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ASML Q3 Bookings Beat Expectations At $6.3 Billion As AI Demand, EUV Adoption Drive Strong 2025 Outlook
Wednesday, October 15, 2025 - 1:58am | 576Read More...On Wednesday, Dutch semiconductor firm ASML Holding NV (NASDAQ:ASML) reported stronger-than-expected third-quarter bookings. ASML Q3 Beats Estimates With $6.3B Bookings And $8.7B Sales AMSL said net bookings rose to €5.4 billion ($6.27 billion) in the third quarter. This topped market expectations...
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Everyone's Talking About Intel, But These Growth Metrics Suggest Its Rival Could Steal The Show
Friday, October 10, 2025 - 5:18am | 791Read More...Chipmaker Intel Corp. (NASDAQ:INTC) has been grabbing the spotlight in recent weeks, following the Trump administration’s decision to acquire a stake in the company, alongside recent investments from both Nvidia Corp. (NASDAQ:NVDA) and the SoftBank Group Corp. (OTC:SFTBY). Meanwhile, one of...
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Nvidia's Market Dominance Now Dwarfs Japan, China, Germany, UK
Tuesday, October 7, 2025 - 12:16pm | 433Read More...NVIDIA Corp (NASDAQ:NVDA) isn't just a semiconductor giant — it's a global market titan. The company now accounts for 5.04% of the MSCI All Country World Index, surpassing Japan, the world's third-largest stock market, at 4.78%. By comparison, China (3.33%), the U.K. (3.23%), and Canada (2.92%)...
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US Semiconductor Sector Faces Anti-Dumping Investigation By China Ahead Of Trade Discussions
Saturday, September 13, 2025 - 4:16pm | 369Read More...In a move that could potentially affect the upcoming trade talks between China and the U.S., China has initiated two investigations against the U.S. semiconductor sector, including an anti-dumping probe. According to a report by Bloomberg, the Chinese Ministry of Commerce has begun an anti-dumping...
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Nvidia, Intel, Broadcom, Micron, AMD And Other Chipmakers Stand To Benefit As Trump's Tax Bill Increases Incentives To Make Semiconductors In US
Thursday, July 3, 2025 - 3:06am | 1066Read More...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...
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What Is Going On With Nvidia Stock?
Monday, June 30, 2025 - 2:19pm | 614Read More...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...
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Nvidia To Appear At China's Top Supply Chain Expo Despite Escalating US-China Chip War: Beijing Calls Participation 'A Vote Of Confidence'
Tuesday, June 17, 2025 - 4:08am | 690Read More...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,...
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Jensen Huang's Quantum Support Boosts IonQ's Growth Plans: Nvidia Partnership, Oxford Ionics Deal Lead Needham To Reiterate 'Buy'
Thursday, June 12, 2025 - 8:19am | 956Read More...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...
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JPMorgan Sees Upside In Broadcom Ahead Of Earnings: Q3 Revenue Could Top $16 Billion On AI Strength
Tuesday, June 3, 2025 - 12:29pm | 354Read More...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...
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Marvell Technology Data Center Business Triples Over 2 Years As Custom Silicon And Optics Fuel Surge: 'Expect This Momentum To Continue'
Friday, May 30, 2025 - 2:53am | 774Read More...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...
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NVIDIA, AMD Shares Climb As Tariff Delay Boosts Tech Sector: What's Going On?
Tuesday, May 27, 2025 - 4:01pm | 550Read More...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...
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China Warns Of Legal Retaliation Against US Chip Sanctions, Threatens Lawsuits For Aiding 'Discriminatory' Tech Crackdown
Tuesday, May 20, 2025 - 11:44pm | 544Read More...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...
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Applied Materials Posts Mixed Q2: Weaker Demand Expected Due To Tariff Dynamics, Analysts Cut Price Target
Friday, May 16, 2025 - 11:04am | 739Read More...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...
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Arm Holdings Posts Record Q4 Revenues, Q1 Guidance Lower As 'Indirect Tariff Impacts Loom': Analysts Cut Price Targets
Thursday, May 8, 2025 - 12:35pm | 1167Read More...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...
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Chip Stocks Rise As Trump Reportedly Plans To Roll Back Biden-Era AI Export Curbs
Wednesday, May 7, 2025 - 5:08pm | 488Read More...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,...












