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AMD beat Q2 estimates with record revenue but stock fell 5% as results failed to impress amid lofty valuation expectations. Guidance was solid but not blowout, PC market softness and rising capex rai…
SK Hynix ADRs jumped 5% as six brokerages issued bullish ratings, citing AI memory dominance and HBM chip demand, despite trading below IPO price and mixed earnings.
Nvidia stock has underperformed the PHLX Semiconductor Index despite the sector's 61% YTD gain, trading at a discount versus chip rivals, raising questions about valuation and relative growth prospec…
Samsung Electronics faces shareholder activist campaign demanding $32B buyback amid stock decline tied to AI infrastructure spending skepticism, highlighting broader semiconductor sector concerns.
Microsoft's FY2027 capex guidance signals rising AI demand, benefiting Nvidia. Analysts see 42% NVDA revenue growth in FY2028, yet its valuation matches the S&P 500, suggesting undervaluation ahead o…
AMD CEO Lisa Su declared AI has hit an 'inflection point' with inference surpassing training compute in 2026. AMD raised its CPU TAM to $220B by 2030, secured major deals with OpenAI, Meta, and Anthr…
US stock futures, particularly the tech-heavy Nasdaq, are plunging as a severe selloff in semiconductor stocks intensifies. This market pressure comes ahead of major upcoming earnings reports and a c…
NVIDIA CEO Jensen Huang stated the 'ChatGPT moment' for physical AI and robotics has already occurred, signaling the start of a $50 trillion trend. Bolstered by massive revenue growth and supply comm…
KOSPI crashed 11%, dragging Samsung, SK Hynix down over 13%. Micron plunged 5.4% premarket despite strong $50B Q4 guidance. Chip and momentum stocks face sector-specific selloff while Dow futures ris…
Intel posted blowout Q2 2026 earnings, beating EPS and revenue estimates, with strong demand outpacing supply. However, raised capex guidance to $20B and dilution fears caused stock to drop 33% in a …
Article suggests Taiwan Semiconductor (TSM) as a safer way to gain space/defense/AI chip exposure versus private rocket firms. NVDA is only mentioned as an aside referencing a past stock-picking sign…
Analysts discuss a 'sell the news' pattern hitting tech/chip earnings (Alphabet -7%, Tesla -15%, Broadcom, Micron, TSMC). Rising oil prices, tariff uncertainty, and inflation-driven rate concerns are…
Micron and SK Hynix shares dipped Friday despite favorable Big Tech earnings that boosted chip stocks broadly, even as those results pressured the S&P 500 overall.
Intel shares rose after earnings beat expectations, but the positive momentum did not spill over to other AI-related chip stocks, suggesting limited sector-wide impact.
Nvidia trades at its cheapest valuation since 2019 despite strong growth outlook, with 82% revenue growth expected this fiscal year. Analysts argue this undervaluation versus peers like AMD, Broadcom…
Semiconductor ETFs lead 2024 performance rankings, driven by sustained AI demand boom. Strong short and long-term returns highlight sector strength and continued investor interest in AI-related chip …
JP Morgan says the AI/momentum stock unwind is maturing and unlikely to cause prolonged weakness. Semiconductors should find support given strong earnings and limited supply growth before 2028, thoug…
Article compares SOXX and SMH semiconductor ETFs, favoring SOXX for its more diversified weighting versus SMH's heavy concentration in Nvidia (20%) and TSMC, citing idiosyncratic risks like China exp…
Article warns against complacency in chip stocks, cautioning that assumptions of unstoppable AI-driven demand may be overconfident and potentially misleading for investors.
PHLX Semiconductor Index rebounds to flatline, exiting technical bear market as memory chip stocks lead gains, helping Nasdaq and S&P 500 pare earlier losses.