semiconductors

On Wednesday’s episode of "Mad Money", Jim Cramer delivered a candid and at times self-deprecating segment he called “The Stocks That Got Away” — a look at a lengthy roster of names that his CNBC Investing Club charitable trust missed or passed on too early.  MRVL stock is...

Tesla Inc. (NASDAQ:TSLA) is sharply ramping up capital expenditures in 2026 as the company deepens its push into AI, autonomous vehicles and robotics. TSLA stock is moving after earnings. See the price action here.  $25 Billion CapEx On the company's earnings call with analysts, CFO Vaibhav...

Semiconductor giant Intel Corporation (NASDAQ:INTC) looks to keep its stock momentum alive when the company reports first-quarter financial results Thursday after market close. Here are the earnings estimates, what analysts are saying ahead of the report and the key items to watch. Intel Q1...

Lam Research Corp. (NASDAQ:LRCX) reported third-quarter results after Wednesday's closing bell, beating analyst estimates on the top and bottom lines. LRCX stock is moving. Watch the price action here. Q3 Details Lam Research reported quarterly earnings of $1.47 per share, which beat the...

Intel Corp (NASDAQ:INTC) shares are trading higher on Tuesday as chip stocks track a firmer tape in big-cap tech. The Nasdaq is up 0.46%, the S&P 500 is up 0.34%, and Technology (XLK) is leading sectors at +0.93%. • Intel stock is gaining positive traction. Why are INTC shares...

The era of the “wild west” semiconductor cycle might be coming to a close, replaced by a more buttoned-down, predictable corporate landscape. What is causing this change? A massive expansion of partnership between Broadcom, Inc (NASDAQ:AVGO) and Meta Platforms, Inc (NASDAQ:META). Why...

Technology sector leaders across software and semiconductors are approaching a potential inflection point, as BTIG Chief Market Technician Jonathan Krinsky outlines a contrarian shift favoring software over chip stocks. • iShares Expanded Tech-Software Sector ETF shares are advancing...

Editor’s note: This article was updated to adjust phrasing in the opening paragraph for accuracy. BlackRock Inc. (NYSE:BLK) is turning more bullish on U.S. stocks, highlighting a forecast for an 80% surge in semiconductor earnings in 2026—even as geopolitical tensions and energy market...

Chip giant Taiwan Semiconductor Manufacturing (NYSE:TSM) could boost the entire chip sector when the company reports first-quarter financial results Thursday before market open. Here are the earnings estimates and key items to watch. Taiwan Semiconductor Q1 Analyst Estimates Analysts expect Taiwan...

Quilter Cheviot Global Head of Technology Research Ben Barringer said ASML Holding NV (NASDAQ:ASML) remains strongly positioned to benefit from rising global chip demand, with investor focus increasingly shifting toward 2027 as the next key inflection point. • ASML Holding shares are...

Wall Street is climbing a wall of worry on the last day of the week. The Nasdaq 100 is on track to log its eighth consecutive session of gains — the longest winning streak since September 2025 — even as the University of Michigan’s consumer sentiment index crashed to an all-time record low...

CoreWeave, Inc. (NASDAQ:CRWV) stock isn't just reacting to headlines — it's staging a clean momentum reversal. And if you zoom out from the Meta Platforms, Inc. (NASDAQ:META) deal noise, the real story is in the price action. Source: TradingView Meta has committed an additional $21 billion to...

Intel Corp. (NASDAQ:INTC) just got the kind of public endorsement its foundry ambitions have been missing — from Elon Musk. Shares of Intel gained on Tuesday after it joined the Terafab project alongside SpaceX, xAI and Tesla Inc. (NASDAQ:TSLA). The move positions the chipmaker at the center of...

Nvidia Corp‘s (NASDAQ:NVDA) status as a resilient trade may be at risk as the entire AI boom rests on a supply chain that runs through one of the most geopolitically vulnerable regions in the world. Back in February, Nvidia's rise quietly created a $2 trillion giant in Taiwan Semiconductor...

Semiconductor bear ETFs lost steam in the first hour of trading on Tuesday after a sharp Monday rally, as chip stocks staged a quick rebound. • Why is SOXS stock falling? Direxion Daily Semiconductor Bear 3X Shares (NYSE:SOXS) pared most of its double-digit gains within the first hour of...