Semiconductors

KLA Stock Slips Despite Better-Than-Expected Q3 Results

Qualcomm Beats Q2 Expectations On Earnings, Revenue: CEO Highlights Focus On 'Critical Factors We Can Control'

Qualcomm Stock Momentum Faces A Midweek Stress Test — Apple, Tariffs To Blame?

Qualcomm Beats Q2 Expectations On Earnings, Revenue: CEO Highlights Focus On 'Critical Factors We Can Control'

Qualcomm Stock Momentum Faces A Midweek Stress Test — Apple, Tariffs To Blame?

Super Micro Computer Stock Is Tanking After Hours: What's Fueling The Sell-Off?

Amkor Technology Shares Climb After Q1 Revenue Beats, Q2 Revenue Guidance Above Estimates

Super Micro Computer Stock Is Tanking After Hours: What's Fueling The Sell-Off?

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Amkor Technology Shares Climb After Q1 Revenue Beats, Q2 Revenue Guidance Above Estimates

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What's Going On With Advanced Micro Devices Stock Monday?

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Chamath Palihapitiya Says Nvidia Is Huawei's 'New Target' — A 'National Champion' That Crushed Tech Giants With A 'Low-End Disruptor' Strategy

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Semiconductors Recent News

QQQ ETF Faces Worst Week Of Outflows Since November As Investors Sell The Tech Rally

Investors are pulling out of top tech ETFs, despite strong performance, in favor of blue-chip stocks. Defensive sectors see inflows as tech weakens.

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Forget Nvidia, ETFs Are Quietly Piling Into AMD — Do They Know Something We Don't?

Benzinga's options scanner recently caught a string of long-expiry call options on AMD.

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Intel Shares Slide As Tariff Jitters Cloud Outlook, Analysts See More Challenges Despite New CEO Initiatives

Intel's stock drops after disappointing Q2 guidance. Analysts say uncertain economic landscape and competition may hinder turnaround plans.

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What's Going On With Nvidia Shares Today?

NVIDIA Corp. shares are trading Thursday, lifted by overall market strength following stronger-than-expected U.S. economic data and renewed optimism over U.S.-China relations.

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Intel To Report Q1 Earnings Under New CEO: Revenue, Restructuring, Tariff Concerns On Watch

Intel is set to release its first-quarter financial results after Thursday's closing bell. Here's a look at what to watch in the report.

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Intel Slashes Staff Ahead Of Q1 Earnings, ETFs Brace For Impact

Intel investors will be listening to hear if the company's much-hyped turnaround is finally putting the pedal to the metal.

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Cathie Wood Buys More NVIDIA And AMD Stock As Chinese Tech Giants Stockpile Chips Amid Looming US Export Curbs

On Wednesday, April 23, 2025, Cathie Wood of Ark Invest purchased more stock of AMD and Nvidia amid looming US chip curbs against China.

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Lam Research Stock Climbs After Strong Q3 Results, Q4 Guidance Above Estimates

Lam Research releases its third-quarter results after Wednesday's closing bell. Here's a look at the key figures from the quarter.

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Cathie Wood Increases Bet On Nvidia And AMD Despite China Chip Hurdles, Ark Dumps Microsoft Stock Worth $9.7 Million

Ark Invest made major portfolio shifts on Tuesday April 22, 2025, boosting stakes in Nvidia, AMD, and Airbnb while trimming Microsoft and others to reposition amid U.S. chip export restrictions and shifting tech trends.

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What's Going On With Broadcom Shares Monday?

Broadcom stock traded lower on Monday after Huawei announced its preparing a new AI chip as an alternative to Nvidia's H20 line.

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Nvidia's 'Do Not Enter' Sign: Caught In A Category 5 Tariff Storm

High-stakes poker game between U.S. and China heats up as Nvidia faces restrictions on chip sales to China, signaling strategic significance.

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'Headline Risk' Lurks as TSM Shines Bright on AI Demand

TSM delivered strong Q1 results, driven by AI chip demand, but stock chart shows weakness. Revenue beat and strong guidance, but trade risks loom.

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Nvidia, AMD Take A $17 Billion Hit In The AI Arms Race, While Broadcom Remains Shielded, Says Analyst

Nvidia and AMD face major revenue losses as the US government imposes new license requirements for selling their AI-focused chips to China and other countries.

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Broadcom, Marvell, Synopsys: The Chips That Might Not Crumble In The Coming Storm

JPM's Harlan Sur predicts negative earnings revisions of 15-25% in semiconductor sector due to tariff/trade tensions, impacting confidence & stocks.

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Nvidia Drags Wall Street Down, Gold Defies Gravity Ahead Of Powell Remarks: What's Driving Markets Wednesday?

U.S. major indices traded lower at midday Wednesday, pressured by sharp declines in tech and semiconductor stocks after Washington tightened chip export restrictions to China.

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Nvidia Stock Is Tumbling After Hours: Here's Why

Nvidia shares are moving lower in Tuesday's after-hours session after the company said it was recently informed by the U.S. government that it will need a license to export chips to China.

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Qorvo Stock Bounces, But Charts Still Bearish - Starboard's Jeffrey Smith Sees A Comeback Play

QRVO stock rebounds, but still down 46% in 12 months. Hedge fund Starboard adds 7.76% stake. Technicals bearish, but activist investor may shake things up.

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Taiwan Semiconductor Preps New Chip Tech To Supercharge AI Performance By 2027

Taiwan Semiconductor is developing new chip packaging technology for more powerful AI chips and plans to start production in 2027, as demand for AI grows.

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Nvidia Remains A Top Pick Despite Tariff Headwinds, Says Analyst: '...Important Data Center Modernization…Among the Last Areas to Be Cut'

In the face of a potential semiconductor industry slowdown due to tariff uncertainties, Nvidia Corporation (NASDAQ: NVDA) is expected to hold its ground, according to a recent analysis by Redburn Atlantic.

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ON Semiconductor Stock Jumps After Withdrawing Proposal To Acquire Allegro MicroSystems

ON Semiconductor shares are rising in extended trading Monday after the company withdrew its acquisition proposal for Allegro MicroSystems.

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7 Chipmaker Stocks Set To Gain As Trump Delays Tariff Blow On Key China Tech Imports: Bank Of America

The stocks of semiconductor companies rallied Monday; Among the top gainers are ENTG, INTC, MU, QRVO, MKSI, and OLED.

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Intel Offloads Half Of Altera, But INTC Stock Hasn't Turned Around From Bear Mode

Intel's stock surges after deal to sell majority of Altera business, but technicals indicate continued bearish trend. Earnings could be a pivot point.

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Semiconductor Firm Valens 'Dominates' Pro-AV, Scores Wins With Mercedes And Mobileye: Analyst

Valens Semiconductor (VLN) initiated with Buy rating and $4 price target by Needham analyst Quinn Bolton. Company is a leader in fabless semiconductor, dominating pro-AV market with expanding reach into mainstream.

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