#semiconductors

📰News 📈 Stocks

Micron Faces Critical Q4 Earnings With $100 Billion in Revenue Floors

September 23, 2026 (3 days ago)

Micron's upcoming earnings report serves as a litmus test for the memory sector, with $100 billion in take-or-pay contracts pitted against concerns…

MU

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📰News 📈 Stocks

Nvidia Reports 106% Revenue Growth as DSO Rises to 60 Days

September 23, 2026 (3 days ago)

Nvidia's record-breaking revenue growth is tempered by rising receivables and extended payment terms, prompting concerns over the sustainability of current demand levels.

NVDA

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AMD Joins $1 Trillion Club as Data Center Revenue Growth Hits 100%

September 23, 2026 (3 days ago)

AMD hits a $1 trillion valuation on the back of AI-driven data center growth, but investors are advised to wait for a…

AMD NVDA INTC +1

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🔐Insider 📈 Stocks

Cadence CEO Anirudh Devgan Sells 3,779 Shares to Cover Tax Obligations

September 23, 2026 (3 days ago)

Cadence Design Systems CEO Anirudh Devgan offloaded 3,779 shares in a routine tax-related transaction, maintaining a $69.4 million stake as the company…

CDNS

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📰News 📈 Stocks

Nasdaq Hits Record High as Chip and AI Stocks Outperform Dow Jones

September 23, 2026 (3 days ago)

Nasdaq reaches record highs on AI strength while the Dow Jones slips amid weakness in Cisco and financial stocks as crude oil…

IXIC SNDK MU +4

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📰News 📈 Stocks

Dow Jones Jumps 366 Points as AMD Shares Surge 10 Percent

September 23, 2026 (3 days ago)

Market sentiment improved as falling oil prices and Treasury yields fueled a 366-point gain for the Dow, with AMD shares surging 10%…

AMD DJI USOIL +4

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📰News 📈 Stocks

Vicor Shares Jump 18% Following New AI Power Delivery Patent Licensing Deal

September 23, 2026 (3 days ago)

Vicor's latest licensing deal for its 'last inch' power delivery technology signals a shift toward recurring royalty revenue, though investors remain cautious…

VICR

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📰News 📈 Stocks

Micron Outpaces NVIDIA With $22B in Deposits and 84.9% Gross Margins

September 23, 2026 (3 days ago)

Micron's reliance on $100 billion in contract-backed revenue and record margins offers a structural advantage over NVIDIA's circular financing model, despite NVIDIA's…

MU NVDA

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📰News 📈 Stocks

AMD Market Cap Hits $1 Trillion Milestone Amid AI Demand Surge

September 23, 2026 (3 days ago)

AMD joins the $1 trillion club as robust AI infrastructure demand and consistent beat-and-raise quarterly results drive shares to triple their year-to-date…

AMD NVDA

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📰News 📈 Stocks

Nvidia Shares Rally as CEO Huang Forecasts 70% Revenue Growth for Fiscal 2028

September 23, 2026 (3 days ago)

Nvidia shares climb as CEO Jensen Huang signals accelerating AI demand, projecting 70% revenue growth for fiscal 2028 and a doubling of…

NVDA

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📰News 📈 Stocks

Micron Caps 40% of Revenue Under New Long-Term Strategic Agreements

September 23, 2026 (3 days ago)

Micron Technology secures long-term revenue stability with new strategic agreements, though price ceilings on 40% of its business may temper future margin…

MU

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📰News 📈 Stocks

AXT Inc. Surges 16% Following Official S&P 600 Index Inclusion

September 23, 2026 (3 days ago)

AXT Inc. shares jumped 16% after joining the S&P 600 index, while analysts maintain a bullish outlook on the firm's role in…

AXTI Coherent Corp. Lumentum Holdings +7

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