semiconductors

For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA). The Santa Clara, California-based chip giant, whose earnings are due next week, is...

CNBC host Jim Cramer may have called the turn before the tape confirmed it.  "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy ETFs. Be careful; smell the reversal day pic....

Intel Corp. (NASDAQ:INTC) is no longer just a chipmaker. It has become a symbol of Washington's new industrial-market experiment. INTC stock is moving. See the chart and price action here. The U.S. government took a 9.9% passive stake in Intel last year, buying 433.3 million shares at $20.47...

Big Tech momentum is starting to look stretched, with several mega-cap names flashing overbought signals even as Nvidia Corp. (NASDAQ:NVDA) continues to push into record territory. AMD stock is in oversold territory. See the chart and price action here.  Nvidia shares reached a new all-time...

Shares of Qualcomm Inc (NASDAQ:QCOM) have been on a wild ride over the last month, with the stock up 80% and new all-time highs. The stock has gotten a boost from quarterly financial results and some recent news items, but another big catalyst could be coming this week. Qualcomm CEO Heads to China...

Nvidia Corp (NASDAQ:NVDA) may be revealing a new AI playbook — and IREN Limited (NASDAQ:IREN) is starting to look a lot like the next CoreWeave, Inc. (NASDAQ:CRWV) . Last week, Nvidia agreed to invest up to $2.1 billion in IREN as part of a major AI data-center partnership focused on expanding AI...

The AI chip trade is getting a new public-market name this week.  Cerebras Systems is expected to price its IPO on Wednesday, with shares potentially beginning to trade on Nasdaq under the ticker CBRS as early as Thursday, subject to final pricing and the registration statement becoming...

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...

A trip by President Donald Trump to China next week could have major ramifications for several public companies. While there is not an official list of which business executives will be accompanying, a reported circulating list could show which stocks to watch next week. Trump's China Travel Plans...

If you’ve never heard of AXT Inc. (NASDAQ:AXTI), you’re not alone. The Fremont, California-based company has spent most of its 40-year life as a quiet specialty-materials supplier, the kind of business that shows up in semiconductor supply-chain footnotes rather than the Magnificent...

Nvidia Corp (NASDAQ:NVDA) may still be the center of the AI trade. But Wall Street is increasingly starting to chase the layer underneath it. Call it the ‘Nvidia Halo Trade‘ — a small group of infrastructure stocks whose businesses become more important every time Jensen Huang decides...

Arm Holdings Plc (NASDAQ:ARM) reported fourth-quarter results after Wednesday’s closing bell, beating analyst estimates on the top and bottom lines. Here's a look at the details inside the report.  ARM stock is moving. Watch the price action here. Arm Q4 Details   ...

For years, Nvidia Corp‘s (NASDAQ:NVDA) dominance in artificial intelligence looked nearly untouchable. The company became the backbone of the global AI boom, powering everything from OpenAI models to hyperscale data centers. But China may now be attempting something much bigger than building...

Shares of Advanced Micro Devices (NASDAQ:AMD) are soaring after the company's first-quarter financial results. While shares are hitting all-time highs on Wednesday, analysts think there's even more upside ahead. The AMD Analysts KeyBanc analyst John Vinh reiterated and Overweight rating and raised...

On Tuesday, Cathie Wood-led Ark Invest executed significant trades involving Advanced Micro Devices Inc. (NASDAQ:AMD), Shopify Inc. (NASDAQ:SHOP), and CoreWeave Inc. (NASDAQ:CRWV). The AMD Trade Ark Invest made a notable move by selling shares of Advanced Micro Devices Inc across multiple ETFs,...