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Trending Companies
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Trending Technologies
EDA6 Agentic AI3 Mixture of Experts (MoE)2 Adreno GPU2 Hexagon NPU2 Adreno Neural Fusion2 Chiplet2 DRAM2 Memory Chips2 Blackwell2 3D NAND2 Flash Memory2
2026-09-14
Micron, Intel, AMD, SanDisk Slump Up To 7% As Chip Trade Flips On AI Top CEOs' Slowdown Call - NDTV Profit
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www.ndtvprofit.com 2026-09-14
2026-09-07
Belgian-Chinese Dual National Arrested in Belgian GaN Chip Trade-Secret Probe - Briefs Finance
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www.briefs.co 2026-09-07
2026-09-05
Coatue Opened Positions in Intel and Cerebras. Is the AI Chip Trade Broadening Beyond NVIDIA? - Yahoo Finance
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finance.yahoo.com 2026-09-05
2026-09-03
Soros Fund Management Increased Micron Nearly Eightfold. Is AI Memory Still One of the Best Chip Trades? - Yahoo Finance
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finance.yahoo.com 2026-09-03
Soros Fund Management significantly increased its stake in Micron Technology (MU) by nearly eightfold during Q2, raising its holdings from 2,824 to 22,422 shares, with the position's value rising from around $954,000 to $25.9 million. This move has sparked debate over whether AI memory remains one o
Micron TechnologySoros Fund ManagementAI memorySemiconductor investmentChip industryHBM memoryMarket sentimentInstitutional holdings
2026-08-06
MU, WDC, SKHY, AMD — VanEck’s Nicholas Frasse Downplays Volatility In Semiconductor Stocks, Says Chip Trade Is Still Very Strong - Stocktwits
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stocktwits.com 2026-08-06
2026-07-31
TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-07-31
2026-07-31
TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade - Yahoo Finance
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finance.yahoo.com 2026-07-31
Taiwan Semiconductor Manufacturing (TSMC) stock surged 7% as Microsoft revived its AI chip initiatives, boosting investor confidence in the AI infrastructure demand. Despite a downward revision in capital spending due to accounting changes, Microsoft reported a 43% growth in Azure and reaffirmed its
TSMCMicrosoftAI chipSemiconductor manufacturingAI infrastructureFinancial analysisStock price surgeCapital expenditure
2026-07-28
AMD Sinks 8%, Marvell Sinks 7%, Intel Fall 6% as AI Chip Trade Narrows to NVIDIA - 24/7 Wall St.
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news.google.com 2026-07-28
2026-07-15
Micron stock jumps as investors look beyond GPUs in AI chip trade - Yahoo Finance Singapore
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sg.finance.yahoo.com 2026-07-15
2026-07-15
Micron stock jumps as investors look beyond GPUs in AI chip trade - thestreet.com
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www.thestreet.com 2026-07-15
2026-07-14
TSMC Earnings Preview: Can It Rescue the AI Chip Trade? - Moomoo
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news.google.com 2026-07-14
2026-07-14
The whole chip trade is waiting on one report - thestreet.com
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news.google.com 2026-07-14
2026-06-25
Micron's $50 Billion Forecast Sends AI Chip Trade Higher - Yahoo Finance
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finance.yahoo.com 2026-06-25
Micron Technology's forecast of $50 billion in revenue has significantly boosted the AI chip sector, signaling strong demand for memory chips driven by artificial intelligence. Despite recent headwinds in the semiconductor industry, Micron's strategic customer agreements and robust financial perform
Micron TechnologyAI chipsMemory chipsSemiconductor industryChip demandMarket forecastInvestment analysisData storage
2026-05-23
Qualcomm Surges 12%, Skyworks Rallies 9%, Qorvo Rises 7%: The Mobile Chip Trade Picks Smaller Winners - 24/7 Wall St.
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247wallst.com 2026-05-23
2026-05-06
The chip trade is no longer just about Nvidia - Yahoo Finance
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finance.yahoo.com 2026-05-06