Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

SHOCKING: 15 - You Need To See This

Wall Street Week Ahead: Alphabet, Intel results in focus for AI trade as US earnings rev up

Corporate earnings season is gaining momentum with key tech updates expected soon. Investors anticipate strong profit growth, which has supported stock market enthusiasm. Alphabet's AI spending plans will be closely watched for market-wide impacts. Semiconductor stocks face volatility as expectations for the sector remain high. Geopolitical tensions and inflation fears…

The Economic Times

US stocks today: Nasdaq, S&P fall over 1%, end lower for week as chip selloff broadens

US stocks today: Nasdaq, S&P fall over 1%, end lower for week as chip selloff broadens

Wall Street declined as AI-driven chip stocks extended losses, triggering broader risk-off sentiment. Semiconductor shares saw sharp weekly declines, while energy stocks gained on rising oil prices amid Middle East tensions. Despite strong early earnings, including bank results, weak forecasts from companies like Netflix weighed on investor confidence.

The Economic Times

Inflation Broke Lower, The AI Trade Broke with It: The Week on Wall Street

Inflation Broke Lower, The AI Trade Broke with It: The Week on Wall Street

The best inflation report of 2026 landed on Wall Street this week, and the market sold anyway, abandoning the semiconductor trade that has carried the entire rally for three years.

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

A $100 Billion Reason to Buy Taiwan Semi Stock Now

TSMC’s massive investment signals growing ambitions, giving investors another reason to watch the chip giant closely.

Tech Rout Deepens on China's AI Shock, Crude Rises to $81: Stock Market Today

Tech stocks fell for a third straight session Friday as the semiconductor complex extended one of its worst weeks of the year, with investors fleeing the AI hardware trade after a Chinese startup unveiled the world’s largest open-weight model.

Why South Korea Just Banned New Leveraged ETFs for Samsung and SK Hynix

South Korea halts new leveraged ETFs for Samsung and SK Hynix to tame market volatility. See how new investor rules will impact tech trading.

International Business Times

Chipmakers and other high-flying stocks slide as AI trade wobbles

As July commenced, global tech stocks faced a notable decline, predominantly driven by chip shares. This drop indicates investor profit-taking alongside worries regarding the sustainability of AI expenditures. The Philadelphia Semis Index is close to entering bear market territory after facing a steep decline. Additionally, the Chinese AI model Kimi…

The Economic Times

inkl

Read news from The Economist, FT, and more,
with one subscription

Taiwan Semiconductor Generates Strong FCF - But TSM Stock is Down and Value Investors Love It

Taiwan Semiconductor reported strong Q2 revenue, with high net income and free cash flow (FCF) margins. However, TSM stock is down, giving value investors an opportunity. One play is to sell short OTM puts.

TSMC projects mass production of advanced A14 chips by 2028

TSMC projects mass production of advanced A14 chips by 2028

Taiwan Semiconductor Manufacturing Co. (TSMC) announced that commercial production of its highly anticipated A14 process is slated to begin in 2028. According to a news report by Focus Taiwan, the announcement signals the next major leap in advanced semiconductor manufacturing as the global chip supply chain races to meet intensifying…

The Economic Times

Global Market: South Korea's AI-driven stock frenzy fuels volatility, challenges market fundamentals

Global Market: South Korea's AI-driven stock frenzy fuels volatility, challenges market fundamentals

The sharp swings have unsettled investors and regulators alike, with market movements increasingly driven by leveraged investment products rather than corporate fundamentals. The volatility has also complicated the assessment of South Korean equities, particularly as the country remains a critical supplier of AI-related semiconductor technology.

The Economic Times

SoftBank Tumbles 11% as Global AI Sell-Off Triggers 'Another Wipeout' for Tech Momentum Winners

SoftBank Tumbles 11% as Global AI Sell-Off Triggers 'Another Wipeout' for Tech Momentum Winners

Shares of tech conglomerate SoftBank Group Corp. (OTC:SFTBY) plummeted over 11% in Tokyo on Friday as a sweeping global rout in artificial intelligence and semiconductor stocks triggered a massive downturn for market frontrunners.

Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalers

Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalers

AI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slow sharply after this year. Fund managers are rotating capital into hyperscalers and AI-benefiting sectors. Financing AI expansion faces greater scrutiny with softening bond demand. Despite volatility, long-term AI optimism remains intact…

The Economic Times

Among AI crowd, some investors position for slower hyperscaler spending growth

Among AI crowd, some investors position for slower hyperscaler spending growth

For most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assumption that Microsoft, Amazon, Alphabet and Meta would keep accelerating spending on the buildout of data centers.

