semiconductors
24 articles tagged semiconductors, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
AMD Gapped Up $24.89 and Closed 39 Cents Off the Low. NVIDIA Didn't.
AMD opened $510.28, printed $515.62, and finished at $476.15 — a $39.47 per-share giveback. NVIDIA closed up 2.93% at $200.75 in the upper third of its range.
A $24B AI Fund Unwound. NVIDIA Closed at $190.01 — the Dead Low.
Situational Awareness liquidated its book after leveraged AI bets failed. AMD lost 5.51%. NVDA closed at the exact low of its range on 136.6M shares.
The Fed Held and the Long End Tightened Anyway — Microsoft Gave Back $9.78 From Its High
Three hawkish dissents, a steeper curve, and eight of the ten largest US equities lower. Microsoft printed $401.24 on unchanged capex guidance and closed at $39...
Seoul Tripped a Circuit Breaker. AMD Lost 8.13%. NVDA Closed Green.
South Korea's Kospi sank nearly 11% on chip selling and triggered a circuit breaker. The contagion hit AMD for $40.22 — and stopped there.
Meta Closed at $595.19 Into Q2 Earnings — Weakest Print on the Board
Alphabet set the bar July 22 with revenue up 24% to $119.76 billion. Meta closed down 1.80% at the low end of its range heading into its own print.
Tariff Inflation Is a Power-and-Silicon Tax on AI Infrastructure
New tariff rounds aren't just a consumer-price story. For hyperscalers building AI campuses, they reprice every layer of the hardware stack simultaneously.
The Chip Rebound Is a Bet on Earnings — and Agentic AI Is What Earnings Must Prove
Chip stocks rose a second straight day into an earnings season that will test the AI trade. The demand case now rests on agentic workloads — and agents burn mul...
Rambus Fell 28% From Its June High — The Memory-Interface Toll Booth Is On Sale at 24x
Wall Street is warming back to Rambus at $100.85 with a $109.40 target. Every DDR5 module and HBM stack in an AI server pays its interface silicon — and memory...
Asia's Chip Rebound Targets Mega-Cap Dispersion: Apple Near Highs, Microsoft 29% Below Its Peak
Tokyo surged 3.26% and Seoul snapped its losing streak as chips rebounded worldwide — and the widest quality-versus-AI spread in the mega-cap complex is now the...
China's Largest Shipbuilder Is Automating Design With AI — the Rally's Real Signal
Beijing's support measures sent Shenzhen up 4.81%, but the durable story is China State Shipbuilding putting AI into hull design. Industrial adoption is where t...
Beijing Backstops Tech, Chips Rally Worldwide — NVDA $206.65 Decides If It Travels
China's support measures sent Shenzhen up 4.81% and global chips extended their rebound. The rally reaches our board only if NVDA clears $206.65 — below $197.97...
China May Export-Control Its Own AI Models — The Cheap-Token Era Just Got Policy Risk
Beijing is weighing export restrictions on Chinese AI models and chips, per an FT report. Days after Moonshot's Kimi triggered a chip selloff, the global floor...
Barclays Splits the Chip Sector in Two — Lumentum Up, Allegro and Penguin Cut
Barclays turns selective on semis ahead of Q2 earnings, warning AI-driven gains have left little room for upside in crowded names.
The KV Cache Wall Just Made NAND the AI Bottleneck — And Samsung's V10 Is the Relief Valve
Nvidia's GPUs are choking on key-value cache data. Samsung's V10 NAND for next-generation CMX storage moves the constraint from compute to memory tiering — and...
US-Iran Shock Sends Oil to Monthly Highs, KOSPI Down 4% — NVDA's $197.97 Is the Firewall
Risk-off went global overnight as oil spiked and Korea's KOSPI shed $144B. Nasdaq futures are green anyway — NVDA's $197.97 low decides whether the contagion re...
Semis Are on Track for 133% Q2 Earnings Growth — and 44% of the S&P 500's Profit Gain
S&P 500 semiconductor earnings are forecast to jump 133% year over year, carrying nearly half the index's total profit growth. That concentration is the AI trad...
The Dot-Com Parallel Fails Its First Test: AMD's 8% Flush Was Bought Back Before the Close
Speculative vehicles are halving while nine of ten mega-caps fell, yet the session's deepest drawdown was repurchased within hours. Genuine bubble unwinds do no...
AMD Flushed to $460.21 Then Reversed $45.67 — The Only Real Bid on a Nine-Red Board
Nine of ten megacaps finished red Thursday, but AMD's $45.67 reversal off $460.21 was the session's lone conviction print. NVDA's $197.97 low is the line that d...
Salesforce vs. Dell Is the Wrong Debate: The AI Bill of Materials Picks the Winner
Weekend coverage framed 2026's tech choice as Salesforce against Dell. The real answer sits upstream, where memory supply and grid power set the margin structur...
500x Oversubscribed and Still Cooling: CXMT's $8.6B IPO Reprices China's Chip Trade
CXMT's Shanghai listing drew 500x institutional demand — yet less fever than recent Chinese tech IPOs. The gap between those two facts is the weekend's real sem...