Chipmakers

AMD Making 'Great Progress' With AI Giants: Jim Cramer Says AI Chip Story Is 'Not Just Jensen Huang'
AMD Q3 Earnings: Revenue Beat, EPS In Line, Data Center Up 122%, 'Significant' Growth Opportunities Ahead Driven By 'Insatiable' Demand
AMD Q3 Earnings Preview: Can AI, Server Gains Help Narrow The Semiconductor Gap With Nvidia?
AMD Q3 Earnings: Revenue Beat, EPS In Line, Data Center Up 122%, 'Significant' Growth Opportunities Ahead Driven By 'Insatiable' Demand
AMD Q3 Earnings Preview: Can AI, Server Gains Help Narrow The Semiconductor Gap With Nvidia?
AI Creates 'Generational Opportunity': Why Nvidia Analyst Says Stock Will Hit $190
ASML Earnings Leak Sparks Broad Semiconductor Sell-Off, Sector Down Sharply As Dutch Chipmaker Lowers 2025 Outlook

Chipmakers Recent News

Semiconductor Stocks Set For Strongest Day In 5 Months As Chip Export Concerns Subside: Top Wednesday Movers
Semiconductor stocks surge on strong earnings and less concerning China chip export news.
Markets Tremble Over Planned China Chip Restrictions, Trump's Election Odds Rise, CrowdStrike Triggers Global Tech Outage: This Week In The Market
Global breaking events led to worst week for S&P 500 and Nasdaq 100 in 3 months, driven by chipmaker selloff. Trump narrowly avoided assassination.
Goldman Sachs Turns Bearish On Chipmakers, Advises Hedge Through Put Options: China Remains 'A Major Risk For The Sector'
Goldman Sachs advises investors to hedge their exposure to chipmakers by purchasing put options. Geopolitical risks and earnings pose a downside risk.
AI Infrastructure CEO Says Customers Are Showing 'Relentless' Demand For Nvidia Chips And Nvidia Chips Only: 'They Do Not Want The Other Stuff'
Nvidia Corp (NASDAQ:NVDA)-backed AI infrastructure startup CoreWeave is making waves in the AI market as one of the main providers of Nvidia's AI chips. The GPU cloud provider actually offers options from several different companies, but its CEO says no one wants anything other than Nvidia chips.
Nasdaq 100 Suffers Worst Day In 11 Months As Chipmakers Tumble On China Curbs; Magnificent 7 Wipe Out $500B : What's Driving Markets Wednesday?
It’s deep red on Wall Street on Wednesday, with tech stocks sharply falling amid a semiconductor broad-based selloff following news that the Biden administration is hastening export restrictions to China.
AI Earthquake: Semiconductors Suffer Worst Selloff In Years On Stricter US Chip Exports To China
The semiconductor sector faces major losses due to concerns over US-China trade restrictions under the Biden administration. Chipmakers see sharp drops.
Nvidia To Remain AI Industry's 'De Facto Standard': Goldman Sachs
NVIDIA (NASDAQ: NVDA) remains the AI market leader with no signs of slowing, according to Goldman Sachs. Analyst Toshiya Hari sees potential for significant gains with a 12-month price target of $135.
S&P 500, Nasdaq 100 Dip From Record Highs As Investors Take Chipmaker Profits; Energy Sector Rebounds, Yields Rise: What's Driving Markets Thursday?
After the Juneteenth holiday break, Wall Street reopened with a cautious tone, as the S&P 500 and Nasdaq 100 indices declined after hitting all-time highs around midday trading in New York. This decline was driven by profit-taking in chipmaker stocks and rising Treasury yields, which dampened risk sentiment.
Nvidia Analyst Says The AI Party Isn't Over: 'Any Volatility Likely To Be Short-Lived'
Bank of America's analyst Vivek Arya maintains positive outlook on Nvidia despite recent surge, citing strong fundamentals, attractive valuations.
Semiconductors Hit Record Highs As Industry Reaches $6.3 Trillion: 5 Chip Stocks That Outpaced Nvidia This Week
Semiconductor industry reaches $6.3 trillion valuation driven by AI. Nvidia becomes 3rd largest company. Broadcom, Arm, and Qorvo top gainers.
