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Semiconductors 23 May 2026 - 28 May 2026

Marvell up after $10B custom-chip goal gives AI story a boost

Marvell up after $10B custom-chip goal gives AI story a boost

Marvell Technology shares rose 2.4% to $203.50 Thursday after the company projected annual custom-chip revenue above $10 billion by fiscal 2029. First-quarter revenue jumped 28% to $2.418 billion, with data center sales making up 76% of the total. Marvell’s GAAP net income fell to $34.5 million. The company reported strong AI-related bookings and expects $1 billion in prepayments this year to secure supply.
28 May 2026
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Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Arm Holdings shares jumped 12.7% to $341.28 in New York Thursday after upbeat analyst notes tied the company more closely to Nvidia’s AI CPU efforts. Arm posted record fiscal 2026 revenue of $4.92 billion and reported AGI CPU demand for 2027–2028 now exceeds $2 billion. Mizuho raised its price target to $360, citing Arm’s expanding CPU lineup. Early Vera CPU benchmarks show Nvidia challenging Intel and AMD in data centers.
28 May 2026
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Synopsys Shares Up Ahead of Earnings; Wednesday in Focus for Next Direction

Synopsys Raises AI-Chip Forecast, but the Stock Still Finds the Weak Spot

Synopsys raised its annual revenue and profit outlook after fiscal Q2 sales and adjusted earnings beat estimates, reporting $2.28 billion in revenue and $3.35 per share. Shares fell over 2% after hours as investors focused on weakness in the chip-IP unit and costs from the Ansys acquisition. Design Automation revenue rose sharply, while Design IP sales and margins declined. Jesse Cohn of Elliott will join the board June 1.
27 May 2026
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Micron stock (MU): India chip plant goes live as S&P lifts rating — what to watch next week

Micron Hits $1 Trillion as AI Memory Demand Lifts Stock, Wall Street Keeps Buying

Micron Technology crossed $1 trillion in market value Tuesday, closing at a record $895.88 after UBS raised its price target to $1,625. Shares rose 5.8% premarket Wednesday as demand for AI-related memory chips surged. The company reported fiscal Q2 revenue of $23.86 billion and projected Q3 revenue of $33.5 billion. SK Hynix also hit $1 trillion, joining Samsung and Micron among top memory chipmakers.
27 May 2026
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AMD Tops $500, Next Test for AI Chips Trade

AMD Tops $500, Next Test for AI Chips Trade

AMD shares jumped 7.78% to $503.89 Tuesday, hitting a new 52-week high, as AI infrastructure demand drove a rally in chip stocks. The S&P 500, Nasdaq, and Philadelphia Semiconductor Index all closed at records after the holiday. AMD reported Q1 revenue of $10.3 billion, up 38% year-over-year, with data centers now its main growth driver. Investors remain cautious as AMD’s price-to-earnings ratio reached 155.8.
27 May 2026
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Micron Shares Swing, Investors Eye AI-Memory Challenge Next Week

Micron tops $1T as AI memory play draws Wall Street

Micron shares surged 19.3% to $895.88 Tuesday, lifting its market value past $1 trillion for the first time after UBS raised its price target to $1,625. The Philadelphia semiconductor index hit a record, jumping 5.5%. Micron reported fiscal Q2 revenue of $23.86 billion, up from $8.05 billion a year ago. The company said its high-bandwidth memory supply for 2026 is already sold out.
27 May 2026
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U.S. Stocks Hit Records This Week — Why the S&P 500 and Nasdaq Rally Survived the Oil Shock

Micron’s $1 Trillion AI Story Lifts S&P 500 to Record Close

The S&P 500 closed at a record 7,519.47, up 0.62%, while the Nasdaq rose 1.18% to 26,655.89; the Dow slipped 0.21%. Micron Technology surged 19.3% to $896.84 after UBS raised its price target, lifting its market value above $1 trillion. Chip stocks rallied on AI demand. Brent crude settled at $99.58 a barrel, up 3.58%, as inflation and geopolitical risks persisted.
26 May 2026
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Why POET Technologies Stock Jumped After a $50 Million Lumilens AI Optics Order

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

POET Technologies shares dropped 7.7% to $13.46 Tuesday, underperforming chip stocks after a $400 million stock-and-warrant sale added 19 million shares. Trading volume neared 35 million. The company reported $503,389 in Q1 revenue and a $12.3 million net loss. A major order from Marvell was canceled in April, while a new deal with Lumilens could reach $500 million if milestones are met.
26 May 2026
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ASML draws fresh attention from Wall Street in AI push

