Today: 25 June 2026
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Semiconductors 28 April 2026 - 8 May 2026

Baidu Shares Jump as AI Chip Unit Kunlunxin Pushes Dual IPO Plan

Baidu Shares Jump as AI Chip Unit Kunlunxin Pushes Dual IPO Plan

Kunlunxin, Baidu’s AI chip unit, has started the process for a Shanghai STAR Market IPO while maintaining plans for a Hong Kong listing. Baidu’s Hong Kong shares rose 5.75% after the news. The move comes as Chinese investors seek domestic AI chipmakers amid U.S. export curbs. Kunlunxin signed a pre-IPO tutoring agreement with China International Capital Corp on April 29.
8 May 2026
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Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

TSMC’s U.S.-listed shares jumped 6.36% Wednesday after AMD reported a 38% rise in first-quarter revenue, fueling demand for AI-related chip stocks. TSMC said last month that AI demand remains “extremely robust” and 2026 capital spending will hit the high end of its $52–56 billion range. Samsung’s market value surpassed $1 trillion, highlighting competition in the chip sector. Apple has held early talks with Intel and Samsung about chip production.
7 May 2026
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QUALCOMM Incorporated Stock Nears $200 as AI Data-Center Bet Drives QCOM Rally

QUALCOMM Incorporated Stock Nears $200 as AI Data-Center Bet Drives QCOM Rally

Qualcomm shares rose 1.8% to $189.83 Wednesday after hitting $200.34, boosted by investor interest in AI data-center chips and a custom silicon deal with a major cloud operator. Fiscal Q2 revenue reached $10.6 billion, with handset sales down 13% but automotive revenue up 38%. CEO Cristiano Amon declined to name the cloud customer, saying shipments begin later this year.
6 May 2026
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Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel shares jumped 6% in U.S. premarket trading Wednesday after AMD raised its server CPU growth forecast and reported a 57% surge in data-center revenue. Apple has held early talks with Intel and Samsung about making device processors in the U.S., Bloomberg reported. Intel’s Q1 revenue rose 7% to $13.6 billion, with its Data Center and AI unit up 22%.
6 May 2026
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Micron Stock’s AI Memory Run Sends It Into U.S. Market-Cap Elite

Micron Stock’s AI Memory Run Sends It Into U.S. Market-Cap Elite

Micron Technology shares traded at $576.45 premarket Tuesday, valuing the company at about $658.3 billion. Fiscal Q2 revenue reached $23.86 billion, with net income of $13.79 billion, as demand for high-bandwidth memory in AI data centers surged. DRAM and NAND sales jumped on sharp price increases, but the company warned of potential margin risks if demand slows. Micron plans to exit its consumer memory business by February 2026.
5 May 2026
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Sivers Semiconductors Stock Jumps 47% as Nasdaq Push and AI Optics Bet Hit Deadline Week

Sivers Semiconductors Stock Jumps 47% as Nasdaq Push and AI Optics Bet Hit Deadline Week

Sivers Semiconductors shares jumped 47.24% to SEK 55.95 in Stockholm, extending 2024 gains to over 1,200%. Shareholders face a May 5 deadline to participate in a SEK 125 million directed share issue ahead of a May 11 vote. The company delayed its 2025 annual report to May 15 to meet U.S. audit standards for a possible Nasdaq New York dual listing. Market value stood at SEK 16.59 billion.
4 May 2026
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Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

TSMC is seeking approval to build an advanced wafer fab at Hsinchu Science Park’s Longtan campus, reviving a plan shelved in 2023 after local opposition. TSMC shares surged 6.56% to NT$2,275, pushing Taiwan’s Taiex index above 40,000 for the first time. The company reported Q1 revenue of NT$1.134 trillion, with 74% from advanced technologies. TSMC is also expanding in Arizona and faces competition from Samsung and SK Hynix.
4 May 2026
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Sivers Semiconductors Stock Jumps 33% as Nasdaq Listing Clock Starts Ticking

Sivers Semiconductors Stock Jumps 33% as Nasdaq Listing Clock Starts Ticking

Sivers Semiconductors AB shares jumped about 33% to SEK 50.50–50.75 in Stockholm on Monday, as investors focused on a planned SEK 125 million share issue and possible U.S. listing. Shareholders face a Tuesday deadline to register for the May 11 meeting to vote on the private placement. The company delayed its annual report to May 15, citing audit work for a potential Nasdaq New York dual listing.
4 May 2026
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Navitas Semiconductor Stock Is Running Hot. Tuesday Will Test the AI Power Story

