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Semiconductors 8 April 2026 - 25 April 2026

AMD Stock Jumps 6.5% as $4.75 Billion Debt Deal Funds the AI Race
Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta Platforms Inc landed a multiyear agreement to tap Amazon Web Services’ Graviton5 CPUs, handing Amazon a major win in the custom-chip space and supplying Meta with fresh horsepower for its AI expansion. According to an AWS executive speaking to Reuters, the deal is valued in the billions and will span “tens of millions of cores.”
24 April 2026
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AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

Shares of Advanced Micro Devices jumped over 7% in U.S. premarket trading Friday, as a surge in central processor names followed Intel’s numbers, which flagged mounting AI data-center appetite outside the graphics chips that have led the sector. AMD and Arm both traded higher; investors are now wagering that answering AI queries—known as inference—will drive heavier use of CPUs in big server clusters.
24 April 2026
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Texas Instruments Stock Jumps as Strong Forecast Signals Chip Demand Is Waking Up

Texas Instruments Stock Jumps as Strong Forecast Signals Chip Demand Is Waking Up

Texas Instruments projected second-quarter revenue and profit ahead of Wall Street expectations on Wednesday, citing a pickup in orders from both data-center and industrial clients. Shares popped about 8% in after-hours trade. Investors saw the outlook as a clearer indication that analog chip demand is bouncing back, following a lengthy inventory correction.
22 April 2026
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ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML on Wednesday pledged it won’t be the choke point in next year’s push to ramp up AI chip production, following heavy investment to boost capacity of its lithography systems—the gear that etches circuits onto chips. Chief Executive Christophe Fouquet, speaking at the Dutch company’s annual general meeting, said the firm would prevent bottlenecks “by all possible means.”
22 April 2026
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AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

Advanced Micro Devices slipped Monday, cooling a bit after its record-breaking surge last week. Still, analysts at Bank of America and Stifel bumped up their price targets, keeping the spotlight on the chipmaker’s AI infrastructure story. Late in the New York morning, AMD traded at $274.61, off 1.4% from Friday’s $278.39 close.
20 April 2026
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Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom’s race toward the $2 trillion mark hit a snag Monday. Reuters reported that Alphabet’s Google is negotiating with Marvell Technology on two fresh AI chips, hinting that one of Broadcom’s most valuable custom-silicon ties could be shifting. Broadcom slipped roughly 1.7% early in U.S. trading; Marvell jumped 4.3%.
20 April 2026
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NVIDIA Pushes Deeper Into Robotics as TSMC, ASML Signal AI Spending Boom Isn’t Cooling

NVIDIA Pushes Deeper Into Robotics as TSMC, ASML Signal AI Spending Boom Isn’t Cooling

Nvidia took a bigger step into robotics this week, expanding its partnership with Cadence Design Systems. The AI chip giant is searching for new growth avenues outside of the data-center servers that fueled its climb. TSMC and ASML, meanwhile, released new forecasts showing demand for AI chips and their production gear remains strong.
17 April 2026
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AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

Bernstein bumped up its price targets for both Advanced Micro Devices and Intel on Thursday, pointing to stronger demand for AI data center server chips even as PC sales lagged. By late morning in New York, AMD shares had surged 5.8% to $273.19, while Intel climbed 4.1% to $67.57—both now trading above Bernstein’s revised targets.
16 April 2026
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Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

UPDATE April 15, 2026, 23:00 - Broadcom shares rose after Meta extended a multi-year partnership to co-develop custom AI chips through 2029, reinforcing its position as a key supplier in the race to build large-scale AI infrastructure. The deal includes over one gigawatt of initial computing capacity and signals a broader shift by tech giants toward in-house silicon to reduce reliance on Nvidia. Meanwhile, Marvell drew fresh bullish calls from analysts, with price targets lifted on expectations of strong multi-year growth in AI-driven data center demand, including custom chips and networking.
15 April 2026
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Intel Corporation Hit by Fresh $3 Billion Patent Threat as Earnings Loom

Intel Corporation Hit by Fresh $3 Billion Patent Threat as Earnings Loom

UPDATE April 15, 2026, 22:40 - A U.S. appeals court has put Intel back on the hook in its $3 billion patent fight with VLSI Technology, tossing out a previous win for the chipmaker and ordering the dispute back to a jury. That ruling puts fresh legal risk on Intel’s plate right before earnings, stretching out a yearslong saga that’s already seen multibillion-dollar judgments and appeals. With the fight unresolved, Intel faces continued uncertainty on both the legal and financial fronts.
15 April 2026
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Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

In late-morning trading, Broadcom was up 3.6% to $346.00, outpacing Nvidia’s 1.8% rise to $181.36, while Alphabet added 3.7% to $316.68.A fresh development not in the original piece: Seaport downgraded Broadcom to Neutral, warning that AI chip suppliers may increasingly have to help finance giant data-center buildouts, a concern sharpened by Broadcom’s own disclosure that the Anthropic deployment is still being discussed with “operational and financial partners.”
8 April 2026
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#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
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Uber Technologies

NYSE: UBER 90/100
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Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
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dLocal

NASDAQ: DLO 86/100
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Tapestry

NYSE: TPR 84/100
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