Today: 13 May 2026
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Semiconductors 26 February 2026 - 5 March 2026

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 on Wednesday launched the CHR1074, a 224Gbps quad-channel TIA for 800G and 1.6T optical transceivers, with samples available now and wider release expected next quarter. CEO Jim Anderson said new funding tied to an expanded Nvidia partnership will prioritize capacity, including work at the Sherman, Texas site. Coherent also introduced the WaveMaker 4000A for DWDM testing.
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 CFO Doug Bettinger said global wafer-fab equipment spending could reach $135 billion in 2026, up from about $110 billion last year. He cited advanced packaging and high-bandwidth memory as key drivers, but noted cleanroom capacity remains a constraint. Lam shares rose 2.3% in midday trading. China accounted for 35% of Lam’s revenue last quarter.
4 March 2026
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Lumentum stock wobbles as Nvidia’s $2 billion optics deal sinks in, with traders eyeing what’s next

Lumentum stock wobbles as Nvidia’s $2 billion optics deal sinks in, with traders eyeing what’s next

Lumentum shares fell 0.8% to $688.94 after sharp swings following Nvidia’s $2 billion investment and purchase commitment for AI data-center optics. The deal includes 2.87 million Series A preferred shares sold to Nvidia at $695.31 each, pending antitrust review. Investors await capacity details at Lumentum’s OFC 2026 briefing on March 17. Needham raised its price target to $850, citing new laser supply commitments.
4 March 2026
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Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia will invest $2 billion each in Lumentum and Coherent, securing long-term supply and capacity rights for optical networking parts used in AI data centers. A Coherent filing showed Nvidia bought 7.79 million shares for $2 billion in a private placement. The agreements include multibillion-dollar purchase commitments and support for U.S. manufacturing expansion.
4 March 2026
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Lam Research stock slides nearly 6% after-hours as oil shock and risk-off hit chip gear makers

Lam Research stock slides nearly 6% after-hours as oil shock and risk-off hit chip gear makers

Lam Research shares dropped 5.9% to $217.27 in late trading Tuesday, leading a sharp selloff in chip-equipment stocks as oil prices surged nearly 5% on Iran-related supply disruptions. Insider filings showed CFO Douglas Bettinger and Chief Legal Officer Ava Harter sold shares during the slide. Lam trades ex-dividend March 4. The stock remains up about 27% year-to-date.
4 March 2026
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Applied Materials stock slips after hours as investors scan for fresh chip-spending signals

Applied Materials stock slips after hours as investors scan for fresh chip-spending signals

Applied Materials shares slipped 0.1% to $372.18 in after-hours trading Monday. Management is set for appearances at Morgan Stanley’s TMT conference and Cantor Fitzgerald on March 10. Investors remain focused on AI-driven memory demand and ongoing U.S.-China export restrictions. The stock remains below its Feb. 25 record close of $394.95.
3 March 2026
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ASML’s next AI bet: New chip packaging tools beyond its EUV monopoly

ASML’s next AI bet: New chip packaging tools beyond its EUV monopoly

ASML plans to expand beyond EUV lithography machines into advanced packaging tools for AI chips, CTO Marco Pieters said. Shares have risen over 30% this year, valuing the company at about $560 billion. Pieters said ASML is researching larger chip sizes, new generations of EUV, and AI integration in its tools. The company expects qualifying new equipment for stacked chip designs will take time.
2 March 2026
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Lam Research stock price: LRCX drops as chip rally cools — here’s what could move it next

Lam Research stock price: LRCX drops as chip rally cools — here’s what could move it next

Lam Research shares fell 2.17% to $233.89 Friday, closing 9% below their 52-week high as chip stocks slid. Oil surged about 10% to $80 a barrel in OTC trading after U.S. and Israeli strikes on Iran, raising inflation concerns. Lam’s shares go ex-dividend March 4, with a $0.26 payout due April 8. Sesha Varadarajan becomes COO March 6 as Pat Lord retires.
1 March 2026
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Micron stock (MU): India chip plant goes live as S&P lifts rating — what to watch next week

Micron stock (MU): India chip plant goes live as S&P lifts rating — what to watch next week

Micron began commercial production at its semiconductor assembly and test facility in Sanand, Gujarat, delivering its first made-in-India memory modules to Dell. The company’s shares closed at $412.37 on Friday, down 1.6%. S&P Global Ratings upgraded Micron’s credit rating to BBB, citing AI-driven growth. U.S. producer prices rose 0.5% in January, fueling debate over interest rates.
28 February 2026
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Analog Devices stock dodges chip selloff as insider sale hits tape; jobs report next

Analog Devices stock dodges chip selloff as insider sale hits tape; jobs report next

