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Semiconductors 12 August 2026 - 15 August 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share

SANTA CLARA, California, August 15, 2026, 13:12 PDT — NVIDIA Corporation on Friday reported holding $63.44 billion in U.S.-listed equities. Intel and SpaceX represented 80.3% of the portfolio's value.

15 August 2026

Breaking·NASDAQ:GENB·NASDAQ:INTC·NASDAQ:NBIS·NASDAQ:NVDA·NASDAQ:SNPS·NYSE:COHR·NYSE:NOK·Semiconductors·Stock Market·Technology

Intel Shares Dip 2%, Remain 7.9% Above $95 Share Sale Level

Shares of Intel Corp. slipped 1.97% to $102.50 on Friday, snapping a three-session advance. The stock's closing value remained 7.9% higher than the $95 mark from this week's expanded equity offering.

15 August 2026

NASDAQ:INTC·Semiconductors·Stock Market·Technology

AMD Shares Surge 6.5% After $5 Billion Debt Move Highlights AI Investment Rigour

AMD stock gained as the chipmaker moved forward with its biggest bond sale in recent memory. The reaction is significant. Investors saw the additional debt as funding for AI growth, rather than as a sign of financial risk.

15 August 2026

Artificial Intelligence·NASDAQ:AMD·Semiconductors·Stock Market

Micron Stock Rises 2.3% as NAND Forecasts Point to a 50%–61% Two-Quarter Price Gain

Micron Technology Inc. rose 2.3% on Friday to $970.20. The gain was its fourth straight advance. It followed Sandisk Corp. higher as investors extended a memory-sector rally.

15 August 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

Applied Materials Drops 5.2% as Stagnant 50.4% Margin Raises Questions on 32x AI Multiple

NEW YORK, August 14, 2026, 16:36 EDT — Applied Materials shares slid 5.2% after its 50.4% margin remained flat, placing the spotlight on the company's 32-times earnings valuation amid AI-driven market expectations.

14 August 2026

Artificial Intelligence·NASDAQ:AMAT·Semiconductors·Stock Market·Technology

Broadcom Shares Slide 5%, AI Needs to Account for 72% of Growth Next Quarter

Shares of Broadcom Inc. dropped 5.1% to $396.47 during Friday morning trading. The decline increased scrutiny on the company’s valuation ahead of earnings due in September. There was no company filing available to explain the movement as of the dateline.

14 August 2026

Artificial Intelligence·Earnings·NASDAQ:AVGO·Semiconductors·Stock Market·Technology

Sandisk Shares Continue Surge as Two-Thirds of 2028 Production Locked in Contracts

Shares in Sandisk Corporation rose 6.5% ahead of Friday's market open. The gain followed a 13.7% jump on Thursday after executives linked the company's 2030 objectives to customer pledges spanning several years.

14 August 2026

NASDAQ:SNDK·Semiconductors·Stock Market·Technology

Coherent Shares Drop 8% Post-Earnings with $1.1 Billion Capex Raising Questions for AI Optics Demand

Coherent Corp. dropped 7.96% on Thursday, even as it reported record-high quarterly revenue. The decline pointed to a deeper concern beyond surpassing earnings estimates: the cash burn from AI-optics expansion is outpacing cash generation. Shares were up 0.68%, at $329.57, in premarket trade on Friday at 06:45 EDT.

14 August 2026

Artificial Intelligence·Earnings·NYSE:COHR·Semiconductors·Stock Market

AMD Shares Rise as $4–$5 Billion Bond Offering May Substantially Increase Debt Load

Shares in Advanced Micro Devices ticked up on Friday following the company's announcement of a four-tranche bond offering. The initial deal aims to secure between $4 billion and $5 billion. Should the sale reach the higher end, the company’s gross debt would more than double.

14 August 2026

NASDAQ:AMD·Semiconductors·Stock Market

Intel Shares Gain 3.6% in After-Hours as $20 Billion Offering Brings 4.2% Dilution Challenge

Shares of Intel Corporation climbed 3.58% on Thursday to close at $104.56, with trading volume hitting 116.65 million shares, slightly higher than its recent average. After hours, the stock gained a further 0.86%, according to Google Finance data at 19:12 EDT.

14 August 2026

NASDAQ:INTC·Semiconductors·Stock Market·Technology

Applied Materials Forecasts Revenue Above Wall Street Expectations

NEW YORK, August 13, 2026, 16:24 EDT – Applied Materials issued a revenue outlook that exceeded Wall Street predictions, with the company's guidance outpacing analyst estimates even at its lowest point.

13 August 2026

Earnings·NASDAQ:AMAT·Semiconductors·Stock Market·Technology

Micron Shares Gain 6% as YMTC Moves Into NAND Market’s Top Three

NEW YORK, August 13, 2026, 13:23 EDT – Micron Technology shares advanced 6% after China’s Yangtze Memory Technologies Co entered the top three in the global NAND memory sector.

13 August 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

Sandisk Shares Climb 15% as 50% Cash Flow Aim Puts NAND Industry Cycle to the Test

Shares of Sandisk Corporation climbed roughly 15% to $1,551.34 on Thursday. The flash memory company’s inaugural investor day provided concrete figures supporting its strategy to manage the volatile NAND market cycle.

