Semiconductors

Nvidia Stock Is Tumbling After Hours: Here's Why
Qorvo Stock Bounces, But Charts Still Bearish - Starboard's Jeffrey Smith Sees A Comeback Play
Taiwan Semiconductor Preps New Chip Tech To Supercharge AI Performance By 2027
Qorvo Stock Bounces, But Charts Still Bearish - Starboard's Jeffrey Smith Sees A Comeback Play
Taiwan Semiconductor Preps New Chip Tech To Supercharge AI Performance By 2027
Nvidia Remains A Top Pick Despite Tariff Headwinds, Says Analyst: '...Important Data Center Modernization…Among the Last Areas to Be Cut'
ON Semiconductor Stock Jumps After Withdrawing Proposal To Acquire Allegro MicroSystems

Semiconductors Recent News

Semiconductor Firm Valens 'Dominates' Pro-AV, Scores Wins With Mercedes And Mobileye: Analyst
Valens Semiconductor (VLN) initiated with Buy rating and $4 price target by Needham analyst Quinn Bolton. Company is a leader in fabless semiconductor, dominating pro-AV market with expanding reach into mainstream.
|
TSMC Triggers Death Cross As Trump Tariff Threats Add To Investor Concerns
TSM has seen a 25% decline in stock value and a Death Cross pattern, while President Trump's recent threats of a 100% tax on the company add to the negative outlook. Investors may find more stability in ETFs such as SPY, SOXX, and SMH.
|
Technology Stocks Outperform After Trump's Tariff Pause: Microchip Technology, AMD Lead Sector Higher
Technology was the top performing sector in the S&P 500 on Wednesday with the Technology SPDR Select Sector Fund gaining 13.43% in the session.
|
YieldMax's New ETF Taps Into Semiconductor Power With Weekly Income Promise
YieldMax introduces new ETF for semiconductor industry, with options strategies to generate regular income.
|
Micron Stock's Bearish Spiral Deepens With Tariff Surcharge On Top Of 22% Plunge
Chipmaker Micron Technology Inc. (NASDAQ:MU) faces a rough April with a 22% stock drop, due to tariff-related surcharges and un-forecasted demand.
|
EXCLUSIVE: Nvidia May Be The Face Of AI But The Valuation Story Is Getting Complicated, Says Expert
Nvidia stock is down 8.7% in past month. Concerns about capex, valuation, and geopolitical risks. Technicals bearish, MACD -5.90, RSI 37.48.
|
Broadcom, Analog Devices Could Slide ~10%, Analyst Warns, But A Bottom Could Be Near
Geopolitical tensions cause 25-30% hit in chip stocks, with JPMorgan analyst predicting further 10% drop. However, demand destruction, not tariffs, is the real issue. Selective stocks like Broadcom and Analog Devices may outperform.
|
Microsoft Halts Data Center Expansions Due To Semiconductor Tariff Concerns, AI Overcapacity Fears
Microsoft has paused data center development and negotiations in multiple locations, citing tariff announcements and concerns of AI computing overcapacity
|
Nvidia Slips Into Bearish Trend As HSBC Downgrades AI Giant
Nvidia stock is struggling with bearish signals and HSBC downgraded it due to limited near-term upside. Long-term catalysts include AI and autonomous vehicles.
|
JPMorgan Says Broadcom, Marvell Could Dominate AI's Next Frontier — Here's Why
Broadcom and Marvell are at the center of the AI networking boom, with their high-performance solutions in demand for hyperscalers' data centers.
|
Chip Giants Arm, Qualcomm Target Alphawave To Capture AI Success Like Broadcom
British chip designer Arm Holdings explored acquiring semiconductor IP supplier Alphawave, but backed out due to discussions with SoftBank and Qualcomm. Arm expects 50% data center CPU market share by 2025 and has been accused of antitrust violations. Its stock is down 0.50% at $106.45 premarket.
|
EXCLUSIVE: March's 20 Most-Searched Tickers On Benzinga Pro — Where Do Tesla, Nvidia, Apple, Applovin Stock Rank?
A look at the top 20 most-searched stocks on Benzinga Pro in March. While many had news in the month that could affect rankings, the trends could be a sign of what's to come.
|
Nvidia Stock 'An Attractive Opportunity,' Analyst Says Valuation Cheap Despite China Restrictions
Restrictions on chips to China could be a negative for Nvidia in the future. An analyst breaks down the bear and bull cases.
|
Taiwan Semiconductor Shares Are Down Today: What's Going On?
Taiwan Semiconductor Manufacturing Company shares are trading lower Wednesday as chip stocks declined amid broader market weakness and trade concerns.
|
US Adds 50 Chinese Entities To Export Restriction List Curtailing Access To Nvidia, AMD Chips
The Trump Administration announced on Tuesday that it has added more than 50 Chinese organizations to an export restriction list in an effort to hamper the development of China's advanced AI, semiconductors and supercomputing capabilities.  
|
Nvidia Stock Climbs As AI, Tariff News Spark Buying Interest
Nvidia bounces back 3.7% on tariff news and AI developments. Despite technical signals, bulls hope for a turnaround.
|
EXCLUSIVE: Why Defiance ETF CEO Sees Big Gains Ahead During Nvidia's 6G Revolution
Telecom, AI and semiconductor ETFs offer investors attractive opportunities as NVIDIA leads the AI-driven revolution in telecommunications.
|
Is Nvidia Sitting On The AI Goldmine No One Sees Yet?
JPMorgan analyst sees Nvidia dominating in AI and potentially outgrowing data center spending with next-gen chips and potential AI factory investments.
|

Popular Channels

Tools & Features

Partners & Contributors

About Benzinga

© 2025 Benzinga | All Rights Reserved