Tag: Semiconductors

Arm Stock Drops After Earnings. Why It’s a Buying Opportunity, Says This Analyst.

Arm Holdings was tumbling on Thursday after its quarterly earnings report. That’s a buying opportunity according to J.P. Morgan analysts.

ASML shares pop 7% after report that U.S. will exempt allies from new China chip restrictions

Shares of ASML jumped as much as 10% on Wednesday after a Reuters report suggested that the company could be exempted from expanded export restrictions on chipmaking gear to China.

AMD jumps 9% in premarket trading as global chip stocks rally after earnings and geopolitics lift sector

Shares of global semiconductor firms rallied on Wednesday as they were boosted by some positive earnings in the sector and a report of potentially less severe U.S. export restrictions on China.

Texas Instruments Gives Solid Outlook. Geopolitics Loom in the Background.

Texas Instruments provided a solid revenue forecast for the September quarter, and its shares rose in after-hours trading.

TSMC Hikes Revenue Guidance on Smartphone and AI Hopes. The Stock’s Rising.

Taiwan Semiconductor Manufacturing is thriving on rising demand for artificial-intelligence chips, but geopolitics may drive investor sentiment in the short term.

Global chip stocks from Nvidia to ASML fall on geopolitics, Trump comments

Global chip stocks fell sharply, with ASML, Nvidia and TSMC posting declines amid reports of tighter export restrictions from the U.S. and a ramp-up of geopolitical tensions fuelled by comments from former U.S. President Donald Trump.

ASML bookings surge as AI chip demand boosts purchases of its critical semiconductor tools

ASML reported second-quarter earnings and sales that beat forecasts, as interest in artificial intelligence chips drives up demand for the Dutch firm’s critical semiconductor making equipment.

Oracle Stock Falls After xAI Goes It Alone

Shares of database service provider Oracle fell after Elon Musk’s artificial intelligence startup xAI decided to bring some computing back in-house.

Taiwan Semiconductor Leads Chip Stocks Higher. Sales Show AI Boom Isn’t Over.

Shares of Taiwan Semiconductor Manufacturing, a big supplier of chips to Nvidia and Apple, were advancing Wednesday after the company reported a surge in sales.

Samsung Electronics hit by unprecedented 3-day strike

More than 6,500 workers at Samsung Electronics have followed up the first ever walkout at the South Korean tech giant with a full-blown strike over pay and conditions.

Micron Stock Slumps Despite Strong Earnings. Here’s Why.

Micron Technology stock was losing ground despite the memory chip company reporting better-than-expected financial results for the quarter.

Nvidia leapfrogs Apple, Microsoft to take crown as most valuable company

Nvidia leapfrogged Apple and Microsoft to snatch the crown of most valuable company on Tuesday as the chipmaker continued to ride AI-wave to new heights.

Big Reshuffle of $71 Billion ETF Looms as Nvidia Surpasses Apple

One of the world’s most prominent technology ETFs looks poised for a big rebalancing that would ramp up exposure to Nvidia Corp. (NVDA) at the expense of Apple Inc. (AAPL) – spurring billions of dollars in trading volume in one fell swoop.

Arm Stock to Replace Sirius XM in Nasdaq 100

Arm Holdings  stock will replace Sirius XM Holdings in the Nasdaq 100 and other Nasdaq indexes before the start of trading on June 24, according to a Nasdaq press release Thursday evening.

Broadcom beats earnings estimates, announces 10-for-1 stock split

Broadcom posted earnings for the second fiscal quarter on Wednesday that beat analysts’ estimates. It also announced a 10-for-1 stock split, set to begin trading on a split-adjusted basis on July 15.

Nvidia’s 10-for-1 stock split takes effect soon. What it means for your investment

Stock splits like Nvidia’s don’t matter, or do they? That debate seems to come up every time a new company announces plans to complete one. As with many investing questions, the answer is: It depends.

TSMC-backed Vanguard and Dutch firm NXP to build $7.8 billion Singapore wafer plant

Taiwan Semiconductor Manufacturing Co. -backed Vanguard International Semiconductor Corporation and Dutch chip designer and manufacturer NXP Semiconductor  will build a $7.8 billion wafer manufacturing plant in Singapore. 

Intel unveils new AI chips as it seeks to reclaim market share from Nvidia and AMD

U.S. chipmaker Intel on Tuesday announced new artificial intelligence chips for data centers, as it looks to take on rivals Nvidia and AMD, which have showcased upcoming chips in the last two days.

AMD announces new AI chips amid intensifying competition with Nvidia, Intel

AMD on Monday announced new artificial intelligence chips as it seeks to establish itself as a leader amid competition with the likes of Nvidia and Intel. 

Marvell Technology Shares Slip as Earnings Edge Guidance

Marvell Technology shares are losing ground in late trading Thursday after the chip maker posted April quarter results that edged Street estimates.