#semiconductors

📰News 🌐 Macro

Nasdaq 100 Hits 6-Week Low as AI Spending Fears Trigger Chip Stock Sell-Off

September 16, 2026 (11 days ago)

Chipmakers lead a broad market decline as AI development concerns dampen sentiment, while energy stocks and cybersecurity firms rally amid shifting investor…

USOIL NDX NVDA +6

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📰News 📈 Stocks

ON Semiconductor Slips 44% From Highs Amid Automotive Market Headwinds

September 15, 2026 (11 days ago)

ON Semiconductor faces a bearish trend as cyclical demand softness in automotive and industrial sectors causes the stock to trade below key…

ON IFNNY SOXX

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📰News 📈 Stocks

Global Tech Stocks Slide 3-10% as AI Leaders Call for Development Slowdown

September 15, 2026 (11 days ago)

Semiconductor stocks and major indices fell sharply after AI industry leaders proposed a coordinated development slowdown, prompting a market rotation from hardware…

SFTBY MRVL INTC +11

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📰News 📈 Stocks

Chip Stocks Slide as AI Leaders Call for Development Pause

September 15, 2026 (11 days ago)

Semiconductor shares face a sharp selloff as AI industry leaders advocate for a development pause, while rising crude oil prices above $103…

NVDA AMD TSM +4

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📰News 🌐 Macro

US Stocks Slip as AI Hardware Selloff Offsets Software Gains

September 15, 2026 (11 days ago)

Semiconductor stocks tumbled on AI spending concerns, dragging the Nasdaq and S&P 500 lower, while software shares and energy prices surged amid…

CRWD PANW RBLX +17

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📰News 📈 Stocks

Nasdaq 100 Futures Slide 1.77% as AI Leaders Call for Development Slowdown

September 15, 2026 (11 days ago)

Global markets face a risk-off session as chipmakers tumble on AI development concerns and WTI crude prices rally over 2% following pipeline…

NAS100 USOIL SHCOMP +17

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🔎Analyst 📈 Stocks

Nvidia Maintains AI Dominance Over AMD Through 2028 Market Forecast

September 15, 2026 (11 days ago)

Nvidia's dominant market share and software lock-in create a wider competitive moat than AMD, which faces higher execution risks and a steeper…

NVDA AMD INTC

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📰News 📈 Stocks

Nvidia Opens NVLink Fusion to d-Matrix to Secure AI Networking Revenue

September 15, 2026 (11 days ago)

Nvidia integrates Microsoft-backed d-Matrix into its NVLink Fusion fabric, pivoting toward a 'toll-collector' model that secures networking revenue regardless of which accelerator…

NVDA MRVL MSFT

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📰News 📈 Stocks

Jim Cramer Backs Micron Technology as Charitable Trust Increases Stake

September 15, 2026 (11 days ago)

Jim Cramer validates a bullish outlook for Micron Technology, citing the company's central role in AI memory infrastructure and strong institutional accumulation…

MU

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🔎Analyst 📈 Stocks

Qualcomm Targets $40B in Non-Handset Revenue by 2029 Amid Diversification

September 15, 2026 (11 days ago)

Qualcomm shifts focus to automotive and data center growth, projecting non-handset revenue to double by 2029 while maintaining strong capital returns and…

QCOM AMZN AAPL +1

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📰News 📈 Stocks

Nvidia Vera Rubin GPUs Capture 70% of $4M AI Rack Bill of Materials

September 15, 2026 (12 days ago)

Nvidia's Vera Rubin GPUs command 70% of the $4M VR200 rack BOM, driving massive revenue growth and securing supply-constrained demand from hyperscalers,…

NVDA MU SKHY

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📰News 📈 Stocks

Broadcom AI Revenue Surges 221% as Management Targets $230B by 2028

September 15, 2026 (12 days ago)

Despite a 17% monthly decline, Broadcom's massive AI revenue growth and secured supply chains for hyperscalers like Google and OpenAI position the…

AVGO

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