Today: 14 May 2026
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Semiconductors 12 February 2026 - 26 February 2026

AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD shares fell 2.6% to $205.31 Thursday morning after the company announced a $150 million investment in Nutanix and up to $100 million for joint AI platform work. The drop followed news of a five-year deal to sell up to $60 billion in AI chips to Meta, which includes a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each.
26 February 2026
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Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom shares closed up 2.1% at $332.31 and rose another 0.4% after hours, following Nvidia’s strong forecast and sector gains. The move followed a report that AMD secured a major AI chip deal with Meta, seen as a negative for Broadcom. Analysts flagged upcoming software renewals and shifting supply deals as key risks. Broadcom’s VMware unit also issued a high-severity security advisory for Aria Operations.
25 February 2026
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Nvidia stock climbs ahead of earnings as AMD-Meta deal keeps AI chip stocks in play

Nvidia stock climbs ahead of earnings as AMD-Meta deal keeps AI chip stocks in play

Nvidia shares rose 2.2% Wednesday, lifting AI chip stocks and pushing the Nasdaq to a two-week high ahead of Nvidia’s quarterly results. AMD gained over 6% Tuesday after announcing a deal to supply Meta with up to 6 gigawatts of Instinct GPUs, including a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each. The Philadelphia semiconductor index hit a record.
25 February 2026
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Broadcom stock rises in early trade as Nvidia earnings loom and AVGO’s March 4 report nears

Broadcom stock rises in early trade as Nvidia earnings loom and AVGO’s March 4 report nears

Broadcom shares rose 2.3% to $332.83 in Wednesday morning trading, rebounding from a prior drop. The move tracked gains in tech stocks ahead of Nvidia’s earnings report later in the day. Broadcom is set to report quarterly results on March 4, with margins and VMware renewals in focus. Options trading showed heightened volatility, pointing to expectations of sharp moves around earnings.
25 February 2026
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AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD rose about 0.8% to $215.50 in premarket trading Wednesday after announcing a multi-year deal with Meta to supply up to 6 gigawatts of Instinct GPUs. Meta received a performance-based warrant for up to 160 million AMD shares, vesting in tranches tied to chip shipments and stock-price targets. Reuters reported the agreement could reach $60 billion over five years.
25 February 2026
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Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron shares rose about 1.5% to $427.08 in early Tuesday trading, rebounding after a tariff-driven selloff. Investors focused on AI hardware demand and upcoming Nvidia results, while broader markets stayed flat. AMD announced a $60 billion AI chip deal with Meta, lifting chip sentiment. Tariff uncertainty and supply constraints continued to weigh on the sector.
24 February 2026
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Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week

Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week

Broadcom shares rose 0.4% to $333.83 Monday morning, trading between $328.18 and $338.39 on volume of about 4.2 million shares. The move followed President Trump’s announcement of a new 15% global tariff, which weighed on U.S. stocks. Broadcom last week launched the BroadPeak SoC for 5G/6G gear, claiming up to 40% lower power use. The company reports fiscal Q1 results on March 4 after the close.
23 February 2026
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TSMC stock price slips before Wall Street opens as Nvidia earnings and tariff twists loom

TSMC stock price slips before Wall Street opens as Nvidia earnings and tariff twists loom

TSMC ADRs fell 1.1% to $366.30 in U.S. premarket trading Monday, after a 2.8% surge Friday. Taiwan-listed shares closed down 0.78% at T$1,900, retreating from a record intraday high. Investors are bracing for Nvidia’s earnings and a U.S. tariff reset after a Supreme Court ruling. January revenue at TSMC rose 19.8% from December to T$401.26 billion.
23 February 2026
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Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold

Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold

Meta will deploy millions of Nvidia Blackwell and Rubin GPUs, along with Grace CPUs and Spectrum-X networking, under an expanded multi-year partnership. Nvidia said Meta will use “confidential computing” for WhatsApp and build new AI data centers. Financial terms and delivery schedules were not disclosed. Nvidia shares rose 1.6%, Meta 0.6% after the announcement.
19 February 2026
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Cisco stock set for Tuesday: new Silicon One G300 AI chip meets a margin squeeze

Cisco stock set for Tuesday: new Silicon One G300 AI chip meets a margin squeeze

Cisco Systems shares closed Friday at $76.85, up 2.47%, after plunging 12.32% Thursday on margin concerns tied to higher memory costs. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday. Cisco’s latest update highlighted a push into AI networking chips, but gross margin fell to 67.5%, missing estimates. CEO Chuck Robbins cited price hikes and revised contracts to offset rising costs.
16 February 2026
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Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Applied Materials surged 8% Friday after forecasting revenue and profit above Wall Street estimates, citing AI-driven demand. Nvidia fell 2.2% and Broadcom dropped 1.8%, while the iShares Semiconductor ETF rose 0.9%. U.S. CPI rose 0.2% in January. Markets close Monday for Presidents Day.
15 February 2026
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KLA stock in focus: KLAC heads into holiday week after $400 million India R&D pact

KLA stock in focus: KLAC heads into holiday week after $400 million India R&D pact

KLA Corp shares rose 0.92% to $1,464.13 Friday after announcing a deal with Tamil Nadu to build a major R&D campus in Chennai. The company plans to invest up to $400 million over 10 years, with the site expected to create up to 4,000 skilled jobs. The project will focus on AI-driven semiconductor technologies and process control tools, according to company and state officials.
14 February 2026
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Qualcomm stock price: QCOM ends higher, but Samsung launch and memory crunch loom into next week

