Chips

Advanced Micro Devices stock falls sharply even as the chip maker posts better-than-expected earnings and guidance.

Silicon Laboratories stock was surging on a $7.5 billion acquisition by Texas Instruments.

Nvidia stock was reacting after Advanced Micro Devices earnings, including its comments on China sales.

An earnings beat wasn’t enough to keep the stock rallying. Shares of AMD were down sharply after the report.

CEO Lisa Su sees massive revenue gains in 2027. In today’s market, that’s just too far away.

AMD’s data center sales boost quarter above expectations, Fed governor Miran gives up White House post, PepsiCo is accelerating affordability initiatives, and more news to start your day.

The iShares Expanded Tech Software Sector ETF is already down 19% this year.

Palantir stock rises on the back of better-than-expected quarterly earnings and a solid first-quarter outlook.

Nvidia and OpenAI are looking to balance a difficult relationship but reports of a breach should be taken with a grain of salt.

Elon Musk combines SpaceX and xAI, strategic mineral stockpile aims to cut China reliance, Oracle tests investors’ AI appetite, and more news to start your day.

Nvidia stock was dropping amid questions over its deal to invest as much as $100 billion in OpenAI.

Strategy, Coinbase and Robinhood stocks tumble after the price of Bitcoin drops to a 10-month low.

CoreWeave CEO Michael Intrator is not your typical tech company executive—but then again, CoreWeave isn’t your typical tech company.

Verizon stock heads for its largest single-day percent increase since 2008 after earnings top Wall Street’s expectations.

Sandisk and other memory and data-storage stocks top the S&P 500. Humana and software names like Intuit and Salesforce bring up the rear.

Micron’s executive vice president of global operations sold shares before their all-time high.

KLA stock has more than doubled in the past 12 months but shares were dropping after its earnings report.

Nvidia has agreed to invest up to $100 billion in OpenAI, which is planning an initial public offering as soon as this year.

Micron is the chief rival of South Korea’s Samsung and SK Hynix in the memory-chip market.

Microsoft shares tumble as Azure revenue growth slows, while Meta rises even after the Facebook parent ramps up its spending plans.

Shares have soared 197% over the past year, so investors needed perfection from Lam’s fiscal second-quarter earnings.

Nvidia stock is hovering near its highest level since early November as investors watch big AI spending commitments from Microsoft and Meta Platforms.

Seagate Technology shares surge after the hard-disk-drive maker beats analysts’ fourth-quarter earnings estimates.

Chip makers’ shares rally after a solid batch of earnings report signal that the AI boom is still driving up demand for semiconductors.

Robust earnings commentary suggests chip makers are seeing rising demand and are willing to invest to add capacity going into next year.