Semiconductor stocks lost 12% in two sessions while the Dow hit a record, as investors rotated from AI chip makers to enterprise software companies. A weak jobs report crushed rate-hike odds.…
Michael Burry, famed for his 'Big Short' bet against the housing market, has taken short positions against Tesla, Caterpillar, and major chip stocks including Nvidia and Applied Materials, citing over…
Ten stocks, led by Micron Technology, drove nearly all of the Nasdaq-100's 20% gain in the first half of 2026, with Micron alone contributing 26% of the index's returns after its stock quadrupled. The…
Michael Burry, the investor known for predicting the 2008 housing crisis, revealed new bearish bets against Tesla, Nvidia, Caterpillar, Applied Materials, and the iShares Semiconductor ETF, warning of…
Michael Burry has initiated his first-ever short position in Caterpillar, betting against the heavy equipment giant after its stock nearly doubled during the AI infrastructure boom. Burry also increas…
Michael Burry disclosed a new short position against Tesla (TSLA) at $416.22, part of a broader bet against an inflating AI and semiconductor bubble. The trade was detailed in his Substack post, where…
KLA Corporation reported $3.4 billion in quarterly revenue as the global chip equipment market is projected to reach $250 billion by 2028, driven by AI infrastructure spending. The company announced a…
Micron Technology shares plunged 13% on June 23, 2026, ahead of its fiscal Q3 earnings report, dragging the Philadelphia Semiconductor Index down nearly 8%. The selloff was triggered by Broadcom's gui…
EssilorLuxottica and Applied Materials have signed a long-term joint development agreement to accelerate the commercialization of next-generation optical systems for augmented reality and AI-powered s…
US equities recovered most losses from the Federal Reserve meeting, with the S&P 500 up about 1% for the week, as Apple CEO Tim Cook indicated iPhone price increases due to rising chip costs, boosting…
US stock markets rose on Thursday, with Intel surging 7.2% after President Donald Trump announced a chip manufacturing deal with Apple. The Dow Jones gained 0.4%, S&P 500 added 1%, and Nasdaq climbed …
Intel shares surged 8.5% after Donald Trump announced on Truth Social that Intel reached a deal with Apple to manufacture its chips, lifting other AI-related stocks. Oil prices fell slightly as a US-I…
A Seeking Alpha contributor upgraded Applied Materials to a "Buy" on June 18, 2026, citing record Q2 results and strong AI-driven wafer fab equipment demand. The company's strategic moves, including t…
Hewlett Packard Enterprise launched the Quantum Scaling Alliance on November 10, partnering with eight organizations including Applied Materials and Synopsys to integrate quantum accelerators with AI …
Marvell Technology hired Adobe CFO Dan Durn, signaling a shift in investor focus from software to semiconductor companies in the AI era. Adobe shares fell 5% despite raising revenue guidance and tripl…
UCLA Samueli School of Engineering launched a $125 million semiconductor hub with Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys to accelerate AI-powered chip research and workforce …
The article, sponsored by Applied Materials, argues that the AI era demands a new, collaborative innovation model for the semiconductor industry, as traditional siloed approaches cannot keep pace with…