#semiconductors

📰News 📊 ETF

$129M Options Bet Against VanEck Semiconductor ETF Was Monday's Biggest

August 18, 2026 (40 days ago)

A $129 million options bet against the VanEck Semiconductor ETF (SMH) was the largest single options trade across the entire U.S. market…

SMH

🌍 US Read More →

📰News 📈 Stocks

Nvidia Pledges Up to $105 Billion for OpenAI's Ohio Data Center

August 17, 2026 (41 days ago)

Nvidia's $105 billion investment in OpenAI's Ohio data center deepens its AI infrastructure footprint, securing long-term GPU demand and positioning the chipmaker…

NVDA

🌍 US Read More →

📰News 📈 Stocks

Nvidia Deal Lifts Groq to $3.5 Billion Valuation in New Funding Round

August 17, 2026 (41 days ago)

Groq's $3.5 billion funding round following an Nvidia partnership highlights surging investor appetite for AI chip startups, signals continued momentum in AI…

NVDA

🌍 US Read More →

📰News 📈 Stocks

Nvidia Seeks Wall Street Financing for AI Chip Boom

August 17, 2026 (41 days ago)

Nvidia's call on Wall Street to finance AI chip expansion highlights the capital demands of the artificial intelligence boom and points to…

NVDA SMH

🌍 US Read More →

📰News 🌐 Macro

Taiwan Forecasts 10%-Plus GDP Growth in 2026, First Since 2010

August 14, 2026 (44 days ago)

Taiwan's 2026 GDP growth forecast tops 10% for the first time since 2010, lifting Taiwan equities and the Taiwan dollar as tech…

TAIEX USD/TWD

🌍 TW Read More →

📰News 📈 Stocks

KOSPI Jumps 22% in 10 Days as Chip Rally Regains Steam

August 13, 2026 (45 days ago)

South Korea's benchmark KOSPI surged 22% in just ten trading sessions as a semiconductor rally regained steam, driving chip-heavy Korean equities and…

KOSPI 005930.KS 000660.KS

🌍 KR Read More →

📰News 📈 Stocks

Cerebras Shares Tumble After Hardware Unit Sales Decline

August 12, 2026 (45 days ago)

Cerebras Systems shares fell after hardware sales declined, exposing lumpy demand for its AI chips and raising investor concerns over revenue predictability…

CBRS

🌍 US Read More →

📰News 📈 Stocks

CoreWeave Flags Nvidia Chip Shift Risk, Cites Operational Difficulty

August 12, 2026 (45 days ago)

CoreWeave flagged that shifting from Nvidia chips would be difficult, highlighting the AI cloud provider's dependence on Nvidia hardware and reinforcing the…

CRWV NVDA

🌍 US Read More →

📰News 📈 Stocks

SK Hynix, Samsung Shares Jump on Temasek Investment Report

August 12, 2026 (46 days ago)

SK Hynix and Samsung shares surged after a Temasek investment report lifted sentiment, highlighting investor optimism for South Korea’s semiconductor industry.

000660.KS 005930.KS

🌍 KR Read More →

📰News 📈 Stocks

Nvidia’s Financial Strength Calms Credit Market Jitters

August 11, 2026 (46 days ago)

Nvidia’s robust financial showing soothed credit market jitters, driving tighter spreads and lifting tech equities and corporate bond ETFs like LQD.

NVDA SMH LQD

🌍 US Read More →

📰News 📈 Stocks

Nvidia Can't Fix Two Critical AI Infrastructure Problems, Threatening Stock's Growth

August 11, 2026 (47 days ago)

Nvidia faces two key AI infrastructure bottlenecks—power limitations and data center scalability—that the chip giant cannot resolve alone, raising concerns over its…

NVDA SMH

🌍 US Read More →

📰News 📈 Stocks

Nvidia's Landmark Deal Sends Ripples Across Wall Street

August 11, 2026 (47 days ago)

Nvidia's landmark deal fuels a broad tech rally, with the stock climbing as investors project accelerated earnings growth; the semiconductor index follows…

NVDA NDX SPX

🌍 US Read More →