Semiconductors 26 May 2026

Ambarella Drops on $800 Million AI Deal News

Ambarella shares tumbled 21% late Friday, wiping out gains for the week. The edge-AI chip company reported higher sales for the quarter and said it secured a Hanwha partnership with a potential value over $800 million for more than ten years.

30 May 2026

NASDAQ:AMBA·Semiconductors·Stock Market·Technology

ByteDance AI chip effort may open Qualcomm to new markets outside smartphones

ByteDance is moving faster on custom AI chips, working on its own CPUs and reportedly tied to a Qualcomm data-center chip deal, as the TikTok parent looks to ease hardware bottlenecks for its AI plans.

29 May 2026

Artificial Intelligence·NASDAQ:QCOM·Semiconductors

Micron (MU) stock falls 6% as oil shock rattles tech, even after new 256GB server-memory samples

Micron rises with AI memory but faces new push from Samsung

Micron Technology rose 4.6% to $966.24 early Friday, keeping up recent momentum that’s taken the chipmaker to about $1.10 trillion in market cap. Investors continue to pick up shares of the Boise, Idaho-based name, which some see as a key play in artificial intelligence this market cycle.

29 May 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market·Technology

Intel draws $150 target in AI drive, Wall Street says

Intel Shares Hold After AI Surge, Arc Chip Plays Developing

Intel shares head into Friday’s U.S. trading after a weaker finish. Investors are watching a new consumer-chip rollout as the stock’s sharp rally puts the chipmaker’s valuation on watch.

29 May 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Stock Market·Technology

Synopsys Slides After Upping AI Outlook

Synopsys shares fell about 9% on Thursday. The company upped its annual outlook, but traders shrugged off the AI sales story, citing softer chip-IP demand, costs tied to recent deals, and ongoing worries over catching up to Cadence Design Systems’ margins.

28 May 2026

Artificial Intelligence·NASDAQ:SNPS·Semiconductors·Stock Market·Technology

Marvell up after $10B custom-chip goal gives AI story a boost

Marvell Technology traded higher Thursday. The chipmaker now sees annual custom-chip revenue topping $10 billion by fiscal 2029. Shares climbed 2.4% to $203.50 with roughly 34.5 million shares changing hands. The stock hit $210.70 earlier.

28 May 2026

Artificial Intelligence·NASDAQ:MRVL·Semiconductors·Stock Market·Technology

Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Arm Holdings stock surged in New York Thursday as another upbeat analyst note linked the British chip designer even more to Nvidia’s AI CPU push. Arm’s U.S. shares climbed 12.7% to $341.28 late in the morning, after reaching $345.49 earlier in the session.

28 May 2026

NASDAQ:ARM·NASDAQ:META·NASDAQ:NVDA·Semiconductors

Synopsys Shares Up Ahead of Earnings; Wednesday in Focus for Next Direction

Synopsys Raises AI-Chip Forecast, but the Stock Still Finds the Weak Spot

Synopsys raised its annual revenue and profit forecast on Wednesday after fiscal second-quarter sales topped expectations, but its shares fell in late trading as investors looked harder at a soft chip-IP business and the costs of absorbing Ansys. The company reported adjusted earnings of $3.35 a share on revenue of $2.28 billion, above analyst estimates of $3.15 and $2.25 billion, while SNPS dropped more than 2% after hours, Investors Business Daily reported.

27 May 2026

NASDAQ:SNPS·Semiconductors·Stock Market

Qualcomm signs ByteDance AI chip supply deal

• Qualcomm has landed a deal to provide AI data-center chips to ByteDance, the parent of TikTok, according to media reports. That would give Qualcomm a major early customer for its custom AI silicon.• ByteDance is increasing its spending on AI infrastructure, and Qualcomm is looking to expand past smartphones, making the timing key for both sides.• Still, neither Qualcomm nor ByteDance has fully confirmed the deal. Any sales must stay within U.S. export controls.

27 May 2026

Artificial Intelligence·NASDAQ:QCOM·Semiconductors·Technology

Broadcom’s $2 Trillion AI Call Gets 7.5% Test Next Week

Broadcom options imply the stock could move around 7.5% in either direction following its quarterly earnings, due after the close on June 3, Bloomberg data shows. That sets up next week's results as a key moment for one of the market's top AI names.

