semiconductor

Applied Materials, Inc (NASDAQ:AMAT) shares fell sharply on Tuesday as pressure on AI-linked semiconductor stocks intensified amid concerns over data-center spending and growth expectations. • Applied Materials shares are retreating from recent levels. Why is AMAT stock falling? AI Spending...

Semiconductor ETFs are entering a critical phase as a sharp equity rally runs into signs of positioning stress, with hedge funds aggressively cutting exposure even as markets push higher. Funds like the iShares Semiconductor ETF (NASDAQ:SOXX) and VanEck Semiconductor ETF (NASDAQ:SMH)—key...

Nvidia Corp's (NASDAQ:NVDA) long-term story hasn't cracked—but its near-term edge is getting stress-tested, according to I/O Fund’s lead analyst Beth Kindig. Her latest view keeps the $20 trillion endgame intact, yet flags a more uncomfortable truth for investors. The path to getting there...

The spotlight is on Nvidia Corp‘s (NASDAQ:NVDA) next-gen Vera Rubin platform—but the real story isn't the GPU. It's the memory. And right now, that story runs straight through SK Hynix and a $13 billion bet that could decide how fast AI actually scales. HBM4 Bottleneck Is Real Vera Rubin,...

Arm Holdings PLC – ADR (NASDAQ:ARM) shares are trading higher Monday afternoon, bucking the broader market decline as chip-linked momentum holds up better than the major indexes. Arm is catching a tailwind from AI infrastructure optimism after a custom 2nm AI chip partnership expansion...

Broadcom Inc. (NASDAQ:AVGO) shares are edging lower on Tuesday, moving against broader market trends as risk appetite stays firm across major indices and Technology stocks trade higher. The Nasdaq is up 0.88% while the S&P 500 has gained 0.67%. Recent Key Deals Last week, the company on...

Intel Corp (NASDAQ:INTC) is moving to consolidate control of a key manufacturing asset as it strengthens its balance sheet and AI-driven production strategy. • Intel shares are climbing with conviction. Why is INTC stock surging? Intel Buys Back Stake In Ireland Fab The company announced on...

Geopolitical tensions in the Middle East are weighing on tech stocks and disrupting semiconductor supply chains. • NVIDIA stock is under selling pressure. What’s driving NVDA stock lower? Chip Stocks Slide As Conflict Escalates Tech and semiconductor stocks declined Friday as the U.S.–...

Nvidia Corp (NASDAQ:NVDA) may be the face of the AI boom. But its rise has quietly created something even bigger: a new $2 trillion gatekeeper behind the scenes. Source: Benzinga Taiwan Semiconductor Manufacturing Co (NYSE:TSM) has now crossed the $2 trillion market cap threshold, leapfrogging...

The AI boom just did what tariffs couldn't — push Taiwan past China as America's top supplier. In a historic shift, U.S. imports from Taiwan surged to $24.7 billion in December, more than doubling from a year ago. Taiwan overtook China, with exports to the U.S. having plunged 44% to $21.1 billion...

ASML Holding N.V. (NASDAQ:ASML) solidified its position as the backbone of the semiconductor industry, closing out 2025 with financial results that Jim Cramer described as “insane.”  The company reported a massive year-end backlog of $46.4 billion, fueled by a surge in AI-driven...

Counterpoint Research says the race to build custom AI silicon is accelerating, with hyperscalers scaling internal chips to meet surging demand. • Broadcom stock is showing upward movement. What’s driving AVGO shares up? Hyperscalers Ramp Custom AI Chips Leading cloud and AI providers,...

A fresh look at global semiconductor supply chains is reshaping analyst views as hyperscaler demand accelerates and memory constraints tighten across the industry. • Advanced Micro Devices shares are climbing with conviction. What’s driving AMD stock higher? Hyperscalers Tighten Memory...

On Tuesday, the Donald Trump administration signalled a tough stance on Chinese semiconductors while delaying actual tariffs until 2027. Tariffs Delayed, Not Dropped The U.S. Trade Representative's office announced that it will impose tariffs on Chinese semiconductor imports in response to Beijing'...

Microchip Technology Inc (NASDAQ:MCHP) shares are rising in extended trading Tuesday after the company raised guidance for the third quarter of fiscal 2026. MCHP stock is gaining positive traction. Stay ahead of the curve here. What Happened: After the market close on Tuesday, Microchip...