Today: 25 June 2026
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Semiconductors 16 April 2026 - 27 April 2026

Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom entered Monday with a $2.05 trillion valuation, driven by demand for custom AI chips and a key supply deal with Google for future Tensor Processing Units. Shares traded at $422.76 before the U.S. open. Fiscal first-quarter revenue rose 29% to $19.31 billion, with AI semiconductor revenue up 106% to $8.4 billion. Broadcom is now a top holding in several Vanguard ETFs following recent fund splits.
27 April 2026
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AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT underwriters bought 1.28 million additional shares at $64.25 each, raising $82.5 million and bringing total gross proceeds to about $632.5 million. The funds will expand indium phosphide wafer capacity at Beijing Tongmei, its China-based subsidiary. AXT expects first-quarter revenue of $26–28 million and a net loss of up to $2.6 million. Shares closed at $76.16 on April 24.
26 April 2026
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ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML shares rose 2.3% in Amsterdam late Friday as the company reported Q1 net sales of €8.8 billion and raised its 2026 sales outlook to up to €40 billion. TSMC, ASML’s top customer, said it would delay adopting ASML’s new High-NA EUV machines, priced at over €350 million each, preferring to extend use of existing tools. ASML aims to deliver at least 60 standard EUV machines in 2026.
26 April 2026
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Sivers Semiconductors Stock: Annual Report Delay Puts Nasdaq New York Listing Plan Under the Microscope

Sivers Semiconductors Stock: Annual Report Delay Puts Nasdaq New York Listing Plan Under the Microscope

Sivers Semiconductors delayed its 2025 annual report to May 15 from April 27, citing extended audit work tied to a possible Nasdaq New York dual listing. The annual meeting moves to June 15. Shares closed Friday at SEK 31.96, up 12.7% on the day and 669% year-to-date. Sivers recently raised SEK 125 million in a directed share issue.
26 April 2026
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China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China warned Saturday that U.S. export-control bills targeting semiconductors could disrupt global chip supply chains after a House panel advanced the MATCH Act and related measures. Beijing’s Commerce Ministry said it opposed the broadening of national security grounds for export controls and would take “necessary measures” to protect Chinese firms. Micron has urged Congress to tighten restrictions on chipmaking tools used by Chinese rivals.
25 April 2026
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Wolfspeed Stock Jumps 13% Before May 5 Earnings Test

Wolfspeed Stock Jumps 13% Before May 5 Earnings Test

Wolfspeed shares surged 13.36% to $31.23 on Friday, with trading volume hitting 8.4 million shares ahead of its May 5 earnings report. The chipmaker recently cut its debt by about $97 million and lowered annual interest expense by $62 million after refinancing in March. Wolfspeed reported a $151 million net loss last quarter and expects negative gross margins to continue.
25 April 2026
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Magnachip Semiconductor Stock Jumps 23% as New BatteryFET Puts Q1 Earnings in Focus

Magnachip Semiconductor Stock Jumps 23% as New BatteryFET Puts Q1 Earnings in Focus

Magnachip Semiconductor’s U.S.-listed shares jumped 23% late Friday to $5.25 ahead of its April 28 earnings report. The company this week launched two 8th-generation 12V MOSFETs for smartphone battery protection, with one already in mass production for a major global smartphone maker. Magnachip has guided for Q1 revenue of $44–$48 million and a gross margin of 14–16%. Analysts expect a loss of 22 cents per share.
24 April 2026
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Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta has signed a multiyear deal worth billions to use Amazon Web Services’ Graviton5 chips for AI, deploying tens of millions of cores. Meta plans 2026 capital spending of up to $135 billion and will cut about 8,000 jobs, with layoffs effective May 20. Meta shares rose $16.87 to $676.02 near the U.S. close; Amazon gained $8.87 to $263.95. Meta will report first-quarter results after the market closes April 29.
24 April 2026
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Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Cadence shares rose 5.2% to $330.66 Friday, rebounding after a 5.21% drop Thursday. The move followed news that Cadence expanded its AI chip design collaboration with TSMC, covering advanced process nodes. Investors await Cadence’s first-quarter earnings report Monday. Rosenblatt reiterated a Buy rating and set a $360 price target.
24 April 2026
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Synopsys Stock Turns Back Toward AI Chip Race After New TSMC Design Push

Synopsys Stock Turns Back Toward AI Chip Race After New TSMC Design Push

Synopsys announced expanded collaboration with TSMC on advanced chipmaking and packaging for AI, unveiling new design and analysis tools for TSMC’s 3nm, 2nm, A16, and A14 nodes. Shares of Synopsys rose to $483.00 early Friday after an eight-day winning streak ended Thursday. Cadence and Siemens also updated TSMC-related design tools. The news coincided with TSMC’s North America Technology Symposium in Santa Clara.
24 April 2026
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AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD shares jumped over 7% in U.S. premarket trading Friday, boosted by strong AI-driven demand for server CPUs following Intel’s earnings report. Premarket prices suggested AMD’s market value could surpass $500 billion, up from $497.79 billion at Thursday’s close. Intel’s Data Center and AI revenue rose 22% to $5.1 billion last quarter. AMD is set to report its own quarterly results on May 5.
24 April 2026
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Texas Instruments Stock Jumps as Strong Forecast Signals Chip Demand Is Waking Up

