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HISTORICAL FACTS: 46 | History Defined

Super Micro Computer (SMCI) Shares Are Sliding Tuesday: What's Going On?

Super Micro Computer Inc (NASDAQ:SMCI) shares are trading lower Tuesday, caught in a downdraft affecting the broader semiconductor and high-growth technology sectors. The sell-off was fueled by a combination of profit-taking in artificial intelligence related stocks and mounting pressure from rising U.S. Treasury yields.

Taiwan Semiconductor Faces New Export Curbs As US Revokes Nanjing Authorization

Taiwan Semiconductor Faces New Export Curbs As US Revokes Nanjing Authorization

The U.S. has revoked Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) authorization to freely ship critical equipment to its Nanjing, China, facility.

What Is Going On With Semiconductor Stocks On Tuesday

What Is Going On With Semiconductor Stocks On Tuesday

Semiconductor stocks traded lower on Tuesday, signaling investor profit-taking.

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How Is Intel’s Stock Performance Compared to Other Semiconductor Stocks?

Despite Intel outperforming its industry peers over the past year, analysts maintain a cautious outlook on the stock’s future prospects.

This Under-the-Radar Chip Stock Is Beating the Market in 2025

With this under-the-radar chip stock up 16% in 2025, it is worth investor attention here.

US Revokes Chip Production Permissions For Samsung, SK Hynix, Intel In China—Beijing 'Opposes' Move

The U.S. has revoked the authorizations that allowed Samsung (OTC:SSNLF) and SK Hynix to receive American semiconductor manufacturing equipment in China.

China's AI Plans, Employment Data and Other Key Things to Watch this Week

Markets enter a critical week following Friday's tech sector volatility that was triggered by concerns over China's semiconductor ambitions, particularly reports that Alibaba is developing its own AI chip.

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Alibaba's New AI Chip Sparks Nvidia Dip, But Ross Gerber Calls It 'Laughable' Posturing To Still Secure Blackwell Sales

Alibaba Group Holding Ltd. (NYSE:BABA) is reportedly working on a new artificial intelligence chip aimed at reducing China's reliance on U.S. semiconductor giant Nvidia Corp. (NASDAQ:NVDA), but prominent investor Ross Gerber dismissed the move as "laughable."

PDD Holdings Rockets, Analog Devices Strengthens, Fomento Económico Re-Rated, Parker Grows: Fundamental Shifts Signal New Market Momentum

PDD Holdings Rockets, Analog Devices Strengthens, Fomento Económico Re-Rated, Parker Grows: Fundamental Shifts Signal New Market Momentum

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 e-commerce to semiconductors.

What's Going On With Taiwan Semiconductor Stock Friday?

What's Going On With Taiwan Semiconductor Stock Friday?

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) shares were in focus on Friday after key clients Nvidia (NASDAQ:NVDA) and Marvell Technology (NASDAQ:MRVL) reported strong quarterly earnings powered by AI chip demand.

How Is Broadcom's Stock Performance Compared to Other Semiconductor Stocks?

How Is Broadcom's Stock Performance Compared to Other Semiconductor Stocks?

Broadcom has outpaced its semiconductor peers over the past year, and Wall Street analysts hold a strongly bullish view of the company’s future growth prospects.

Options Corner: Diverging Narratives For Microchip Counterintuitively Opens A Rare Reversal Signal

Options Corner: Diverging Narratives For Microchip Counterintuitively Opens A Rare Reversal Signal

Although several innovators tied to the explosive artificial-intelligence ecosystem swung higher on Thursday, Microchip Technology Inc (NASDAQ:MCHP) represented a conspicuous laggard. What appears to have dragged down the semiconductor firm — which specializes in microcontrollers used in industrial, automotive and embedded systems — is investor anxiety related to management's tepid…

