A $1.3 Billion Reason to Buy Amkor Stock Amkor soared after a new $1.3 billion NVIDIA deal was announced that can strengthen its AI packaging growth prospects and provide greater visibility into future demand. Barchart · 7h ago
Marvell’s Road to $90B: The 3 Moves Behind the Boldest Target in AI Chips Marvell’s custom AI chips and data center connectivity businesses offer multiple growth drivers, but the key question is whether earnings can catch up with its ambitious valuation. Barchart · 7h ago
Investments in emerging sectors rise, but bank and NBFC financing remain limited: Report Emerging sectors like AI, semiconductors, and defence are attracting significant investments while bank lending is limited. The financing patterns vary, with AI and space primarily funded through equity. Risks such as technology obsolescence and payment delays impact the lending sector significantly. Banks are encouraged to develop specialized financing strategies to… The Economic Times · 9h ago
QUALCOMM’s Quarterly Earnings Preview: What You Need to Know QUALCOMM is expected to release its fiscal Q4 earnings early next month, while analysts project a significant EPS decline. Barchart · Oct 24
Why Western Digital's AI Storage Boom Defies the Chip Sell-Off Western Digital shares fell amid a chip sell-off despite rising margins, revenue growth, and strong demand for its hard disk drives, as the company posted higher guidance and a dividend increase. MarketBeat · Oct 24
Financing demand set to shift to emerging sectors like AI, semiconductors: Report India’s emerging sectors are set to attract fresh bank financing over the next three to five years, with AI, semiconductors and defence leading investment opportunities, according to a Union Bank of India report. Battery storage, green hydrogen, semiconductor packaging and defence suppliers could gain funding as industries expand. However, technology… The Economic Times · Oct 24
‘Come, work and serve in India’: Industry minister Piyush Goyal calls for stronger research ecosystem to attract Indian talent back home Piyush Goyal highlighted the importance of enhancing industry-academia partnerships during his address in Berlin. He emphasized the need for better research facilities to support Indian talent abroad. Goyal discussed various sectors, including semiconductors and quantum computing, where collaboration can occur. German companies increasingly view India as a key partner for… The Economic Times · Oct 24
US designates helium as a critical material, citing its importance for semiconductors The U.S. remains the largest producer of helium globally, with production primarily from natural gas processing. Helium is crucial for semiconductors, medical imaging, and renewable energy technologies. The Economic Times · Oct 24
Helium named a critical material by Trump administration amid worries over global supply Helium is the 20th critical material identified by DOE The Independent UK · Oct 23
India's chip path is clearly laid out: Ashwini Vaishnaw outlines road map to a bigger, better semiconductor ecosystem Vaishnaw said India’s semiconductor ambitions rest on a clear sequence: establish a foothold in high-volume chip manufacturing, develop domestic design capabilities and progressively move towards advanced technologies The Economic Times · Oct 23
FCC grants Intel waiver for foreign-made robotic devices The FCC said it would grant a one-year waiver of its rules in order to prevent "potential disruptions in the availability of domestic semiconductor manufacturing services for Intel's customers." The Economic Times · Oct 23
Japan’s Nikkei falls over 1% as Wall Street tech selloff rattles markets Japan’s Nikkei 225 falls as a Wall Street tech sell-off weighs on semiconductor and AI-linked stocks. Concerns over valuations and spending pressure Japanese equities, while select consumer and food stocks advance. The Economic Times · Oct 23
US stock market today: Why have Nasdaq, S&P 500 slipped to lowest in months? Reasons behind Meta, Tesla, CoreWeave, Intel stock price fall, check top performing stocks US Stock Market today: Chipmakers Western Digital, Intel, ADM , Sandisk, and Marvell all posted steep percentage losses amid the broader semiconductor selloff. The Economic Times · Oct 22
US stocks today: Nasdaq slumps 2.5%, S&P 1% as revived AI doubts ignite tech selloff US stocks fell sharply as renewed concerns over massive AI spending triggered a selloff in technology and semiconductor shares. The Nasdaq suffered its steepest one day decline since June, while the S&P 500 also dropped. Tesla and Meta fell, while oil prices climbed to a five-month high amid fresh Middle… The Economic Times · Oct 22
MarketBeat · Oct 22 Lam Research's Earnings Beat Wasn't the Real Story—Its 2027 Outlook Was Lam Research posted record fiscal Q1 2027 results and raised its 2026-2027 wafer fabrication equipment spending forecasts, signaling chipmakers' capital spending plans remain intact despite a stock sell-off.
