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A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Can STM's new 3D LiDAR module help drive the next generation of edge AI and intelligent devices?
Nvidia, Micron, Qualcomm, and other major tech names sank Tuesday as the AI rally came under new pressure, but some analysts say this still does not look like a bubble burst.
NVTS' AI story may be only half the picture as grid upgrades open a $1-$1.8B SiC opportunity tied to rising data center power demand.
Stanley Druckenmiller’s Duquesne Family Office disclosed positions in Arm Holdings (NASDAQ: ARM), Sea Limited (NYSE: SE), and STMicroelectronics (NYSE: STM) in its Q1 2026 13F, filed May 15, 2026. According to the filing, Arm was an addition during the quarter at roughly a 0.5% portfolio weight, while Sea and STMicro were larger existing positions at ... Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?
A global rout of technology stocks spilled over into Europe in early trading, as investors balked at sky-high valuations in stocks linked to artificial-intelligence. The maker of equipment crucial for the manufacturing of semiconductors tumbled after shares in key customers SK Hynix and Samsung Electronics fell sharply in Asia trade. Dutch peers BE Semiconductor and ASM International fell on the same forces, down 5% and 6%, respectively.
Investing.com -- Global chip stocks tumbled on Tuesday as a broad selloff in technology shares swept from Asia through Europe and threatened to drag Wall Street lower at the open, fuelled by mounting concerns over stretched AI valuations and the prospect of higher U.S. borrowing costs.
By Utkarsh Hathi and Johann M Cherian June 23 (Reuters) - Europe's benchmark STOXX 600 fell to a more than one-week low on Tuesday, as expectations for imminent interest rate hikes by the Federal
8.39am: Telecom Plunge Telecom Plus shares have plummeted 30.5% on the news that management plan to invest in growth, which will hit profits this year. Analyst Charles Hall at house broker Peel Hunt says it is an "aggressive reset" by management, investing £55 million per year to double...
STMicroelectronics (ENXTPA:STMPA) has drawn investor attention after recent share price moves, prompting a closer look at how its current valuation lines up with its reported revenue, earnings and analyst assessments. See our latest analysis for STMicroelectronics. At a share price of €67.92, STMicroelectronics has seen strong momentum recently, with a 30-day share price return of 22.89% alongside a 1-year total shareholder return of 176.27%, which contrasts with its more moderate 3-year and...
On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” energy investor Andy Lubershein laid out a framework that should reshape how investors think about the EV trade. He argues four building blocks form what he calls the “electro-industrial tech stack”: solar photovoltaics, lithium-ion batteries, electric vehicles, and power ... Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?
Texas Instruments (TXN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Vishay's industrial segment gains momentum in Q1 2026, with AI infrastructure, smart-grid demand, and power investments emerging as key growth drivers.
STM sees gross margin recovery in 2026, as stronger bookings, higher revenues and easing unused capacity charges support the outlook.
Chipmaker plans to redeem $750 million of 2027 notes and fund general corporate purposes.
NVIDIA Corporation (NASDAQ:NVDA) is one of the Top Stocks to Buy and Hold for the Long Term. On June 12 Jefferies released a research note saying that the reported delays in two key AI data center technologies including the 800V HVDC power systems and co-packaged optics are not disrupting the timelines for semiconductor companies. Regarding […]
STMicroelectronics (STM) said Tuesday it launched a $1.5 billion offering of senior unsecured conver
Shares in the SpaceX supplier fell more than 2% on the news, however the stock has nearly tripled so far this year.
(Bloomberg) -- STMicroelectronics NV is looking to raise $1.5 billion from selling debt that can be exchanged into equity after the chipmaker’s shares tripled in value so far this year. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It Is to Reopen Horm
Can ON stock's discounted valuation, AI data center growth and improving automotive demand support more upside after its 2026 rally?
SpaceX will create its own gravitational pull, drawing many other stocks into its orbit. Elon Musk's rocket company essentially created the modern space economy, and his dreams of millions of satellites orbiting the Earth will create opportunities for other companies.
Earlier this month, STMicroelectronics introduced the IIS3DWB10IS, an intelligent MEMS vibration sensor with on-chip ISPU 2.0 processing, targeting high-accuracy, high-frequency industrial condition monitoring and predictive maintenance applications in harsh environments up to 125°C. By bringing real-time signal processing and AI inference directly into a compact, rugged sensor that rivals piezoelectric performance, STMicroelectronics is aiming to embed more intelligence at the edge of...
STMicroelectronics (ENXTPA:STMPA) has expanded its multi year commercial agreement with Amazon Web Services to target growth in AI and cloud infrastructure. The company has also launched an advanced MEMS based industrial vibration sensor aimed at edge AI and industrial automation use cases. For investors following semiconductor suppliers into AI and cloud infrastructure, STMicroelectronics (ENXTPA:STMPA) is positioning its chip portfolio more directly toward these end markets. The expanded...
NVTS rolls out an isolated SiC MOSFET package to run cooler and switch faster in AI data centers and grid systems, aiming to sharpen its SiC edge.
STMicroelectronics sees AI and cloud as major growth drivers, with data-center revenues set to top $500M in 2026 and exceed $1B in 2027.
On Semiconductor's new GaNEXUS GaN power portfolio targets AI data centers, promising faster switching, higher density and a $1.5B+ design funnel.
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