#semiconductors
Latest news and interesting information about semiconductors.
Goldman Sachs: Shift to Semiconductors
Goldman Sachs highlights hedge fund and mutual fund shift to semiconductors from software amid AI disruption. Semiconductor index SOX surges.
No immediate chip tariffs, but protection important: USTR
USTR Jamieson Greer said no immediate chip tariffs are expected, but protecting the semiconductor sector through duties is important to bring production back to the U.S.
Why Is Navitas Stock Surging Today?
Navitas Semiconductor stock surges 17% on investor conference news, strong Q1 results, and AI data-center momentum. NVTS at 52-week high.
UBS Upgrades Sumco Stock Rating
UBS upgraded Sumco Corp to Neutral with a new price target of JPY 3,100. Get the latest Sumco stock news on Bond.az.
Barclays Options Trades on Nvidia, Halliburton, Snowflake
Barclays recommends options trades on Nvidia, Halliburton, and Snowflake ahead of key events. Call spreads and earnings insights.
European stocks dip on Nvidia, inflation fears
European stocks fell on Wednesday as Nvidia earnings and inflation concerns weigh. Stoxx 600, DAX, CAC 40, FTSE 100 all down.
Kokusai Electric Plunges as KKR Plans Stake Sale
Kokusai Electric shares fall 7% as KKR plans to sell its remaining 10.57% stake. AI chip demand concerns impact stock.
Amkor expands Arizona campus with 67-acre land
Amkor Technology expands its Arizona campus with a 67-acre land acquisition, boosting advanced semiconductor packaging and test capabilities.
Keysight Earnings: AI Testing Growth Limits
Keysight Technologies Q2 earnings report. Analysis of AI testing growth limits and future prospects.
Analog Devices to Buy Empower Semiconductor for $1.5B
Analog Devices is in advanced talks to acquire Empower Semiconductor for $1.5 billion, focusing on AI chip technology for data centers.
Vishay declares $0.10 dividend
Vishay Intertechnology declares $0.10 per share dividend, payable June 29, 2026. 13th year of dividends. Yield 1.07%.
Dell, Nvidia CEOs Discuss Personal AI Shift
Dell and Nvidia CEOs discuss the shift to personal AI, agentic AI, and growing demand for AI infrastructure.
RBC: S&P 500 correction likely 5%-10%
RBC Capital sets S&P 500 target at 7,900, expects pullbacks limited to 5-10%.
Cathie Wood's ARK sells AMD stock, buys Cerebras
Cathie Wood's ARK sells AMD stock and buys Cerebras Systems. Daily trading activity for May 15.
Bessent: US can discuss AI with China because we lead
US Treasury Secretary Bessent says the US can discuss AI with China because it leads in the field. AI protocol and Trump-Xi summit details.
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