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Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive ‌as it plans expanded operations in Arizona and California, its chief executive told Reuters ‌on Thursday. Shares of Lam, which supplies chipmakers such as Micron Technology and Taiwan Semiconductor Manufacturing Co, have risen more than ​75% this year as huge demand for AI chips has spurred customers to buy more tools. Lam CEO Tim Archer said in an interview that the company's strategic focus over the next two years would be to equip those tools with more sensors that generate data that can be analyzed ‌by AI systems to spot problems ⁠and inefficiencies early.

Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...

For all the hype over those two IPOs, South Korea’s SK Hynix could be the hottest new AI story for American investors in the coming weeks. The memory-chip maker has already filed an application to list American depositary receipts with the Securities and Exchange Commission. The size and pricing of the listing haven’t been decided, but SK Hynix could raise up to $10 billion according to local Korean media reports.

US equity futures were edging higher pre-bell Wednesday as traders anticipated Nvidia's (NVDA) fisca

Chip stocks bounce ahead of Nvidia eaernings.

Investing.com --Micron Technology Inc (NASDAQ:MU) shares rose 3.9% in premarket trading Thursday, while SanDisk (NASDAQ:SNDK) gained 2.2%, as investors assessed the impact of a planned strike at Samsung Electronics (KS:005930).

President Donald Trump has had little trouble pointing to Wall Street as evidence his second term economy is working. Since Inauguration Day on Jan. 20, 2025, the S&P 500 has climbed more than 22%, according to Bloomberg market data, and nearly 48% from the sharp lows hit during the April 2025 tariff-driven selloff. On the ... Trump’s Bull Market Is Standing on Shaky Legs. Just 5 Stocks Account for 52% of the S&P’s Gains

Chip stocks are tanking as Treasury yields rise amid inflation.

By Ragini Mathur and Utkarsh Hathi May 19 (Reuters) - U.S. indexes were on track to extend declines and open lower on Tuesday, weighed by a drop in chip stocks and persistent inflation worries despite

China's top flash memory chipmaker YMTC has begun the so-called "tutoring" process ‌for a potential initial public offering, where ‌a company receives formal pre-IPO guidance from an investment bank, ​a regulatory filing showed on Tuesday. Yangtze Memory Technologies Co (YMTC) has hired CITIC Securities, a Chinese state-owned investment bank, to guide its IPO preparation ahead of ‌a potential stock ⁠market listing.

Traders are trimming riskier assets as Middle East tensions, rising yields, and inflation concerns cool tech enthusiasm, today, May 18, 2026.

Ideally, Nvidia will have a big earnings day.

Investors already factor in cyclicality in the chip industry. The bad news is that they’ve frequently gotten their assessments wrong.

Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...

South Korea's stock market is on track for another superb year as it swats away tariff and energy threats to its economy.

(Bloomberg) -- Xi Jinping signaled China is moving toward greater openness, striking an upbeat note during his meeting with US business leaders accompanying Donald Trump as the two presidents wrapped up morning talks that featured more divisive issues like trade and Taiwan.Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Land

Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.

Applied Materials Stock in Focus Ahead of Key AI-Driven Earnings Test

On May 13, 2026, Nvidia’s latest peak helped drive a tech-led surge even as inflation and oil worries weighed on the Dow.

Micron wiped out roughly $100 billion in market value at Tuesday's low, and chip bulls still bought the dip.

The Dow industrials led U.S. stocks lower with fresh signs of growing price pressures from the war weighing on investors.

President Trump has just landed in Beijing ahead of a two-day summit with Xi Jinping. More than a dozen top U.S. business leaders have also made the trip. Notable names include Nvidia CEO Jensen Huang (a late addition) and Elon Musk, the CEO of both Tesla and SpaceX.

Micron, Nvidia, and Qualcomm rise as investors pile back into chip stocks, while EchoStar surges after the FCC approves a spectrum sale.

A last-minute addition to the group of CEOs joining President Trump on his trip to China was Nvidia Chief Executive Jensen Huang, who wasn’t initially included on the travel list. Huang met the U.S. delegation in Alaska, where Air Force One was refueling. Trump called Huang on Tuesday to invite him after seeing media reports that he wasn’t coming, a person familiar with the matter said.

(Bloomberg) -- The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysShares of memory makers Micron Technology Inc. and S

Earlier on May 12, I wrote about SanDisk (SNDK) hitting 80 relative strength index, or RSI, one of the most extreme overbought readings in the stock market. The AI memory trade, I noted, was running at a pace that rarely ends quietly. Then Micron (MU) showed up with its own flashing signal too. ...

The U.S. might be facing a testy economic backdrop, with the Iran War, worries about oil rationing, and a return of inflation, but the market continues to soldier onward and upward. The market has clung onto one balloon in particular: chipmakers. From its March lows, the VanEck Semiconductor ETF ...

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

It’s been a rough day for tech names with Micron and Intel down around 10% and Qualcomm down 15%. There was always going to be a comedown after a few weeks of breathless quarterly reports, said Jay Hatfield, chief executive officer at Infrastructure Capital Advisors.

(Bloomberg) -- A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO to Miss China Trip After Year of Travels With TrumpSince hitting a low on March 30, the chip