Chips

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.

Vertiv posts fourth-quarter earnings per share of $1.36 from sales of $2.9 billion. Wall Street was looking for $1.29 from sales of $2.9 billion.

The CFO expressed confidence in the company’s high-bandwidth memory product and an analyst weighed in positively on the stock.

Spotify posts significant gains in monthly active users, while CVS slips after earnings.

Taiwan Semiconductor Manufacturing stock has been on a strong run as it plans to ramp up investment. Sales and tariff news should reassure investors.

The AI, software, and memory trades are holding back broader index gains.

Nvidia stock is now hovering near its highest levels this year so far. 

Charts of Broadcom, Arm Holdings, and Credo Technology Group speak to bullishness.

Samsung is set to begin mass production of new high-bandwidth memory chips, laying down a challenge to Micron Technology.

Nvidia stock rallied hard at the end of last week but it could need another factor to keep the move going.

Kyndryl’s chief financial officer, David Wyshner, departs the company amid a review of its accounting practices.

Citi analyst Jeff Chung has a value for XPeng’s robot business.

Tech is ailing while other sectors are holding up. How to stay safe and avoid the AI knife fight.

Amazon shares tumble after the tech and online retailing giant forecasts $200 billion in capital expenditures for 2026.

Nvidia stock has suffered its worst five-day run since April last year.

Micron stock has more than quadrupled in 12 months and analysts at UBS expect more gains from here. 

IREN stock has been hit by concern over its cryptocurrency mining operations, even as it pivots toward artificial-intelligence computing.

Google parent Alphabet beats analysts’ expectations for quarterly earnings and revenue but its capital spending forecasts widely top estimates.

Google plans a massive investment in AI data centers and the chips to fill them. 

Five ARK ETFs purchased a combined 141,108 AMD shares on Wednesday, following the chip maker’s biggest drop in more than eight years.

Both stocks were falling as phone manufacturers scale back production plans.

Artificial intelligence may still be in its infancy, but this mainstay of the stock market rally now has investors worried it will be its downfall.

TSMC will produce 3-nanometer chips at its Kumamoto site in Japan as it races to meet demand for AI chips.

Wall Street expected earnings of 41 cents a share, on revenue of $1.23 billion, according to FactSet.

Qualcomm forecast lower than expected revenue for the current quarter.