Analog Devices shares closed up 0.37% at $355.67 Friday, outperforming chip peers as the S&P 500 and Nasdaq fell. Chief accounting officer Michael Sondel sold about $1.52 million in stock earlier in the week, according to an SEC filing. The company recently forecast Q2 revenue above analyst estimates. Broader chip stocks slid after a hotter-than-expected inflation reading.
28 February 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Advanced Micro Devices shares fell 1.6% to $200.43 in mid-morning New York trade Friday, tracking declines across chip stocks after U.S. producer prices rose 0.5% in January, above forecasts. The Philadelphia Semiconductor Index dropped about 1.1%. Nvidia shares also fell Thursday despite strong results. Investors are watching for Broadcom earnings March 4 and the U.S. jobs report March 6.
27 February 2026
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Intel stock price: INTC set for a tense open after SambaNova AI deal, as chip nerves linger

Intel stock price: INTC set for a tense open after SambaNova AI deal, as chip nerves linger

Intel shares fell 3% to $45.46 Thursday, breaking a two-day gain, as chip stocks slid following Nvidia’s drop despite strong results. Intel and SambaNova announced a multi-year AI-inference partnership, with Intel Capital joining SambaNova’s $350 million funding round. Kevin O’Buckley, head of Intel Foundry Services, is leaving for Qualcomm. Investors await U.S. inflation data Friday amid ongoing volatility in tech stocks.
27 February 2026
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Micron stock slips after Nvidia “hangover” hits chipmakers; MU eyes next catalyst

Micron stock slips after Nvidia “hangover” hits chipmakers; MU eyes next catalyst

Micron Technology shares fell $6.94, or 1.6%, to $415.67 Thursday, tracking a broader decline in AI-linked chip stocks after Nvidia dropped 4%. The Philadelphia SE Semiconductor index was set to snap a 10-week winning streak. In India, Prime Minister Modi will inaugurate Micron’s new ATMP plant in Sanand on Feb. 28. Micron reports fiscal Q2 results on March 18.
26 February 2026
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Intel stock slides as chip rally cools — what’s driving INTC today

Intel stock slides as chip rally cools — what’s driving INTC today

Intel shares dropped 3.3% to $45.33 in late-morning New York trading Thursday, reversing earlier gains as chip stocks slid after Nvidia’s results failed to lift sentiment. The decline followed Intel’s announcement of a multi-year AI inference partnership with SambaNova. Traders are watching for new demand signals and Intel’s next earnings report on April 23.
26 February 2026
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Stock Market Today

  • SoFi Acquires PrimaryBid IPO Tool Amid Mixed Market Reactions
    May 13, 2026, 4:30 PM EDT. SoFi Technologies acquired PrimaryBid's IPO allocation technology to boost its presence in capital markets for retail investors. Despite this strategic move, shares fell 2.9% to $15.44 after Truist cut the price target from $20 to $17, citing concerns in both loan and technology segments. The acquisition ends PrimaryBid's run as an independent fintech and marks SoFi's deeper push into IPO access, where competitors like Robinhood also operate. SoFi posted strong Q1 results with a 43% revenue jump to $1.10 billion and increased members by 35%, yet a 16% fall in technology platform accounts and cautious Q2 revenue guidance suggest challenges ahead. Investors remain wary amid persistent rate pressures impacting consumer lenders.

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Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

13 May 2026
Applied Optoelectronics shares surged 21% Wednesday, trading at $227.05 after strong demand from AI data centers pushed first-quarter data-center revenue to $81.4 million, up from $32 million a year ago. CFO Stefan Murry said supply remains the main constraint, with demand expected to outpace output through mid-2027. AOI shipped its first volume 800G products to a hyperscale customer. The company posted a first-quarter net loss of $14.3 million.
Dow Jones Today: Why the Dow Slipped While AI Stocks Drove Wall Street Higher

Dow Jones Today: Why the Dow Slipped While AI Stocks Drove Wall Street Higher

13 May 2026
The Dow Jones Industrial Average fell 90.72 points to 49,669.84 on Wednesday, while the S&P 500 and Nasdaq rose, lifted by gains in chip and AI stocks. Producer prices jumped 1.4% in April, the largest monthly increase since March 2022. The Senate confirmed Kevin Warsh as Federal Reserve chair in a 54-45 vote. Prediction markets showed a 97% chance the Fed holds rates steady in June.
US Stocks Hit Fresh Records as Chip Rally Overpowers Hot Inflation Shock

US Stocks Hit Fresh Records as Chip Rally Overpowers Hot Inflation Shock

13 May 2026
The S&P 500 closed at 7,444.14 and the Nasdaq at 26,404.74, both record highs, while the Dow slipped 0.13% to 49,693.63. April producer prices jumped 1.4%, the largest monthly rise since March 2022, pushing back Fed rate-cut expectations. Prediction markets now see a long pause in U.S. policy easing. Tech stocks, especially AI-linked shares, led gains despite the inflation surprise.

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Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

13 May 2026
Nebius Group shares rose 3.53% to $185.42 in early extended trading after a 3.76% drop Tuesday, ahead of its Q1 earnings release. The company broke ground on a gigawatt-scale AI factory in Missouri and announced a technology deal with Clarifai’s founder and team. NBIS is up 32.79% in the past month and 454.18% over the past year. Investors are weighing rapid expansion against ongoing losses and heavy capital spending.
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