13 August 2026

NASDAQ:SNDK·Semiconductors·Stock Market·Technology

Nvidia Stock (NVDA) Gains 3% in Premarket Amid Analyst Target $563 Below Current Level—Potential Caution Flag

NVIDIA rose 3.03% on Wednesday, driven by a recovery in AI infrastructure stocks. However, broader investor focus remains on Wall Street's outlook. Analyst price targets now stretch from $180 to $743, with consensus positioned at approximately $314.

13 August 2026

NASDAQ:NVDA·Semiconductors·Stock Market·Technology

PHLX Semiconductor Index Rebounds 3% as PPI and Applied Materials Loom

U.S. chip shares enter Thursday's premarket with broader momentum than their headline gain suggests. The PHLX Semiconductor Index advanced 3% Wednesday. Twenty-three of its 30 members rose, lifting the benchmark to a four-week high.

13 August 2026

NASDAQ:AMAT·Semiconductors·Stock Market·Technology

Intel shares climb 3.3% after $20 billion sale bridges capex needs for a year

Shares of Intel Corporation climbed 3.3% on Wednesday. Investors shrugged off short-term dilution, following the chipmaker’s $20 billion capital raise to support its foundry expansion plans. The stock ended the session at $100.95.

13 August 2026

NASDAQ:INTC·Semiconductors·Stock Market

Coherent Stock (COHR) Erases an 8% Rally After Earnings as AI-Optics Bar Rises

Coherent Corp. shares reversed sharply after Wednesday's close. The photonics maker fell 7.2% to $330 in preliminary after-hours trading. That nearly erased an 8.2% regular-session rally.

12 August 2026

Artificial Intelligence·Earnings·NYSE:COHR·Semiconductors·Stock Market·Technology

Sandisk stock (SNDK) surges 8% as company showcases quicker AI flash technology ahead of Investor Day

Shares of Sandisk Corporation rose 8.3% on Wednesday following the launch of new high-speed flash memory targeted for AI infrastructure. At 13:50 EDT, the stock was trading at $1,376.63, significantly outperforming the overall market.

12 August 2026

Artificial Intelligence·NASDAQ:SNDK·Semiconductors·Stock Market·Technology

Teradyne Stock (TER) Jumps 6% as AI Testing Supports a 21% Guidance Beat

Teradyne, Inc. shares jumped 6.39% to $403.81 on Wednesday. The semiconductor-test specialist traded between $393.16 and $408.55 by 13:08 EDT. That placed it among the session's stronger large-cap technology performers.

12 August 2026

Artificial Intelligence·Earnings·NASDAQ:TER·Semiconductors·Stock Market

ChipMOS stock (IMOS) climbs 12% after revenue hits record and margin jumps 11.4 points

Shares of ChipMOS TECHNOLOGIES INC. surged 11.7% on Tuesday following the chip testing company's announcement of its highest quarterly revenue since 2014 and a significant rebound in margins. Second-quarter revenue climbed to NT$7.38 billion, a 28.7% year-on-year increase.

12 August 2026

Earnings·NASDAQ:IMOS·Semiconductors·Stock Market

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Semiconductors 12 August 2026 - 15 August 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share

Intel Shares Dip 2%, Remain 7.9% Above $95 Share Sale Level

AMD Shares Surge 6.5% After $5 Billion Debt Move Highlights AI Investment Rigour

Micron Stock Rises 2.3% as NAND Forecasts Point to a 50%–61% Two-Quarter Price Gain

Applied Materials Drops 5.2% as Stagnant 50.4% Margin Raises Questions on 32x AI Multiple

Broadcom Shares Slide 5%, AI Needs to Account for 72% of Growth Next Quarter

Sandisk Shares Continue Surge as Two-Thirds of 2028 Production Locked in Contracts

Coherent Shares Drop 8% Post-Earnings with $1.1 Billion Capex Raising Questions for AI Optics Demand

AMD Shares Rise as $4–$5 Billion Bond Offering May Substantially Increase Debt Load

Intel Shares Gain 3.6% in After-Hours as $20 Billion Offering Brings 4.2% Dilution Challenge

Applied Materials Forecasts Revenue Above Wall Street Expectations

Micron Shares Gain 6% as YMTC Moves Into NAND Market’s Top Three

Sandisk Shares Climb 15% as 50% Cash Flow Aim Puts NAND Industry Cycle to the Test

Nvidia Stock (NVDA) Gains 3% in Premarket Amid Analyst Target $563 Below Current Level—Potential Caution Flag

PHLX Semiconductor Index Rebounds 3% as PPI and Applied Materials Loom

Intel shares climb 3.3% after $20 billion sale bridges capex needs for a year

Coherent Stock (COHR) Erases an 8% Rally After Earnings as AI-Optics Bar Rises

Sandisk stock (SNDK) surges 8% as company showcases quicker AI flash technology ahead of Investor Day

Teradyne Stock (TER) Jumps 6% as AI Testing Supports a 21% Guidance Beat

ChipMOS stock (IMOS) climbs 12% after revenue hits record and margin jumps 11.4 points

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Paramount Shares Climb Amid Warner Deal Postponement, Posing $7 Million Daily Challenge

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