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Semiconductor wafer in foreground with a chip fabrication plant and American and Japanese flags at dusk.

GlobalFoundries' $21 Billion Deal Could Change the Economics of Chipmaking

NASDAQ:GFSNASDAQ:AAPLNYSE:GM
Read GlobalFoundries' $21 Billion Deal Could Change the Economics of Chipmaking
ASML logo on a semiconductor lithography machine with a robotic arm handling silicon wafers in a cleanroom.
October 15, 2026 12:30 PM ET

ASML Can’t Keep Up With AI Demand—Why That's a Good Thing

NASDAQ:ASML
Read ASML Can’t Keep Up With AI Demand—Why That's a Good Thing
Aerial view of a large industrial construction site with graded roads, concrete foundations, pipes, and heavy equipment.
October 15, 2026 11:20 AM ET

AMD's Support Could Help Fermi Stock Overcome Its Biggest Hurdle

NASDAQ:FRMINASDAQ:AMD
Read AMD's Support Could Help Fermi Stock Overcome Its Biggest Hurdle
Credo Technology logo displayed in a data center aisle lined with illuminated server racks and fiber cables.
October 15, 2026 10:45 AM ET

Beyond the GPU: Credo Paves the Next AI Data Superhighway

NASDAQ:CRDONASDAQ:AMDNASDAQ:ALAB
Read Beyond the GPU: Credo Paves the Next AI Data Superhighway
Synopsys logo over semiconductor chip design schematics displayed on a curved computer monitor screen.
October 15, 2026 9:35 AM ET

Synopsys Signals Confidence With $1B Accelerated Buyback, Analysts Raise Targets

NASDAQ:SNPSNASDAQ:AMZN
Read Synopsys Signals Confidence With $1B Accelerated Buyback, Analysts Raise Targets
Smartphone, camera modules, and semiconductor chips displayed on a table inside an electronics manufacturing facility.
October 15, 2026 8:25 AM ET

Apple Cut iPhone 18 Orders; What Does It Mean For Suppliers?

NASDAQ:SWKSNASDAQ:AAPLNASDAQ:AVGO
Read Apple Cut iPhone 18 Orders; What Does It Mean For Suppliers?
Illuminated Tesla logo in a factory setting with robotic machinery and a semiconductor wafer in the foreground.
October 14, 2026 12:30 PM ET

Tesla Wants to Make Its Own Chips—What Could Go Wrong?

NASDAQ:TSLA
Read Tesla Wants to Make Its Own Chips—What Could Go Wrong?
Intel logo illuminated above a computer processor chip in a server data center hallway.
October 14, 2026 10:10 AM ET

Intel Bets on Cheaper AI as Foundry Losses Mount

NASDAQ:INTCNASDAQ:AMDNASDAQ:NVDA
Read Intel Bets on Cheaper AI as Foundry Losses Mount
An NVIDIA-branded server unit with green LED lighting is mounted in a data center rack.
October 14, 2026 9:35 AM ET

Don’t Get NVIDIA’s Reflection AI Interest Wrong: Its Moat Could Deepen

NASDAQ:NVDA
Read Don’t Get NVIDIA’s Reflection AI Interest Wrong: Its Moat Could Deepen
Navitas Semiconductor logo displayed over a circuit board with heat sinks in a data center server room.
October 14, 2026 8:25 AM ET

High Voltage Returns: Navitas Rewires AI Data Centers

NASDAQ:NVTSNASDAQ:NVDA
Read High Voltage Returns: Navitas Rewires AI Data Centers
Micron logo displayed over a silicon wafer, memory modules, semiconductor chips, and server racks.
October 13, 2026 12:50 PM ET

A Chinese Rival Just Spooked Memory Stocks—How Worried Should Micron Investors Be?

NASDAQ:MUNASDAQ:SKHYOTCMKTS:SSNLF
Read A Chinese Rival Just Spooked Memory Stocks—How Worried Should Micron Investors Be?
Texas Instruments logo displayed over a close-up of a circuit board with semiconductor chips and components.
October 13, 2026 7:55 AM ET

A Silent Winner: Texas Instruments Anchors the AI Supercycle

NASDAQ:TXN
Read A Silent Winner: Texas Instruments Anchors the AI Supercycle
Wolfspeed logo displayed above a semiconductor wafer on manufacturing equipment in a fabrication facility.
October 13, 2026 7:20 AM ET

Enlisting Capital: Wolfspeed's Defense Deal

NYSE:WOLF
Read Enlisting Capital: Wolfspeed's Defense Deal
Close-up of a glowing Broadcom-style semiconductor chip mounted on a circuit board inside a modern data center, symbolizing the AI chip industry.
October 12, 2026 8:20 AM ET

Broadcom’s Anthropic Bet Gets Bigger as $60 Billion Financing Raises the Stakes

NASDAQ:AVGONYSE:BXNYSE:APO
Read Broadcom’s Anthropic Bet Gets Bigger as $60 Billion Financing Raises the Stakes
Multi-monitor trading desk displaying stock price charts, Q3 earnings data with EPS and revenue figures, and market data in an office.
October 11, 2026 7:10 AM ET

Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next

NASDAQ:PANWNASDAQ:ZSNASDAQ:AMD
Read Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next
SanDisk logo displayed above a SanDisk Extreme portable SSD, cable, and memory cards on a desk.
October 11, 2026 6:20 AM ET

Why Wall Street Expects Even More From SanDisk After Its 575% Rally

NASDAQ:SNDK
Read Why Wall Street Expects Even More From SanDisk After Its 575% Rally
A glass-top table displaying a glowing microchip circuit pattern with the Synopsys logo centered, set against a background of server racks.
October 10, 2026 6:05 AM ET

Is Synopsys Back from the Dead? EDA Leader Inks Deals With Amazon and OpenAI

NASDAQ:SNPSNASDAQ:AMZNNASDAQ:INTC
Read Is Synopsys Back from the Dead? EDA Leader Inks Deals With Amazon and OpenAI
Marvell logo displayed on a computer chip surrounded by illuminated circuit board and data center servers.
October 9, 2026 7:40 AM ET

Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too

NASDAQ:MRVLNYSE:CIENNASDAQ:ALAB
Read Marvell Says Connecting AI Chips Could Be a $37 Billion Business—These 2 Stocks Rallied Too
Cerebras Systems logo overlaid on a large-scale AI semiconductor wafer chip.
October 8, 2026 7:20 AM ET

Front-Running the AI Hardware Shift with Cerebras

NASDAQ:CBRS
Read Front-Running the AI Hardware Shift with Cerebras
Penguin Solutions logo illuminated on a wall between rows of server racks in a data center.
October 7, 2026 11:50 AM ET

Penguin Solutions Is Soaring as AI Memory Demand Explodes

NASDAQ:PENG
Read Penguin Solutions Is Soaring as AI Memory Demand Explodes
Marvell Technology logo over a computer chip on a circuit board, with data center server racks in the background.
October 7, 2026 8:20 AM ET

Marvell Technology’s $90 Billion Revenue Goal Puts AI Execution Under a Microscope

NASDAQ:MRVLNASDAQ:AMZNNASDAQ:GOOGL
Read Marvell Technology’s $90 Billion Revenue Goal Puts AI Execution Under a Microscope
Onsemi logo displayed over a close-up image of a semiconductor chip on a circuit board.
October 6, 2026 9:20 AM ET

Why onsemi’s Synaptics Pivot Could Be a Game Changer

NASDAQ:ONNASDAQ:NVDANASDAQ:SYNA
Read Why onsemi’s Synaptics Pivot Could Be a Game Changer
Industrial gas plant with storage tank bearing the Linde logo, surrounded by pipelines and processing towers.
October 6, 2026 8:45 AM ET

AI Chip Demand Gives Linde a New Growth Catalyst

NASDAQ:LIN
Read AI Chip Demand Gives Linde a New Growth Catalyst
Qualcomm logo on a semiconductor chip and office building, with Huawei logo and cell towers in the background.
October 6, 2026 7:45 AM ET

Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion

NASDAQ:QCOMNASDAQ:ARM
Read Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion
NVIDIA logo overlaid on a circuit board with a rising stock price line chart in the background.
October 5, 2026 11:50 AM ET

NVIDIA’s Record High Raises a Bigger Question About How Far the Rally Can Run

NASDAQ:NVDA
Read NVIDIA’s Record High Raises a Bigger Question About How Far the Rally Can Run
Amazon logo displayed over a close-up of a computer chip on a circuit board in a data center.
October 5, 2026 10:40 AM ET

What a $1 Billion Chip Deal Says About Amazon's AI Ambitions

NASDAQ:AMZN
Read What a $1 Billion Chip Deal Says About Amazon's AI Ambitions
Illustration of gold coins flowing from an open bank vault onto a stack of coins outside.
October 5, 2026 10:05 AM ET

3 Stocks Benefiting From AI Demand Just Announced Major Buybacks

NASDAQ:MDBNASDAQ:TLNNASDAQ:NVDA
Read 3 Stocks Benefiting From AI Demand Just Announced Major Buybacks
Bronze bull and bear statues face off on a reflective marble floor with a city skyline background.
October 5, 2026 7:10 AM ET

These 3 Short-Squeeze Candidates Have Catalysts, But Their Risks Are Just as Large

NASDAQ:ONDSNYSE:WOLFNYSE:XPOF
Read These 3 Short-Squeeze Candidates Have Catalysts, But Their Risks Are Just as Large
Plexus logo displayed over an electronics manufacturing facility with a circuit board assembly machine and technician in the background.
October 3, 2026 6:45 AM ET

Plexus Is Booming—But Can the Growth Story Last?

NASDAQ:PLXSNASDAQ:SANMNYSE:CLS
Read Plexus Is Booming—But Can the Growth Story Last?
Conceptual image of an AMD processor chip with a miniature illuminated city rendered on its surface.
October 1, 2026 11:50 AM ET

Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next

NASDAQ:AMDNASDAQ:NVDA
Read Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next

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