The Micron Memory Japan K.K. booth at the Semicon Japan exhibition in Tokyo, Japan, on Thursday, Dec. 18, 2025. Kiyoshi Ota | Bloomberg | Getty Images Shares of memory companies Micron and Sandisk jumped on Monday, continuing their extended runs, after Melius Research said demand could remain high through the end of the decade. Memory…
Intel Xeon 6 processors are shown to CNBC at Intel’s advanced packaging facility in Chandler, Arizona, on November 17, 2025. Tony Puyol Semiconductors are a runaway train — up 17 of the past 18 sessions — and options traders are buying increasingly expensive call options to chase the rally higher. The VanEck Semiconductor ETF (SMH)…
A SK Hynix flag (R) and a South Korean national flag (L) flutter outside the company’s Bundang office in Seongnam on Jan. 26, 2024. Jung Yeon-je | Afp | Getty Images South Korean memory chip giant SK Hynix posted yet another quarter of record profit and revenue on Thursday, as prices for its products continue…
Marvell Technology Group Ltd. headquarters in Santa Clara, California, on Sept. 6, 2024. David Paul Morris | Bloomberg | Getty Images Shares of Marvell Technology gained nearly 6% on Monday amid reports that Google will use the chip design firm for two new chips to power artificial intelligence workloads. Until now, Google has relied on…
Oracle, AMD and Microsoft are on pace for historic weeks, while Intel, Broadcom, Micron, Marvell and ON Semiconductor are all roaring in April. Source link
We have so many struggles going on right now that it’s hard to believe the market can stay up at this level for much longer. It’s a visceral moment where the losses mount quickly if you are on the wrong side of the trade. We all know that it’s time to embrace the bear, right?…
Jakub Porzycki | Nurphoto | Getty Images U.S. stocks soared on Wednesday after President Donald Trump announced a two-week ceasefire with Iran, and beaten-down tech names shared in the rally. Meta, Amazon, Alphabet and Nvidia led the way among the Magnificent 7 names. Chipmakers also soared, with Taiwan Semiconductor Manufacturing Co. gaining 7% and ASML,…
Xeon server chips shown to CNBC inside Intel’s advanced packaging facility in Chandler, Arizona, on November 17, 2025. CNBC Asian technology and semiconductor stocks surged on Wednesday after the U.S. and Iran agreed to a conditional two-week ceasefire that includes a temporary reopening of the Strait of Hormuz. The news sent major indexes in Asian…
Shares of Samsung Electronics rose as much as 4.8% on Tuesday after the South Korean technology giant forecast record quarterly profit amid strong demand for artificial intelligence chips. Shares later pared gains to trade up 0.52%. In its preliminary earnings guidance, Samsung projected its operating profit for the January-March quarter to reach 57.2 trillion won…
Tensions in the Middle East due to the U.S.-Iran war and elevated oil prices continued to impact the stock market this week. Investors with a long-term investment horizon should look beyond near-term challenges and capitalize on the ongoing volatility to pick stocks trading at attractive valuations. Tracking top Wall Street analysts can help investors gain…
