Texas Instruments (NASDAQ:TXN | TXN Price Prediction) stock is up 55% year to date and trades at $264.70, a rally that’s beaten the broad market by a wide margin while still lagging…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) shares are falling sharply midday Monday as a fresh debate over the pace of artificial intelligence (AI) infrastructure spending collides with a Federal Reserve policy…
Chip equipment stocks are the center of Monday morning’s selling. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is down 6% to $429.71, Lam Research (NASDAQ:LRCX) stock is falling 6% to $279.18,…
Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC | INTC Price Prediction)…
Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is…
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or…
Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one…
Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what…
GoPro is surging double digits while its supposed optical-sector peers sit flat or fall, and no deal update has hit the wire. Something is driving this stock, and it may not be…
After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving…
AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's…
AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit…
Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.
A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of…
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin…
