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MYSTERIOUS: 3 | Mind Blowing Facts

Marvell Stock Is Expensive, But the Growth Story Is Hard to Ignore

Marvell stock isn’t a bargain. However, a favorable long-term outlook and strengthening demand exposure make it hard to ignore.

Barchart

In 1994, the space shuttle Discovery held a Wake Shield disk behind it while still attached to its robot arm; the facility produced 5 good semiconductor films

In 1994, the space shuttle Discovery transported the Wake Shield Facility, designed to establish an ultra-clean vacuum environment. This groundbreaking experiment sought to cultivate purer semiconductor crystals than those achievable on Earth. Despite facing communication and navigation challenges, five high-quality films were successfully produced. Subsequent missions showcased the platform's capabilities…

The Economic Times

Global Market: China stocks steady as property shares offset Biotech, chip losses

Chinese stocks were largely steady on Friday as gains in property shares offset losses in biotechnology and semiconductor stocks. The Shanghai Composite edged up 0.1%, while the CSI300 slipped 0.1%. Hong Kong equities advanced, supported by Wall Street gains and Nvidia’s upbeat outlook, which boosted global AI sentiment.

The Economic Times

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Global Market: Japan’s Nikkei rises as tech stocks gain, Fed signals cap rally

Japan’s Nikkei rose 0.8% and Topix gained 0.9%, led by technology and chip stocks. Gains were supported by Wall Street’s semiconductor rally, while inflation concerns, higher oil prices and rising bond yields limited broader advances. Investors also awaited Fed Chair Kevin Warsh’s Jackson Hole speech for clues on US interest…

The Economic Times

Spicy Stocks: Why BNP Thinks Jalapeño Could Benefit Broadcom Stock

BNP Paribas sees OpenAI’s Jalapeño, a custom AI inference chip developed with Broadcom, as a positive for AVGO stock as demand for specialized AI infrastructure grows.

Barchart

Nvidia’s Equity Portfolio Is Now Worth Over $63 Billion. 3 Top Stocks the Jensen Huang-Led Company Is Buying.

Nvidia's latest regulatory filing has revealed some valuable stakes in Big Tech, but the most interesting thing about its portfolio isn't the size. It's the companies Jensen Huang has chosen to invest in.

Barchart

Trump administration weighs expanding chip tariffs to laptops, consoles, and servers, report claims — January's data center exemptions may be scrapped

The Trump administration is weighing a second round of semiconductor tariffs that would extend duties beyond chips to products built with them.

Tom’s Hardware

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SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facility

The facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, according to SK Hynix's website and press statements. The site will house a next-generation high-bandwidth memory (HBM) packaging line as well as an AI semiconductor research and development…

The Economic Times

EPA faces lawsuit over claims it fast-tracked approval of toxic 'data center chemicals' — exposure to photoacid generators used for semiconductor manufacturing could result in ‘sudden death,’ also appear to be long-lasting PFAS

An environmental group said that two new chemicals approved by the EPA for semiconductor manufacturing do not come with enough safeguards, so they're suing the agency for 'turning the new chemical review process on its head.'

Tom’s Hardware

Global Market: Bank of Korea hikes rates again to 3% as growth, inflation stay firm

South Korea’s central bank raised its benchmark interest rate by 25 basis points to 3% for a second straight meeting, citing stronger-than-expected economic growth and persistent inflationary pressures from higher energy costs. The Bank of Korea also upgraded its growth forecasts, while strong semiconductor exports and AI-driven chip demand are…

The Economic Times

As Navitas Semiconductor Buys Claros, Here’s How to Play NVTS Stock

Navitas’ Claros acquisition could reshape its growth prospects, giving investors another factor to weigh as they assess the stock.

Barchart

A $60 Billion Reason to Buy Broadcom Stock

Broadcom stock gained on news of fresh $60 billion debt talks with Blackstone and Apollo Global Management.

