#semiconductors

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Micron Gains Pricing Power as HBM Scarcity Drives AI Chip Costs Higher

September 13, 2026 (14 days ago)

Micron leverages HBM supply constraints to secure long-term pricing power, while Nvidia faces a delicate balancing act as rising component costs threaten…

MU NVDA

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TSM August Revenue Jumps 53% as AI Demand Fuels Foundry Pricing Power

September 13, 2026 (14 days ago)

TSM's 53% revenue growth highlights persistent AI demand, yet the foundry's planned price hikes threaten to squeeze margins for major chip designers…

TSM NVDA

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Astera Labs Chairman Manuel Alba Sells $51.3 Million in Company Stock

September 13, 2026 (14 days ago)

Chairman Manuel Alba sold $51.3 million of Astera Labs stock via a 10b5-1 plan, raising questions for investors despite the company's strong…

ALAB

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Qualcomm Revenue Growth Stalls as Apple Modem Sales Decline Sharply

September 13, 2026 (14 days ago)

Qualcomm struggles with a 4% quarterly revenue decline as mobile demand weakens and Apple modem business shrinks, forcing a pivot toward automotive…

QCOM

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Nvidia Shares Rally 17% YTD as DOJ Probes Groq Licensing Agreement

September 13, 2026 (14 days ago)

Nvidia faces DOJ scrutiny over its Groq licensing deal, yet the stock maintains a 'Strong Buy' rating as the company reports record-breaking…

NVDA SPX

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Nvidia Secures Exclusive SpaceX Deal as Musk Rejects AMD for AI Hardware

September 12, 2026 (14 days ago)

Elon Musk confirmed SpaceX will build exclusively on Nvidia hardware, citing the superiority of the Vera Rubin architecture and deepening the divide…

NVDA AMD

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Nvidia Outperforms Broadcom on Valuation and AI Market Scale

September 12, 2026 (15 days ago)

Nvidia offers superior AI scale and a more reasonable valuation compared to Broadcom, despite Broadcom's impressive growth in custom semiconductor workloads for…

NVDA AVGO

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Nvidia Shares Poised for 72% to 127% Gains by Fiscal 2028 Forecast

September 12, 2026 (15 days ago)

Nvidia's conservative 70% revenue growth target for fiscal 2028, combined with a 25x forward P/E multiple, suggests a potential stock price range…

NVDA

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3 Forgotten AI Stocks Poised for Rebound After 30% Corrections

September 12, 2026 (15 days ago)

Penguin Solutions, MaxLinear, and Aehr Test Systems are emerging as high-growth AI plays, with each company reporting significant revenue acceleration in key…

PENG MXL AEHR

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TSM Reports Record Revenue as AI Chip Demand Strains Semiconductor Margins

September 12, 2026 (15 days ago)

Record-breaking TSM revenue underscores massive AI demand, yet rising manufacturing costs create a margin squeeze for Nvidia and AMD as they navigate…

TSM NVDA AMD

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NVIDIA Eyes $10 Billion Anchor Stake in Anthropic’s $2.3 Trillion IPO

September 12, 2026 (15 days ago)

NVIDIA plans a $10 billion anchor investment in Anthropic's IPO, leveraging its massive free cash flow to secure long-term demand for its…

NVDA

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TSMC Outpaces Apple as Nvidia Becomes Foundry Giant's Top AI Client

September 12, 2026 (15 days ago)

Nvidia's rise as TSMC's primary client highlights a shift in semiconductor power, leaving Apple behind in the AI race and making TSMC…

TSM AAPL NVDA

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