#semiconductors

Last 7 Days 📈 Bullish 📈58 📉4 📊13

Last 30 Days 📈 Bullish 📈247 📉45 📊51

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Alphabet and Broadcom Gain Momentum as Google Begins Selling TPU Systems

September 20, 2026 (7 days ago)

Alphabet's move to sell TPU systems directly to clients creates a new revenue stream, while Broadcom benefits from surging demand for its…

AVGO GOOGL

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U.S. Government Files to Sell 9.9 Million GlobalFoundries Shares

September 20, 2026 (7 days ago)

The U.S. government plans to divest nearly 10 million shares of GlobalFoundries, even as the semiconductor firm secures hundreds of millions in…

GFS

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ASML Shares Slip 6% as AI Leaders Signal Potential Development Slowdown

September 20, 2026 (7 days ago)

ASML shares dropped 6% after AI industry leaders signaled a potential slowdown in development, overshadowing the company's strong earnings and solid long-term…

ASML SPCX TSM +1

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Marvell Technology Targets $2 Trillion Valuation Amid AI Infrastructure Boom

September 19, 2026 (7 days ago)

Marvell Technology leverages custom silicon deals and data center growth to challenge Broadcom's market dominance, aiming for a 10x return by 2033.

MRVL NVDA GOOGL +5

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Micron Outpaces Nvidia in 2027 Growth Projections Amid Memory Supply Crunch

September 19, 2026 (7 days ago)

Micron offers superior short-term growth and valuation metrics for 2027, while Nvidia remains the preferred long-term play as the AI hardware market…

MU NVDA

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Air Products Secures $250M Arizona Chip Deal, Lifts Full-Year EPS Guidance

September 19, 2026 (7 days ago)

Air Products pivots toward semiconductor infrastructure, securing a $250 million Arizona supply deal and raising full-year earnings guidance as it retreats from…

APD

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Micron Shares Face Volatility Ahead of September 30 Earnings Report

September 19, 2026 (7 days ago)

Micron's 203% revenue growth driven by AI-critical HBM demand faces a reality check as investors weigh the company's cyclical history against current…

MU NVDA 005930.KS +1

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NVIDIA CEO Huang Says AI Infrastructure Demand Accelerates Amid Price Surge

September 19, 2026 (7 days ago)

NVIDIA CEO Jensen Huang signals accelerating AI demand as GPU rental prices triple, driving a massive infrastructure build-out cycle that supports long-term…

NVDA

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Semiconductor Market Set to Reach $3.2 Trillion by 2030, BofA Predicts

September 19, 2026 (7 days ago)

Bank of America forecasts an 88% surge in the semiconductor market by 2030, identifying Micron, SK Hynix, Nvidia, and ASML as key…

NVDA ASML MU +1

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Broadcom Targets $230B in AI Revenue by 2028 Amid Strong Dividend Growth

September 19, 2026 (7 days ago)

Broadcom leverages custom AI chip demand and robust free cash flow to fuel dividend growth, though its increasing reliance on a handful…

AVGO NVDA GOOGL +3

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Nvidia and Broadcom Project Massive AI Revenue Growth Through 2028

September 19, 2026 (7 days ago)

Nvidia and Broadcom report surging AI-driven demand, with Broadcom forecasting faster percentage growth while Nvidia maintains a broader, more diversified market reach.

NVDA AVGO

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AMD Shares Surge 155% YTD on Record $11.5B Revenue and AI Demand

September 19, 2026 (7 days ago)

AMD posts record Q2 results with $6.7 billion in data center revenue, fueling a 155% year-to-date stock rally supported by sustained institutional…

AMD

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