Intel Corporation

Intel can't deliver enough new processors to the market due to high defect rates

Intel gave a weak outlook for the quarter due to manufacturing issues. The stock is down 12%

Advanced Micro Devices, Inc.

NVIDIA Corporation

AMD shares have the longest growth streak in almost a year. What are investors waiting for?

Analysts at HSBC and Seaport have upgraded their ratings on Intel's stock, taking a positive view of signs of improvement in its contract chip business. This is despite the fact that the company is still far away from leadership in the industry, and new customers for the production of processors using Intel's new technology have not yet been named, <a href="https://www.marketwatch.com/story/intels-stock-pops-as-it-finds-a-growing-chorus-on-wall-street-bf46a73a">notes</a> MarketWatch. The chipmaker's shares rose 3.4% in trading on Jan. 20.

Intel's manufacturing successes lead to two ratings revisions. Is the crisis over?

Micron Technology, Inc.

SK hynix Inc.

Samsung Electronics Co., Ltd.

At the end of 2025, the global semiconductor market is facing an acute shortage of memory chips. The three largest players - Micron, SK Hynix and Samsung Electronics - <a href="https://counterpointresearch.com/en/insights/global-dram-and-hbm-market-share">control </a> almost the entire memory market for AI gas pedals, with their shares rising 253.6%, 256% and 178% respectively over the year. Memory issues are already a structural problem, without the solution of which it is impossible to further scale AI.

The memory limit: How chip shortages are driving up prices and slowing down the AI boom

Powerchip Semiconductor Manufacturing Corp.

Shares of Powerchip Semiconductor Manufacturing, one of Taiwan's largest Taiwanese companies that makes both conventional and memory chips, rose nearly 10 percent on Monday, Jan. 19, after U.S. chipmaker Micron Technology announced it would acquire a large chip foundry in Taiwan from Powerchip.

Micron to buy plant from Taiwan chipmaker for $1.8 billion, its shares soar

ASML Holding N.V.

Investment bank Morgan Stanley expects that shares of Dutch semiconductor equipment manufacturer ASML Holding in the most favorable scenario can grow by more than 70%, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-16/morgan-stanley-sees-70-surge-for-asml-shares-in-bull-case">writes</a>. This may be facilitated by the increase in capital expenditures of chip manufacturers seeking to meet the growing demand for solutions in the field of artificial intelligence, the agency points out.

Morgan Stanley named ASML as one of its key investments and allowed the stock to rise by 70%

Citi analysts have revised their estimates of the largest chipmakers, raising their recommendation on Intel and at the same time excluding Micron from the list of priority ideas. The investment company sees tactical opportunities for Intel against the backdrop of competitors' limitations, but points to remaining risks. Whereas on Micron, analysts say, a slowdown in DRAM memory price growth is expected.

Citi changes Intel and Micron valuations amid chip market dynamics. Is it worth buying?

J.B. Hunt Transport Services, Inc.

QXO, Inc.

Woodward, Inc.

Sylvamo Corporation

Alphabet Inc.

Taiwan Semiconductor Manufacturing Company Limited

The Goldman Sachs Group, Inc.

Morgan Stanley

BlackRock, Inc.

The Kroger Co.

Uber Technologies, Inc.

Novo Nordisk A/S

Eli Lilly and Company

Clearway Energy, Inc.

Ocular Therapeutix, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: investors remain bullish

Applied Materials, Inc.

Lam Research Corporation

Capital expenditures by TSMC, the largest AI chip maker, for 2026 were notably higher than expected - suggesting the company expects continued strong demand for AI

TSMC's report boosted chipmakers' shares. What do investors expect from them?

The securities rating upgrade came less than a year after the downgrade

KeyBanc reinstated its advice to buy AMD stock. Alarm over demand is no longer relevant

Officials have advised Chinese companies to refuse to buy Nvidia chips; the status of the restrictions remains unclear, Reuters' sources said

China has effectively banned imports of Nvidia H200 AI chips - Reuters

Netflix, Inc.

Warner Bros. Discovery, Inc.

The price of gold hit another all-time high, while silver topped $90 an ounce for the first time. Donald Trump's administration authorized limited supplies of Nvidia AI chips to China, sparking controversy over the safety and effectiveness of export controls. These and other topics - in our review of key events for the morning of January 14.

Chips