Barchart

Photronics Is Quietly Becoming a Key Winner From the AI Boom

Photronics topped fiscal Q3 estimates and raised guidance as photomask demand recovers, with analysts rating shares a consensus Buy and institutions holding 88% of the stock.

MarketBeat

Looking Beyond NVIDIA? These 3 AI ETFs Are Beating the Market

Beyond NVIDIA, ETFs like ARTY, CHPS, and PAVE offer diversified AI exposure through tech, semiconductors, and infrastructure, each outperforming the broader market with strong year-to-date returns.

MarketBeat

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Barchart

Broadcom’s Next $100 Billion AI Business Is Taking Shape. Here’s What It Means for AVGO Stock

Broadcom is chasing a $100 billion AI opportunity, backed by some of the biggest names in tech.

Tom’s Hardware

Mad scientist makes LEDs in his backyard — semiconductor wizard who made his own RAM turns his attention to using bathroom eBay laser to etch sapphire wafers

Mad scientist makes LEDs in his backyard — semiconductor wizard who made his own RAM turns his attention to blinkenlights

International Business Times

Wall Street's AI Trade Just Flipped. Software Stocks Climb As Chips Fall.

Trillions of dollars in market value have shifted as investors moved away from many of the semiconductor stocks that dominated the artificial intelligence boom and back toward software companies.

The Economic Times

Global Market: KOSPI rises as investors await Nvidia results for AI trade cues

South Korean shares edged higher on Wednesday as investors turned cautiously optimistic ahead of Nvidia’s quarterly earnings, with semiconductor stocks leading gains. The KOSPI rose 0.44%, while Samsung Electronics and SK Hynix advanced. Investors are closely watching Nvidia’s results for clues on AI chip demand, infrastructure spending and the sustainability…

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Kiplinger

Stocks Rise as Nvidia Ends Losing Streak: Stock Market Today

What happens if Nvidia and Jensen Huang report the greatest quarter in the history of the semiconductor industry on Wednesday?

The Economic Times

US stocks today: US stocks close higher on tech rebound as Nvidia earnings gain focus

US stocks closed higher as technology and semiconductor shares recovered ahead of Nvidia's earnings. Lower oil prices and Treasury yields offered relief, while investors assessed AI spending and stretched valuations. Weak consumer confidence added to economic concerns, with upcoming PCE inflation data and Fed commentary keeping rate expectations in focus.

Fortune

Apollo Chief economist says ‘China Shock 2.0 is here’ as new wave of Chinese technology floods global markets—and it’s bad news for American companies

China's export boom is moving from Walmart shelves to EVs and semiconductors—and U.S. companies can’t tariff it away

The Economic Times

Piyush Goyal promises BIS certification relief for high-tech sector firms

Goyal said he had taken note of concerns raised by Japanese companies over BIS certification requirements and that the government had already instructed the BIS and the Commerce and Industry Ministry to work on a framework to address the issue.

MarketBeat

3 Contrarian Trades for a Market That Looks Too Hot

TradeSmith's Jeff Clark favors call options over shares on TLT, UNG and SMH to limit risk, citing Treasury bonds, natural gas and semiconductors as contrarian plays as major indexes trade near record highs.

The Economic Times

Global Market: Nikkei drops as Japanese chip stocks track US tech selloff

Japan's Nikkei share average saw a dip as tech stocks tracked declines in the US, particularly in the semiconductor sector. Investor caution grew ahead of Nvidia's anticipated quarterly earnings, with significant losses for companies like Advantest and Tokyo Electron. However, strength in the shipping industry helped mitigate some of the…

The Economic Times

Global Market: Kospi drops 2% as chip stocks tumble ahead of Nvidia earnings

South Korea’s KOSPI fell nearly 2% as semiconductor stocks declined ahead of Nvidia’s earnings, reflecting investor caution over AI investment returns. Samsung Electronics and SK Hynix led losses, while foreign investors sold heavily. The won strengthened modestly, and 10-year government bond yields eased, despite the index retaining strong year-to-date gains.

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