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Tesla and SpaceX invest $55B in Terafab chip project with Intel

Tesla and SpaceX invest $55B in Terafab chip project with Intel

Jul 02 2026, 00:24

Meta cloud push sends chip stocks down 9% as scarcity narrative cracks

Meta cloud push sends chip stocks down 9% as scarcity narrative cracks

Jul 02 2026, 00:23

Micron locks GM chip supply deal as DRAM prices surge 70%

Micron locks GM chip supply deal as DRAM prices surge 70%

Jul 02 2026, 00:22

MLCC prices surge 15%-35% as AI server demand strains supply through 2027

MLCC prices surge 15%-35% as AI server demand strains supply through 2027

Jul 01 2026, 16:23

Lam Research targets 50.5% gross margin as AI chip demand surges

Lam Research targets 50.5% gross margin as AI chip demand surges

Jul 01 2026, 15:39

Lam Research surges 154% in H1'26 as AI equipment demand fuels rally

Lam Research surges 154% in H1'26 as AI equipment demand fuels rally

Jul 01 2026, 15:39

Memory stocks drop 8% to 10% as NASDAQ pullback hits semiconductors

Memory stocks drop 8% to 10% as NASDAQ pullback hits semiconductors

Jul 01 2026, 15:35

Micron and GM sign $2B semiconductor supply deal for next-gen vehicles

Micron and GM sign $2B semiconductor supply deal for next-gen vehicles

Jul 01 2026, 13:12

Nomura says chip cycle hasn't peaked, forecasts 78% AI server growth in 2026

Nomura says chip cycle hasn't peaked, forecasts 78% AI server growth in 2026

Jul 01 2026, 12:44

Semiconductor makers push second round of price hikes from July

Semiconductor makers push second round of price hikes from July

Jul 01 2026, 07:42

Yageo hikes capacitor prices 50% as passive component shortage deepens

Yageo hikes capacitor prices 50% as passive component shortage deepens

Jul 01 2026, 06:03

Nvidia trails SOX by 94 points as Vera Rubin faces AMD challenge

Nvidia trails SOX by 94 points as Vera Rubin faces AMD challenge

Jul 01 2026, 02:59

AI trade shifts from Mag 7 to suppliers as $2.3 trillion evaporates

AI trade shifts from Mag 7 to suppliers as $2.3 trillion evaporates

Jun 30 2026, 22:59

Memory chip index surges 159% in Q2 as AI enablers lead rally

Memory chip index surges 159% in Q2 as AI enablers lead rally

Jun 30 2026, 22:08

Micron, Intel and AMD add $2 trillion in Q2 chip rally

Micron, Intel and AMD add $2 trillion in Q2 chip rally

Jun 30 2026, 20:54

Ambarella surges 28% as Rosenblatt names it top physical AI play

Ambarella surges 28% as Rosenblatt names it top physical AI play

Jun 30 2026, 19:54

AMD, Micron volatility gap hits 11-year high as chip rally shows cracks

AMD, Micron volatility gap hits 11-year high as chip rally shows cracks

Jun 30 2026, 19:24

Nvidia stock could gain 51% to $300 by year-end on 5 catalysts

Nvidia stock could gain 51% to $300 by year-end on 5 catalysts

Jun 30 2026, 18:57

Nvidia slips below $200 as AI trade rotates from Mag 7

Nvidia slips below $200 as AI trade rotates from Mag 7

Jun 30 2026, 18:26

Semiconductor index surges 81% in Q2 as memory stocks lead historic rally

Semiconductor index surges 81% in Q2 as memory stocks lead historic rally

Jun 30 2026, 13:55

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