Qualcomm stock price: QCOM ends higher, but Samsung launch and memory crunch loom into next week

Qualcomm shares closed Friday up 1.6% at $140.70, outperforming the Nasdaq as Nvidia and Broadcom fell. Trading volume topped 13 million shares, above the 50-day average, but the stock remains 32% below its 52-week high. U.S. markets are closed Monday for Washington’s Birthday, with trading set to resume Tuesday. Samsung’s Feb. 25 Galaxy Unpacked event is the next major industry event for handset demand signals.
14 February 2026
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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 forecast second-quarter revenue of about $7.65 billion and adjusted profit above estimates, sending its shares up over 10% Friday and lifting Lam Research and KLA. The Philadelphia SE Semiconductor index rose 0.66%. Nvidia and Broadcom fell despite the sector rally. The Nasdaq slipped 0.22% while the S&P 500 edged up 0.05% as investors weighed inflation data and rate-cut bets.
14 February 2026
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KLA (KLAC) stock slips as chip-tool shares cool — traders eye late-session catalysts

KLA (KLAC) stock slips as chip-tool shares cool — traders eye late-session catalysts

KLA Corp shares fell 1.1% to $1,463.28 Thursday afternoon, trading between $1,434.46 and $1,501.58 as chip-equipment stocks tracked a broader tech decline. Applied Materials dropped 2.7%, ASML lost 1.6%, and Lam Research slipped 0.6%. Investors awaited Applied Materials’ earnings and Friday’s U.S. inflation data. Trading volume for KLA reached about 597,000 shares by mid-afternoon.
12 February 2026
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Texas Instruments (TXN) stock slips after early jump as chip sector weakens ahead of CPI

Texas Instruments (TXN) stock slips after early jump as chip sector weakens ahead of CPI

Texas Instruments shares fell 1.4% to $223.34 Thursday afternoon, tracking a broader tech selloff that sent the Nasdaq-100 down 1.6%. The drop follows a 2.6% gain Wednesday. Investors await Friday’s U.S. inflation report and Texas Instruments’ Feb. 24 capital management webcast. The company recently agreed to buy Silicon Labs for $7.5 billion in cash.
12 February 2026
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Stock Market Today

  • S&P 500 Futures Steady After Tech-Led Rally Pushes Index to New Record
    May 13, 2026, 6:14 PM EDT. S&P 500 futures held steady after a tech sector rally drove the index to record highs. The Nasdaq 100 futures rose 0.3%, led by semiconductor stocks Nvidia and Micron Technology. Cisco Systems soared 14% after outpacing earnings expectations and announcing job cuts. Conversely, Doximity shares dropped 19% following weak revenue guidance. The S&P 500 gained 0.58% and Nasdaq 1.2% during regular trading, while the Dow slipped 0.14%. Investors overlooked a hotter-than-expected producer price index, signaling inflation pressures. Experts highlighted ongoing demand in chipmakers as a catalyst for growth, describing it as earnings-driven rather than speculative. Market watchers await earnings reports from Honda, Yeti, Klarna and others, alongside retail sales and jobless claims data on Thursday.

Latest articles

Aeluma Stock Swings After Q3 Loss as AI Photonics Bet Faces Revenue Delay

Aeluma Stock Swings After Q3 Loss as AI Photonics Bet Faces Revenue Delay

14 May 2026
Aeluma Inc. shares fell 16.3% to $26.35 in after-hours trading Wednesday after the company narrowed its 2026 revenue outlook and posted a $1.8 million quarterly loss. Revenue for the quarter ended March 31 was $1.2 million, missing estimates. The company cited delayed contracts and government shutdowns. Cash stood at $37.8 million at quarter’s end.
Allegiant Just Bought Sun Country. Here’s What Happens to Flights, Rewards and Stock Now

Allegiant Just Bought Sun Country. Here’s What Happens to Flights, Rewards and Stock Now

14 May 2026
Allegiant Travel closed its acquisition of Sun Country Airlines on May 13, making Sun Country a wholly owned subsidiary and ending its status as a standalone public company. Each Sun Country share was converted into $4.10 in cash and 0.1557 Allegiant shares. Allegiant now operates a combined fleet of 195 aircraft serving nearly 175 cities. Sun Country asked Nasdaq to suspend trading and begin delisting.
Doximity Stock Plunges as Weak 2027 Forecast Drowns Out AI Push

Doximity Stock Plunges as Weak 2027 Forecast Drowns Out AI Push

14 May 2026
Doximity shares plunged 19% after hours to $18.94 Wednesday following a fiscal 2027 revenue forecast of $664–$676 million, well below Wall Street’s $697.6 million estimate. Fourth-quarter revenue rose 5% to $145.4 million, but adjusted earnings of 26 cents a share missed expectations. Net income fell to $19.1 million from $62.5 million a year earlier.
BTC Slides Below $80,000 as ETF Outflows Put Rally on the Line

BTC Slides Below $80,000 as ETF Outflows Put Rally on the Line

14 May 2026
Bitcoin fell below $80,000 in New York Wednesday, trading at $79,371 after U.S. inflation data and renewed outflows from spot bitcoin funds. U.S. spot bitcoin ETFs saw $233.2 million in net outflows on May 12, reversing a prior inflow. Producer prices rose 1.4% in April, the biggest jump since March 2022. Ether dropped 1.3% to $2,255.55; Solana fell 4.1% to $90.89.
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