27 May 2026

Artificial Intelligence·NASDAQ:AVGO·Semiconductors·Stock Market

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

Micron Hits $1 Trillion as AI Memory Demand Lifts Stock, Wall Street Keeps Buying

Micron Technology shares looked ready to build on gains before the U.S. open Wednesday, after the memory-chip company passed $1 trillion in market value Tuesday for the first time. The AI trade was still bringing buyers to firms making data center hardware. Micron was up 5.8% premarket, Reuters said, and Nasdaq 100 futures added 0.48%.

27 May 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market

Nvidia Faces New $150 Billion AI Test as Skepticism Lingers

Nvidia stock slipped ahead of the U.S. open Wednesday, with traders sizing up Jensen Huang’s latest Taiwan supply-chain push while most AI-related names inched higher. Shares were at $214.86, about 0.3% under Tuesday’s close. The chipmaker’s market cap stood at roughly $5.24 trillion.

27 May 2026

Artificial Intelligence·NASDAQ:NVDA·NVIDIA·Semiconductors

AMD Tops $500, Next Test for AI Chips Trade

Advanced Micro Devices shares surged 7.78% to $503.89 Tuesday, setting a new 52-week high at $506.96. The chipmaker kept climbing as AI infrastructure spending fueled a sharp rally. The stock has gained more than 50% in the last 30 days and is up 135% for the year, FinanceCharts data showed.

27 May 2026

NASDAQ:AMD·Semiconductors·Stock Market

Micron Shares Swing, Investors Eye AI-Memory Challenge Next Week

Micron tops $1T as AI memory play draws Wall Street

Micron Technology hit $1 trillion in market cap for the first time Tuesday, after UBS sharply raised its price target. That move put the memory-chip maker in focus for Wall Street's artificial intelligence trade. Shares were recently at $895.88, up 19.3%, after reaching a session high of $916.69.

27 May 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market

U.S. Stocks Hit Records This Week — Why the S&P 500 and Nasdaq Rally Survived the Oil Shock

Micron’s $1 Trillion AI Story Lifts S&P 500 to Record Close

S&P 500 closed at a record on Tuesday, while the Nasdaq jumped, driven by gains in semiconductor stocks linked to AI and growth in computing infrastructure for advanced software. The Dow Jones Industrial Average was weaker, narrowing the day’s rally compared to what headline numbers might indicate.

26 May 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market·Technology

Why POET Technologies Stock Jumped After a $50 Million Lumilens AI Optics Order

POET Technologies’ $400 Million Question: Why the Stock Is Falling While Chip Shares Rally

POET Technologies Inc. shares fell about 7.7% to $13.46 in Tuesday afternoon trading, bucking a broad chip rally as investors kept pressure on the AI photonics company after its recent stock-and-warrant financing. The shares traded between $13.14 and $15.44 after opening at $15.00, with nearly 35 million shares changing hands, while the iShares Semiconductor ETF rose about 5.5%.

26 May 2026

NASDAQ:MRVL·NASDAQ:MU·NASDAQ:POET·NASDAQ:SOXX·Semiconductors·Stock Market

ASML draws fresh attention from Wall Street in AI push

ASML is back in focus for AI stocks after Coatue Management disclosed a $655.4 million stake in the Dutch chip-tool maker and UBS called it its favorite European semiconductor name. The latest moves add to the basic market view: Nvidia chips need the gear that ASML builds.

26 May 2026

AMS:ASML·Artificial Intelligence·Semiconductors·Stock Market·Technology

Arm’s 46% AI Jump Is at a Crossroads After Nvidia Surge

Arm Holdings shares edged lower Tuesday morning in New York after a quick AI rally that sent the chip stock close to record highs and past Bernstein's $300 target. The U.S.-listed stock lost 1.3% to $302.44 after an open at $317.52 and a high of $323.89.

26 May 2026

NASDAQ:ARM·NVIDIA·Semiconductors·Stock Market

Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

IREN Ltd. co-founder and co-CEO Daniel Roberts is sounding a note of caution about the AI infrastructure race, saying that it could take until 2030 for a 1-gigawatt “AI factory” — the big data centers that power AI models — started today to go live. IREN shares were quoted at $56.83 before the U.S. open, putting the Nasdaq-listed firm’s market cap around $19 billion.

26 May 2026

Artificial Intelligence·Data Centers·NASDAQ:IREN·NASDAQ:NVDA·Semiconductors

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 stock traded close to its 52-week high heading into Tuesday’s U.S. market open, as investors look at a possible Taiwan supply expansion to see if strong AI demand will show up in actual shipments. Shares finished at $467.51 on Friday, rising 3.99%, with markets shut Monday for Memorial Day.

26 May 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Semiconductors 26 May 2026 - 30 May 2026