Technology ❯ Semiconductors

Market Trends

Stock Performance Company Performance Artificial Intelligence Investment Strategies Nvidia AI Demand Earnings Reports Investment Supply Chain AI Impact

Samsung and Qualcomm Stall Over Price in 2nm Manufacturing Talks

Pushing Qualcomm's 2nm production toward 2027, the pricing standoff reflects Samsung's shift away from winning business with deep discounts.

Citadel Cuts More Than 80% of Risk From Situational Awareness Portfolio

Analog Devices Beats Estimates and Lifts Q4 Outlook on Strong AI Power Demand

Intel Rally Driven by Server CPU Demand as Foundry Business Remains Loss-Making

Rigetti Positions Itself As Government‑Aligned Quantum Supplier With CHIPS LOI and U.K. 1,000‑Qubit Plan

TSMC Moves to Copy Intel’s EMIB as Packaging Bottleneck Chokes AI Chip Supply

Spyglass Reports 24.6% Q2 Gain While Flagging Valuation Compression and Stock-Sized M&A Risk

Qualcomm Faces Earnings Test After 35% Slide Ahead of July 29 Report

Renewed US Strikes on Iran Send Oil Higher and Rattle European Markets

Record $7.1 Billion Day Sends SOXX to About $46.3 Billion in Assets

Bell Global Equities Fund Says AI Rally Is Real, Exits Costco and Sticks With LPL

Magnificent Seven Trade at Cheapest Relative Valuations in Over a Decade

Bank of America Extends $520 Million Credit Line to OpenAI Ahead of IPO

SambaNova Raises $1 Billion at $11 Billion Valuation

South Korea Proposes Windfall Tax Fund as Samsung Posts Record Q2 Profits

SOXX Soars but Stays Vulnerable as Chip Leaders Drive Rally

KOSPI Stages V-Shaped Rebound as Samsung and SK Hynix Jump on Technicals and Rumors

Marvell Re‑rated by Analysts as KeyBanc Target and AI Bookings Fuel Rally

Nvidia Looks Like the Better Buy Than AMD on Valuation and Growth

Marvell Repriced After Record Quarter and Bold XPU Forecast