Semiconductor News & Analysis Feed

Following NVIDIA's announcement of its new AI computing platform Vera Rubin, market sentiment was initially buoyed, yet overall equity indices showed only modest gains. Despite NVIDIA's stock surging over 6% and its significant weight in major indices—7.8% in the S&P 500 and 11.2% in the Nasdaq—the

Micron Technology surged over 18% following an analyst call, with UBS raising its price target from $535 to $1,625, driving its market cap past $1 trillion for the first time. Despite its relatively small weight in major indices like the Nasdaq and S&P 500, Micron's rally had a more significant impa

The Dow Jones Industrial Average crossed the 50,000 milestone for the first time, with all three major U.S. indices gaining around 1%. The rally was primarily driven by artificial intelligence-related stocks, especially NVIDIA and Broadcom. NVIDIA surged 4.3% as its H200 AI accelerators gained appro