semiconductors

ON Semiconductor Corp (NASDAQ:ON) shares are trading higher in extended trading Tuesday after the company announced a new buyback program. ON stock is trending. Get the complete picture here. What To Know: ON Semi announced that its board authorized a share repurchase program of up to $6 billion...

A large backlog for NVIDIA Corporation (NASDAQ:NVDA) could be the key to long-term success, according to an analyst ahead of the highly anticipated third-quarter financial results. The NVDA Analyst: Stifel analyst Ruben Roy maintained a Buy rating on Nvidia and raised the price target from $212 to...

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) bagged close to 147 billion New Taiwanese dollars ($4.71 billion) in government subsidies over the past two years. The U.S., Japan, Germany, and China are all supporting the company’s aggressive global diversification. The contract chipmaker...

Semiconductor giant NVIDIA Corp (NASDAQ:NVDA) could provide the ultimate bellwether for the stock market and tech sector when the company reports third-quarter financial results on Wednesday after market close. • NVDA is lagging behind market performance. Get the inside scoop here. Here are...

Wall Street has spent weeks obsessing over AI costs, chip bottlenecks and whether challengers like Advanced Micro Devices Inc (NASDAQ:AMD) and Broadcom Inc (NASDAQ:AVGO)are finally catching up. But as Nvidia Corp (NASDAQ:NVDA) heads into earnings on Wednesday, Jensen Huang gets a fresh chance to...

ASML Holding NV (NASDAQ:ASML) CEO Christophe Fouquet stated on Sunday that the ongoing tensions between the Netherlands and China have not impacted the Dutch chip-gear manufacturer. Nexperia Saga Won’t Affect ASML In Short Term The conflict arose following the Dutch government’s...

A member of Congress who loves buying Magnificent Seven stocks rebought some of the same stocks, but this time left out two frequent purchases. Here's a look at the recent trades. Cleo Fields Bets on Magnificent Seven Stocks Congressman Cleo Fields (D-La.) has a history of buying Magnificent Seven...

The Appaloosa Management hedge fund, run by Carolina Panthers owner David Tepper, on Thursday revealed several new stock positions in the third quarter, and multiple transactions on the semiconductor sector. Here's a look at the new positions as of Sept. 30 and the top changes made in the third...

Aerospace just outperformed semiconductors — and almost nobody saw it coming. The Aerospace Index surged 45% over the past year, topping the Semiconductors Index's 41% gain, with Rocket Lab Corp (NASDAQ:RKLB) (+250%), Planet Labs PBC (NYSE:PL) (+374%), and Archer Aviation Inc (NYSE:ACHR) (+92%)...

Semiconductor giant Applied Materials (NASDAQ:AMAT) could highlight new AI-related products and how export restrictions to China are impacting the sector when the company reports fourth-quarter financial results Thursday after market close. Here are the earnings estimates, what analysts are saying...

Elon Musk‘s pay package vote is getting the most attention on the heels of Tesla Inc‘s (NASDAQ:TSLA) shareholder meeting. Goldman Sachs analyst Mark Delaney, however, is highlighting other key takeaways that are getting less attention. TSLA stock is showing weakness. See the complete...

Elon Musk has a new problem — and it's not demand for Tesla Inc‘s (NASDAQ:TSLA) cars. It's the global shortage of silicon to power his next wave of AI ambitions. "How do we make enough chips?" he asked at Tesla's annual shareholder meeting, sounding less like a car CEO and more like a...

Lisa Su thinks the AI boom is just getting started — and the numbers back her up. On Advanced Micro Devices Inc's (NASDAQ:AMD) third quarter earnings call, the CEO said the total addressable market for AI silicon has grown beyond earlier projections, calling it "a larger opportunity" than the $500...

While Washington's chip rhetoric grows louder, Arm Holdings PLC's (NASDAQ:ARM) sales in China are surging. Chief financial officer Jason Child told analysts that "China is maybe 22% of sales this quarter," adding that demand from the region "looks to be as strong as we’ve ever seen." Track...

Arm Holdings Plc. (NASDAQ:ARM) stock was up after the company released its second-quarter earnings report after Wednesday's closing bell, beating estimates on the top and bottom lines. Here's a look at the details in the report.  ARM stock is moving. See the real-time price action here. The...