Semiconductor equipment stocks could peak in late 2026/early 2027, BNP Paribas warns, citing cycle history and valuation risk ...

Arm is producing its own CPU for the first time. It developed the CPU with Meta, which is also the chip's first customer.

Elliott Management Just Bet Billions on Synopsys. Nvidia Already Bet $2 Billion in December. Here's What Both See That the ...

Shares of Arm Holdings plc (Nasdaq: ARM) are surging this morning after the semiconductor design firm announced it will begin ...

Tesla and SpaceX CEO Elon Musk claims he will build a $20 billion ‘TeraFab’ semiconductor plant to make chips for space data ...

Elon Musk unveiled an ambitious plan March 21, 2026, for a joint Tesla and SpaceX semiconductor fabrication facility dubbed ...

When a stock's share price gets excessively high, purchasing even one share may become too costly for small investors. While stock splits do not create inherent value, they often act as bullish ...

Despite the sentiment shift and elevated volatility, Ethan Feller says the market's fundamental drivers remain intact. Discover three reasons he expects the bullish trend to persist and where ...

The semiconductor industry is in the midst of a structural supply challenge that’s tightly coupled to exploding demand for advanced chips, especially those used in AI, HPC, and next-generation mobile ...

Nvidia GTC 2026 could be a key NVDA catalyst. See analyst forecasts, Blackwell pipeline updates, Rubin ramp clues, and ...

Tesla and SpaceX announced 'Terafab,' a $25 billion chip fab in Austin targeting 1 terawatt of compute. It's Battery Day on ...