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.…
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…
The Philadelphia Semiconductor Index surged over 80% in Q2 as AI demand expanded beyond GPUs to CPUs and memory, with Micron up 239%, Lam Research up 92%, and AMD up 165%. Nvidia rose only 12%, making…
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's stock surged over 900% since August 2025, adding more than $1 trillion to its market capitalization amid a severe AI-driven memory shortage. The memory market is projected to excee…
IBM unveiled the world's first 0.7nm chip technology on June 25, packing roughly 100 billion transistors onto a fingernail-sized chip. The sub-1nm breakthrough nearly doubles transistor density over I…
IBM Research unveiled NanoStack, a sequential stacking CMOS transistor architecture that promises 50% area reduction and up to 70% power savings compared to its 2 nm node. The design targets the CMOS …
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…
AI stocks slumped this week as investors questioned whether massive spending by tech giants like Alphabet, Amazon, Meta, and Microsoft on AI data centers will yield sufficient profits. Chipmakers incl…
A sharp selloff in South Korean stocks, driven by leveraged bets on AI-related semiconductor stocks, cascaded into US tech markets on Tuesday, highlighting that leverage in AI trading poses a greater …
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…
Nvidia has committed at least $6.5 billion to photonics companies since March 2026, including investments in Coherent, Lumentum, Marvell, and Ayar Labs, as AI data-center builds expose the physical li…