Semiconductors news
Latest US Semiconductors market news, catalysts and analysis.
Micron, $61.5 Billion Guidance Raises the Bar for Its HBM Ramp
Micron’s fourth-quarter DRAM revenue rose 343% to $39.8 billion, accounting for 73% of total sales as AI-memory demand strengthened.
Oct 1, 2026
BullishMicron Earnings, Options Traders Price a 7% Move With Calls in Control
Micron earnings were due after the bell on 2026-09-30 as 61,000 calls were likely bought Tuesday, compared with 37,000 puts.
Sep 30, 2026
Bullish$AMD$NVDA$METAAMD, $8.2 Billion World Labs Deal Extends Its AI Ambition Beyond Chips
AMD agreed on 2026-09-28 to acquire World Labs in stock, bringing Fei-Fei Li and the Marble world model into its AI strategy.
Sep 29, 2026
NeutralMicron Technologies Earnings, a $73.3 Billion Test of Expectations
Micron Technologies reports FYE2026 results after Wednesday’s bell as options imply a ~6% move and Mike Khouw outlines a November short-strangle.
Sep 29, 2026
Bullish$NVDA$AMD$CRMNvidia, $13 Billion Hugging Face Deal Redraws the AI Distribution Map
Nvidia agreed this month to buy Hugging Face for roughly $13 billion after OpenAI proposed a $100 million investment tied to Jalapeño chips.
Sep 29, 2026
Bullish$NVDANvidia, $150 Billion Buyback Boost Tests the AI Cash-Return Thesis
Nvidia lifted its total buyback authorization to $235 billion, with the remaining program expected to be completed through fiscal year 2028.
Sep 28, 2026
Bullish$NVDA$CSCO$MSFTNvidia Launches Open Agent Safety Platform, Expanding Its AI Stack
Nvidia released its agent-safety platform on 2026-09-28 after Hugging Face faced over 17,000 agents across days and weeks.
Sep 28, 2026
Bullish$NVDANvidia’s Jensen Huang becomes Trump’s AI ally as safety battle intensifies
Nvidia CEO Jensen Huang has Trump’s ear on AI safety and chip exports as Washington weighs regulation, China access and risks exposed by OpenAI.
Sep 20, 2026
Bullish$NVDANvidia: Huang Says Chip Sales Will Double Next Year, Testing the $673B Forecast
Nvidia CEO Jensen Huang said Thursday the company expects to sell twice as many chips next year, building on a 70% growth forecast through fiscal 2028.
Sep 18, 2026
Neutral$NVDA$TSLANvidia, Trump and Huang Face an AI Safety Push to Slow Frontier Models
Nvidia CEO Jensen Huang rejected new AI regulation as a disputed risk estimate put AI’s chance of killing all humans above 10%.
Sep 16, 2026
Bullish$NVDANVIDIA Stock, Piper Sandler’s $300 Target Puts Forecasts Under the Microscope
NVIDIA drew an Overweight rating on September 9 as Piper Sandler projected 47% revenue CAGR and $30 in FY30E earnings.
Sep 14, 2026
Bullish$AMD$AVGO$INTCAdvanced Micro Devices, Druckenmiller Opens a 72,900-Share Position
Advanced Micro Devices became 0.8% of Druckenmiller’s portfolio as he exited Broadcom, Intel and Micron during the second quarter.
Sep 13, 2026
Bullish$NVDA$CRWD$WDCDan Chung: 25 years after rebuilding Alger post-9/11, Nvidia is 14% of his top fund
Fred Alger Management, which lost 35 staff including CEO David Alger on 9/11, now manages over $47 billion, with its Spectra fund landing in 2024's top 2%.
Sep 12, 2026
Bullish$TSM$ASMLTSMC August Revenue Hits NT$514.8 Billion as AI Chip Demand Stays Robust
TSMC reported August revenue of NT$514.8 billion, up 53.3% year over year, while advanced-node capacity remained fully booked in the second quarter.
Sep 10, 2026
Bearish$MUMicron Stock’s 673.31% Surge Tests the Durability of the Memory Boom
Micron closed at $1,016.59 on Sept. 4 as hedge-fund ownership rose to 184 portfolios, but a major investor warns shortages can invite supply.
Sep 9, 2026
Bullish$QCOM$AMZN$METAQualcomm Lands AWS AI Deal With $4 Billion Amazon Warrant Package
Qualcomm shares rose 4% as warrant vesting was tied to commercial milestones and purchases of up to $60 billion in server technology.
Sep 9, 2026
Bullish$ASML$TSM$INTCASML Wins TSMC, Samsung Commitments for $400 Million High NA EUV Tools
ASML’s customer base now spans advanced logic and DRAM, while planned total EUV capacity is set to increase about 30% in 2027.
Sep 8, 2026
Bullish$MUMicron MU Expands AI Memory Capacity — Why Higher Margins Matter Now
Micron is increasing output of its more profitable AI memory chips as demand rises, putting production scale, pricing power and execution in focus.
Sep 5, 2026
BullishSouth Korea Semiconductor Exports Tripled — Why the Boom Could Become Korea’s Risk
South Korea’s semiconductor exports tripled year over year, strengthening chip momentum while raising questions about Korea’s dependence on one volatile industry.
Sep 5, 2026
Bullish$NVDA$DELL$AMDNvidia Stock Climbs as Dell Shows AI Hardware Demand Beyond Big Cloud
Nvidia shares rise as Dell results indicate AI server demand is spreading to enterprise customers, broadening the addressable market beyond hyperscalers.
Sep 3, 2026
Bearish$AVGO$NVDA$AMDBroadcom Stock Drops 5% as Weak Revenue Guidance Tests Its AI Premium
Broadcom shares fell 5% after a current-quarter revenue forecast disappointed investors, overwhelming an earnings beat and raising questions about near-term demand.
Sep 3, 2026
Bullish$NVDANvidia Stock Has a $12.9 Billion Catalyst Brewing - What Is Priced In?
Nvidia (NVDA) investors have one confirmed figure: Yahoo Finance flags a $12.9 billion catalyst, while timing and mechanism stay undefined.
Aug 31, 2026
Neutral$NVDANvidia Stock Range Call Tests AI Bulls After Impressive Results
Nvidia stock faces a valuation-versus-results debate after Yahoo Finance flagged strong results but a potentially range-bound trade.
Aug 31, 2026
Bullish$NVDA$AMZN$AMDNvidia (NVDA) Is Bigger Than $5 Trillion and Still Trades at 23x — Why?
Nvidia (NVDA) reported $96.2 billion in Q2 revenue, guided to about $108 billion for Q3, and still trades near 23x forward fiscal 2027 earnings.
Aug 31, 2026