semiconductors

Micron Technology , Inc. (NASDAQ:MU) Executive VP Manish Bhatia confirmed last Friday that the AI infrastructure boom has triggered an “unprecedented” shortage of memory chips, as production capacity is diverted away from everyday consumer goods to satisfy AI titans.  The meteoric rise...

Major U.S. benchmarks finished higher, with the Dow Jones Industrial Average up 0.6% at 49,442.44. The S&P 500 added 0.26% to close at 6,944.47, while the Nasdaq advanced 0.25% to 23,530.02. These are the top stocks that gained the attention of retail traders and investors through the day:...

Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) didn't just beat earnings — it forced a rethink on investor positioning. The stock surged to fresh all-time highs after a blowout quarter, but the more interesting story sits beneath the headline numbers: how much wealth this AI rally just locked...

Ark Invest, led by Cathie Wood, made significant trades on Wednesday, involving Tesla Inc. (NASDAQ:TSLA), Broadcom Inc. (NASDAQ:AVGO), and Taiwan Semiconductor Manufacturing Co., Ltd. (NYSE:TSM). The Tesla Trade ARK offloaded 86,139 shares of the Elon Musk-led company through ARK Innovation ETF (...

NVIDIA Corp.’s (NASDAQ:NVDA) and Eli Lilly and Co.'s (NYSE:LLY) newly announced $1 billion AI co-innovation lab underscores how artificial intelligence is spreading beyond data centers into medicine, and ETF investors are beginning to price that into thematic funds. • Roundhill...

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) shares hit all-time highs on Tuesday and could be volatile later this week as the company reports fourth-quarter financial results Thursday before market open. Here are the earnings estimates and key items to watch ahead of the report. Earnings...

A fresh look at global semiconductor supply chains is reshaping analyst views as hyperscaler demand accelerates and memory constraints tighten across the industry. • Advanced Micro Devices shares are climbing with conviction. What’s driving AMD stock higher? Hyperscalers Tighten Memory...

SEALSQ Corp (NASDAQ:LAES) shares are trading lower on Tuesday after the company disclosed FY25 preliminary results and FY26 guidance. • SEALSQ shares are under pressure. Why is LAES stock trading lower? FY25 Results The company disclosed that it achieved $18 million in revenue for 2025, up...

The fourth-quarter earnings season gets underway this week with the big banks set to report.  BAC stock is moving. See the chart and price action here.  The Big Six are expected to showcase a rebound in investment banking fees fueled by a 42% year-over-year surge in global M&A activity,...

BofA Securities analyst Vivek Arya says secular, cyclical and pricing tailwinds are aligning for U.S. semiconductors. After meeting with more than a dozen management teams at CES in Las Vegas, the analyst said his confidence has increased in his above-consensus forecast for 30% year-over-year...

Three years into the AI boom, Nvidia Corp (NASDAQ:NVDA) is still not talking about moderation. It's talking about magnitude. That was the tone of a recent JPMorgan fireside chat with Nvidia’s CFO, Colette Kress, in which management described the compute-demand environment in one word: "...

Authorities in China have instructed several local technology firms to pause orders of Nvidia Corp. (NASDAQ:NVDA) H200 hardware.  NVDA stock is moving. See the chart and price action here.  Beijing likely intends to enforce a requirement that these organizations prioritize domestic...

NVIDIA Corp (NASDAQ:NVDA) is among the companies showing off new products and sharing company announcements at the 2026 CES. Here's what analysts are saying about Nvidia's new products and the keynote given by CEO Jensen Huang, along with commentary on several other companies at the annual event...

The S&P 500, which is tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY), hit several all-time highs in 2025 and closed up 16.6%. • SPDR S&P 500 stock is showing positive momentum. What’s the outlook for SPY shares? Here's a look at the top-performing stocks in the index for...

Each trading day, Benzinga Pro features hundreds of headlines and press releases for traders to peruse the latest market news and individual stocks. • SPDR S&P 500 stock is showing positive momentum. What’s next for SPY stock? Below is a look at its most-searched tickers for...