Today: 25 June 2026
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Semiconductors 23 February 2026 - 3 March 2026

Applied Materials stock slips after hours as investors scan for fresh chip-spending signals

Applied Materials stock slips after hours as investors scan for fresh chip-spending signals

Applied Materials shares slipped 0.1% to $372.18 in after-hours trading Monday. Management is set for appearances at Morgan Stanley’s TMT conference and Cantor Fitzgerald on March 10. Investors remain focused on AI-driven memory demand and ongoing U.S.-China export restrictions. The stock remains below its Feb. 25 record close of $394.95.
3 March 2026
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ASML’s next AI bet: New chip packaging tools beyond its EUV monopoly

ASML’s next AI bet: New chip packaging tools beyond its EUV monopoly

ASML plans to expand beyond EUV lithography machines into advanced packaging tools for AI chips, CTO Marco Pieters said. Shares have risen over 30% this year, valuing the company at about $560 billion. Pieters said ASML is researching larger chip sizes, new generations of EUV, and AI integration in its tools. The company expects qualifying new equipment for stacked chip designs will take time.
2 March 2026
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Lam Research stock price: LRCX drops as chip rally cools — here’s what could move it next

Lam Research stock price: LRCX drops as chip rally cools — here’s what could move it next

Lam Research shares fell 2.17% to $233.89 Friday, closing 9% below their 52-week high as chip stocks slid. Oil surged about 10% to $80 a barrel in OTC trading after U.S. and Israeli strikes on Iran, raising inflation concerns. Lam’s shares go ex-dividend March 4, with a $0.26 payout due April 8. Sesha Varadarajan becomes COO March 6 as Pat Lord retires.
1 March 2026
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Micron stock (MU): India chip plant goes live as S&P lifts rating — what to watch next week

Micron stock (MU): India chip plant goes live as S&P lifts rating — what to watch next week

Micron began commercial production at its semiconductor assembly and test facility in Sanand, Gujarat, delivering its first made-in-India memory modules to Dell. The company’s shares closed at $412.37 on Friday, down 1.6%. S&P Global Ratings upgraded Micron’s credit rating to BBB, citing AI-driven growth. U.S. producer prices rose 0.5% in January, fueling debate over interest rates.
28 February 2026
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Analog Devices stock dodges chip selloff as insider sale hits tape; jobs report next

Analog Devices stock dodges chip selloff as insider sale hits tape; jobs report next

Analog Devices shares closed up 0.37% at $355.67 Friday, outperforming chip peers as the S&P 500 and Nasdaq fell. Chief accounting officer Michael Sondel sold about $1.52 million in stock earlier in the week, according to an SEC filing. The company recently forecast Q2 revenue above analyst estimates. Broader chip stocks slid after a hotter-than-expected inflation reading.
28 February 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Advanced Micro Devices shares fell 1.6% to $200.43 in mid-morning New York trade Friday, tracking declines across chip stocks after U.S. producer prices rose 0.5% in January, above forecasts. The Philadelphia Semiconductor Index dropped about 1.1%. Nvidia shares also fell Thursday despite strong results. Investors are watching for Broadcom earnings March 4 and the U.S. jobs report March 6.
27 February 2026
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Intel stock price: INTC set for a tense open after SambaNova AI deal, as chip nerves linger

Intel stock price: INTC set for a tense open after SambaNova AI deal, as chip nerves linger

Intel shares fell 3% to $45.46 Thursday, breaking a two-day gain, as chip stocks slid following Nvidia’s drop despite strong results. Intel and SambaNova announced a multi-year AI-inference partnership, with Intel Capital joining SambaNova’s $350 million funding round. Kevin O’Buckley, head of Intel Foundry Services, is leaving for Qualcomm. Investors await U.S. inflation data Friday amid ongoing volatility in tech stocks.
27 February 2026
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Micron stock slips after Nvidia “hangover” hits chipmakers; MU eyes next catalyst

Micron stock slips after Nvidia “hangover” hits chipmakers; MU eyes next catalyst

Micron Technology shares fell $6.94, or 1.6%, to $415.67 Thursday, tracking a broader decline in AI-linked chip stocks after Nvidia dropped 4%. The Philadelphia SE Semiconductor index was set to snap a 10-week winning streak. In India, Prime Minister Modi will inaugurate Micron’s new ATMP plant in Sanand on Feb. 28. Micron reports fiscal Q2 results on March 18.
26 February 2026
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Intel stock slides as chip rally cools — what’s driving INTC today

