Saturday, January 31, 2026
Week in review: Apple iPhone shortage; Microsoft, Sandisk, KLA, Lam, ASML, TI earnings
The following is a roundup of my stories from Investors.com.
Sandisk rockets as memory stocks called “the new gold.” (Jan. 30, 2026)
Chip-gear maker KLA tops estimates but stock falls. (Jan. 30, 2026)
Apple faces iPhone shortages amid chip production constraints. (Jan. 30, 2026)
Apple handily beats holiday-quarter goals on record iPhone sales. (Jan. 29, 2026)
Sandisk stock soars as memory-chip maker smashes estimates. (Jan. 29, 2026)
Microsoft earnings report brings out the bears as Azure growth disappoints. (Jan. 29, 2026)
Microsoft beats December-quarter targets, but stock falls late. (Jan. 28, 2026)
Lam Research stock rises as chip-gear firm tops targets. (Jan. 28, 2026)
ASML stock falls despite strong sales forecast for 2026. (Jan. 28, 2026)
Texas Instruments guides above Q1 estimates after roughly in-line Q4. (Jan. 27, 2026)
Micron expands memory-chip production in Singapore amid shortage. (Jan. 27, 2026)
Apple stock sentiment mixed ahead of holiday-quarter report. (Jan. 26, 2026)
AMD stock flirts with buy point ahead of Q4 report. (Jan. 26, 2026)
Photo: Prince William visits KLA's Newport, U.K., facilities in December 2025. (KLA/Andrew Parsons/Kensington Palace)
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