ASIC Chip

Business

Nvidia's Earnings Loom: Does Timing Your Buy Before Feb. 25 Matter? Historical Data Suggests Patience

As Nvidia prepares to report its fiscal Q4 earnings on February 25th, investors are weighing whether to buy ahead of the event. While the AI chip leader's long-term story remains compelling, a look at its recent post-earnings stock performance reveals a pattern that favors a measured approach over trying to time the market.

Feb 2, 2026

Business

TSMC Founder Morris Chang Breaks Year-Long Public Silence at Taipei Dinner with Nvidia's Jensen Huang

Morris Chang, the 94-year-old founder of Taiwan Semiconductor Manufacturing Co., made his first public appearance in over a year at a private dinner in Taipei with Nvidia CEO Jensen Huang. The meeting, which ended months of speculation about Chang's health and public role, also served as a platform to reaffirm TSMC's central position in the global chip supply chain.

Feb 2, 2026

Business

Is Onto Innovation Fairly Valued? A Deep Dive Into the Semiconductor Metrology Leader's Financial Prospects

A discounted cash flow analysis suggests Onto Innovation's stock is trading close to its intrinsic value. We break down the assumptions behind the model and what it means for investors in the competitive chip equipment sector.

Feb 2, 2026

Business

Advantest Posts Record Quarterly Earnings on AI Boom, Announces Major Capital Restructuring

The semiconductor testing equipment leader capitalizes on surging AI chip demand to deliver historic Q3 results, while unveiling a significant treasury share cancellation and business segment reorganization aimed at enhancing shareholder value and operational focus.

Feb 2, 2026

Business

South Korea's AI-Fueled Stock Surge Hits a Wall as Global Risk Aversion Spreads

The Kospi index plunged over 5% in its sharpest drop since April, halting program trading and dragging down chip giants Samsung and SK Hynix. The selloff, fueled by global risk-off sentiment and doubts over AI spending, tests the resilience of one of the world's hottest equity markets.

Feb 2, 2026

US

GOP Hopeful Knight Takes Aim at Minnesota's Sanctuary Stance, Vows to Restore 'Rule of Law'

Republican gubernatorial candidate Patrick Knight criticizes the Walz administration's approach to immigration enforcement, linking it to broader issues of governance and a recent fraud scandal, as he pitches a back-to-basics campaign platform.

Feb 2, 2026

Business

Nvidia's 2026 Outlook: Can the AI Titan Reclaim Its High-Flying Growth Trajectory?

After a relatively subdued 2025, Wall Street's projections for Nvidia's revenue growth remain robust. Analysts are debating whether the chipmaker's current valuation sets the stage for a significant rebound or a period of consolidation.

Feb 2, 2026

Business

UnitedHealth Navigates Earnings Turbulence and Regulatory Headwinds with Strategic Overhaul

Facing a significant stock decline and a challenging Medicare Advantage outlook, UnitedHealth Group announces leadership changes and a 'Back to Basics' operational reset, aiming to stabilize its core business amid shifting market dynamics.

Jan 31, 2026

Business

Nvidia's Dividend Reality Check: The Staggering Investment Needed for $10,000 in Annual Payouts

While Nvidia's stock has been a powerhouse of the AI revolution, investors seeking meaningful dividend income face a daunting math problem. We break down the numbers and what they reveal about the chipmaker's priorities.

Jan 30, 2026

Business

TSMC Unveils Landmark $165 Billion Investment Plan for Arizona Semiconductor Hub

Taiwan Semiconductor Manufacturing Company (TSMC) announces a historic $165 billion investment to expand its advanced chipmaking facilities in Arizona, marking a significant deepening of U.S.-Taiwan economic and strategic ties.

Jan 30, 2026

Business

Arm Holdings: The Silent Engine of AI's Future Faces a Critical Earnings Test

As the tech world's giants build their AI ambitions, chip designer Arm Holdings stands at the center. With its Q3 earnings report on the horizon, investors are weighing whether its foundational role justifies a premium valuation.

Jan 30, 2026

Business

Jim Cramer Sees 25-Point Upside for Intel as Turnaround Gains Momentum

CNBC's Jim Cramer suggests Intel shares could surge significantly, as the chipmaker's strategic overhaul and analyst upgrades fuel investor optimism amid a 140% yearly gain.

Jan 30, 2026

Business

Citi Extends GlobalFoundries Valuation Horizon to 2027, Raises Price Target Amid Strategic AI Push

Citi has updated its model for GlobalFoundries, lifting the price target to $42 and extending its valuation horizon to 2027. The move follows the chipmaker's strategic acquisition of Synopsys' ARC Processor IP business, aimed at accelerating its physical AI roadmap.

Jan 30, 2026

Business

Allegro MicroSystems Powers Ahead on Data Center Boom and EV Demand, Beats Q4 Revenue Forecasts

Allegro MicroSystems (ALGM) reported strong fourth-quarter results, with revenue surging 29% year-over-year to $229.2 million, surpassing analyst expectations. The chip designer's growth was fueled by record data center sales and robust demand in automotive, particularly for electric vehicles and ADAS.

Jan 30, 2026

Business

From Market Laggard to AI Powerhouse: How Micron Technology Became a Top Performer

After two decades of trailing the S&P 500, Micron Technology's strategic pivot to high-bandwidth memory for AI data centers has catapulted it to the top of the market, with analysts forecasting a seismic shift in the memory chip industry.

Jan 30, 2026

Business

IonQ's Strategic Buyout of SkyWater: A Quantum Leap Towards Vertical Integration

IonQ's acquisition of semiconductor foundry SkyWater Technology marks a pivotal shift, granting it a unique edge in chip manufacturing and positioning it as a frontrunner for lucrative government contracts in the nascent quantum computing race.

Jan 30, 2026

Business

A Bittersweet Billion-Dollar Exit: Chamath Palihapitiya's Mixed Emotions After Nvidia's Groq Acquisition

Venture capitalist Chamath Palihapitiya scored a monumental win with Nvidia's $20.6 billion purchase of AI chipmaker Groq, yet the investor reveals a profound sense of melancholy, highlighting the psychological complexities behind blockbuster deals.

Jan 30, 2026

Business

SEALSQ Bolsters French Tech Presence with 200-Strong Team Across Three Key Hubs

Semiconductor security firm SEALSQ deepens its investment in France, now employing around 200 specialists across its Toulouse, Aix-en-Provence, and Grenoble offices, positioning the country as a core R&D center for its post-quantum cryptography and secure chip technologies.

Jan 30, 2026

Business

Wells Fargo Raises Broadcom Target to $430, Citing AI Surge and Software Strength

Wells Fargo has upgraded Broadcom (AVGO) to Overweight and increased its price target to $430, pointing to the chipmaker's significant AI revenue trajectory and a robust software pipeline as key growth drivers through 2027.

Jan 30, 2026

Business

Jim Cramer Bullish on Texas Instruments, Citing Strong Execution Amid Mixed Earnings

CNBC's Jim Cramer highlights Texas Instruments (TXN) for its operational strength, as the chipmaker navigates a challenging market with better-than-expected guidance and analyst optimism.

Jan 30, 2026