Intel stock slides as chip rally cools — what’s driving INTC today

Intel shares dropped 3.3% to $45.33 in late-morning New York trading Thursday, reversing earlier gains as chip stocks slid after Nvidia’s results failed to lift sentiment. The decline followed Intel’s announcement of a multi-year AI inference partnership with SambaNova. Traders are watching for new demand signals and Intel’s next earnings report on April 23.
26 February 2026
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AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD shares fell 2.6% to $205.31 Thursday morning after the company announced a $150 million investment in Nutanix and up to $100 million for joint AI platform work. The drop followed news of a five-year deal to sell up to $60 billion in AI chips to Meta, which includes a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each.
26 February 2026
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Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom shares closed up 2.1% at $332.31 and rose another 0.4% after hours, following Nvidia’s strong forecast and sector gains. The move followed a report that AMD secured a major AI chip deal with Meta, seen as a negative for Broadcom. Analysts flagged upcoming software renewals and shifting supply deals as key risks. Broadcom’s VMware unit also issued a high-severity security advisory for Aria Operations.
25 February 2026
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Nvidia stock climbs ahead of earnings as AMD-Meta deal keeps AI chip stocks in play

Nvidia stock climbs ahead of earnings as AMD-Meta deal keeps AI chip stocks in play

Nvidia shares rose 2.2% Wednesday, lifting AI chip stocks and pushing the Nasdaq to a two-week high ahead of Nvidia’s quarterly results. AMD gained over 6% Tuesday after announcing a deal to supply Meta with up to 6 gigawatts of Instinct GPUs, including a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each. The Philadelphia semiconductor index hit a record.
25 February 2026
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Broadcom stock rises in early trade as Nvidia earnings loom and AVGO’s March 4 report nears

Broadcom stock rises in early trade as Nvidia earnings loom and AVGO’s March 4 report nears

Broadcom shares rose 2.3% to $332.83 in Wednesday morning trading, rebounding from a prior drop. The move tracked gains in tech stocks ahead of Nvidia’s earnings report later in the day. Broadcom is set to report quarterly results on March 4, with margins and VMware renewals in focus. Options trading showed heightened volatility, pointing to expectations of sharp moves around earnings.
25 February 2026
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AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD rose about 0.8% to $215.50 in premarket trading Wednesday after announcing a multi-year deal with Meta to supply up to 6 gigawatts of Instinct GPUs. Meta received a performance-based warrant for up to 160 million AMD shares, vesting in tranches tied to chip shipments and stock-price targets. Reuters reported the agreement could reach $60 billion over five years.
25 February 2026
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Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron shares rose about 1.5% to $427.08 in early Tuesday trading, rebounding after a tariff-driven selloff. Investors focused on AI hardware demand and upcoming Nvidia results, while broader markets stayed flat. AMD announced a $60 billion AI chip deal with Meta, lifting chip sentiment. Tariff uncertainty and supply constraints continued to weigh on the sector.
24 February 2026
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Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week

Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week

Broadcom shares rose 0.4% to $333.83 Monday morning, trading between $328.18 and $338.39 on volume of about 4.2 million shares. The move followed President Trump’s announcement of a new 15% global tariff, which weighed on U.S. stocks. Broadcom last week launched the BroadPeak SoC for 5G/6G gear, claiming up to 40% lower power use. The company reports fiscal Q1 results on March 4 after the close.
23 February 2026
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Stock Market Today

  • Wall Street analyst warns SpaceX, OpenAI IPOs could trigger 40% market crash
    June 25, 2026, 1:17 PM EDT. Wall Street analyst Mark Hulbert forecasts a 40% stock market crash driven by mega-IPOs from SpaceX and AI firms like OpenAI. Citing Harvard economist Xavier Gabaix, Hulbert says massive IPOs funnel cash from existing stock holdings into new issues, draining market liquidity. Experts highlight that funds to buy these IPO shares come from selling blue-chip stocks like Apple and Microsoft. This capital shift could reduce the money circulating in the secondary market, potentially sparking a severe bear market within a year. The combined IPO fundraising may exceed $200 billion, posing a structural liquidity drain. Market watchers caution that big IPOs risk destabilizing the broader stock ecosystem, with major investors reallocating assets toward new public offerings.

Latest News

Triller stock jumps over 360% as SpaceX-linked deal dwarfs market value

Triller stock jumps over 360% as SpaceX-linked deal dwarfs market value

25 June 2026
Triller Group Inc. (NASDAQ:ILLR) soared 364% to $3.57 after announcing a $411.3 million deal for SpaceX-linked exposure—about 5.8 times Triller’s own market value—driving volume to 238 times average as investors weigh if the small-cap can close and finance the massive purchase without heavy dilution or new balance-sheet risks.
Keel Infrastructure gains before the bell as Citizens initiates on AI power pipeline

Keel Infrastructure falls as Russell trade hits $1 billion of converts

25 June 2026
Keel Infrastructure (NASDAQ:KEEL) plunged 6.45% to $5.725 as investors weighed its $1.05 billion convertible debt stack—now about 30% of market value—against its upcoming Russell 3000 index entry after June 26, with shares trading 23% below the $7.41 conversion price on new notes and 52% below the $11.86 capped-call cap.
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