Browse Category

Semiconductors 22 May 2026 - 27 May 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
POET Technologies’ $400 Million Question: Why the Stock Is Falling While Chip Shares Rally

POET Technologies’ $400 Million Question: Why the Stock Is Falling While Chip Shares Rally

POET Technologies Inc. shares fell about 7.7% to $13.46 in Tuesday afternoon trading, bucking a broad chip rally as investors kept pressure on the AI photonics company after its recent stock-and-warrant financing. The shares traded between $13.14 and $15.44 after opening at $15.00, with nearly 35 million shares changing hands, while the iShares Semiconductor ETF rose about 5.5%.
Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

IREN Ltd. co-founder and co-CEO Daniel Roberts is sounding a note of caution about the AI infrastructure race, saying that it could take until 2030 for a 1-gigawatt “AI factory” — the big data centers that power AI models — started today to go live. IREN shares were quoted at $56.83 before the U.S. open, putting the Nasdaq-listed firm’s market cap around $19 billion.
GlobalFoundries Stock Jumps on $375 Million Quantum Deal as U.S. Takes Stake in GFS

GlobalFoundries Stock Jumps on $375 Million Quantum Deal as U.S. Takes Stake in GFS

GlobalFoundries Inc. heads into Friday’s U.S. session with its stock back in the center of the quantum trade, after GFS closed Thursday at $81.35, up about 15%, on news that the Commerce Department plans a $375 million award and a roughly 1% government stake in the contract chipmaker. The shares traded 11.0 million times, more than triple Wednesday’s volume, company price data showed.
1 14 15 16 17 18 55
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
View full portfolio
Editorial model selection. Not personalised advice.