Today: 13 May 2026
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Semiconductors 3 May 2026 - 13 May 2026

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

Marvell Technology shares rose nearly 10% Wednesday after a filing showed AMD held 65,516 shares at the end of March, valued at $6.49 million then and about $11.8 million at current prices. The disclosure drew attention as Marvell is a key supplier for AI data-center hardware. The Philadelphia SE Semiconductor index is up 64% since March. Analysts raised Marvell’s price targets, citing AI demand and hyperscaler investment.
13 May 2026
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Sivers Semiconductors AB Stock Jumps as MSCI Add Meets Nasdaq Listing Push

Sivers Semiconductors AB Stock Jumps as MSCI Add Meets Nasdaq Listing Push

Sivers Semiconductors shares surged 31.3% to 56.65 crowns after MSCI added the company to its Sweden small-cap index. Shareholders recently approved a private placement of 8.62 million shares at 14.50 crowns each, raising about 125 million crowns. Sivers is preparing accounts to U.S. standards as it considers a dual listing on Nasdaq New York. The company delayed its 2025 annual report to May 15.
13 May 2026
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Navitas Semiconductor Stock Rally Hits $125 Million Test After India GaN Launch

Navitas Semiconductor Stock Rally Hits $125 Million Test After India GaN Launch

Navitas Semiconductor filed to sell up to $125 million in Class A stock through an at-the-market program after its shares surged 24% to $22.65, following an India product launch with Cyient Semiconductors. The share sale, part of a $250 million shelf registration, names Craig-Hallum and UBS as agents. First-quarter revenue rose to $8.6 million, but the company posted a $27.8 million GAAP operating loss.
12 May 2026
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Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics will report first-quarter results before U.S. markets open Tuesday, with analysts expecting adjusted earnings of 92 cents a share. The stock closed Friday at $147.33, up 2.6%. Qnity began trading on the NYSE in November after separating from DuPont. The company reported 2025 net sales of $4.75 billion and forecast 2026 revenue of up to $5.17 billion.
10 May 2026
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Texas Instruments Stock Is Back Near a Record. The TXN Rally Now Has a New Test

Texas Instruments Stock Is Back Near a Record. The TXN Rally Now Has a New Test

Texas Instruments shares closed at $287.80 Friday, up 0.9% and near a 52-week high, after Zacks Research raised its Q2 earnings estimate to $1.79 a share. First-quarter revenue rose 19% to $4.83 billion, led by industrial and data center demand. The company declared a $1.42 dividend and returned $6 billion to shareholders over the past year. Data-center business grew about 90% from a year earlier.
9 May 2026
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Navitas Semiconductor Stock Jumps Again as AI Power Pivot Puts NVTS Back in Focus

Navitas Semiconductor Stock Jumps Again as AI Power Pivot Puts NVTS Back in Focus

Navitas Semiconductor shares jumped 15% Friday to $18.20 after first-quarter revenue rose 18% from the prior quarter to $8.6 million, driven by growth in AI data-center and grid markets. The company’s market value reached $4.2 billion. Needham raised its price target to $21, citing strong results and a shift toward high-power markets. Navitas ended the quarter with $221 million in cash and no debt.
9 May 2026
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Chip Stocks Roar Back: Why SMH, SOXX, EWT, EWY And Eaton Are Back In Focus

Chip Stocks Roar Back: Why SMH, SOXX, EWT, EWY And Eaton Are Back In Focus

The Philadelphia Semiconductor Index jumped nearly 5% Friday, driving AI-linked ETFs higher and sending the S&P 500 and Nasdaq to record closes. Nvidia advanced, while Micron and Sandisk rallied about 12%. Taiwan and South Korea chip ETFs also gained, with EWY up 7.4%. Eaton reported Q1 sales of $7.5 billion, up 17%, and raised its 2026 growth outlook.
8 May 2026
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Baidu Shares Jump as AI Chip Unit Kunlunxin Pushes Dual IPO Plan

Baidu Shares Jump as AI Chip Unit Kunlunxin Pushes Dual IPO Plan

Kunlunxin, Baidu’s AI chip unit, has started the process for a Shanghai STAR Market IPO while maintaining plans for a Hong Kong listing. Baidu’s Hong Kong shares rose 5.75% after the news. The move comes as Chinese investors seek domestic AI chipmakers amid U.S. export curbs. Kunlunxin signed a pre-IPO tutoring agreement with China International Capital Corp on April 29.
8 May 2026
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Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

