Today: 1 March 2026
Subscribe
Browse Category

Semiconductors 10 February 2026 - 20 February 2026

Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold

Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold

Meta will deploy millions of Nvidia Blackwell and Rubin GPUs, along with Grace CPUs and Spectrum-X networking, under an expanded multi-year partnership. Nvidia said Meta will use “confidential computing” for WhatsApp and build new AI data centers. Financial terms and delivery schedules were not disclosed. Nvidia shares rose 1.6%, Meta 0.6% after the announcement.
19 February 2026
···
Cisco stock set for Tuesday: new Silicon One G300 AI chip meets a margin squeeze

Cisco stock set for Tuesday: new Silicon One G300 AI chip meets a margin squeeze

Cisco Systems shares closed Friday at $76.85, up 2.47%, after plunging 12.32% Thursday on margin concerns tied to higher memory costs. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday. Cisco’s latest update highlighted a push into AI networking chips, but gross margin fell to 67.5%, missing estimates. CEO Chuck Robbins cited price hikes and revised contracts to offset rising costs.
16 February 2026
···
Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Applied Materials surged 8% Friday after forecasting revenue and profit above Wall Street estimates, citing AI-driven demand. Nvidia fell 2.2% and Broadcom dropped 1.8%, while the iShares Semiconductor ETF rose 0.9%. U.S. CPI rose 0.2% in January. Markets close Monday for Presidents Day.
15 February 2026
·······
KLA stock in focus: KLAC heads into holiday week after $400 million India R&D pact

KLA stock in focus: KLAC heads into holiday week after $400 million India R&D pact

KLA Corp shares rose 0.92% to $1,464.13 Friday after announcing a deal with Tamil Nadu to build a major R&D campus in Chennai. The company plans to invest up to $400 million over 10 years, with the site expected to create up to 4,000 skilled jobs. The project will focus on AI-driven semiconductor technologies and process control tools, according to company and state officials.
14 February 2026
···
Qualcomm stock price: QCOM ends higher, but Samsung launch and memory crunch loom into next week

Qualcomm stock price: QCOM ends higher, but Samsung launch and memory crunch loom into next week

Qualcomm shares closed Friday up 1.6% at $140.70, outperforming the Nasdaq as Nvidia and Broadcom fell. Trading volume topped 13 million shares, above the 50-day average, but the stock remains 32% below its 52-week high. U.S. markets are closed Monday for Washington’s Birthday, with trading set to resume Tuesday. Samsung’s Feb. 25 Galaxy Unpacked event is the next major industry event for handset demand signals.
14 February 2026
···
Chip stocks brace for holiday week: Applied Materials surges, Nvidia slides — what to watch next

Chip stocks brace for holiday week: Applied Materials surges, Nvidia slides — what to watch next

Applied Materials forecast second-quarter revenue of about $7.65 billion and adjusted profit above estimates, sending its shares up over 10% Friday and lifting Lam Research and KLA. The Philadelphia SE Semiconductor index rose 0.66%. Nvidia and Broadcom fell despite the sector rally. The Nasdaq slipped 0.22% while the S&P 500 edged up 0.05% as investors weighed inflation data and rate-cut bets.
14 February 2026
······
KLA (KLAC) stock slips as chip-tool shares cool — traders eye late-session catalysts

KLA (KLAC) stock slips as chip-tool shares cool — traders eye late-session catalysts

KLA Corp shares fell 1.1% to $1,463.28 Thursday afternoon, trading between $1,434.46 and $1,501.58 as chip-equipment stocks tracked a broader tech decline. Applied Materials dropped 2.7%, ASML lost 1.6%, and Lam Research slipped 0.6%. Investors awaited Applied Materials’ earnings and Friday’s U.S. inflation data. Trading volume for KLA reached about 597,000 shares by mid-afternoon.
12 February 2026
··
Texas Instruments (TXN) stock slips after early jump as chip sector weakens ahead of CPI

Texas Instruments (TXN) stock slips after early jump as chip sector weakens ahead of CPI

Texas Instruments shares fell 1.4% to $223.34 Thursday afternoon, tracking a broader tech selloff that sent the Nasdaq-100 down 1.6%. The drop follows a 2.6% gain Wednesday. Investors await Friday’s U.S. inflation report and Texas Instruments’ Feb. 24 capital management webcast. The company recently agreed to buy Silicon Labs for $7.5 billion in cash.
12 February 2026
···
Micron stock climbs on HBM4 shipping update as AI memory race heats up

