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A number of stocks fell in the afternoon session after the 10-year Treasury yield climbed to 5.14% following strong September business activity data that raised expectations for tighter Federal Reserve interest rate policy.

A number of stocks fell in the morning session after benchmark 10-year U.S. Treasury yields rose above 5.1%, renewing pressure on high-multiple technology valuations. The pullback follows a six-session climb that had lifted the Philadelphia Semiconductor Index by 14% since the start of the week, according to Nasdaq index data.

A number of stocks jumped in the afternoon session after growing optimism surrounding agentic artificial intelligence and Meta Platforms' Muse application fueled expectations of higher demand for central processing units.

Slessor sells shares after stock surged 229% over one year.

With Apple making the s\wi

US and China are suddenly talking about AI guardrails and tariff tweaks, and that mix of risk control and trade recalibration is quietly reshaping expectations for industrials linked to both economies. Investors who ignore that shift risk missing where capital and supply chains might gradually re-route. This article walks through 3 stocks exposed to this news backdrop and explains how each could be helped or hurt as policy signals evolve. The stocks covered below are only a starting sample,...

A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.

Lattice launches Mach-N2 FPGAs with up to 2x logic density, advanced connectivity and security for long-lifecycle infrastructure systems.

Teradyne (TER) makes the equipment that tests semiconductors, and AI data centers have remade a business that last peaked on smartphones in 2021. The stock has returned about 185% over the past year. Even after falling about 32% from its 52-week high, it trades at about 41.8 times trailing adjusted earnings, the least useful number on the screen.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,

Teradyne (TER) trades at 51.7 times trailing earnings. A multiple that high is a requirement rather than an opinion: the business has to grow into it, and you can work out how much growth that takes. The harder question is whether the calculation deserves your trust when the trailing year has been this unusual.

Aehr broadens beyond SiC as AI, silicon photonics and power semiconductors fuel a more diversified growth story.

Amkor Technology, Ultra Clean, FormFactor, Taiwan Semiconducto and NVIDIA stand out as AI-driven semiconductor equipment demand boosts growth and price upside potential.

AI infrastructure demand is fueling growth in semiconductor equipment, with AMKR, UCTT and FORM offering major price upside.

AMKR's $12B Arizona expansion adds major advanced packaging capacity, backed by customer commitments and key TSMC and NVIDIA partnerships.

The insider sold 2,100 shares but still owns approximately 24,000 shares.

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

Aehr's AI testing business gains momentum with major orders, new customer opportunities and a path toward recurring revenues.

A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1

A number of stocks fell in the afternoon session after surging crude oil prices and a jump in benchmark Treasury yields stoked renewed concerns over inflation and prolonged corporate borrowing costs.

FormFactor (FORM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

A number of stocks jumped in the afternoon session after Nvidia reported blowout quarterly earnings and issued an upbeat revenue forecast, easing investor fears of a slowdown in artificial intelligence infrastructure spending. Shares across the semiconductor industry surged following the chipmaker's strong second-quarter beats on both revenue and profit, alongside an upbeat revenue outlook for the upcoming third quarter. Peer chipmakers and hardware suppliers, including Broadcom, Micron Technolo

Sale executed under pre-established Rule 10b5-1 trading plan; Slesser retains stake worth ~$64 million after 3% stake reduction.

Who tests the quantum chips that IonQ's rivals are building? FormFactor does, and almost nobody is talking about it.

The consensus price target hints at a 28.9% upside potential for FormFactor (FORM). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Semiconductor test equipment stocks are getting hammered Wednesday while the broader chip ETF barely flinches, and the reason has nothing to do with bad earnings or analyst downgrades.

Aehr is betting on silicon photonics to drive sustained growth, as customer ramp ups and new orders are expected to support 15-20% of fiscal 2027 revenues.

FormFactor (FORM) drew attention on August 17, 2026, after a 5.6% single day gain that came alongside a broad rally in semiconductor equipment stocks, pointing to sector driven momentum. See our latest analysis for FormFactor. With the share price at US$138.16, FormFactor has seen a 30.9% 1 month share price return and a 133.4% year to date share price return. The 1 year total shareholder return of 382.6% points to strong momentum that recent sector driven gains appear to have reinforced. If...