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NASDAQ:TSEM 9 July 2025 - 8 February 2026

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Tower Semiconductor stock jumps again on Nvidia 1.6T optics tie-up as earnings loom

Tower Semiconductor stock jumps again on Nvidia 1.6T optics tie-up as earnings loom

Tower Semiconductor shares surged 8.9% to $140.53 Friday after the company disclosed new details on 1.6-terabit optical modules developed with Nvidia for AI data centers. The company withheld production and commercial timelines, leaving revenue impact unclear. Investors await further information in Tower’s Feb. 11 earnings report. Chip stocks broadly rallied, with the Philadelphia SE Semiconductor index up 4.6%.
Tower Semiconductor stock jumps on Nvidia 1.6T silicon photonics tie-up as traders eye Feb. 11 results

Tower Semiconductor stock jumps on Nvidia 1.6T silicon photonics tie-up as traders eye Feb. 11 results

Tower Semiconductor shares rose 6.6% to $129.29 Thursday after announcing a partnership with Nvidia to develop 1.6-terabit optical modules for data centers. The company touted its silicon photonics platform for boosting AI networking speeds. No financial terms or production timelines were disclosed. Investors await Tower’s Feb. 11 earnings for updates on demand and project progress.
Tower Semiconductor stock: what to watch before TSEM’s Feb. 11 earnings after a choppy week

Tower Semiconductor stock: what to watch before TSEM’s Feb. 11 earnings after a choppy week

Tower Semiconductor shares closed Friday at $134.73, down 0.1% after trading between $140.33 and $132.52. About 2.37 million shares changed hands. The company will report earnings on Feb. 11, with investors watching for updates on revenue guidance and silicon photonics capacity. Tower last forecast Q4 revenue at $440 million, plus or minus 5%.
Tower Semiconductor (TSEM) stock slips as chip sector cools — what to watch before the Fed and Feb. 11 earnings

Tower Semiconductor (TSEM) stock slips as chip sector cools — what to watch before the Fed and Feb. 11 earnings

Tower Semiconductor closed Friday at $128.62, down about 1% after fluctuating between $124.00 and $129.90 on volume of 1.15 million shares. The PHLX Semiconductor Sector index fell 1.21% as Intel’s weak outlook rattled chip stocks. Investors await the Fed’s Jan. 28 decision and Tower’s earnings report on Feb. 11.
Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week

Tower Semiconductor stock jumps nearly 5% as chip names firm — what to watch for TSEM next week

Tower Semiconductor rose 4.7% to close at $129.83 Friday, with after-hours trading lifting shares above $131. Chip stocks outperformed the broader market ahead of the U.S. holiday, driven by signs of strong AI-related demand. Investors await Tuesday’s market reopening and upcoming remarks from Tower executives.
Mixed-Signal and RF Components: June–July 2025 Industry Report

Mixed-Signal and RF Components: June–July 2025 Industry Report

Mixed-Signal Devices launched the MS4022 RF synthesizer on June 16, generating 675 MHz–22 GHz with 25 fs RMS phase jitter. Falcomm and GlobalFoundries reported 50% PAE in a 13 GHz CMOS power amp. 3GPP finalized Release 20 for early 6G research on June 18. The U.S. lifted EDA tool export restrictions for China on July 3, restoring access to Synopsys, Cadence, and Siemens.

Stock Market Today

  • AI-Fueled Stock Issuances Trigger Concerns Over Buyer Demand
    June 8, 2026, 11:20 AM EDT. A surge in share issuances by companies financing artificial intelligence (AI) projects is stirring debate on Wall Street. Market participants question if demand can meet the rising supply of new equity. This imbalance could pressure broader stock market prices, impacting investor confidence and valuation dynamics amid AI sector expansion.

Latest articles

$95 Billion Dividend ETF May Not Be As Safe As It Looks

$95 Billion Dividend ETF May Not Be As Safe As It Looks

8 June 2026
SCHD’s top 10 holdings now make up about 43.5% of assets, raising concentration risk just as investors pile in for safety after a tech-led selloff; with $95.17 billion in assets, a 3.24% yield, and a 0.06% expense ratio, SCHD traded up 0.4% to $32.44 Monday, but its performance and risk profile now hinge more than ever on a handful of big stocks.
Oil Pops, Tech Moves Sideways as Iran-Israel Tensions Flare

Oil Pops, Tech Moves Sideways as Iran-Israel Tensions Flare

8 June 2026
Wall Street’s main indexes rebounded at Monday’s open as chip stocks recovered and easing Middle East tensions offset an early oil price jump; the Dow rose 0.26%, S&P 500 gained 0.77%, and Nasdaq advanced 1.38%, after Friday’s tech rout and amid concerns the Fed may keep policy tighter for longer following strong U.S. jobs data.
Wall Street Hit With New AI Bubble Jitters as Doubts Grow

Wall Street Hit With New AI Bubble Jitters as Doubts Grow

8 June 2026
U.S. stocks rebounded Monday after a $2 trillion wipeout led by chip stocks, but investors are questioning whether massive AI spending can deliver durable earnings as strong jobs data dims hopes for Fed rate cuts, raising pressure on high-priced growth shares.
Mortgage Rates Fall but Buyers Still Face Pressure

Mortgage Rates Fall but Buyers Still Face Pressure

8 June 2026
U.S. mortgage rates dipped to 6.48% from 6.53%, offering slight relief as the housing market faces falling listing prices—down 2.4% year-over-year to $429,500—but persistent high borrowing costs and strong jobs data threaten to push rates higher, risking further pressure on home sales and affordability.
QQQ Slides 4.8% But Options Market Sends Mixed Signals

QQQ Slides 4.8% But Options Market Sends Mixed Signals

8 June 2026
QQQ jumped 1.6% to $716.47 Monday after a 4.8% drop, as options data showed traders cautious but not panicked; the rebound follows a tech selloff sparked by Fed rate fears and AI spending doubts, while upcoming Nasdaq-100 rebalancing and new ETF competition add uncertainty for investors.
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