ASML draws fresh attention from Wall Street in AI push

Coatue Management disclosed a $655.4 million stake in ASML, while UBS raised its price target to €1,900. ASML reported Q1 net sales of €8.8 billion and expects 2026 sales between €36 billion and €40 billion. CEO Christophe Fouquet said chip demand, driven by AI, is outpacing supply. ASML’s U.S. shares closed nearly flat at $1,629.27, with a market cap near $641 billion.
26 May 2026
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Arm’s 46% AI Jump Is at a Crossroads After Nvidia Surge

Arm’s 46% AI Jump Is at a Crossroads After Nvidia Surge

Arm Holdings shares fell 1.3% to $302.44 Tuesday after touching $323.89, following a sharp rally that saw the stock surge 46.5% last week. The company reported record quarterly revenue of $1.49 billion and said customer demand for its AGI CPU more than doubled in six weeks, naming Meta as lead partner. Nvidia posted record quarterly revenue of $81.6 billion and announced a new Arm-based CPU targeting AI workloads.
26 May 2026
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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 Daniel Roberts warned it could take until 2030 for a new 1-gigawatt AI data center to go live, citing delays in land and power infrastructure. IREN shares traded at $56.83 premarket, with a $19 billion market cap. Nvidia and IREN announced up to 5 gigawatts of joint AI infrastructure and a $3.4 billion GPU cloud deal. IREN posted a $247.8 million quarterly loss as bitcoin mining revenue fell.
26 May 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

AMD Nears High as AI Boom Faces Another Test

AMD shares closed at $467.51 on Friday, up 3.99%, near a 52-week high ahead of the Memorial Day market closure. CEO Lisa Su said in Taipei that CPU demand is stronger than expected and supply should improve each quarter as AMD works with Taiwan partners. The company plans to spend over $10 billion in Taiwan’s AI sector and is ramping up Venice EPYC chip production on TSMC’s 2-nanometer process.
26 May 2026
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Sivers Semiconductors Jumps 31% in a Week With May 29 In Focus

Sivers Semiconductors Jumps 31% in a Week With May 29 In Focus

Sivers Semiconductors AB shares jumped 23.45% Friday to 72.90 Swedish crowns, capping a 30.88% weekly gain ahead of a May 29 MSCI index inclusion and delayed Q1 results. Friday’s volume topped 20 million shares. The company also announced a $6.6 million U.S. defense award extension and proposed two new board members. Sivers reported a restated 2025 EBIT loss of 177.8 million crowns.
23 May 2026
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Skyworks Shares Pop 12% Ahead of Holiday as Qorvo Deal Draws Attention

Skyworks Shares Pop 12% Ahead of Holiday as Qorvo Deal Draws Attention

Skyworks Solutions shares surged 12.08% to $82.42 Friday, capping a volatile week ahead of a three-day market pause. The move followed a new debt exchange offer tied to its pending Qorvo merger and updated SEC filings with combined financials. Qorvo rose 8.9%, Qualcomm 11.6%. Skyworks warned the Qorvo deal could be delayed or fail if closing conditions are not met.
23 May 2026
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Micron slips in New York; memory push keeps focus on AI signal

Micron slips in New York; memory push keeps focus on AI signal

Micron shares fell 1.46% to $751.00 Friday after the company began 1-alpha DRAM production at its Manassas, Virginia, plant. The move came amid a volatile week for memory-chip stocks, with Samsung labor news and AI demand influencing trading. U.S. Trade Representative Jamieson Greer said no immediate semiconductor tariffs are planned. U.S. markets will close Monday for Memorial Day.
23 May 2026
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Netflix Stock Sinks, Wall Street Turns to June 4

2 June 2026
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Marathon Digital Drops as Bitcoin Tops $70,000; Eyes on AI Push

Marathon Digital Drops as Bitcoin Tops $70,000; Eyes on AI Push

2 June 2026
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Dow, S&P inch up as AI surge faces $80 billion hurdle

Dow, S&P inch up as AI surge faces $80 billion hurdle

2 June 2026
Alphabet shares fell after announcing plans to raise $80 billion through equity offerings to fund soaring AI infrastructure costs, even as demand for its AI services exceeded supply and capital spending forecasts climbed to $180–$190 billion for 2026.
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