semiconductor

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. What Happened: According to the provisions of the tax cut bill proposed by...

NVIDIA Corp (NASDAQ:NVDA) stock surged 44% in the previous three months while the PHLX Semiconductor Sector Index (SOX), which Nvidia is part of, gained 29.41% during the period. The stock is currently trading near its 52-week high of $158.71. Also Read: Microsoft’s Next-Gen AI Chip Still...

China announced Tuesday that Nvidia Corp. (NASDAQ:NVDA) will attend its flagship China International Supply Chain Expo for the first time in July, marking a significant development as U.S.-China tech tensions reach new heights over semiconductor trade restrictions. What Happened: Yu Jianlong,...

IonQ Inc. (NASDAQ:IONQ) is solidifying its stronghold in the quantum computing space as a recent sector endorsement by Jensen Huang, partnership with Nvidia Corp. (NASDAQ:NVDA), and the acquisition of Oxford Ionics have drawn investor attention to the company. What Happened: Its recent definitive...

Broadcom Inc (NASDAQ:AVGO) is scheduled to report its fiscal second-quarter results on Thursday, June 5. The company is likely to report its quarterly results in line with slightly higher than consensus estimates, according to JPMorgan. The Broadcom Analyst: Analyst Harlan Sur maintained an...

Marvell Technology Inc.‘s (NASDAQ:MRVL) data center revenue tripled over the last two years, hitting a record in the first quarter of the current fiscal year. The company’s management expects the momentum to continue going ahead. What Happened: During the first quarter, the company...

Shares of NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) surged Tuesday following President Donald Trump's decision to postpone sweeping tariffs on European Union imports. The move sparked a sharp rebound in U.S. markets, with the Nasdaq jumping nearly 2.4% and tech stocks...

China has threatened legal action against any individual or organization assisting with or implementing U.S. semiconductor restrictions, escalating tensions in the ongoing tech rivalry between the world’s two largest economies. What Happened: China’s commerce ministry said there could...

Applied Materials Inc (NASDAQ:AMAT) shares are down in early trading on Friday, after the company reported on Thursday its fiscal second-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Applied Materials Analyst Harlan Sur...

Arm Holdings PLC (NASDAQ:ARM) shares tanked in early trading on Thursday, after the company on Wednesday reported its fiscal fourth-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Arm Holdings Analyst John Vinh...

Chip stocks climbed late Wednesday after Bloomberg reported the Trump administration plans to rescind a key Biden-era export restriction on AI chips. The rollback targets the "AI diffusion rule," which imposed complex licensing rules on sales to dozens of countries. At market close on Wednesday,...

Wall Street analysts rerated ON Semiconductor Corp (NASDAQ:ON) after the company reported upbeat quarterly results on Monday. The company reported a quarterly revenue decline of 22.4% to $1.45 billion, topping the analyst consensus estimate of $1.40 billion. The adjusted EPS of $0.55...

Intel Corp (NASDAQ:INTC) reported first-quarter financial results after the market close on Thursday. Here’s a look at the key metrics from the quarter. Q1 Earnings: Intel reported first-quarter revenue of $12.67 billion, beating analyst estimates of $12.3 billion, according to Benzinga Pro....

Banning Nvidia Corp. (NASDAQ:NVDA) chips won’t stop China’s artificial intelligence development, according to Bernstein analysts, who suggest the export restrictions could instead strengthen domestic competitors like Huawei Technologies. What Happened: “Banning the H20 would make...

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang continued his high-level tour in China with a meeting in Shanghai on Friday, following discussions with central government officials in Beijing a day earlier. The visit comes amid tightening U.S. restrictions on chip exports to China, which have created...