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Semiconductors

Nvidia Micron Technology Intel ASML Broadcom Navitas Semiconductor Marvell Technology Advanced Micro Devices Market Performance AMD

SK Hynix Rallies After Nvidia Says AI Demand Has "Gone Parabolic"

The market move reflects outsized Q1 profits, HBM orders above current capacity, forecasts of steep DRAM and NAND price rises.

Samsung Strike Threat Tightens Memory Market, Boosts Micron Forecasts

Analysts Lift Marvell Targets as AI Bets Drive Stretched Valuation

Intel Falls 2.6% After Hot Inflation Hits Chip Rally

SK Hynix Soars 12% on AI Data-Center Spending Optimism

Lilly Shares Slip as Foundayo’s Second-Week Prescriptions Trail Wegovy

Broadcom, Meta Strike Multi-Year Custom-Chip Partnership Exceeding 1GW

Google’s TurboQuant Cuts KV Cache, Fuels Debate Over Memory Demand

ASML Slides Over Past Month as TD Cowen Reaffirms Buy Rating and €1,500 Target

Tower Semiconductor Soars on Oriole Networks Pact as AI Infrastructure Bet Hits Multi‑Year Highs

Navitas Jumps on AI Data Center Power Packages, Names New CFO

Broadcom Confronts Margin and China Risks as TD Cowen Cuts Price Target

U.S. Clears Conditional Nvidia H200 Sales to China as White House Levies 25% Chip Tariff

Broadcom Slides on AI Margin Warning as Analysts Defend Backlog-Driven Growth

New Analyst Calls Split on Marvell’s AI Outlook, From Strong Buy to Hold

China Eases Nexperia Export Curbs, Shipments Resume as Beijing Agrees to Dutch Talks

China Tells Tech Giants to Halt Nvidia Chip Purchases as Nvidia Puts $5 Billion Into Intel

Navitas Semiconductor Shares Surge After NVIDIA Collaboration Announcement

Hedge Funds Shift Focus to AI Stocks Beyond Nvidia