Chips


Why Nvidia Stock Is Getting a TSMC Boost

Nvidia stock was rebounding, having fallen about 9% over the past five trading sessions.

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Stock Markets Boosted With Shutdown End in Sight. Why Volatility Is Just Beginning.

Air travel nightmares worsen, TSMC sales growth slows, Corning’s bold bid to revive solar industry, and more news to start your day.

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Tesla, Expedia, Take-Two, Block, Affirm, Sunrun, Globus Medical, JFrog, and More Stock Market Movers

Tesla declines after the electric-vehicle maker's shareholders approve a massive pay package for CEO Elon Musk.

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China’s Stocks Are Flying as Beijing Doubles Down on Tech. Why the Economy Is Still Struggling.

China’s commitment to innovation poses a long-term threat to U.S. companies. What it needs now is for its citizens to spend more.

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Nvidia Stock Drops. These Fresh China Fears End a Bad Week for the AI Chip Maker.

Nvidia stock has been hit this week by concerns about the artificial-intelligence trade and the company’s prospects in China.

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Duolingo, Marvell, Tesla, Qualcomm, Robinhood, CarMax, Datadog, DoorDash, and More Stock Market Movers

Duolingo declines sharply after its bookings forecast misses estimates, and DoorDash tumbles following an earnings miss.

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How a Dutch Auto Chip Maker Got Caught Up in the U.S.-China Trade War

The Dutch government’s repossession of auto chip powerhouse Nexperia from its Chinese parent looks to be spreading pain across the auto industry.

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Marvell Stock Rises. Why It's a Prime Bid Target.

Marvell could be a tempting takeover target as its stock has underperformed other chip companies exposed to the artificial-intelligence boom.

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Nvidia Stock Rises. CEO Jensen Huang's Warning About China and the AI Chips Race.

Nvidia stock gained as CEO Jensen Huang warned Chinese competitors are near to matching U.S. capabilities in AI chips. 

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Qualcomm Stock Slides After Earnings Beat

Qualcomm reported revenue of $11.27 billion in its latest quarter, surpassing the $10.77 billion consensus estimate.

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Arm Beats Earnings. The Stock Is Rising.

The chip designer is generating higher royalty rates and is making progress in the cloud-server processor market.

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AMD, Humana, Novo Nordisk, Kratos, Arista, Axon, Trex, Rivian, Super Micro, and More Stock Market Movers

Shares in AMD rise after the chip maker posts better-than-expected third-quarter earnings and revenue.

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PC Chips Are Making a Big Comeback. How to Play It.

A PC refresh cycle is finally here. AMD and Intel have already benefited. Dell could be next.

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AMD Stock Whipsaws After Earnings. What Wall Street Thinks.

AMD reported revenue of $9.25 billion for the latest quarter, ahead of analysts’ expectations for $8.76 billion.

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Nvidia Stock Gains. What’s Driving the AI Chip Maker.

Nvidia stock was recovering Wednesday after AI-exposed stocks slumped the previous day.

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A Tech Stock Reset Is Underway. Can They Survive Until Nvidia Earnings?

It could be a long two weeks for tech stocks.

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The AI Stocks Selloff Could Be a Bust or a Blip. This Will Decide Which.

AMD beats expectations, Mamdani wins NYC mayoral election, Bitcoin briefly dips below $100,000, and more news to start your day.

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Palantir, Uber, Sarepta, Tesla, Norwegian Cruise Line, Hertz, AMD, and More Stock Market Movers

Shares in data analytics software developer Palantir tumble even as the company tops analysts' earnings estimates.

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Nvidia Isn’t This Analyst’s Top Chip Stock Any More. This Is the New Favorite.

Nvidia is set to benefit from the continued wave of AI spending but another chip company looks to have more upside right now, according to Jefferies.

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Nvidia Stock Falls. ‘Big Short’ Investor Michael Burry Is Betting Against AI—Again.

Burry’s Scion Asset Management bought put options with a notional value of $187 million on Nvidia stock, a regulatory filing for the quarter ending Sept. 30 shows.

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Kenvue, Kimberly-Clark, Amazon, uniQure, Palantir, Idexx, Cipher Mining, and More Stock Market Movers

Kimberly-Clark agrees to buy Tylenol maker Kenvue in a cash-and-stock deal valued at about $48.7 billion, including debt.

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DuPont Spinoff Qnity Started Trading Today. What to Know.

Qnity Electronics supplies chemicals and materials to makes of semiconductors.

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Amazon Stock Jumps on $38 Billion OpenAI Deal. What We Know.

Amazon Web Services will provide infrastructure for OpenAI’s artificial-intelligence workloads.

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AI Stocks Are Hitting a Wall. What’s Next.

Artificial intelligence is changing the world, but many of the stocks that have benefited are at risk now.

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Big AI Companies Are Reviving a Crisis-Era Tool. Wall Street Is Paying Attention.

AI debt is getting exotic. We’ve seen this before.

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