Texas Instruments Stock Jumps as Strong Forecast Signals Chip Demand Is Waking Up

Texas Instruments projected second-quarter revenue of $5.00–$5.40 billion and earnings per share of $1.77–$2.05, both above analyst estimates. First-quarter revenue rose 19% to $4.83 billion, with net income up to $1.55 billion. Shares jumped about 8% in after-hours trading. The company cited stronger demand from data-center and industrial customers.
22 April 2026
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ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML CEO Christophe Fouquet told investors the company will not be a bottleneck for chipmakers in 2026 after boosting capacity and productivity. ASML last week raised its 2026 sales forecast to 36–40 billion euros following first-quarter sales of 8.8 billion euros and net income of 2.8 billion euros. Risks remain from U.S. export controls on China and the pace of next-generation EUV tool adoption.
22 April 2026
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Intel Earnings Preview: AI Server-Chip Shortages Put Turnaround to the Test

Intel Earnings Preview: AI Server-Chip Shortages Put Turnaround to the Test

Intel will report first-quarter results Thursday after earlier warning of struggles to meet AI server chip demand. Analysts expect revenue to fall 1.9% to $12.42 billion and adjusted earnings to drop nearly 90%, despite projected growth in its data center and AI segment. Intel recently bought out Apollo’s stake in its Irish fab for $14.2 billion. Lead times for some server CPUs could reach six months.
21 April 2026
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AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD shares fell 1.4% to $274.61 in late-morning New York trading Monday after last week’s record highs. Bank of America and Stifel raised their price targets to $310 and $320, citing growing AI infrastructure demand for CPUs. AMD’s partnership with Meta could be worth up to $60 billion over five years. First-quarter results are due May 5.
20 April 2026
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Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom shares fell 1.7% Monday after Reuters reported Google is in talks with Marvell Technology on two new AI chips, raising questions about Broadcom’s custom-silicon relationship with Google. Marvell stock rose 4.3%. Broadcom recently announced long-term AI chip deals with Google and Meta, and reported first-quarter AI revenue up 106% to $8.4 billion.
20 April 2026
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NVIDIA Pushes Deeper Into Robotics as TSMC, ASML Signal AI Spending Boom Isn’t Cooling

NVIDIA Pushes Deeper Into Robotics as TSMC, ASML Signal AI Spending Boom Isn’t Cooling

Nvidia expanded its robotics partnership with Cadence Design Systems, integrating AI models and simulation engines for robot training. Nvidia shares rose 1.2% to $200.79 Friday, valuing the company at $4.53 trillion. TSMC and ASML raised 2026 sales forecasts as AI chip demand remains strong. U.S. Senator Elizabeth Warren questioned Nvidia’s SchedMD acquisition, citing concerns over control of supercomputing software.
17 April 2026
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Broadcom stock rises as Goldman keeps $480 target after Meta AI chip deal

Broadcom stock rises as Goldman keeps $480 target after Meta AI chip deal

Broadcom shares rose 1.2% to $403.18 Friday after Goldman Sachs reiterated a buy rating and $480 price target, citing Meta’s expanded AI chip partnership. Meta extended its Broadcom deal through 2029, with an initial compute commitment over 1 gigawatt. The agreement follows recent custom chip wins with Google and Anthropic. Analysts flagged risk from Broadcom’s growing reliance on a few large customers.
17 April 2026
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Intel Launches Lower-Cost 18A PC Chips as Analysts Lift Targets Ahead of Earnings

Intel Launches Lower-Cost 18A PC Chips as Analysts Lift Targets Ahead of Earnings

Intel launched its Core Series 3 mobile processors Thursday, bringing its 18A chipmaking process to mainstream laptops and edge systems. Shares rose 4.2% to $67.69 after the announcement. More than 70 device designs from partners including Acer, HP, and Samsung are expected in coming months. Wall Street raised price targets but some analysts cautioned about ongoing challenges and competition from AMD and TSMC.
16 April 2026
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AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

Bernstein raised price targets for AMD and Intel on Thursday, citing stronger demand for server chips in AI data centers. AMD shares rose 5.8% to $273.19 and Intel gained 4.1% to $67.57, both above the new targets. Bernstein now expects AMD’s EPYC server-chip sales to grow 50% in 2026, and Intel’s Xeon sales to rise 36%. Meta’s $60 billion deal with AMD and extended chip supply agreements are driving demand.
16 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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