Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat outlook for ...
Tag: iShares Semiconductor ETF
AMD’s stock soars 15% as data center growth pushes revenue and guidance past estimates
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las ...
Intel and Micron are poised to break major milestones
Options traders can't get enough of semiconductor stocks. No matter how high they go or how expensive the options get, ...
Big Tech earnings show how big, smart spending can be rewarded by the market
I am growing tired of the endless bubble talk about all of the data center spending. It's obvious from this ...
Here are the 3 big things we’re watching in the stock market in the week ahead
The S & P 500 kept its record run alive last week, boosted by a strong batch of earnings reports ...
Jim Cramer says the market powered through a tough earnings week but ‘that doesn’t mean we’re out of the woods yet’
CNBC's Jim Cramer said the market just powered through the toughest week of earnings "with flying colors," but warned that ...
Apple CEO Tim Cook warns of extended memory crunch. ‘We’ll look at a range of options’
Apple CEO Tim Cook gestures as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, ...
OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling
Shares of companies tied to artificial intelligence infrastructure fell Tuesday after a report that OpenAI has fallen short of internal ...
Micron and Sandisk continue rally as demand for memory expected to persist
The Micron Memory Japan K.K. booth at the Semicon Japan exhibition in Tokyo, Dec. 18, 2025.Kiyoshi Ota | Bloomberg | ...
Risky meme trading is back. A trading rule change may have lit the fuse
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York, on ...
