Chips
Trump Tariffs, Nvidia Earnings, Iran Fears. A Storm Is Coming for Stock Markets.
White House defends trade deals, Hassett walks back demands for discipline of Fed researchers, takeover battle for Warner Bros. could wrap up soon, and more news to start your day.
Long Read
Stock Futures Little Changed as Investors Size Up Tariffs
Fifty-five S&P 500 index companies report earnings this week, including Nvidia, the world’s most valuable company.
1 minute read
Grail, Corning, Comfort Systems USA, Opendoor, Akamai, Chemours, and More Stock Market Movers
Corning stock rises after UBS reiterates a Buy rating and raises the price target on the shares.
3 minute read
AI Spending Boom Likely Has Erased This Key Supporting Plank for Stock Performance
There’s a new casualty in the AI spending boom. And it’s a big one.
4 minute read
Nvidia Stock Rises. It’s Nearing $30 Billion OpenAI Investment, Report Says.
Nvidia is reportedly close to agreeing a $30 billion investment into OpenAI.
1 minute read
Samsung Rises on Report of Higher AI Memory Prices. Why Micron Stock Is Falling.
Samsung rose 4.9% in trading in Seoul amid a report of a boost to high-bandwidth memory prices but Micron wasn't feeling the benefit.
2 minute read
Nvidia Stock Slides. But OpenAI’s Fundraising Could Be a Positive.
Nvidia stock was falling on Thursday but a report about OpenAI's fundraising plans could provide cause for optimism.
1 minute read
Nvidia Wins Meta Deal. Its Gain Is Broadcom's Loss.
Nvidia stock has flatlined amid the competitive threat from Broadcom and other chip makers. But Meta Platforms is committing to purchases with the chip maker.
2 minute read
Nvidia, Palantir, Garmin, Global Payments, Palo Alto, Moderna, Caesars, and More Stock Market Movers
Nvidia shares rise after Meta Platforms expands an existing partnership with the AI chip designer.
3 minute read
David Tepper’s Appaloosa Trims Alibaba and Adds Micron, Alphabet in Stock Reshuffle
The legendary hedge fund manager made some big moves at the end of 2025.
2 minute read
Western Digital Is Dumping Sandisk Stock. What’s Behind the Move.
Sandisk stock, trading at more than $600, began trading last February at $36.
1 minute read
Analog Devices Stock Rises After Earnings. The Chipmaking Business Is Booming.
The analog chip maker posts better-than-expected fiscal first-quarter earnings and issues strong guidance for the current second quarter.
1 minute read
The Stock Market Needs a Spark to Ignite a Real Rally. What Could Light It.
The next week could prove crucial to Wall Street’s optimistic outlook for stocks.
3 minute read
Nvidia Stock Reverses Fall. There Are Reasons to Believe It Will Rally.
Nvidia stock has flatlined in recent months but there are good signs for patient investors.
2 minute read
Paramount, Masimo, Medtronic, Kyndryl, eToro, Genuine Parts, Southwest, and More Stock Market Movers
Paramount Skydance stock rises after Warner Bros. Discovery says it will restart deal talks with the company.
3 minute read
Stocks Are Doing Something Rare. That Spells Opportunity.
It’s a funny moment in the market because while everyone knows there are lots of stocks that have fallen too far, it is difficult to identify them.
4 minute read
Applied Materials, Rivian, Moderna, Arista, Fastly, Coinbase, Robinhood, DraftKings, and More Stock Market Movers
Applied Materials shares surged after the semiconductor-equipment maker beat analysts’ quarterly earnings estimates.
4 minute read
Amazon Joins Microsoft in Bear Market. Why Mag 7 Stocks Are Struggling.
Amazon and Microsoft stocks have entered bear market territory and the rest of the Magnificent Seven isn't that far behind.
3 minute read
Nvidia Stock Wobbles. The Focus Is Turning to Earnings.
Nvidia stock has remained broadly range-bound since November. Earnings could change that.
2 minute read
Applied Materials Stock Rises. Why It’s a Winner from the Memory-Chip Boom.
Applied Materials stock soared as it became the latest chipmaking equipment company to flag a rise in demand for its services.
2 minute read
Stock Market Reels From ‘Sell First, Ask AI Questions Later’ Tech Slump
Investors fear disruptions from artificial intelligence, and big capex. That’s not a recipe for near-term gains.
3 minute read
Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
Samsung said it has begun mass production and commercial shipments of a new generation of high-bandwidth memory, called HBM4.
1 minute read
AppLovin, Fastly, Micron, Cisco, QuantumScape, Novocure, AST SpaceMobile, and More Stock Market Movers
AppLovin and Cisco slide after reporting earnings while Fastly soars on better-than-expected quarterly profit and solid guidance.
3 minute read
Nvidia Stock Rises. Broadcom Is Closing the AI Chips Gap, Analyst Says.
Nvidia stock has benefited from its role as the dominant provider of AI chips but Broadcom is posing the biggest threat yet to that position.
3 minute read
Shopify, Moderna, Robinhood, Unity, Vertiv, Generac, Beta Tech, Humana, Micron, and More Stock Market Movers
Robinhood reports weaker-than-expected growth in the fourth quarter while shares in Moderna tumble after the company says the Food and Drug Administration refuses to review a seasonal flu vaccine application.
4 minute read
