Today: 22 March 2026
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Semiconductors 25 February 2026 - 4 March 2026

Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia will invest $2 billion each in Lumentum and Coherent, securing long-term supply and capacity rights for optical networking parts used in AI data centers. A Coherent filing showed Nvidia bought 7.79 million shares for $2 billion in a private placement. The agreements include multibillion-dollar purchase commitments and support for U.S. manufacturing expansion.
4 March 2026
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Lam Research stock slides nearly 6% after-hours as oil shock and risk-off hit chip gear makers

Lam Research stock slides nearly 6% after-hours as oil shock and risk-off hit chip gear makers

Lam Research shares dropped 5.9% to $217.27 in late trading Tuesday, leading a sharp selloff in chip-equipment stocks as oil prices surged nearly 5% on Iran-related supply disruptions. Insider filings showed CFO Douglas Bettinger and Chief Legal Officer Ava Harter sold shares during the slide. Lam trades ex-dividend March 4. The stock remains up about 27% year-to-date.
4 March 2026
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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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Stock Market Today

  • Vulcan Materials (VMC) Shares Show Slight Undervaluation After Recent Decline
    March 21, 2026, 9:21 PM EDT. Vulcan Materials (VMC) shares have dropped 2.6% in the past week and 13.7% over the last month, despite an 11.2% gain over one year and 59.0% over three years. The stock currently trades around $258.40, slightly below the intrinsic value of $270.72 estimated via a discounted cash flow (DCF) model, suggesting a modest 4.6% undervaluation. The company's price-to-earnings (P/E) ratio stands at 31.21, reflecting market expectations of growth and risk. Simply Wall St rates Vulcan Materials' value score at 2 out of 6, signaling some caution. Investors should watch for shifts in fundamentals or market conditions that could affect valuation.
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