Lumentum Holdings (NASDAQ:LITE) stock rose 4% to $918.10 midday Wednesday, extending a second consecutive session of gains without any fresh company news, while the broader chip complex lagged. The iS…
Nvidia's networking business generated nearly $15 billion last quarter, up from roughly $3 billion per quarter two years ago, and is expected to approach $17 billion when the company reports earnings …
Super Micro Computer Inc. shares surged 8% to $37.88 on Tuesday after Taiwanese prosecutors indicted nine individuals, including two former employees of its Taiwan subsidiary, over illegal AI server e…
The Roundhill Memory ETF (CBOE:DRAM), launched April 2, 2026, has become the fastest asset gatherer in ETF history, crossing $25 billion in assets in roughly four months, but its 73% concentration in …
Marvell Technology Inc. stock fell 4% to $228.31 on August 24, 2026, ahead of its August 27 fiscal Q2 2027 earnings report, while Broadcom Inc. slipped 2% to $360.49, dragging the iShares Semiconducto…
Applied Optoelectronics Inc. (NASDAQ:AAOI) shares fell 12% to $109.94 on Monday after the company announced a $600 million at-the-market equity offering, with proceeds earmarked for general corporate …
Marvell Technology Inc. stock fell 6% to $235.20 on Friday as investors priced in dilution from a warrant granted to Alphabet Inc.'s Google, which can buy up to 58,970,907 Marvell shares at $206.58, w…
The Roundhill Memory ETF (CBOE:DRAM) has roughly doubled since its April 2, 2026 inception, climbing about 107% to about $58, driven by an AI-driven memory upcycle. The fund, with 73% of assets in Sam…
Applied Materials Inc. shares fell 4% to $494.82, while Lam Research Corp. and Teradyne Inc. each dropped 5% to $309.94 and $384.26, respectively, as investors repriced AI infrastructure spending amid…
Broadcom Inc. shares fell 5% to $359.66 after Marvell Technology Inc. secured a deal to develop custom AI chips for Alphabet Inc.'s Google, threatening Broadcom's position as Google's incumbent custom…
Drone stocks held up during Tuesday's Nasdaq sell-off, with Red Cat Holdings (NASDAQ:RCAT) closing down 2%, Ondas Holdings (NASDAQ:ONDS) up 1%, and AeroVironment (NASDAQ:AVAV) falling roughly 4% to ar…
Robotics and lidar stocks fell sharply Tuesday as the AI trade cooled, with Ouster down 10% to $43, Aeva Technologies down 12% to $21, and Symbotic down 4% to $41. The sell-off followed reports that A…
Rare earth miners MP Materials (NYSE:MP) and USA Rare Earth (NASDAQ:USAR) fell 3% and 4% respectively on Tuesday as investors dumped AI-adjacent trades amid growing concerns over AI spending. Anthropi…
Investors rotated out of semiconductor and AI hardware stocks into beaten-down software names on Monday, with the iShares Semiconductor ETF (SOXX) down about 5.4% while the iShares Expanded Tech-Softw…
Semiconductor stocks are on pace for their best August since 2003, with the PHLX Semiconductor Sector Index up more than 10% in August 2026 after a 20%-plus decline in July, according to semiconsociet…
Intel shares jumped 10% on August 4, 2026, to close at $99.74, lifting the broader chip sector and increasing the paper value of the U.S. government's 10% stake in the company to more than $40 billion…
Aswath Damodaran, a New York University professor known as the 'Dean of Valuation,' said the market likely hit 'peak AI' months ago and predicted more consolidation and correction in the AI trade in t…
Citadel's block purchase of assets from the hedge fund Situational Awareness (SA) does not signal confidence in AI stocks, according to an analysis that attributes SA's rise and fall to reflexive mark…
Morgan Stanley says it's time to buy the dip in AI infrastructure stocks, highlighting 13 US AI power infrastructure stocks including two 'standout' energy storage plays. Analyst Stephen Byrd wrote th…
Apple surpassed Nvidia as the world's most valuable company on Monday, with Apple's market cap reaching nearly $5 trillion after a 1% stock rise, while Nvidia fell nearly 5% to about $4.77 trillion. T…