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Semiconductors 19 May 2026 - 26 May 2026

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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Spotify’s Peloton Deal Turns SPOT Stock’s Earnings Week Into a Fitness Test

Spotify Stock Is Jumping Again — Here’s the AI Bet Wall Street Just Bought

Arm Holdings shares rose above $300 Friday morning, extending a surge that pushed the stock up 38% in three sessions and past Micron in year-to-date gains. The rally follows strong earnings, a bullish Bernstein rating, and news that demand for Arm’s AGI CPU for data centers exceeded $2 billion for fiscal 2027–2028. Meta is the lead partner for the new chip.
22 May 2026
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Arm breaks above $300 as AI CPU bets heat up on Wall Street

Arm breaks above $300 as AI CPU bets heat up on Wall Street

Arm Holdings shares topped $300 Friday morning, extending a rally that has lifted the British chip designer’s stock 38% in three sessions. The surge follows strong earnings, bullish analyst coverage, and rising demand for Arm-based CPUs in AI data centers. Arm reported fiscal Q4 revenue of $1.49 billion and said customer demand for its new data-center chip exceeded $2 billion through fiscal 2028.
22 May 2026
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GlobalFoundries Stock Jumps on $375 Million Quantum Deal as U.S. Takes Stake in GFS

GlobalFoundries Stock Jumps on $375 Million Quantum Deal as U.S. Takes Stake in GFS

GlobalFoundries shares jumped 15% to $81.35 Thursday after the Commerce Department announced a planned $375 million award and a 1% government stake in the chipmaker. Trading volume topped 11 million shares, triple the prior day. The company launched a new quantum hardware unit as part of a $2 billion federal package for nine firms. The Commerce deal remains a letter of intent, not a finalized payment.
22 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 stock rises after $10 billion Taiwan AI move targets Nvidia

AMD shares rose 0.4% to $449.59 after the company announced plans to invest over $10 billion in Taiwan’s AI supply chain and begin production of its next EPYC server chip using TSMC’s 2-nanometer process. Amkor said it is working with AMD on advanced chip packaging in Arizona. TSMC’s U.S.-listed shares gained 1.4%, while Nvidia fell 1.8% and Intel slipped 0.4%.
22 May 2026
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Micron Beats Market as Samsung Deal Lifts Shares

Micron Beats Market as Samsung Deal Lifts Shares

Micron shares climbed $14.82 to $746.81 on Thursday, outperforming the SMH semiconductor ETF and QQQ, which both fell. The rally followed Samsung’s suspension of a planned 18-day strike by 48,000 union members after a tentative pay deal. Micron’s operations chief said demand continues to outpace supply. Samsung union members will vote on the agreement between May 22 and May 27.
21 May 2026
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GlobalFoundries shares jump after U.S. quantum funding news

GlobalFoundries shares jump after U.S. quantum funding news

GlobalFoundries shares surged 12.7% to $79.75 after the company announced a $375 million letter of intent from the U.S. Department of Commerce to support quantum-chip manufacturing. Trading volume topped 3.4 million shares by mid-morning. The company also launched Quantum Technology Solutions and will pay its first quarterly dividend on July 14. The Nasdaq fell 0.4% in early trading.
21 May 2026
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Intel stock rebounds as chip optimism builds on Wall Street

Intel stock rebounds as chip optimism builds on Wall Street

Intel last traded at $118.96, up 7.4%, as chip stocks rebounded ahead of U.S. market open. The move followed analyst price target hikes and renewed focus on AI-related demand for CPUs. Nvidia forecast $91 billion in second-quarter revenue and announced an $80 billion buyback, but its shares fell in after-hours trading. The next U.S. market holiday is Memorial Day, May 25.
21 May 2026
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Navitas Stock Is Surging Again—The AI Power-Chip Bet Now Has to Prove It Can Sell

Navitas Stock Is Surging Again—The AI Power-Chip Bet Now Has to Prove It Can Sell

Navitas Semiconductor shares surged over 15% Wednesday, trading near $22.49 with volume topping 25 million ahead of Nvidia’s earnings. The company reported Q1 revenue of $8.6 million and a GAAP operating loss of $27.8 million, and recently raised $122 million through an at-the-market share sale. Navitas expects Q2 revenue of around $10 million. The Philadelphia Semiconductor Index climbed 3.65% as chip stocks rallied.
20 May 2026
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Micron Stock Just Dodged the Nasdaq Selloff. A Samsung Strike Could Be Its Next Jolt

Micron Stock Just Dodged the Nasdaq Selloff. A Samsung Strike Could Be Its Next Jolt

Micron Technology shares rose 2.5% Tuesday to $698.74, lifting its market value near $798 billion as the Nasdaq fell. Analysts cited tight memory supply and strong DRAM and NAND pricing. A planned strike by 48,000 Samsung workers Thursday could disrupt global memory supply, potentially raising prices. Micron recently sampled 256GB DDR5 server modules to partners.
20 May 2026
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Marvell moves as earnings nears, eyes on AI chips

Marvell moves as earnings nears, eyes on AI chips

Marvell Technology shares rose 4.53% to $184.25 in premarket trading Wednesday, extending Tuesday’s 4.35% gain. The company will report fiscal Q1 2027 results after the close on May 27. Analysts at Evercore ISI, Melius Research, and CLSA raised price targets, citing strong demand for custom AI chips. Marvell posted record fiscal 2026 revenue of $8.195 billion in March.
20 May 2026
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AMD Shares Dip Ahead of Nvidia’s Upcoming Report

AMD Shares Dip Ahead of Nvidia’s Upcoming Report

AMD shares fell 1.6% to $414.05 Tuesday after a volatile session, as investors trimmed chip stock holdings ahead of Nvidia’s earnings and rising Treasury yields pressured tech names. Citi raised its AMD price target to $460 but maintained a Neutral rating. Nvidia, down 0.7%, will report results Wednesday, with options implying a $355 billion market value swing. Intel rose 2.4%.
19 May 2026
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Stock Market Today

  • Investor Jeremy Grantham Predicts Bitcoin Will Gradually Fade
    June 26, 2026, 11:23 AM EDT. Billionaire investor Jeremy Grantham renewed his criticism of bitcoin, calling it a "useless, speculative" asset lacking intrinsic value. Speaking on CNBC, he predicted bitcoin will "dwindle away" over decades rather than collapse suddenly. Grantham cited bitcoin's volatility, noting it halved in value "for no particular reason" during a strong economy, making it unreliable as a stable store of value. He contrasted this with gold, which has delivered steady gains over the same period. Grantham also questioned bitcoin's practical utility, arguing it is rarely used for everyday transactions and is instead favored for illicit money movement. Bitcoin has historically seen dramatic crashes of at least 70% from cycle peaks and is currently about 52% below its October high, trading under $60,000 amid ongoing price weakness.

Latest News

US stocks mixed, Micron AI memory rally can’t lift Nasdaq

US stocks: Wall Street splits as chips drop but megacap platforms hold indexes

26 June 2026
iShares Semiconductor ETF (SOXX) plunged 4.67% while S&P 500 was nearly flat, as chipmakers like Nvidia, Micron, and AMD fell sharply amid concerns over memory supply costs and inflation, with Micron dropping 4.17% after a previous surge and ON Semiconductor tumbling 20.97% on a $7 billion Synaptics acquisition.
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