semiconductor

Poet Technologies stock plunged 47% after Marvell canceled orders through Celestial AI due to confidentiality breaches, erasing prior week's 108% gain.

Amkor Technology ($AMKR) topped Q1 earnings estimates and raised Q2 guidance, driving stock up 0.94% to $76.30 in extended trading.

Bank of America reiterates Buy on Nvidia, arguing the chip giant could generate $400B+ in free cash flow through 2027 while trading at 50% discount to Magnificent 7 peers.

MACOM invests £45M in IQE through equity and convertible debt while securing long-term epitaxial wafer supplies, gaining board representation to strengthen semiconductor supply resilience.

Poet Technologies stock crashed 44% after Marvell canceled a major order, citing confidentiality violations. The loss threatens the unprofitable chipmaker's long-term viability.

Marvell Technology stock fell 5.3% after canceling a Poet Technologies order due to confidentiality breach involving Celestial AI acquisition.

SanDisk surged 4.2% after Melius Research initiated coverage with a buy rating and $1,350 price target, betting on AI-driven structural demand for high-bandwidth memory.

Ten mega-cap companies with $18.59T combined market cap report earnings this week. SanDisk leads volatility at 16.57% on AI-driven NAND demand; Mag Seven stocks show muted 2.7% average moves.

ON Semiconductor shares rose after expanding partnership with NIO for 900V EV platforms. Bank of America upgraded stock citing strong cash flow and $6B buyback plan.

Aeluma appoints ex-Intel executive with 350+ patents as VP of Strategic Partnerships, targeting foundry deals for silicon photonics.

Atomera shares jumped 11.16% Monday after expanding collaboration with Synopsys on gallium nitride modeling, signaling momentum in power semiconductor advancement.

Trump administration warns China on AI theft while Big Tech faces political pressure over AI development. Mixed earnings reported; Tesla sales decline sharply in California.

Amazon's custom Trainium chips deliver 30% superior cost-performance versus GPUs, threatening Nvidia's AI training market as AWS invests $200B in infrastructure.

AMD stock jumped 13.85% following an analyst upgrade to buy, as Intel's strong earnings signal robust AI chip demand that could boost AMD's pricing power and margins.

Intel stock surged 23.6% after Q1 earnings crushed expectations, with data center revenue jumping 22% to $5.1B and adjusted net income soaring 156% to $1.5B.

$MU gains 4.5% as Intel's earnings beat signals strong AI inference demand, bolstering prospects for high-bandwidth memory chips.

Texas Instruments stock surges 18% on 90% data center demand spike. Analysts raise price targets above $300 as AI infrastructure buildout accelerates.

Intel stock gains 2.3% on Tesla partnership worth $3B and Q1 earnings beat amid market declines.

Intel crushes Q1 earnings with $0.29 EPS versus $0.01 estimate, guides Q2 to $0.20 EPS. Stock jumps 14.85% on AI demand optimism.

Texas Instruments stock surges 19.5% after Q1 2026 earnings beat, driven by AI data center chip growth of 90% and improved free cash flow of $4.4 billion.