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Semiconductors 28 February 2026 - 9 March 2026

Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
Micron Technology rises as analysts look past Nvidia Vera Rubin HBM4 setback

Micron Technology rises as analysts look past Nvidia Vera Rubin HBM4 setback

Micron Technology shares gained roughly 2.3% Monday, with Citi and Susquehanna lifting their price targets ahead of the chipmaker’s results set for March 18. Korean media over the weekend reported Nvidia's Vera Rubin AI system will use HBM4 chips from Samsung Electronics and SK Hynix, skipping Micron. The stock was changing hands at $378.78 during the afternoon session.
9 March 2026
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Marvell Technology, Inc Eyes Nearly $15 Billion Revenue as AI Demand Lifts Shares

Marvell Technology, Inc Eyes Nearly $15 Billion Revenue as AI Demand Lifts Shares

Marvell Technology on Thursday said revenue could approach $15 billion by fiscal 2028, above Wall Street estimates, and lifted its fiscal 2027 outlook, saying demand from artificial-intelligence data centers remained strong. Shares rose about 15% in extended trading after the chipmaker also forecast first-quarter revenue above market estimates.
6 March 2026
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Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

U.S. regulators are considering a fresh set of export rules for artificial-intelligence chips, a move that might extend licensing requirements to Advanced Micro Devices. Under the proposal, foreign governments seeking to buy substantial quantities of AI chips could be required to invest in U.S. data centers or provide security assurances. Such changes would put the spotlight back on a business AMD has been eager to grow.
5 March 2026
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Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent Corp rolled out its 224Gbps quad-channel transimpedance amplifier on Wednesday, zeroing in on the push for 800G and 1.6T optical transceivers powering AI and cloud data centers. The CHR1074, as the company calls it, snaps back to full performance in just 50 nanoseconds after an idle period, according to Coherent. Samples are already shipping, while the company expects to ramp up broader availability by the end of next quarter. “AI-driven infrastructure is redefining performance and power requirements across the optical interconnect ecosystem,” said Beck Mason, executive vice president for semiconductor devices at Coherent.
5 March 2026
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Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research Corporation CFO Doug Bettinger said he sees global wafer-fab equipment spending climbing to around $135 billion in 2026, compared with an estimated $110 billion for 2025. Speaking at the Morgan Stanley Technology, Media & Telecom Conference, Bettinger described the sector as “clean room constrained,” noting demand is running even hotter than those levels suggest. He pointed to 2027 as shaping up to be “a pretty darn strong year.”
4 March 2026
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Broadcom stock (AVGO) set for key week after 3D-stacked chip push, earnings next

Broadcom stock (AVGO) set for key week after 3D-stacked chip push, earnings next

Broadcom Inc. has set its sights on moving at least 1 million units of its 3D-stacked chip design by 2027, marking out a fresh milestone for tech the firm claims will ramp up AI computing while slashing energy demands. “Now, pretty much all of our customers are adopting this technology,” Harish Bharadwaj, vice president of product marketing, told Reuters. According to Bharadwaj, the 3D-stacked setup fuses two chips to accelerate data transfer and can improve energy efficiency about ten-fold.
28 February 2026
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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
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