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Stock Market News 25 January 2026

Moore Threads stock price slips into weekend as loss forecast and Feb. 6 vote loom

Moore Threads stock price slips into weekend as loss forecast and Feb. 6 vote loom

Moore Threads Technology shares closed 1.6% lower at 618.53 yuan in Shanghai on Friday, down 4.4% for the week. The GPU maker expects 2025 revenue to surge over 230% but still projects a net loss up to 1.06 billion yuan. The company set a Feb. 6 shareholder vote on capping related-party purchases at 1.48 billion yuan for 2026. Shares have swung between 556 and 941.08 yuan since listing in December.
25 January 2026
Sungrow Power Supply stock heads into Monday with Davos ESG nod after solar-equipment surge

Sungrow Power Supply stock heads into Monday with Davos ESG nod after solar-equipment surge

Sungrow Power Supply’s Class A shares closed at 163.04 yuan Friday, up 1.66%, trimming their weekly loss to about 5.6%. China’s photovoltaic equipment sector surged 9.14% during the session, fueled by investor interest in “space photovoltaic” themes. Sungrow ranked 12th on Corporate Knights’ 2026 Global 100 sustainability list. Mainland markets will remain closed Sunday.
ASE Technology stock in focus after unit logs NT$1.03 billion machinery buy

ASE Technology stock in focus after unit logs NT$1.03 billion machinery buy

ASE Technology Holding said a key subsidiary bought NT$1.03 billion ($31 million) in production equipment from Grand Process Technology, according to a Taiwan stock filing. Shares closed Friday up 3.2% in Taipei; U.S. ADRs rose 1.7%. The purchase covers equipment delivery through January 2026. Investors await ASE’s next earnings report, expected Feb. 12.
Cambricon stock (688256) on watch after fund filings reshuffle China AI chip bets

Cambricon stock (688256) on watch after fund filings reshuffle China AI chip bets

Cambricon Technologies’ Class A shares closed down 1.33% at 1,334.99 yuan Friday, despite ranking among the top 10 most-held stocks by mainland mutual funds at year-end. Trading volume reached 6.35 million shares. Guoyuan Securities will begin market-making in Cambricon under STAR Market rules this week. Enflame, another domestic AI chipmaker, received approval for a STAR Market IPO targeting 6 billion yuan.
25 January 2026
Zhongji Innolight stock in focus: 300308.SZ slides 5.8% as block trade hits and Hong Kong vote nears

Zhongji Innolight stock in focus: 300308.SZ slides 5.8% as block trade hits and Hong Kong vote nears

Zhongji Innolight A-shares fell 5.8% to 585 yuan in Shenzhen on Friday, reversing a sharp rally, as a 43,900-share block trade worth 25.69 million yuan crossed the market. Mutual funds held 78.4 billion yuan in Zhongji at year-end, making it one of the most-owned stocks. The drop came as funds rotated out of CPO stocks. Zhongji denied rumors linking it to a related-party stake buy in Tongyuan Environment.
25 January 2026
Arm Holdings ADR stock drops Friday — what to watch before Monday and the Fed week

Arm Holdings ADR stock drops Friday — what to watch before Monday and the Fed week

Arm Holdings ADRs fell 2.6% to $116.07 Friday after a volatile session, reversing Thursday’s gains. Investors grew cautious following Intel’s warning of supply shortfalls and lower earnings, while rising memory-chip costs stoked concerns about weaker demand for consumer electronics. Arm will report quarterly results after markets close on February 4.
Qualcomm stock in focus after proxy filing tees up 24 million-share plan vote ahead of Feb. 4 earnings

Qualcomm stock in focus after proxy filing tees up 24 million-share plan vote ahead of Feb. 4 earnings

Qualcomm shares closed down 1.25% at $155.82 on Friday amid a mixed chip sector and a new SEC proxy filing. The company set its virtual annual meeting for March 17, with shareholders to vote on adding 24 million shares to its equity incentive plan. Fiscal Q1 earnings are due Feb. 4 after market close. CEO Cristiano Amon’s 2025 compensation was reported at $29.7 million.
Analog Devices stock slips into the weekend as board refresh lands — what investors watch next

Analog Devices stock slips into the weekend as board refresh lands — what investors watch next

Analog Devices shares fell 0.95% to $305.60 Friday, trading between $303.16 and $313.54 on volume of 2.9 million. The company added Dr. Yoky Matsuoka as an independent director and disclosed director Susie Wee will retire after March 11. The board urged shareholders to reject a proposal lowering the threshold for calling special meetings. The Philadelphia Semiconductor Index dropped 1.21%.
25 January 2026
KLA stock price firms into earnings week after Intel’s warning jolts chip names

KLA stock price firms into earnings week after Intel’s warning jolts chip names

KLA shares rose 0.9% to $1,512.78 Friday, recovering from Thursday’s decline as chip stocks swung on Intel’s weak outlook. New Street Research raised its KLA price target to $1,315 but kept a neutral rating. KLA will report fiscal Q2 results Jan. 29, with analysts expecting $8.78 per share on $3.26 billion revenue. Lam Research reports Jan. 28, setting the stage for the sector’s earnings cycle.
Intel stock price sinks 17% after outlook miss; INTC faces a supply test into March

Intel stock price sinks 17% after outlook miss; INTC faces a supply test into March

Intel shares fell 17% Friday after the company warned it cannot meet surging AI data-center demand due to supply constraints and issued a weak Q1 forecast. Revenue guidance of $11.7–$12.7 billion missed expectations, with adjusted earnings per share projected to break even. Management said supply may improve in Q2. Investors are watching for new foundry clients and further updates.
25 January 2026

Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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