Stocks Hit Record Highs, Central Banks Cut Rates, Tight US Jobs Report Dampens Fed Easing Hopes: This Week In The Market
US stock market continues bull market rally, tech sector leads gains, Nvidia hits $3 trillion valuation, labor market tightens, Robinhood acquires Bitstamp, Apple's WWDC 2024 event awaited.
Nvidia Propels Semiconductor Industry To $5.5 Trillion Valuation; Beginning Of Bigger Boom, Says Analyst
The US semiconductor industry's market cap has reached $5.5 trillion, making it the world's 3rd largest economy, driven by demand for AI chips.
S&P 500, Nasdaq 100 Jointly Hit All-Time Highs, Nvidia Overtakes Apple As Second Most Valuable US Company
The S&P 500 and Nasdaq 100 indices closed at record highs due to investor confidence in AI-driven tech sector growth. Magnificent Seven worth $15T.
Nasdaq 100 Reaches Record Highs, Service Sector Strength Alleviates Economic Slowdown Concerns, Magnificent 7 Hits $15 Trillion Valuation: What's Driving Markets Wednesday?
Wall Street rallied Wednesday as the services activity gauge indicated a stronger-than-expected expansion in May, pushing back fears of an economic slowdown which surfaced in recent days.
Nvidia Is Up 186% From A Year Ago, Yet These 7 Stocks Have More Than Doubled Their Returns Over The AI Chipmaker
NVIDIA Corp. (NASDAQ:NVDA) has been the standout tech stock of the past year, leading the Nasdaq 100 index in the performance ranking.
US Stocks Waver, Nvidia Lifts Chipmakers, GameStop Spikes, Moderna Tumbles: What's Driving Markets Tuesday?
Wall Street resumed trading after the Memorial Day holiday with a familiar trend, as major chipmaker stocks significantly outperformed the broader market.
Magnificent 7 Becomes 'The Magnificent One': Wall Street Guru Hails Single Tech Stock As Market Leader
Wall Street investor Ed Yardeni rebrands the 'Magnificent Seven' as 'Magnificent One', highlighting Nvidia as key driver of market gains.
Nvidia, Tech Stocks Propel Nasdaq 100 To Record High; Solar Sector Shines, Meme Stock Bubble Bursts: This Week In The Market
Tech stocks in the Nasdaq 100, as tracked by the Invesco QQQ Trust (NASDAQ:QQQ), soared to record highs during the week, marking their fifth consecutive week of gains — the longest streak since January — driven by Nvidia Corp.‘s (NASDAQ:
Stock Market Reclaims Record Highs, Nvidia Tops $1,000 As AI-Driven Rally Resumes: Thursday's Top Movers
Wall Street opens with record highs on Nvidia's strong earnings and guidance, S&P 500 and Nasdaq 100 surge, while technology stocks lead the gains.
Goldman Sachs Expects Nvidia To 'Sustain Competitive Lead,' Raises Price Forecast To $1,200 Following Stellar Q1 Earnings
Goldman Sachs analysts say Nvidia is driven by remarkable earnings and strong growth potential, bringing the price forecast to $1,200.
AI-Driven Rally Set To Expand To Power, Commodities, Utilities: 'It's Not Just About Nvidia Anymore'
Nvidia prepares for Q1 2024 earnings, with EPS expected to be 5x higher than last year and revenue projected to be 3x higher. AI-driven gains extend beyond chipmaking to power, commodities, and utilities, with Nvidia's market cap increasing by $1.5 trillion since Q1 2023.
High-Performance Memory Chip Supply To Stay Tight In 2024 Amid Surging AI Demand, Major Manufacturers Face Shortages
The global supply of high-performance memory chips is expected to remain constrained throughout 2024, driven by the soaring demand for artificial intelligence technology.
Biden Administration Tightens Grip On China's Huawei, Revokes Key Export Licenses From US Chipmakers
The Biden admin revoked export licenses to Intel and Qualcomm, escalating US efforts to curb Huawei's tech ascent due to national security concerns.

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