#semiconductors

📰News 📈 Stocks

AMD and Marvell Report 17% Operating Margins Amid Rising AI Revenue

September 8, 2026 (19 days ago)

AMD and Marvell show steady revenue expansion, yet investors remain focused on margin sustainability as they compete for market share in the…

AMD MRVL NVDA +4

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NVIDIA Targets $302 Price as Vera Rubin Revenue Projections Drive Upside

September 8, 2026 (19 days ago)

NVIDIA's platform dominance and the rollout of the high-margin Vera Rubin chip cycle support a $302 price target, even as competitors like…

NVDA AVGO AMD +1

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Broadcom Price Target Raised to $600 by Cantor Fitzgerald on AI Growth

September 8, 2026 (19 days ago)

Cantor Fitzgerald sees 68% upside for Broadcom as the chipmaker raises its AI revenue targets to $115 billion for 2027 and projects…

AVGO NVDA

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📰News 📈 Stocks

Micron Outperforms Sandisk as Memory Chip Stocks Dip 20% From Highs

September 8, 2026 (19 days ago)

Micron's diversified memory portfolio and attractive 15% valuation discount make it a more compelling long-term buy than the boom-or-bust profile of Sandisk.

MU SNDK

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📰News 📈 Stocks

TSMC tops Magnificent Seven with 36% YTD gain; 2nm ramp and $100B Arizona build loom

September 5, 2026 (22 days ago)

TSMC's 36% YTD gain tops all Magnificent Seven stocks as 2nm production ramps, Q2 revenue climbs 33.7% to $40.2B, and AI chip…

TSM NVDA AMZN +3

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NVIDIA Agrees to Buy Hugging Face for $12.93B in AI Ecosystem Push

September 5, 2026 (22 days ago)

NVIDIA's $12.93 billion acquisition of Hugging Face extends NVDA beyond GPU sales into the open-source AI layer, adding 18 million developers and…

NVDA AMD

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Nvidia to Invest $3.5B in MediaTek, Boosting AI Chip Push

September 4, 2026 (23 days ago)

Nvidia's $3.5 billion investment in MediaTek signals a strategic move to bolster its AI chip capabilities and supply chain resilience.

NVDA SMH QCOM

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📰News 📈 Stocks

Nvidia Gains, Alibaba Drops, Ambanis Steal the Show

August 30, 2026 (28 days ago)

A Bloomberg newsletter headlined by Nvidia's rally and Alibaba's slide captures a mixed session in global equities, with the Ambani family grabbing…

NVDA BABA

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📰News 📈 Stocks

Gold Miners Outpace Semiconductor Stocks in Monthly Rally

August 28, 2026 (30 days ago)

Gold miners outperformed chip stocks in a monthly rally, marking a shift in sector leadership toward precious metals producers.

GDX XAU/USD SOXX

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📰News 📈 Stocks

Nvidia's Blockbuster Outlook Sparks Broad Tech Stock Rally

August 27, 2026 (31 days ago)

Nvidia's blockbuster outlook for AI chips sparks a broad tech stock rally, lifting semiconductor peers like AMD and the Nasdaq 100 as…

NVDA NDX QQQ +1

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📰News 📈 Stocks

Nvidia Surges $442 Billion in Second-Largest Ever Stock Gain

August 27, 2026 (31 days ago)

Nvidia shares soared by $442 billion in market capitalization on August 27, 2026, marking the second-biggest single-day stock surge in history and…

NVDA

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Nvidia Pledges Continued Growth After Blockbuster Quarterly Results

August 27, 2026 (31 days ago)

Nvidia's post-earnings growth pledge after a blockbuster quarter fuels AI-chip demand expectations and lifts semiconductor ETF sentiment.

NVDA SMH

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