Applied Materials Inc. acquired Sigray Inc., a Benicia-based X-ray technology company, in February for an undisclosed amount, according to Applied Materials spokesperson Ricky Gradwohl. The deal adds …
Micron Technology CEO Sanjay Mehrotra sold $37.3 million worth of MU stock on July 24, days before South Korea's KOSPI index crashed nearly 11% on July 28, triggering a broad semiconductor sell-off. T…
KLA Corporation projected fiscal first-quarter revenue and profit above analyst forecasts, driven by sustained AI infrastructure investment fueling demand for its chipmaking equipment. Despite the upb…
Applied Materials (AMAT) stock rose on increased spending for AI-driven wafer fabrication equipment, as semiconductor manufacturers ramp up production to meet demand for artificial intelligence chips.…
Semiconductor stocks tumbled Tuesday, with the PHLX Semiconductor Index falling more than 5%, as investors unwound AI-driven positions amid concerns over circular financing, Chinese competition, and m…
Nasdaq futures fell 0.69% on Tuesday as AI chip stocks plunged, with Micron Technology down 4.6% and Applied Materials dropping 3.5% in premarket trading, reflecting deepening anxiety over the sustain…
ASML shares fell more than 8% on Monday after a report that a state-backed Chinese company in Shanghai has begun mass-producing its own immersion deep ultraviolet (DUV) lithography machines, threateni…
Applied Materials and NVIDIA are collaborating on an end-to-end digital development model that combines Applied Materials' materials engineering and semiconductor manufacturing expertise with NVIDIA C…
Michael Burry's Scion Asset Management has increased its short position against Nvidia, adding to put options first disclosed in late 2025 and expanding bearish bets across the semiconductor sector wi…
Citi strategists declared the Magnificent Seven dead as a construct for assessing large-cap growth dynamics, introducing instead a 'growth cluster' of stocks that have contributed most to S&P 500 earn…
ASML, the Dutch semiconductor equipment maker, is offering eligible employees a one-time conditional share award worth €20,000 as a retention grant through 2030, targeting roughly 45,000 workers world…
The Philadelphia Semiconductor Index entered a bear market Friday, closing down more than 20% from its June record after Moonshot AI, a Beijing startup led by founder Yang Zhilin, released Kimi K3, a …
The iShares Semiconductor ETF (SOXX) has fallen 11% in the past month, and BTIG strategist Jonathan Krinsky warns that too many investors remain overexposed to the sector and are unprepared for furthe…
Nvidia has slashed its list of Asian buyers for advanced AI chips by more than half, implementing a stringent new 'white list' after tightening compliance checks to block shipments from reaching China…
Nvidia, Micron, Broadcom, and Applied Materials are expected to generate a record $430 billion in combined free cash flow over the next 12 months, more than triple the amount two years ago, driven by …
Semiconductor stocks lifted Wall Street on Thursday, with Micron rising 15% after announcing new investments to strengthen the U.S. chip supply chain, while Meta Platforms unveiled a new low-cost AI m…
Micron, Samsung, SK Hynix, and the Roundhill Memory ETF have all fallen more than 20% from recent highs, entering a bear market as the AI memory trade cracks despite Samsung's record profit. Semicondu…
Synopsys is discontinuing its chip fab manufacturing process control software, affecting clients including Samsung, SK Hynix, and Kioxia, as it pivots to AI-driven electronic design automation tools. …
B. Riley raised its price target on Applied Materials to $790 from $550 on June 26, maintaining a Buy rating, citing DRAM, advanced packaging, and a multi-year semiconductor equipment investment cycle…
The Philadelphia Stock Exchange Semiconductor Index fell 6.3% on July 1, 2026, its steepest single-day drop, as AI-memory stocks Micron and Sandisk each dropped about 10% and equipment makers KLA, Lam…