Micron stock climbs on HBM4 shipping update as AI memory race heats up

Micron shares jumped 5% to $429.11 Thursday after the company said it is shipping HBM4 memory to customers. CFO Mark Murphy told investors demand far exceeds supply and expects tight conditions beyond 2026. Samsung and SK Hynix also announced HBM4 shipments. Analysts raised price targets, citing AI-driven demand and capacity constraints.
12 February 2026
····
Lattice Semiconductor stock price steadies premarket after 16% jump on outlook, buyback

Lattice Semiconductor stock price steadies premarket after 16% jump on outlook, buyback

Lattice Semiconductor shares held at $105.85 premarket Thursday after surging 16.3% Wednesday on strong quarterly results and a raised buyback plan. The company forecast first-quarter revenue of $158 million to $172 million, above analyst estimates. Wall Street firms raised price targets following the report. Lattice’s board approved an extra $250 million for share repurchases.
12 February 2026
···
Micron stock price jumps nearly 10% after CFO says HBM4 shipments have started

Micron stock price jumps nearly 10% after CFO says HBM4 shipments have started

Micron shares jumped 9.9% to $410.34 in after-hours trading Wednesday after CFO Mark Murphy said customer shipments of HBM4 memory have begun. Morgan Stanley and Deutsche Bank raised their price targets, citing tight DRAM supply and AI demand. Murphy told the Wolfe conference HBM4 is ramping ahead of schedule and demand from cloud companies is strong.
12 February 2026
···
AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

Cisco unveiled its Silicon One G300 chip and router for AI data centers, aiming to boost network efficiency and compete with Nvidia and Broadcom. Nvidia, Broadcom, and AMD shares fell amid renewed U.S. licensing scrutiny on China and concerns over AI capital spending. Cisco stock edged up 0.3%. Investors are watching U.S. payroll and inflation data for signals on interest rates.
10 February 2026
··········
Qualcomm stock today: QCOM edges higher as Morgan Stanley warns memory crunch could bite again

Qualcomm stock today: QCOM edges higher as Morgan Stanley warns memory crunch could bite again

Qualcomm shares rose 0.5% to $139.61 Tuesday after a turbulent week marked by supply concerns. Morgan Stanley resumed coverage with an underweight rating and a $132 target, citing memory shortages and weak handset demand. A company executive sold 3,200 shares under a preset 10b5-1 plan. Qualcomm recently forecast revenue and profit below estimates, blaming a global memory chip shortage.
10 February 2026
···
Cisco stock rises after Silicon One G300 AI chip launch, with earnings next

Cisco stock rises after Silicon One G300 AI chip launch, with earnings next

Cisco shares rose 0.7% to $87.35 Tuesday after the company unveiled its Silicon One G300 AI networking chip and new router, targeting data-center customers. The G300, built on TSMC’s 3-nanometer process, is set for release in the second half of 2026. Investors await Cisco’s quarterly update later this week. Rival stocks Nvidia and Broadcom slipped during the session.
10 February 2026
····
KLA stock price dips: KLAC slips as investors size up India R&D hub push and chip-tool outlook

KLA stock price dips: KLAC slips as investors size up India R&D hub push and chip-tool outlook

KLA Corp shares fell 0.6% to $1,431 in late-morning New York trading Tuesday, trailing the semiconductor ETF. The company announced a new R&D and innovation hub in Chennai, India, to support AI and engineering. Investors are watching for peer earnings later this week and KLA’s dividend timetable, with a $1.90-per-share payout set for March 3.
10 February 2026
···
Micron stock slides on Nvidia HBM4 fears as Samsung, SK hynix loom

Micron stock slides on Nvidia HBM4 fears as Samsung, SK hynix loom

Micron shares fell 2.9% to $383.50 early Tuesday after reports suggested Samsung and SK hynix may secure most early HBM4 supply for Nvidia’s next AI platform. BusinessKorea cited sources saying Micron may be excluded from Nvidia’s initial supplier list due to performance issues. Investors await Micron’s Feb. 11 conference appearance for updates on HBM4 qualification. Nvidia and AMD shares rose in early trading.
10 February 2026
··
Cisco’s new AI networking chip puts Nvidia and Broadcom back in the AI stocks spotlight

Cisco’s new AI networking chip puts Nvidia and Broadcom back in the AI stocks spotlight

Cisco unveiled its Silicon One G300 networking chip for AI data centers Tuesday, targeting a market dominated by Nvidia and Broadcom. Cisco shares closed at a 52-week high Monday, up 2.3% to $86.78. The chip, built on TSMC’s 3-nanometer process, is set for release in the second half of 2026. Investors await Cisco’s earnings report on Feb. 11 for signs of AI demand.
10 February 2026
····
1 2 3 4 … 33
Go toTop