U.S. President Donald Trump's administration plans to spare firms such as Amazon , Google and Microsoft from upcoming tariffs on chips as they build AI data centers, the Financial Times reported on Monday, citing people familiar with the matter. ...

Group 1 - The core focus of the articles is on STM's significant role in the aerospace and AI sectors, highlighting its long-term partnership with SpaceX and a new multi-billion-dollar deal with Amazon [1][2][3] - STM has shipped over 5 billion chips to SpaceX in a decade, showcasing its critical contribution to the functionality of Starlink and the increasing demand for advanced electronics as SpaceX accelerates its lunar launch plans [1] - The recent partnership with Amazon's AWS is not just a typical chip contract but an equity-linked agreement that could provide Amazon with nearly a 3% stake in STM, aimed at securing supply for AI data centers [2] Group 2 - STM is evolving from being viewed solely as an automotive chipmaker to a strategic player in multiple high-tech industries, including aerospace and artificial intelligence [3] - Following the announcement of the Amazon deal, STM's stock price increased by over 9% in pre-market trading, indicating positive market sentiment regarding its diversified business model [3] - The company represents a unique investment opportunity, catering to both the ambitions of SpaceX in space exploration and Amazon's growth in AI, suggesting potential for strong returns [4]

Monolithic Power Systems, Inc. (NASDAQ:MPWR) reported upbeat earnings for the fourth quarter on Thursday.The company posted quarterly earnings of $4.79 per share which beat the analyst consensus estimate of $4.72 per share. The company reported quarterly sales of $751.155 million which beat the analyst consensus estimate of $739.928 million.“Our results demonstrate our continued success in transforming from a chip-only, semiconductor supplier to a full service, silicon-based solutions provider,” said Michae ...

The British semiconductor company logged lower profit in its latest quarter despite a rise in sales due to increased demand for its chips in artificial intelligence data centers. ...

Core Viewpoint - Silicon Motion's stock experienced a significant increase following a positive earnings outlook for the current quarter, with the company reporting better-than-expected revenue and earnings for the fourth quarter [1] Financial Performance - Adjusted earnings for Silicon Motion rose by 38% year over year, reaching $1.26 per share in the December quarter [1] - Revenue for the fourth quarter increased by 46% to $278.5 million, surpassing estimates of $261 million [1] Technical Performance - Silicon Motion Tech ADR received a Relative Strength Rating upgrade, indicating improved technical performance [1] - The stock's Relative Strength Rating has shown a notable increase, reaching a benchmark of 80-plus [1]

When you talk about the global tech industry, there are two companies it cannot do without. One is ASML Holding N.V. (NASDAQ: ASML), which I've covered before and whose lithography machines are absolutely critical in semiconductor manufacturing. The other is Taiwan Semiconductor Manufacturing (NYSE: TSM) which, as of Q3 2025, controls a whopping 72% of the pure foundry semiconductor market. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy rig ...

No change. The Federal Reserve holding rates steady in the range of three and a half to three and 3/4%. Now, this was a split decision. Fed Federal Reserve governors Steven Myron and Chris Waller both dissenting preferring to cut rates by a quarter percentage point. Waller had indicated ahead of the meeting that he still has concerns about the health of the job market. Now, Fed officials upgraded their assessment of the economy to solid from moderate on the back of that strong third quarter GDP reading and ...

Core Viewpoint - Texas Instruments' shares increased by 7% in premarket trading due to a positive quarterly forecast, indicating strong demand for chips driven by the AI data center boom, extending beyond Nvidia's advanced processors [1] Group 1 - Texas Instruments reported a quarterly forecast that reflects robust growth in demand for semiconductors [1] - The surge in demand is attributed to the AI data center boom, highlighting a shift in the semiconductor market dynamics [1] - The performance of Texas Instruments suggests a competitive landscape where demand for chips is not solely reliant on Nvidia's offerings [1]

Core Viewpoint - Intel's stock dropped 16% following its earnings report, despite beating earnings and revenue estimates, primarily due to weaker guidance and supply chain issues [1][3][4]. Financial Performance - Intel exceeded earnings expectations by nearly 88% and also beat revenue estimates, indicating a solid quarter [4]. - The company's stock has increased by approximately 147% over the past year, but is currently trading at around 82 times forward earnings [9][10]. Guidance and Market Reaction - The negative market response is attributed to Intel's inability to meet demand and cited manufacturing issues, leading to softer guidance [3][6]. - Analysts are divided on whether the guidance reflects a temporary execution issue or a more structural problem for Intel [6][7]. Competitive Landscape - Intel is attempting to transition from being solely a chip designer to also becoming a chip maker, entering the competitive chip foundry market, which is currently dominated by Taiwan Semiconductor [5]. - Taiwan Semiconductor is viewed as a better investment in the foundry space, trading at about 27 times forward earnings compared to Intel's valuation [10][12]. Future Outlook - The demand for chips is driven by significant capital expenditures (capex) from major tech companies, expected to reach nearly $500 billion this year [13]. - The success of Intel in addressing its manufacturing issues and securing key clients will be critical for restoring investor confidence [12][13]. Investment Considerations - The current pullback in Intel's stock may present a buying opportunity, but investors are advised to consider the broader AI ecosystem rather than focusing solely on semiconductor stocks [16].

This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Friday. This is TheStreet’s Stock Market Today for Jan. 23, 2026. You can follow the latest updates on the market here in our daily live blog. Update: 4:00 p.m. ET Closing Bell The U.S. markets are now closed for the week. Our abbreviated trading week has drawn to a close, but unfortunately not on the footing which it spent the last two da ...