New York, January 4, 2026, 15:46 ET — Market closed
- Texas Instruments shares rose 2.3% on Friday as semiconductors rebounded broadly to start 2026.
- The chip sector’s move put fresh focus on U.S. economic data due this week and what it means for rates-sensitive cyclicals.
- Traders are watching Monday’s ISM manufacturing report and Friday’s U.S. payrolls data ahead of Texas Instruments’ next earnings update later this month.
Texas Instruments (TXN.O) shares rose 2.3% on Friday to $177.52, tracking a broad rebound in chipmakers that helped Wall Street start 2026 higher.
With U.S. markets closed on Sunday, the question for Monday’s session is whether the semiconductor bounce holds as investors brace for a heavy week of economic data and shifting expectations for interest rates.
That matters for Texas Instruments because its analog and embedded chips are closely tied to industrial and automotive demand, areas that tend to react quickly when growth expectations or financing conditions change.
Chip stocks provided a boost on Friday, with the Philadelphia Semiconductor Index (.SOX) up 4%, Reuters reported. Joe Mazzola, head of trading and derivatives strategist at Charles Schwab, said the market is seeing a “buy the dip, sell the rip” mentality. Reuters
Texas Instruments’ move came alongside gains in other large chip names. Intel rose 6.7% and Nvidia added 1.2% on Friday, while analog peer Analog Devices gained 0.9%, according to trade data.
Texas Instruments designs and manufactures analog and embedded processing semiconductors used across industrial equipment, automobiles and consumer electronics. The company reported $15.64 billion of revenue in 2024 and organizes its results primarily into Analog and Embedded Processing segments, an annual filing showed. SEC
The next company catalyst is its quarterly earnings update later this month, with Nasdaq’s earnings calendar listing Jan. 22 as an estimated report date. Investors typically focus on industrial order trends, customer inventory levels and how factory spending is flowing through margins and free cash flow. Nasdaq
On Friday, the stock traded between $174.71 and $178.88, leaving it just below the $180 level traders often watch as a near-term marker. A move above $180 would put the recent highs back in play, while a drop under $175 would reopen the prior session’s low area.
But the rally will be tested quickly. A weaker read on manufacturing or a stronger-than-expected jobs report can lift bond yields and pressure rate-sensitive cyclicals, while shifts in U.S. tariff policy remain a wildcard for global demand and supply chains. Reuters
The first scheduled catalyst is Monday’s ISM manufacturing report at 10:00 a.m. ET, followed later in the week by the U.S. Employment Situation report for December on Friday, Jan. 9 at 8:30 a.m. ET. Institute for Supply Management