The Economic Times

Global Market: China stocks face steep weekly losses as CXMT IPO sparks liquidity crunch fears

Global Market: China stocks face steep weekly losses as CXMT IPO sparks liquidity crunch fears

Chinese and Hong Kong stocks slid sharply on Friday, with mainland benchmarks headed for their steepest weekly losses in over two years. Investor sentiment weakened as concerns grew that CXMT's $8.6 billion IPO and a pipeline of large listings could drain market liquidity, triggering heavy selling in AI and semiconductor…

The Economic Times

Get all your
news in one place.

100's of premium titles.
One news app.

The Economic Times

Tata Group resorts to older tech to launch its chip foray

Tata Electronics will begin India's first chip production using older technology. The Dholera facility will initially focus on 90-nanometer process technology. This mature technology is suitable for industrial and automotive applications. The company plans to gradually introduce more advanced 28-nanometer chips later. This endeavor highlights India's ongoing efforts to build…

The Economic Times

US stocks today: Nasdaq ends lower as chip weakness offsets solid earnings, economic data

U.S. stocks slipped as chipmakers dragged the Nasdaq and S&P 500 lower despite solid economic data and strong earnings expectations. Semiconductor weakness offset gains in healthcare, while rising oil prices and escalating U.S.-Iran tensions added pressure. Investors remain cautious amid volatility, even as retail sales and labor data signal underlying…

Chip Selloff Drags Nasdaq 100, Gold Sinks Below $4,000: Stock Market Today

Another sharp selloff in semiconductors dragged the Nasdaq 100 down more than 1% by midday Thursday, extending a negative week for tech.

Wall Street Is Suddenly Bullish on This Under-the-Radar Chip Stock

Baird recently started covering COHU stock with a positive rating and $65 price target, while Stifel raised its target the very next day. Both firms are betting on the same thing for Cohu.

Get all your
news in one place.

100's of premium titles.
One news app.

A $3 Billion Reason to Buy Tower Semiconductor Stock Here

Tower Semiconductor is making a bold $3 billion bet on Japan, expanding its manufacturing capacity and boosting investor confidence.

International Business Times

TSMC Just Had Its Best Quarter Yet. The AI Boom Is Raising The Bar Even Higher.

TSMC is expanding its U.S. manufacturing footprint after posting another record quarter driven by AI-related demand.

The Economic Times

Kerala eyes global semiconductor hub status, holds high-level meeting to attract investments

According to an official release here on Thursday, the meeting, chaired by State Industries and IT Minister P K Kunhalikutty, focused on leveraging Kerala's strengths as India prepares for what it described as the country's upcoming "semiconductor revolution".

The Economic Times

Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demand

TSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future artificial intelligence demand. The company also raised its capital expenditure guidance for the coming years. TSMC's robust second-quarter earnings beat analyst expectations significantly. This move signals sustained investment in global AI…

The Economic Times

Global Market: European shares edge lower as earnings, M&A activity offset by Middle East tensions

European shares traded slightly lower as investors assessed corporate earnings and merger news. Geopolitical tensions in the Middle East kept energy inflation concerns in focus for markets. Technology stocks showed mixed performance, with ASML and Publicis gaining on strong demand. ABB announced a significant acquisition, while Delivery Hero faced a…

TSMC Stock Slides Despite Crushing Q2 Estimates With Fifth Straight Record Profit

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) delivered a fifth consecutive record quarterly profit, beating Wall Street expectations. At the time of writing, TSMC stock rose 1.23% to close at NT$2,470 ($76.72) in Taipei.

The Economic Times

TSMC to invest another $100 billion in US as Q2 profit blows past forecasts

TSMC will invest an additional $100 billion in Arizona, expecting robust AI demand. The company raised its capital spending forecast significantly for the current year. This investment will bolster the United States semiconductor ecosystem and supply chain. TSMC's second-quarter profit surged 77%, reaching a record high. The firm anticipates over…

1 … 14 15 16 17

People

From analysis to the latest developments in health,
read the most diverse news in one place.

inkl

Organisations

US Federal Reserve

Intel Corporation

inkl

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Corporate Earnings

Places

415,795 stories

The United States

the Middle East

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.

Download on the AppStore

Get it on Google Play