and data-storage chipmakers this January, anticipating an AI-driven supply crunch that will keep…
14 January 2026
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AMD stock slides after Tuesday surge as KeyBanc flags 2026 server CPU crunch, TCS AI pact in focus

AMD stock slides after Tuesday surge as KeyBanc flags 2026 server CPU crunch, TCS AI pact in focus

New York, Jan 14, 2026, 09:36 EST — Regular session Shares of Advanced Micro Devices slipped 1.7% to $217.27 in early Wednesday trading, following a sharp 6.4% gain the day before. The stock had closed Tuesday at $220.97. (Investing) The pullback arrives as traders wrestle with this: did Tuesday’s upgrade-fueled rally already factor in much of 2026 data-center demand? AMD…
14 January 2026
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AMD stock jumps again as KeyBanc upgrade flags tight 2026 server CPU supply

AMD stock jumps again as KeyBanc upgrade flags tight 2026 server CPU supply

New York, Jan 14, 2026, 09:33 EST — Regular session underway. Shares of Advanced Micro Devices (AMD.O) jumped 6.4% to $220.97 in early U.S. trading Wednesday, building on momentum from a positive brokerage note highlighting strong demand for the company’s data-center chips. The upgrade matters now because AMD’s stock serves as a quick gauge of spending among the largest cloud…
14 January 2026
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Intel stock jumps again in premarket as KeyBanc flags sold-out 2026 server CPUs

Intel stock jumps again in premarket as KeyBanc flags sold-out 2026 server CPUs

NEW YORK, Jan 14, 2026, 04:46 (EST) — Premarket Intel Corp shares (INTC) climbed 3.4% to $48.91 in premarket trading Wednesday, adding to a strong rally that lifted the stock the previous day. The stock had closed Tuesday at $47.29, marking a 7.3% gain. (Google) This rally is crucial as Intel has been working for months to persuade investors that…
14 January 2026
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KLA stock jumps on TD Cowen upgrade as traders eye next chip-equipment catalyst

KLA stock jumps on TD Cowen upgrade as traders eye next chip-equipment catalyst

New York, Jan 13, 2026, 20:54 EST — Market closed. KLA Corp shares rose Tuesday following TD Cowen’s upgrade to “buy” and a boost to its price target, now $1,800, citing stronger spending in leading-edge foundries. After hours, the stock was last at $1,441.82, up 0.9% from the close. (Investing) The call comes as investors wrestle with what’s next for…
14 January 2026
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Nvidia stock gets Washington’s green light for H200 China sales — but Beijing adds a snag

Nvidia stock gets Washington’s green light for H200 China sales — but Beijing adds a snag

New York, January 13, 2026, 5:04 PM EST — After-hours Nvidia shares rose Tuesday following the U.S. decision to relax export controls on its H200 AI chips to China, introducing conditions that may allow shipments to resume. The stock closed up roughly 0.5% at $185.81 and showed little movement after hours. The policy change comes at a sensitive time for…
13 January 2026
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AMD stock jumps 7% after KeyBanc upgrade flags tight server chip supply

AMD stock jumps 7% after KeyBanc upgrade flags tight server chip supply

New York, Jan 13, 2026, 4:03 PM EST — After-hours Shares of Advanced Micro Devices rose roughly 7% Tuesday, defying a weaker overall market. The jump came after KeyBanc upgraded the chipmaker, citing evidence that demand for data-center processors is outpacing supply. This call is crucial as investors scramble to define what “AI infrastructure” spending will actually entail in 2026,…
13 January 2026
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Lam Research stock stalls near highs as BofA lifts target to $245, more boosts follow

Lam Research stock stalls near highs as BofA lifts target to $245, more boosts follow

New York, Jan 13, 2026, 12:10 EST — Regular session Lam Research (LRCX) shares were little changed on Tuesday after Bank of America raised its price target on the chipmaking equipment supplier to $245 from $195 and kept a Buy rating. The stock was down 0.1% at $220.26 in midday trading. BofA cited a stronger multi-year demand outlook and improving…
13 January 2026
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Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

Intel stock pops after KeyBanc upgrade, $60 target as AI server demand tightens

NEW YORK, January 13, 2026, 11:14 EST Intel (INTC.O) shares surged roughly 6% Tuesday following KeyBanc Capital Markets’ upgrade to “overweight,” signaling expectations for the stock to outperform. The firm also raised its price target to $60. Intel’s stock climbed 6.4% to $46.88 in late morning deals. (Barron’s) The call comes as Intel is already on a hot streak, soaring…
13 January 2026
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Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

Intel stock (INTC) jumps on KeyBanc upgrade as AI server-chip pricing comes into view

NEW YORK, Jan 13, 2026, 10:55 EST — Regular session Intel shares climbed more than 6% Tuesday following a KeyBanc upgrade, pushing the chipmaker’s strong start to the year even further. By 10:40 a.m. ET, the stock had gained 6.8%, trading at $47.08. The move is significant now as investors hunt for proof Intel can boost revenue from data-center chips…
13 January 2026
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Navitas Semiconductor stock slides 7% as NVTS swings ahead of CEO’s Needham conference slot

Navitas Semiconductor stock slides 7% as NVTS swings ahead of CEO’s Needham conference slot

NEW YORK, Jan 13, 2026, 10:30 EST — Regular session Navitas Semiconductor Corp shares were down 7.1% at $9.69 in late-morning trading on Tuesday, after swinging from an intraday high of $10.96 to a low of $9.69. The move stood out against a steadier semiconductor tape, with traders focused on near-term catalysts rather than a fresh headline from the company.…
13 January 2026
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Stock Market Today

  • LHV Group Buys Back Own Shares on Nasdaq Tallinn
    January 23, 2026, 10:42 AM EST. LHV Group, Estonia's largest financial group, repurchased its own shares on Nasdaq Tallinn from January 16 to 22, 2026. The transactions involved purchases between 3.53 and 3.57 euros per share, totaling over 59,000 shares. This buyback is authorized by the shareholders' meeting in March 2025 and overseen by the Supervisory Board. The acquisition agent is AS LHV Pank. LHV Group comprises key subsidiaries including LHV Pank, LHV Varahaldus, and LHV Kindlustus, collectively serving hundreds of thousands of clients. Buyback summary disclosures will follow within seven trading days, ensuring transparency. The move reflects LHV's ongoing capital management strategy amid its expanding services across Estonia and the UK.
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