Browse Category

Semiconductors 9 February 2026 - 16 February 2026

Nvidia’s $500 Billion Financing Push Turns Chip Demand Into Credit Risk
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 surprised with a bullish forecast, offering a rare win for U.S. semiconductor names after a turbulent stretch. The chip equipment giant projected second-quarter revenue near $7.65 billion, give or take $500 million, and adjusted earnings of $2.64 a share, plus or minus 20 cents—both clearing Wall Street’s bar. The stock at one point soared more than 10% Friday. Competitors Lam Research and KLA moved higher as well. At least 22 analysts lifted price targets on Applied after the numbers came through. CEO Gary Dickerson credited “the acceleration of industry investments in AI computing” for the jump. Morningstar’s William Kerwin described the moment as “a massive wafer fabrication equipment growth cycle,” pointing to tight supply for high-bandwidth memory chips feeding AI processors.
14 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 Technology surged 9.9% Wednesday, with shares last trading at $410.34 after hours. The rally followed comments from CFO Mark Murphy, who confirmed the company’s next-generation high-bandwidth memory—HBM4—is already shipping to customers. “We have been in high volume production on HBM4. We’ve commenced customer shipments of HBM4,” said Murphy.
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 Systems rolled out a fresh switch chip and a router on Tuesday, both built for keeping massive AI clusters humming — a direct shot at Broadcom and Nvidia. The new Silicon One G300, slated for release in the back half of the year and leveraging Taiwan Semiconductor Manufacturing Co’s 3‑nanometer process, comes loaded with “shock absorber” tech to manage sudden data surges. According to Cisco, it could push certain AI workloads up to 28% faster. “We focus on the total end-to-end efficiency of the network,” said Martin Lund, executive vice president at Cisco, in an interview with Reuters.
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 Systems stock edged up roughly 0.7% to $87.35 around midday Tuesday, with investors reacting to the debut of a new AI-centric switch chip and a data center router. The company introduced the Silicon One G300, built using Taiwan Semiconductor Manufacturing Co’s 3-nanometer technology. Cisco claims the chip can route network data in microseconds, aiming to keep AI networks running smoothly even during sudden traffic spikes—and says that could deliver AI workload speed gains up to 28%. The G300 is slated to hit the market in the second half. “We focus on the total end-to-end efficiency of the network,” said Martin Lund, executive vice president of Cisco’s common hardware group, in comments to Reuters.
10 February 2026
····
1 … 22 23 24 25 26 … 55
Follow on Google News
Add as preferred source Open in Google News
AI PORTFOLIO

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
View full portfolio
Editorial model selection. Not personalised advice.