Intel and AMD among market cap stock movers on Monday

Investing.com -- Micron Technology (NASDAQ:MU) stock fell 2% Monday following reports that Samsung Electronics (KS:005930) is close to securing certification from Nvidia (NASDAQ:NVDA) for its latest high-bandwidth memory chip, potentially becoming the first manufacturer to ship the product.

According to Bloomberg, Samsung has entered the final qualification phase with Nvidia after supplying initial HBM4 samples in September. The South Korean tech giant is preparing for mass production in February and will be ready to ship soon after, though exact timing remains unclear. Samsung shares gained as much as 3% in Seoul trading before trimming gains, while rival SK Hynix saw its stock decline.

The development suggests Samsung could gain ground in the high-bandwidth memory market currently dominated by SK Hynix, potentially affecting Micron’s competitive position in supplying memory for AI accelerators.

Mizuho TMT analyst Jordan Klein noted that Samsung’s qualification progress doesn’t necessarily mean reduced opportunities for competitors. "My point is that selling HBM4 to NVDA or AMD is NOT A ZERO SUM GAME. Demand exceeds supply. Pricing is set to be a lot higher in HBM4 vs HBM3e. All three memory suppliers will qualify and ship HBM4 to NVDA this yr," Klein stated.

The analyst added that Nvidia’s next-generation Rubin server design remains on track to begin initial shipments around mid-year, with volumes increasing in the third and fourth quarters.

The HBM market has become increasingly important as artificial intelligence applications drive demand for high-performance memory solutions used in advanced computing systems.

Investing.com – Turkey stocks were higher after the close on Monday, as gains in the Technology, Basic Metals and Tourism sectors led shares higher.

At the close in Istanbul, the BIST 100 gained 1.42% to hit a new all time high.

The best performers of the session on the BIST 100 were Enerya Enerji AS (IS:ENERY), which rose 8.79% or 0.82 points to trade at 10.15 at the close. Meanwhile, Mia Teknoloji AS (IS:MIATK) added 8.12% or 2.86 points to end at 38.08 and Aselsan Elektronik Sanayi ve Ticaret AS (IS:ASELS) was up 7.48% or 22.50 points to 323.25 in late trade.

The worst performers of the session were Gen Ilac ve Saglik Urunleri Sanayi ve Ticaret AS (IS:GENIL), which fell 7.12% or 9.70 points to trade at 126.50 at the close. Kiler Holding AS (IS:KLRHO) declined 4.82% or 21.25 points to end at 419.75 and Fenerbahce Futbol AS (IS:FENER) was down 3.68% or 0.13 points to 3.40.

Rising stocks outnumbered declining ones on the Istanbul Stock Exchange by 365 to 227 and 18 ended unchanged.

Gold Futures for April delivery was up 2.20% or 110.60 to $5,127.60 a troy ounce. Elsewhere in commodities trading, Crude oil for delivery in March fell 0.54% or 0.33 to hit $60.74 a barrel, while the April Brent oil contract fell 0.37% or 0.24 to trade at $64.83 a barrel.

USD/TRY was unchanged 0.01% to 43.37, while EUR/TRY rose 0.52% to 51.56.

The US Dollar Index Futures was down 0.63% at 96.79.

Investing.com -- The new CEO of Airbus’ jet-making division, Lars Wagner, pledged on Monday to focus on increasing production, with particular emphasis on the A350 wide-body jet. He also expressed support for developing a larger version of the regional A220 aircraft.

"The whole ecosystem is under pressure," Wagner said during his address at the Airline Economics conference. This marked his first public appearance since taking over as head of Airbus planemaking on January 1.

Prior to joining Airbus, Wagner served as the chief executive of German engine manufacturer MTU Aero Engines.

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Investing.com -- Near-term fundamentals on U.S. self-storage REITs remain soft, pushing its expected earnings recovery out to 2027.

Wolfe said it expects sector earnings growth to be flat in 2026, with more meaningful growth of about 3% to 4% only emerging in 2027.

Storage fundamentals increasingly resemble other commercial real estate segments, with demand tied closely to employment, which remains muted.

Supply is easing but not at historically low levels. One relative positive is low housing turnover, which has weighed on demand but could create easier comparisons if housing mobility improves, though

Wolfe said policy efforts to unlock affordability are unlikely to deliver a quick boost.

Wolfe downgraded Public Storage and CubeSmart to Peer Perform from Outperform, citing modest two-year growth profiles.

It estimates two-year earnings growth of about 2.7% for Public Storage and 1.8% for CubeSmart, below the average growth rate of other REIT sectors it has updated through 2027.

Wolfe upgraded National Storage Affiliates to Peer Perform from Underperform, pointing to guidance that implies narrowing same-store growth gaps versus peers and the potential for stronger earnings growth in 2027, aided by leverage.

The firm said it now has no Outperform ratings in the storage REIT sector, a first during its coverage, despite storage REITs ranking among the best-performing REIT subsectors over the long term. Wolfe attributed that historical performance to disciplined capital spending and management focus on returns, but said valuations now leave little room for disappointment.

Wolfe said sector PEG ratios for 2026 to 2027 do not look attractive based on its updated forecasts. While metrics improve when focused solely on 2027 growth, it warned that recent enthusiasm around a potential housing-driven demand rebound has raised the bar for near-term performance.

Wolfe said a more attractive entry point could emerge later in 2026 if earnings trends stabilize and growth begins to recover as expected.

Investing.com – Morocco stocks were lower after the close on Monday, as losses in the Utilities, Banking and Mining sectors led shares lower.

At the close in Casablanca, the Moroccan All Shares fell 1.39% to hit a new 1-month low.

The best performers of the session on the Moroccan All Shares were Miniere Touissit (CSE:CMT), which rose 8.63% or 189.00 points to trade at 2,379.00 at the close. Meanwhile, SMI (CSE:SMI) added 8.08% or 501.00 points to end at 6,701.00 and Marocaine Ste de Therapeutique SA (CSE:SOT) was up 4.45% or 77.00 points to 1,808.00 in late trade.

The worst performers of the session were Lesieur Cristal (CSE:LES), which fell 6.85% or 25.00 points to trade at 340.00 at the close. Cartier Saada (CSE:CRS) declined 6.58% or 2.15 points to end at 30.50 and Stokvis Nord Afrique (CSE:SNA) was down 5.73% or 5.17 points to 85.00.

Falling stocks outnumbered advancing ones on the Casablanca Stock Exchange by 48 to 12 and 2 ended unchanged.

Shares in SMI (CSE:SMI) rose to all time highs; up 8.08% or 501.00 to 6,701.00. Shares in Cartier Saada (CSE:CRS) fell to 52-week lows; losing 6.58% or 2.15 to 30.50.

Crude oil for March delivery was down 0.33% or 0.20 to $60.87 a barrel. Elsewhere in commodities trading, Brent oil for delivery in April fell 0.26% or 0.17 to hit $64.90 a barrel, while the April Gold Futures contract rose 2.22% or 111.19 to trade at $5,128.19 a troy ounce.

EUR/MAD was unchanged 0.01% to 10.77, while USD/MAD fell 0.10% to 9.09.

The US Dollar Index Futures was down 0.60% at 96.82.