TSMC’s U.S.-listed shares jumped 6.36% Wednesday after AMD reported a 38% rise in first-quarter revenue, fueling demand for AI-related chip stocks. TSMC said last month that AI demand remains “extremely robust” and 2026 capital spending will hit the high end of its $52–56 billion range. Samsung’s market value surpassed $1 trillion, highlighting competition in the chip sector. Apple has held early talks with Intel and Samsung about chip production.
7 May 2026
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QUALCOMM Incorporated Stock Nears $200 as AI Data-Center Bet Drives QCOM Rally

QUALCOMM Incorporated Stock Nears $200 as AI Data-Center Bet Drives QCOM Rally

Qualcomm shares rose 1.8% to $189.83 Wednesday after hitting $200.34, boosted by investor interest in AI data-center chips and a custom silicon deal with a major cloud operator. Fiscal Q2 revenue reached $10.6 billion, with handset sales down 13% but automotive revenue up 38%. CEO Cristiano Amon declined to name the cloud customer, saying shipments begin later this year.
6 May 2026
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Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel shares jumped 6% in U.S. premarket trading Wednesday after AMD raised its server CPU growth forecast and reported a 57% surge in data-center revenue. Apple has held early talks with Intel and Samsung about making device processors in the U.S., Bloomberg reported. Intel’s Q1 revenue rose 7% to $13.6 billion, with its Data Center and AI unit up 22%.
6 May 2026
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Micron Stock’s AI Memory Run Sends It Into U.S. Market-Cap Elite

Micron Stock’s AI Memory Run Sends It Into U.S. Market-Cap Elite

Micron Technology shares traded at $576.45 premarket Tuesday, valuing the company at about $658.3 billion. Fiscal Q2 revenue reached $23.86 billion, with net income of $13.79 billion, as demand for high-bandwidth memory in AI data centers surged. DRAM and NAND sales jumped on sharp price increases, but the company warned of potential margin risks if demand slows. Micron plans to exit its consumer memory business by February 2026.
5 May 2026
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Sivers Semiconductors Stock Jumps 47% as Nasdaq Push and AI Optics Bet Hit Deadline Week

Sivers Semiconductors Stock Jumps 47% as Nasdaq Push and AI Optics Bet Hit Deadline Week

Sivers Semiconductors shares jumped 47.24% to SEK 55.95 in Stockholm, extending 2024 gains to over 1,200%. Shareholders face a May 5 deadline to participate in a SEK 125 million directed share issue ahead of a May 11 vote. The company delayed its 2025 annual report to May 15 to meet U.S. audit standards for a possible Nasdaq New York dual listing. Market value stood at SEK 16.59 billion.
4 May 2026
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Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

TSMC is seeking approval to build an advanced wafer fab at Hsinchu Science Park’s Longtan campus, reviving a plan shelved in 2023 after local opposition. TSMC shares surged 6.56% to NT$2,275, pushing Taiwan’s Taiex index above 40,000 for the first time. The company reported Q1 revenue of NT$1.134 trillion, with 74% from advanced technologies. TSMC is also expanding in Arizona and faces competition from Samsung and SK Hynix.
4 May 2026
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Sivers Semiconductors Stock Jumps 33% as Nasdaq Listing Clock Starts Ticking

Sivers Semiconductors Stock Jumps 33% as Nasdaq Listing Clock Starts Ticking

Sivers Semiconductors AB shares jumped about 33% to SEK 50.50–50.75 in Stockholm on Monday, as investors focused on a planned SEK 125 million share issue and possible U.S. listing. Shareholders face a Tuesday deadline to register for the May 11 meeting to vote on the private placement. The company delayed its annual report to May 15, citing audit work for a potential Nasdaq New York dual listing.
4 May 2026
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Navitas Semiconductor Stock Is Running Hot. Tuesday Will Test the AI Power Story

Navitas Semiconductor Stock Is Running Hot. Tuesday Will Test the AI Power Story

Navitas Semiconductor shares rose 5.76% to $17.45 Friday on heavy volume ahead of first-quarter results due Tuesday. The company forecast Q1 revenue of $8.0–$8.5 million after posting a $41.4 million loss last quarter. Management highlighted new high-power chips for AI data centers but warned that design wins do not guarantee near-term sales. CEO Chris Allexandre and CFO Tonya Stevens will discuss results May 5.
4 May 2026
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Applied Materials Gets 140-Acre India Approval as AMAT Earnings and China Risks Loom

