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INSANE: 62 - The Real Truth

ASML Drops US Diversity Goals Under Trump's Watch

ASML Holding (NASDAQ:ASML) has adjusted its inclusion and diversity targets in the U.S. to align with new regulations from the Trump administration.

Benzinga

A $90 Billion Reason to Buy This AI Stock Now

Taiwan Semiconductor is a mega-cap tech stock that continues to grow at an enviable pace. Is TSM stock still undervalued in July 2025?

Barchart

Amazon's Breakthrough Robot Is Powered By Teradyne: Hunterbrook Report

A new report from Hunterbrook Media suggests that semiconductor testing giant Teradyne Inc (NASDAQ:TER) is the supplier for the robotic arms of Amazon.com Inc’s (NASDAQ:AMZN) new breakthrough warehouse robot, Vulcan.

Benzinga

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Intel CEO says it's "too late" for them to catch up with AI competition — reportedly claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world

Intel CEO says it's "too late" for them to catch up with competition and claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world and loses contract manufacturing for 18A node.

Tom’s Hardware

Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars

China has made progress in advanced chipmaking, but many ambitious fab projects failed due to lack of expertise, poor planning, and U.S. export restrictions — leaving behind numerous costly but unused 'zombie fabs' across the country.

Tom’s Hardware

Broadcom's Relevancy Clashes With Its Valuation Risk, Driving Participation In Direxion's AVL, AVS ETFs

Thanks to another strong showing for its second-quarter earnings report, semiconductor giant Broadcom Inc. (NASDAQ:AVGO) has been one of the strongest performers among major publicly traded tech firms. On a year-to-date basis, AVGO stock has gained nearly 19%. Since the close of April 4, however, the security has nearly doubled…

Benzinga

Taiwan Semiconductor May Profit from Chinese Manufacturing Issues

A new lift on Chinese chip imports and exports may create significant demand bottlenecks to drive Taiwan Semiconductor stock higher.

MarketBeat

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LG Innotek to slim down smartphones by replacing solder balls with copper posts

LG Innotek introduced Copper Post packaging technology, which replaces traditional solder balls in semiconductor substrates, enabling slimmer, denser, and cooler smartphone designs.

Tom’s Hardware

US Export Bans And Nvidia Supply Issues Crush Samsung Chip Profits — Hopes Rest On Ultra-Thin Foldables, Smartwatches And Possible XR Debut At Galaxy Unpacked Event

On Tuesday, Samsung Electronics Co. (OTC:SSNLF) reported a sharp 56% drop in second-quarter operating profit, citing U.S. export restrictions on advanced AI chips for China — a blow to its semiconductor business just days before its major Galaxy Unpacked product launch.

Benzinga

3 Stocks Poised to Benefit From the "Big Beautiful Bill"

Domestic semiconductor and non-EV manufacturing could benefit from the One Big Beautiful Bill alongside coal production.

MarketBeat

This Analyst Just Raised His Broadcom Stock Price Target by 70%. Should You Buy AVGO Now?

With Broadcom’s AI semiconductor revenue surging 46% and HSBC now projecting its custom chip business to far exceed market expectations, analysts see further upside even after the stock’s rapid rally.

Barchart

Steve Jobs Knew The Chip Was The Queen Bee—Kevin O'Leary Says US Must Let Nvidia Spread Its Hive: 'Convince Every Bee Around To Make The Honey'

“Shark Tank” investor Kevin O’Leary is calling on U.S. policymakers to reverse export restrictions on artificial intelligence chips, arguing that blocking sales to adversaries like China could backfire by allowing competitors to establish their semiconductor ecosystems.

Benzinga

US Plans To Restrict AI Chip Exports to Malaysia, Thailand To Curb Diversion to China

In a bid to curb semiconductor smuggling into China, the US government is considering restrictions on the export of AI chips, including those produced by Nvidia Corp. (NASDAQ:NVDA), to Malaysia and Thailand.

Benzinga

Tariff Dealine, Fed Minutes and Other Key Thing to Watch this Week

Markets enter the second week of July with the S&P 500 digesting the implications of President Trump's landmark tax-and-spending package signed into law Friday afternoon, while bracing for a pivotal week featuring the start of earnings season and crucial policy developments. here are 5 things to watch for this week.

Barchart

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Barchart

Why Citi Thinks Micron Stock Is Headed to $150 After Earnings Beat

Citi and many other Wall Street analysts see exceptional long-term potential in this semiconductor stock.

MarketBeat

Micron’s Big Q3 Drives Applied Materials’ Bullish Outlook

Micron's strong results just poured fuel on the fire of Applied Materials bulls, strengthening the prospects for AMAT to generate big long-term gains.

The National (Scotland)

Plans for European first microchip packaging plant set for Scotland creating 300 jobs

PLANS for Europe's first advanced semiconductor packaging facility are underway in a move that is expected to create around 300 skilled jobs ...

Barchart

AI Isn’t Just About Nvidia: 2 Rising Stars in the Artificial Intelligence Race

These two stocks are unseen giants powering the future.

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TechRadar

AI’s energy demands are surging – the grid needs to catch up

To support the growth of AI, the humble power grid is where we need to start.

Benzinga

Nvidia, Intel, Broadcom, Micron, AMD And Other Chipmakers Stand To Benefit As Trump's Tax Bill Increases Incentives To Make Semiconductors In US

Chipmakers are likely to benefit from the ‘One Big Beautiful Bill Act’ passed by the Senate on Tuesday, as they will be eligible for an investment tax credit that can incentivize the semiconductor business.

Barchart

Can Taiwan Semiconductor Stock Hit $270 in 2025?

Will TSM stock ride the AI wave all the way to Wall Street’s fresh Street-high target?

Barchart

S&P 500 Climbs to a Record High as Chip and Energy Stocks Rally

The S&P 500 Index ($SPX ) (SPY ) Wednesday closed up +0.47%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down -0.02%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. September E-mini S&P futures (ESU25 ) are up +0.37%, and September E-mini Nasdaq futures...

Benzinga

Nvidia, Taiwan Semiconductor, Broadcom Drive Chip Stocks To A Golden Cross — Will History Repeat With 145% Rally?

Semiconductors are flashing gold again — literally. The VanEck Semiconductor ETF (NASDAQ:SMH) just completed a Golden Cross, a bullish technical pattern that illustrates when the 50-day moving average crosses above the 200-day.

Barchart

Wolfspeed Is Surging After Filing for Bankruptcy. Is It Too Late to Touch WOLF Stock Here?

WOLF shares more than doubled even after the semiconductor firm filed for Chapter 11 bankruptcy on Tuesday. Here’s how to play Wolfspeed stock following the rally.

Barchart

Stocks Supported by Chip Stock Strength and Trade News

The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.67%. September E-mini S&P futures (ESU25 ) are up +0.18%, and September E-mini Nasdaq futures...

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