Headlines about semiconductors companies from public financial news over the last 30 days, scored for sentiment and importance.
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Nvidia is today’s AI chip leader.
Nvidia says its news software could have prevented OpenAI's HuggingFace incident.
(Updates with Nvidia's comment in the fourth paragraph.) Nvidia's (NVDA) new AI chip could gain a
Oil shock has put the AI trade under a fresh macro test.
As Micron prepares to report Q4 earnings, the tech giant is riding high on AI-driven demand and a tight memory supply.
China officials recently asked companies including ByteDance and Alibaba to report their plans to purchase Nvidia's RTX PRO 5500 chips, according to the report.
Both sides of the Fed's dual mandate are in focus. Plus, Micron reports and Eli Lilly delivers updates on its obesity pipeline.
Micron is increasingly important to the S&P 500, and its earnings report has become “a market event in and of itself.”
Bank of America named several stocks that it said are undervalued.
The timing of an Nvidia product ramp may require a balancing act for Micron investors, as some estimated revenue shifts toward next year instead of this year.
Micron has all the leverage heading into earnings as memory supply constraints persist. But how long will this favorable cycle last?
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Datadog Inc (Symbol: DDOG), where a total volume of 20,328 contracts has been traded thus far today, a contract volume…
When Micron reports earnings next week, a Rosenblatt analyst expects to hear about additional customer agreements, rising prices and stock buybacks.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the State Street SPDR Portfolio S&P 500 Growth ETF (Symbol: SPYG) where we have detected an approximate $467.6…
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the GraniteShares 2x Long NVDA Daily ETF (Symbol: NVDL) where we have detected an approximate $171.0 million…
Investors have become more focused on the durability of memory-chip demand, but there are reasons to be optimistic on that front, a UBS analyst said.
Katie Stockton breaks down the charts on Arm Holdings.
Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Broadcom Inc (Symbol: AVGO), where a total of 230,161 contracts have traded so far, representing approximately 23.0 million…
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Apple Inc (Symbol: AAPL), where a total volume of 786,800 contracts has been traded thus far today, a contract volume which…
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Larger AI models and inference are turning NAND from a commodity into a critical component, a Rosenblatt analyst said.
Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology (MU) and SanDisk (SNDK) delivering extraordinary rallies.
A new foldable iPhone and a disciplined AI-spending approach have sent Apple shares to new highs this year
The bullish sentiment comes despite calls to slow down AI model development and rekindled investor enthusiasm for a competing part of the AI chip ecosystem.
A curious dynamic is happening in shares of Nvidia ahead of two potential catalysts this month.
On an intraday basis, AMD became the 14th U.S. company to see its market capitalization top $1 trillion.
The Trump White House’s guest list reads like a map of corporate America’s exposure to China — from Tesla’s Shanghai factory, to Nvidia’s blocked AI chips, to Citi’s long-awaited brokerage license.
Every weekday, the Investing Club releases the Homestretch, an actionable afternoon update just in time for the last hour of trading.
AMD has had a monster 2026 with the stock up more than 180% so far.
Here are some of the companies making headlines in midday trading.