Applied Materials Gets 140-Acre India Approval as AMAT Earnings and China Risks Loom

Karnataka approved 140 acres near Bengaluru airport for Applied Materials Inc. to expand its India R&D operations, with the land valued at about ₹780 crore and final clearances pending. The site at Bengaluru Signature Business Park will support AI chip development. Applied shares last traded at $389.08 ahead of its May 14 earnings report. The company opened a new 800,000-square-foot campus in Bengaluru in February.
3 May 2026
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Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Malaysia’s anti-graft agency has summoned former economy minister Rafizi Ramli for questioning over a $279 million government chip-design deal with Arm Holdings. Rafizi said he was called to appear May 4 in Putrajaya and could face criminal charges. The probe comes days before Arm’s May 6 earnings webcast. The deal, announced in March 2025, aimed to boost Malaysia’s chip-design sector.
3 May 2026
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Stock Market Today

  • Wholesale Inflation Surges on Higher Gas Prices, Signaling Prolonged Consumer Pain
    May 13, 2026, 12:36 PM EDT. Wholesale inflation surged in April, with the Producer Price Index (PPI) rising 6% annually, up from 4% in March, driven largely by a 15.6% spike in gas prices that accounted for 40% of the increase in business costs. April's monthly PPI jump of 1.4% was double economists' expectations and the second-largest since 2010, according to U.S. Labor Department data. Rising oil prices reflect ongoing global supply issues amid the Iran conflict. Core PPI, which excludes volatile food and energy costs, also increased 1%, pushing its annual rate to 5.2%. Despite President Trump's assertions that inflation is temporary and linked to the conflict, analysts warn elevated costs will continue as oil supply remains constrained and the Federal Reserve faces challenges using interest rates to control inflation without risking the labor market.

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UiPath Stock Drops as Its AI Agent Bet Hits a Hard Earnings Test

UiPath Stock Drops as Its AI Agent Bet Hits a Hard Earnings Test

13 May 2026
UiPath Inc. shares dropped 5.9% to $9.42 on Wednesday, with trading volume above 22 million, after the company launched a new integration for AI coding agents but investors waited for clearer demand signals ahead of its May 28 earnings call. UiPath reported fourth-quarter revenue of $481 million, up 14%, and reached full-year GAAP profitability for the first time.
Wolfspeed Stock Jumps 21% as Citrini Research Reprices AI Power-Chip Bet

Wolfspeed Stock Jumps 21% as Citrini Research Reprices AI Power-Chip Bet

13 May 2026
Wolfspeed shares surged over 21% to $65.13 Wednesday, with trading volume exceeding 18 million shares and market value reaching $2.55 billion. The rally followed Citrini Research’s endorsement, tying Wolfspeed’s silicon carbide chips to rising AI data-center demand. Wolfspeed reported a $120 million net loss last quarter and expects negative gross margins to continue. Some analysts remain cautious despite the stock’s recent gains.
LinkedIn Layoffs 2026: Why Microsoft’s Job Cuts Hit Even as Revenue Grows

LinkedIn Layoffs 2026: Why Microsoft’s Job Cuts Hit Even as Revenue Grows

13 May 2026
LinkedIn will cut about 5% of its workforce, affecting roles in marketing, engineering, and product teams, according to internal memos and sources. The move comes as LinkedIn reported a 12% revenue increase last quarter and surpassed 1.3 billion members. The company has over 17,500 employees worldwide. Microsoft shares were little changed following the news.

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Intuitive Machines Stock Jumps Before Earnings as Space Force Win Reframes the LUNR Debate

Intuitive Machines Stock Jumps Before Earnings as Space Force Win Reframes the LUNR Debate

13 May 2026
Intuitive Machines shares jumped 8.35% to $34.77 in premarket trading after the company announced selection for the U.S. Space Force’s Andromeda contract, which has a raised ceiling of over $6.2 billion. The move pushed LUNR above its 52-week high ahead of Thursday’s earnings. The Andromeda contract allows Intuitive Machines to compete for future task orders in space domain awareness.
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