Apple–TSMC Chip Pact Builds Firewall Against Trump's Tariffs

Apple–TSMC Chip Pact Builds Firewall Against Trump's Tariffs

Apple Inc (NASDAQ:AAPL) isn't just building the iPhone 18—it's creating a moat. By reportedly securing nearly half of Taiwan Semiconductor Manufacturing Co Ltd's (NYSE:TSM) initial 2nm chip production capacity, Apple has locked in supply for its flagship device while also erecting a "firewall" against President Donald Trump's proposed 100% tariffs…

NVIDIA's Earnings Show a Green Light for Taiwan Semiconductor

NVIDIA's Earnings Show a Green Light for Taiwan Semiconductor

NVIDIA's new earnings results show a new path higher for Taiwan Semiconductor stock, as demand is quickly outpacing production supply.

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Lam Research Stock: Is Wall Street Bullish or Bearish?

Lam Research has outpaced the broader market over the past year, and Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.

The Conversation

American capitalism is being remade by state power

Is the Trump administration trying to reshape American capitalism? Recent moves by Washington, such as taking a 10% share of semiconductor maker Intel, point to a shift in that direction. For decades, Washington has supported free-market capitalism. Today, the government appears to be supporting a new direction – state-directed capitalism.

Trump's First-Term Ban On EUV Tools Stalled Huawei, SMIC, Cambricon — Now China's Chip Factories Are Roaring Back, Warns David Sacks

White House-appointed “Crypto Czar” David Sacks warned Wednesday that Chinese semiconductor manufacturers are surging back despite previous export controls, citing new production data showing China’s chipmakers planning to triple artificial intelligence processor output.

Peter Thiel Once Said Elon Musk And Mark Zuckerberg Are Convincing, But Jensen Huang's Nvidia Is The Real AI Race Winner Because Of This One Reason

Billionaire investor Peter Thiel once said that he won't choose between Elon Musk, Sam Altman or Mark Zuckerberg in the AI race, but argued that Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) was dominating the hardware layer—a feat made possible because, ironically, only a few talented founders pursued semiconductors after the early…

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Jensen Huang Loves Taiwan Semiconductor. Should You Buy TSM Stock Here?

With Nvidia CEO Jensen Huang’s soaring confidence in TSMC, should investors see this as the perfect moment to jump on TSM stock?

Dear Broadcom Stock Fans, Mark Your Calendars for September 4

Broadcom is approaching Q3 earnings with steady growth and consistent performance drawing market attention.

Wall Street Is Having a ‘Chips and Dip’ Moment. Here Are the Top 3 Semiconductor Stocks to Buy Here.

Semiconductor stocks such as MCHP, TXN, and ADI remain top investment picks in 2025 due to the recovery in the chip manufacturing segment.

AEHR Spikes 36% on Hyperscaler Order—Investors Should Take Notice

Aehr Test Systems is a little-known chip stock that just made a huge move. Investors should not ignore this small name generating interest from big customers.

Trump Tariffs Won't Hurt TSMC, Says Taiwan Official As $100 Billion US Investment And Tariff Exemption Shield Chip Giant

Taiwan's top economic planning official said the Donald Trump administration's tariff threats on semiconductors would have minimal impact on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), citing the chipmaker's massive U.S. investments, global dominance in AI chip production and the tariff exemptions.

Options Corner: With Micron Beaten Down Recently, The Red Ink May Offer An Enticing Discount

While frontline semiconductor companies like Nvidia Corp (NASDAQ:NVDA) have garnered most of the spotlight when it comes to artificial intelligence, infrastructure players like Micron Technology Inc (NASDAQ:MU) deserve attention. Primarily, Micron specializes in high bandwidth memory (HBM) chips, which undergird AI-related functionalities. This arena has enjoyed significant growth, helping MU…

Nvidia's Anticipated $8 Billion China Drag Puts Semiconductor ETFs On Alert Ahead Of Earnings

NVIDIA Corp (NASDAQ:NVDA) is slated to release its second-quarter report with a heavy policy hangover: a forecasted $8 billion impact related to U.S. chip-export restrictions to China.

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