Markets/Semiconductors

A double upgrade from Bank of America and a strong endorsement from Jim Cramer are driving momentum for the chipmaker, which is also navigating a potential manufacturing deal with Apple.

Legislative pressure on hyperscaler infrastructure and chip exports adds a policy overhang to the AI buildout cycle.

The deal underscores Corning's deepening role in the AI infrastructure build-out, even as hyperscalers like Meta face capital-raising pressures.

The hearing highlights intensifying regulatory and geopolitical scrutiny of AI technologies and their global implications.

The development adds to a growing debate over the long-term trajectory of artificial intelligence and its societal impact.

The surge in AI-related fundraising may create a near-term headwind for equities, per CNBC's Jim Cramer.

Strong financial performance has led analysts to raise their price targets for the cybersecurity firm.

Investors are reacting to a potential shift in computing hardware as the semiconductor leader unveils a new chip design.

The AI momentum is lifting software stocks as Snowflake's $6 billion AWS commitment signals growing demand for cloud-based AI infrastructure.

The partnership deepens Snowflake's reliance on AWS infrastructure, signaling a strategic shift toward cloud-based AI solutions.

Options traders are betting the "SaaS-pocalypse" is over, but the market's true reaction will likely depend on Salesforce's earnings report due Wednesday.

The investment signals growing AI infrastructure demand, with sector peers also seeing gains.

With key reports on the horizon, market participants are preparing for potential volatility.

Strong earnings from Nvidia are fueling optimism in AI-driven markets, lifting SoftBank Group's stock.

The labor dispute escalates, with government pressure mounting as shares react to the disruption risk.

Options trading patterns suggest heightened positioning as the semiconductor giant prepares to report results.

Investors are watching for guidance on AI demand and geopolitical risk exposure as the semiconductor giant reports.

The looming strike at Samsung Electronics could disrupt the global semiconductor supply chain.

Investors are betting on eased trade tensions following the high-stakes meeting between U.S. President Donald Trump and Chinese President Xi Jinping.

The development highlights growing investor confidence in AI's potential to transform pharmaceutical research and development.

Jensen Huang to college grads: "Run. Don't walk" toward AI.

The potential partnership could reshape supply chains and intensify competition in the semiconductor sector.

The surge in demand for agentic AI tools is reshaping the tech landscape, with major players like Meta and Google accelerating their efforts.

The stock hit a new all-time high as Bloomberg reported Apple is in discussions with Intel and Samsung to produce chips for U.S. devices.

Pinterest's stock surged following better-than-expected quarterly results and optimistic guidance, signaling renewed investor confidence in the company's strategic direction.

Super Micro shares surged in extended trading after the server maker issued stronger-than-expected guidance, despite revenue falling short of estimates.

The server maker's strong Q1 results reflect growing demand for AI infrastructure, while Chinese AI firm SenseTime shifts toward cost efficiency and overseas expansion.

Uber reported first-quarter revenue below expectations but raised its bookings guidance for the current quarter, sending shares up 9% in early trading.

Advanced Micro Devices CEO Lisa Su cited strong demand for CPUs driven by agentic AI as the reason for a significant forecast revision, sending shares up 15%.

DoorDash (DASH.O) posted a 33% revenue increase in Q1 but is investing heavily in new technology and features, raising concerns about near-term profitability and long-term value creation.

Snap issues cautious guidance as Perplexity deal ends, Middle East 'geopolitical situation' causes uncertainty.

The analyst note highlights revised hyperscaler capital expenditure forecasts and forward-looking demand for advanced AI chips.

The software firm's shares surged after it outperformed expectations, signaling a potential rebound in the SaaS sector.

The warning from Apple's leadership highlights growing concerns over memory supply challenges and their potential impact on the semiconductor sector.

The move reflects growing reliance on automation in the face of persistent workforce challenges.

The tech giant is set to report Q2 earnings amid speculation about leadership transition and sustained demand for its flagship product.

The Japanese conglomerate is reportedly preparing to create a standalone entity, named Roze, focused on AI infrastructure and robotics, with a valuation target of $100 billion.

The strong performance of Amazon Web Services highlights its increasing importance to the parent company's revenue and could influence the broader semiconductor and cloud computing sectors.

The AI company's recent partnership with Amazon marks a notable pivot in its business strategy, with potential implications for semiconductor demand and cloud infrastructure dynamics.

OpenAI looms over earnings from tech hyperscalers.

The AI firm's underperformance raises concerns about its ability to fund large-scale data center investments.

The audio-streaming company's stock dropped sharply in premarket trading after its first-quarter results were overshadowed by softer-than-expected guidance.

OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling.

The Colorado-based startup, which is now valued at $2.2 billion, aims to expand manufacturing and double its workforce by year-end.

Jury selection kicks off in Musk v. Altman trial.

The semiconductor sector is reacting to a major funding milestone for a new AI venture founded by a former DeepMind researcher.

OpenAI shakes up partnership with Microsoft, capping revenue share.

Qualcomm jumps 12% on report it’s partnering with OpenAI on smartphone AI chip.

China blocks Meta's acquisition of AI startup Manus.

The shift in leadership is intensifying concerns over AI disruption, with software firms facing a new challenge in retaining key talent.