#semiconductors

📰News 📈 Stocks

Boeing and NVIDIA Present Divergent Binary Trades Ahead of Trump-Xi Summit

September 22, 2026 (4 days ago)

Boeing offers a cleaner binary trade on China-US relations as NVIDIA effectively prices its China exposure at zero, shifting the focus to…

BA NVDA

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Alphabet AI Chip Expansion Challenges Nvidia Market Dominance

September 22, 2026 (4 days ago)

Alphabet's push into AI accelerator chips intensifies competition with Nvidia, bolstered by a $22 billion financing deal for Blackstone-backed Crux AI that…

GOOGL NVDA BX

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Alibaba Shares Rally 3% as Firm Unveils Zhenwu V900 AI Chip and Data Expansion

September 22, 2026 (4 days ago)

Alibaba shares climbed 3% following the debut of its Zhenwu V900 AI chip and a long-term data center expansion plan that Citi…

BABA

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Nvidia CEO Jensen Huang Targets 100% Chip Sales Growth in Coming Year

September 22, 2026 (4 days ago)

Nvidia CEO Jensen Huang expects chip sales to double next year, driven by sustained global AI investment and infrastructure demand, while maintaining…

NVDA

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NVIDIA Targets Memory and Photonics as AI Infrastructure Bottlenecks

September 22, 2026 (5 days ago)

NVIDIA's massive supply commitments in memory and silicon photonics signal sustained demand, positioning Micron, Coherent, Lumentum, and Tower Semiconductor as critical beneficiaries…

NVDA MU COHR +2

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Micron Eyes Q4 Earnings as AI Demand Drives Memory Supercycle

September 21, 2026 (5 days ago)

Micron Technology remains a strong buy as AI infrastructure spending from tech giants like Amazon and Nvidia sustains high demand for memory…

MU NVDA AMZN +1

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Nvidia Shares Stall for 87 Days as Revenue Growth Accelerates to 106%

September 21, 2026 (5 days ago)

Despite an 87-day record-close drought, Nvidia's fundamental growth trajectory suggests the current stall differs from past bear market triggers, as revenue climbs…

NVDA

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🔐Insider 📈 Stocks

Ambarella CEO Wang Sells 6,086 Shares to Cover Tax Obligations

September 21, 2026 (5 days ago)

Ambarella CEO Fermi Wang offloaded 6,086 shares in a routine tax-related sell-to-cover transaction, maintaining a substantial equity position as the company reports…

AMBA

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📰News 📈 Stocks

SOX Index Rallies 3.7% Following Annual Reconstitution of Chip Stocks

September 21, 2026 (5 days ago)

The SOX index surged 3.7% to extend its winning streak to five days after completing an annual reconstitution that introduced four new…

SOX AMD

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Nasdaq Climbs 1.8% as Meta and Chip Stocks Lead Market Rebound

September 21, 2026 (5 days ago)

Markets surged on Monday as Brent crude dropped 3.4% and tech stocks rallied, led by an 8.6% jump in Meta Platforms and…

META ^IXIC ^GSPC +3

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NVIDIA Outperforms Arm Holdings in 2026 AI Infrastructure Growth

September 21, 2026 (5 days ago)

NVIDIA leads the AI sector with massive revenue growth and superior profitability, while Arm Holdings offers foundational architecture exposure despite facing higher…

NVDA ARM MSFT +2

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Micron Targets $1,600 Share Price Amid $100B Strategic Customer Agreements

September 21, 2026 (5 days ago)

Micron Technology leverages $100 billion in strategic customer agreements and robust AI memory demand to justify a potential path to $1,600 per…

MU

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