Navitas Semiconductor Stock Is Running Hot. Tuesday Will Test the AI Power Story

Navitas Semiconductor shares rose 5.76% to $17.45 Friday on heavy volume ahead of first-quarter results due Tuesday. The company forecast Q1 revenue of $8.0–$8.5 million after posting a $41.4 million loss last quarter. Management highlighted new high-power chips for AI data centers but warned that design wins do not guarantee near-term sales. CEO Chris Allexandre and CFO Tonya Stevens will discuss results May 5.
4 May 2026
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Applied Materials Gets 140-Acre India Approval as AMAT Earnings and China Risks Loom

Applied Materials Gets 140-Acre India Approval as AMAT Earnings and China Risks Loom

Karnataka approved 140 acres near Bengaluru airport for Applied Materials Inc. to expand its India R&D operations, with the land valued at about ₹780 crore and final clearances pending. The site at Bengaluru Signature Business Park will support AI chip development. Applied shares last traded at $389.08 ahead of its May 14 earnings report. The company opened a new 800,000-square-foot campus in Bengaluru in February.
3 May 2026
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Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Malaysia’s anti-graft agency has summoned former economy minister Rafizi Ramli for questioning over a $279 million government chip-design deal with Arm Holdings. Rafizi said he was called to appear May 4 in Putrajaya and could face criminal charges. The probe comes days before Arm’s May 6 earnings webcast. The deal, announced in March 2025, aimed to boost Malaysia’s chip-design sector.
3 May 2026
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Sivers Semiconductors’ Nasdaq Push Faces a May Deadline After Report Delay

Sivers Semiconductors’ Nasdaq Push Faces a May Deadline After Report Delay

Sivers Semiconductors shareholders face a May 5 deadline to give notice ahead of a May 11 vote on a 125 million crown share issue. The company delayed its 2025 annual report to May 15 for a U.S. audit uplift, as it considers a Nasdaq New York dual listing. Sivers shares last traded at 38.00 crowns on April 30, up 815% year-to-date. The new shares would dilute ownership by about 2.5% if approved.
3 May 2026
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Lattice Semiconductor Stock Faces a Big Earnings Test After Sharp Run-Up

Lattice Semiconductor Stock Faces a Big Earnings Test After Sharp Run-Up

Lattice Semiconductor reports first-quarter earnings Monday with shares near record highs and analysts expecting 37% revenue growth from a year earlier. The company’s February guidance set revenue at $158–$172 million and adjusted earnings at 34–38 cents per share. CEO Ford Tamer and CFO Lorenzo Flores will discuss results and outlook in a call at 5 p.m. ET May 4. Investors are watching for signs of sustained demand and margin strength.
3 May 2026
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Amkor Technology’s $1 Billion Zero-Interest Debt Deal Puts Its AI Chip Packaging Push in Focus

Amkor Technology’s $1 Billion Zero-Interest Debt Deal Puts Its AI Chip Packaging Push in Focus

Amkor Technology priced $1 billion in 0.00% convertible senior notes due 2031, aiming to fund advanced semiconductor packaging expansion and capital spending. The notes, convertible at a 52.5% premium to recent share prices, are set to settle May 5. Amkor expects net proceeds of $981.7 million, or up to $1.13 billion if an option is exercised. The company’s Peoria, Arizona, campus could reach $7 billion in total investment.
2 May 2026
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Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Marvell Technology shares rose about 3% Thursday after Big Tech firms signaled AI spending would exceed $700 billion this year. Nvidia slipped 1.6% but announced a $2 billion investment in Marvell and a partnership on AI infrastructure. Marvell reported record fiscal 2026 revenue of $8.2 billion, while Nvidia posted $215.9 billion for the year. Google is in talks with Marvell to develop two new AI chips.
30 April 2026
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Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel shares surged 10% Wednesday after reports that Google may use Intel’s EMIB chip-packaging technology in its next AI processor. The stock hit $94.03 before settling at $93.23. Intel recently reported first-quarter revenue of $13.6 billion, up 7% year over year. CFO David Zinsner said some gains came from selling previously shelved chips.
29 April 2026
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Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

