Semiconductors
Semiconductor ETF’s Brutal July Ends With a Thin Silver Lining — and a 125% Annual Gain Still Intact
The iShares MSCI Global Semiconductors UCITS ETF limped into the weekend with a modest 0.27 percent gain, closing Friday at...
Navitas Semiconductor’s Pivot: A $228M Accounting Hit, a Korean Alliance, and a Stock That’s Already Priced for Pain
The arithmetic looks brutal on its face. Navitas Semiconductor lost $228.22 million in the second quarter of 2026, its stock...
AMD’s Pre-Earnings Squeeze: Higher Graphics Card Prices Meet a Sliding Share Price
Advanced Micro Devices heads into Tuesday's second-quarter earnings report with a curious disconnect: the company is raising prices on its...
TSMC’s US Bet Forces a Delicate Balancing Act Between Pricing Power and Profit Margins
The world’s most valuable chipmaker is navigating a paradox: record-breaking profits and a soaring share price on one side, and...
Nvidia Diversifies Cloud Alliances and Pharma AI as Chip Rout and AMD Pressure Mount
Nvidia has quietly deepened its grip on the AI cloud ecosystem, disclosing a 9.3 percent stake in infrastructure provider Nebius...
Marvell Technology’s Whiplash: Analyst Upgrades Collide With Insider Sales and a 40% Stock Shed
Marvell Technology’s stock rebounded 4.63% to €172.76 on Monday, recouping some of the ground lost in a sell-off that had...
Marvell Technology’s Divergent Signals: Record Growth, a $12 Billion Google Deal, and a 35% Monthly Drop
The analyst community is tearing itself in two over Marvell Technology. KeyBanc just slapped a $400 price target on the...
Behind Micron’s 25% Rout: A Fully Booked HBM Pipeline and $25 Billion in New Factories
The sell-off in Micron Technology shares has been brutal, but the company’s order book tells a different story. The stock...
SanDisk’s Plunge Meets a Wall of Institutional Buying as Analysts Split on AI Demand
SanDisk finds itself at the center of a sharp disconnect that has become the defining story of this summer for...
SK Hynix Faces a Perfect Storm of Analyst Skepticism, Post-IPO Hangover and Geopolitical Headwinds
SK Hynix is grappling with a sell-off that has shaved more than a third of its market value from June’s...
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