Barchart · Oct 22 Broadcom’s Hock Tan Says AI’s Next Bottleneck Isn’t Chips, Power, or Memory. It’s Not a Tech Problem at All. CEO Hock Tan believes financing, not chips or power, could become AI’s biggest bottleneck, as strong demand continues but investors question whether massive AI spending can generate lasting profits.
Barchart · Oct 22 U.S. Futures Plunge as Chip Stocks Sink After Tech Earnings, Oil Rises December S&P 500 E-Mini futures (ESZ26) are down -1.03%, and December Nasdaq 100 E-Mini futures (NQZ26) are down -1.78% this morning as the first round of Big Tech earnings reignited concerns about the sustainability of the AI trade, sparking a selloff in chipmakers and other AI-related stocks.
The Economic Times · Oct 22 Global Market: South Korean shares fall over 1% as chip stocks retreat South Korean shares fell as investors booked profits in semiconductor stocks after a sharp rally. Attention shifted to the Bank of Korea’s policy outlook, while falling government bond yields and a marginally weaker won reflected mixed sentiment across financial markets.
The Economic Times · Oct 22 Global Market: Japan’s Nikkei falls as chip stocks retreat on AI spending concerns Japan’s Nikkei slipped as semiconductor stocks retreated amid concerns over the sustainability of AI infrastructure spending into 2027. Tokyo Electron and Screen Holdings led losses, while gains in cybersecurity and IT services stocks limited the broader market’s decline.
France 24 · Oct 21 French bond yields hit 24-year high after unrest French bond yields have topped 5 percent, their highest level since 2002, after widespread protests and violence over the weekend. It's a sign that investors are losing confidence in France's finances, as the government grapples with budget and debt problems. Also in the show: chipmaker Nvidia says it's invested $10…
Barchart · Oct 21 Nvidia Rumors Just Gave Ambarella Stock a Big Boost Ambarella stock gains on rumors that Nvidia may be interested in buying the edge AI chipmaker. But does that warrant buying AMBA shares? Let’s find out!
The Economic Times · Oct 21 US stocks today: Nasdaq leads Wall Street higher as SpaceX, Super Micro lift AI sentiment US stocks ended higher on Wednesday as SpaceX and Super Micro Computer boosted sentiment around artificial intelligence stocks. The Nasdaq led gains, while strong semiconductor stocks added support. However, weakness in Netflix, AT&T and other communications shares limited the broader advance as investors awaited more major technology earnings.
Barchart · Oct 21 Smart Money Is Still Piling into Tech Stocks. Following It Is a Great Way to Be Caught Holding the Bag. According to Bank of America’s Global Fund Manager Survey, professional money managers are now more exposed to technology stocks than at any point since the initial rebound from the pandemic in August 2020.
AAP · Oct 21 Overlooked industry could unlock billions for Australia Australian semiconductor ingenuity could help propel economic growth and productivity, as an industry body calls for government help to scale up the sector.
MarketBeat · Oct 21 Chip Stocks Have Pulled Back—Here's How 3 Semiconductor ETFs Stack Up for Investors Semiconductor stocks have pulled back amid rate concerns and AI buildout worries. SMH, SOXX, and XSD offer differing ETF approaches to gaining exposure as the industry potentially recovers.