The U.S. Commerce Department ordered Applied Materials, Lam Research, and KLA to halt some chip-tool shipments to China’s Hua Hong, Reuters reported. The move targets shipments linked to facilities believed capable of advanced chip production. Applied reported $2.10 billion in China revenue last quarter, or 30% of its total. Shares in Applied, Lam, and KLA traded lower after the news.
29 April 2026
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NXP Stock Jumps 25% as Auto Chip Rebound Powers a Forecast Beat

NXP Stock Jumps 25% as Auto Chip Rebound Powers a Forecast Beat

NXP Semiconductors shares jumped up to 25% Wednesday after the company forecast second-quarter revenue and profit above Wall Street expectations. First-quarter revenue rose 12% to $3.18 billion, with automotive sales up 6% and industrial and IoT revenue up 24%. NXP guided Q2 revenue to $3.35–$3.55 billion and adjusted earnings to $3.29–$3.72 per share. Data-center-related revenue is projected to surpass $500 million in 2026.
29 April 2026
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Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Nvidia, AMD, and Broadcom shares fell Tuesday after a Wall Street Journal report said OpenAI missed internal user and revenue targets, raising concerns about future AI spending. Nvidia dropped 0.9%, AMD lost 2.5%, and Broadcom slid 4.1% by mid-afternoon. OpenAI disputed claims of internal disagreement over spending. The selloff came ahead of major tech earnings reports.
28 April 2026
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Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Applied Materials shares dropped 5.5% Tuesday after Reuters reported the U.S. Commerce Department ordered chip equipment makers to halt some shipments to China’s Hua Hong. China generated 30% of Applied’s revenue last quarter. Lam Research and KLA also declined about 3.3%. The Commerce Department and companies involved declined to comment.
28 April 2026
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Stock Market Today

  • Affiliated Managers Group (MGRD) Announces Upcoming Dividend Payment
    June 25, 2026, 11:07 AM EDT. Affiliated Managers Group Inc 4.200% Junior Subordinated Notes (MGRD) will trade ex-dividend on June 29, 2026, for a quarterly dividend of $0.2625 payable on June 30, 2026. This dividend represents approximately 1.77% of its recent stock price of $14.85. Shares are expected to drop by 1.77% on the ex-dividend date, reflecting typical market adjustments. The annualized dividend yield stands at 7.07%, suggesting a potentially attractive income stream for investors. MGRD's 52-week price range is $14.40 to $16.94, with the current price near the lower end of this range. In Thursday trading, MGRD shares declined slightly by 0.3%. Investors should consider dividend history and stock performance trends when evaluating MGRD.

Latest News

Bio-Techne soars after Merck offer at $73 a share; spread remains on cash bid

Bio-Techne soars after Merck offer at $73 a share; spread remains on cash bid

25 June 2026
Bio-Techne surged 19% to $70.17 after Merck KGaA’s $73 per share cash offer, leaving a $2.83 spread as the deal awaits shareholder and regulatory approval, with closing expected in late 2026 or early 2027; trading volume soared past short interest, and the deal values Bio-Techne at $11.3 billion, less than 9.4 times fiscal 2025 sales.
BlackBerry (NYSE:BB) jumps after QNX outlook nudge, eyes on cash flow

BlackBerry (NYSE:BB) jumps after QNX outlook nudge, eyes on cash flow

25 June 2026
BlackBerry shares soared nearly 20% after Q1 revenue jumped 26% and the company raised full-year guidance, with QNX development-license revenue hitting an eight-quarter high—signaling potential future royalty growth—even as analysts remain divided and Q2 guidance trails Q1 results.
Apple (NASDAQ:AAPL) lifts MacBook and iPad prices, faces memory cost jump

Apple (NASDAQ:AAPL) lifts MacBook and iPad prices, faces memory cost jump

25 June 2026
Apple (AAPL) shares plunged 4.8% to $278.93 after the company hiked Mac and iPad prices by $100–$300 due to soaring memory costs, while iPhone prices—over half of March-quarter sales—remained unchanged; Apple warned of further gross margin pressure from rising memory prices, as DRAM costs surged up to 98% last quarter and are set to climb again.
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