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REVEALED: 38 | Vintage Vibes

Navitas Semiconductor (NVTS) Stock Soars On Nvidia Architecture Update: What Investors Need To Know

Navitas Semiconductor Corp (NASDAQ:NVTS) shares are rising Tuesday morning after the company provided a progress update on its development of 800 VDC voltage power devices.

Benzinga

Turn Market Volatility Into Income This Earnings Season

Earnings season is here and we’ve got the first batch of big name companies reporting earnings this week with Taiwan Semiconductor, JP Morgan Chase, Wells Fargo, Bank of America, Goldman Sachs, Johnson & Johnson and American Express all set to report.

Barchart

Former Intel CEO Pat Gelsinger Slams CHIPS Act Rollout, Says Trump Administration's Stake Only Matters If It Builds And Fills Fabs

Former Intel Corp (NASDAQ:INTC) CEO and current Playground Global general partner Pat Gelsinger criticized the slow rollout of the CHIPS Act, arguing that the U.S. government's new stake in Intel only matters if it results in more semiconductor fabs being built and filled across America.

Benzinga

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Navitas Semiconductor Stock Is Surging After The Bell: What's Going On?

Navitas Semiconductor Corp (NASDAQ:NVTS) shares are soaring in extended trading on Monday after the company provided a progress update on its development of advanced medium and high 800 VDC voltage GaN and SiC power devices.

Benzinga

Options Corner: Trump Made Intel Great Again But It Now Suffers From A Math Problem

While Intel Corp (NASDAQ:INTC) has been a surprise winner of the broader tech ecosystem, it's unavoidable that the semiconductor giant represents a form of moral hazard, at least in the classical economic sense. Left to its own devices, Intel has struggled badly relative to its peers. However, thanks to the…

Benzinga

Texas Instruments Stock Looks Pricey Compared To Peers, Analyst Warns

Texas Instruments (NASDAQ:TXN) faces mounting pressure as macroeconomic headwinds collide with a rich valuation, signaling tighter near-term growth prospects for the semiconductor giant.

Benzinga

Nexperia: Dutch Government Takes Control of China-Owned Chip Firm

The Dutch government seizes control of China-owned Nexperia to protect critical chip tech amid rising geopolitical tensions.

International Business Times UK

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Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst

BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble.

Benzinga

Axcelis Has Limited Near-Term Upside Despite Merger Hopes: Analyst

Analysts are increasingly focused on the semiconductor industry’s evolving landscape, where strategic mergers and acquisitions are reshaping competitive dynamics.

Benzinga

Nvidia, AMD, Marvell, Taiwan Semiconductor Surge After Friday Dip On Trump's China Remarks, OpenAI-Broadcom AI Chip Deal

Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Marvell Technology (NASDAQ:MRVL), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), and other semiconductor companies rebounded from their Friday selloff amid overall market strength following positive assurances from President Donald Trump over China trade relations.

Benzinga

Direxion's AMUU, AMDD ETFs Facilitate Speculation In Advanced Micro Devices' Wild Ride

Although semiconductor giant Advanced Micro Devices Inc (NASDAQ:AMD) took the market by storm with a potentially landmark deal, the extreme enthusiasm toward artificial intelligence raises concerns about an unsustainable bubble. As such, last week saw AMD stock tumble into the red after what appeared to be an auspicious start to…

Benzinga

Option Volatility And Earnings Report For October 13 – 17

Earnings season kicks into gear this week with Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs, Johnson & Johnson and ASML Holdings all reporting

Barchart

Taiwan Semiconductor Stock Rebounds As AI Hype Overpowers China Tensions

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) shares rebounded in premarket trading Monday, recovering from Friday's losses as renewed investor enthusiasm for artificial intelligence outweighed mounting geopolitical concerns between Washington and Beijing.

Benzinga

Tim Cook To Depart, Steve Jobs' Lesson For Guy Kawasaki And More: This Week In Appleverse

Another week is over, and it’s time to catch up on the top stories that made headlines in the tech world. Here’s a quick look at what you might have missed.

Benzinga

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Benzinga

Qualcomm Admitted Not Notifying Chinese Regulators About Acquisition Of Israeli Chip Firm Autotalks: Report

Qualcomm Inc. (NASDAQ:QCOM) reportedly admitted to completing its acquisition of Israel semiconductor design firm Autotalks without notifying Chinese authorities.

Benzinga

Taiwan's Chip Industry Unfazed By China's Rare Earth Export Curbs: Report

Taiwan’s economy ministry has stated that the country’s semiconductor industry will remain largely unaffected by China’s newly expanded rare earth export controls.

Benzinga

Qualcomm's Cristiano Amon Calls India a Global Tech Powerhouse After Meeting With PM Modi

Indian Prime Minister Narendra Modi met Qualcomm Inc. (NASDAQ:QCOM) CEO Cristiano R. Amon in New Delhi to discuss India’s progress in artificial intelligence, semiconductor development, and digital upskilling initiatives.

MarketBeat

Broadcom Gets Second $420 Target as CPO Win Boosts Outlook

Broadcom shares are taking a breather after hitting a record high. However, one Wall Street analyst just matched the firm's highest price target ever.

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Benzinga

Micron, Galecto And Xenetic Lead This Week's Benzinga Stock Ranking Surges

While daily stock price moves tend to dominate headlines, shifts in fundamental ranking scores can often tell a deeper story about a company’s trajectory. This week, Benzinga’s proprietary Growth, Value, Quality and Momentum data revealed major swings among several popular stocks, from biotech to semiconductors.

Tom’s Hardware

China’s new rare-earth curbs target chipmaking industry in retaliation to US restrictions — rare earth curbs reach back to older 14nm process tech and 256-layer memory

China has quietly extended its rare-earth export controls into the heart of the semiconductor supply chain.

Barchart

S&P Futures Tick Higher With Focus on U.S. Confidence Data and Fed Speak

December S&P 500 E-Mini futures (ESZ25) are trending up +0.10% this morning, attempting to end the up-and-down week on a positive note, while investors await the release of the University of Michigan’s preliminary reading on U.S. consumer sentiment and remarks from Federal Reserve officials.

Barchart

KLA's Quarterly Earnings Preview: What You Need to Know

Semiconductor giant KLA is set to announce its first-quarter results in the upcoming weeks, and analysts expect a robust double-digit growth in earnings.

Benzinga

Why Is SEALSQ Stock Soaring Thursday?

SEALSQ Corp (NASDAQ:LAES) shares are trading higher Thursday after the company announced a strategic partnership with Trusted Semiconductor Solutions (TSS) to develop post-quantum cryptography (PQC) semiconductor solutions for U.S. defense and government agencies.

Benzinga

Nvidia's Middle East Play: How Gulf AI Ambitions Could Reshape US Semiconductor ETFs

The U.S. government's recent approval of Nvidia Corp’s (NASDAQ:NVDA) chip exports to the United Arab Emirates marks a significant milestone in global AI geopolitics, and a potential tailwind for investors in semiconductor and tech-focused ETFs. Under a bilateral AI agreement from May, the UAE will receive advanced Nvidia chips while…

Windows Central

Inside Intel’s Fab 52 — the Arizona mega foundry building the future of 2nm chips

During Intel Tech Tour 2025, I got the chance to tour Fab 52, Intel's latest (and biggest) foundry for building chips on the brand-new 18A process node.

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