Semiconductors

The chip sector's most explosive week in decades has catapulted Nvidia back above the $5 trillion market capitalization threshold, but...

Broadcom’s AI Chip Empire Tightens as Golden Cross Signals More Upside

The stars are aligning for Broadcom. The chipmaker has locked in a trio of marquee AI clients within a single...

Google’s Chip Alliance Shake-Up Signals a New Phase in the AI Arms Race

Alphabet is rewriting its hardware playbook. The Google parent is in active negotiations with Marvell Technology to co-develop a next-generation...

Nvidia’s $5 Trillion Comeback Hinges on Hyperscaler Spending Spree

Nvidia has clawed its way back above the $5 trillion market capitalization threshold for the first time since October, setting...

Micron’s HBM Revenue Could Hit $100 Billion by 2028 — But the Stock’s Biggest Test Comes This Month

Micron Technology’s share price has been on a tear, closing at 424 euros on Friday to set a fresh record...

Infineon Breaks Through €50 Mark for First Time in 25 Years on AI Tailwinds and Strategic Expansion

Infineon shares have stormed past the psychologically important €50 threshold for the first time since the dot-com era, closing Friday...

ASML’s €1,240 Rally Defies TSMC’s High-NA EUV Pause as Dividend and Buyback Plans Take Shape

ASML’s stock closed the week at €1,240.80, up roughly 3%, even as its most important customer, TSMC, pushed back plans...

SK Hynix Pushes Deeper Into Custom Chips as TSMC Alliance Tightens

The numbers coming out of SK Hynix are the kind that reshape how investors think about memory makers. The South...

Nvidia Hits $5 Trillion Market Cap as Blackwell Backlog Hits 3.6 Million Units

by Kennethcix

April 25, 2026

Nvidia crossed the $5 trillion valuation threshold for the first time on Friday, capping a week that saw the chipmaker's...

Micron’s Political Gambit and Production Crunch: Inside the 424-Euro Rally