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STOCKS 0015 GMT — Japanese stocks decline as uncertainty over the Iran war and its economic implications persists. Chip-related stocks are leading declines ahead of Nvidia’s quarterly earnings later Wednesday.

STM and NUS launch a four-year lab to advance low-power edge AI for robots, humanoids and drones using local processing and P18 FD-SOI technology.

Analog Devices' automotive growth outpaces the vehicle market, with gains in ADAS, infotainment and electric powertrains driving momentum into the fourth quarter.

Shares of semiconductor companies were in green territory on Tuesday following Monday's selloff. Chinese tech giant Alibaba said it planned to raise $10.2 billion to invest in artificial intelligence, weighing on global chip stocks on Monday.

STOCKS 0011 GMT — Japanese stocks are lower after U.S. technology shares fell overnight. Chip and other electronics stocks lead declines. Kioxia Holdings falls 2.8%, Advantest is 3.6% lower and Panasonic Holdings is down 4.

European indexes largely rose at market open, with the Europe-wide Stoxx 600 lifted by the banking sector.

STMicroelectronics (ENXTPA:STMPA) reported that its ST64UWB chip family has achieved successful validation for IEEE 802.15.4ab requirements in collaboration with LitePoint. The validation confirms compliance with a major new UWB standard that targets extended range, improved radar-based sensing, and better interoperability across devices. ST64UWB is aimed at automotive, consumer, and industrial uses, positioning STMicroelectronics for broader engagement with OEMs and developers focused on...

STM expects datacenter revenues above $1B in 2026 and well above $2B in 2027 as optical and power wins expand its AI footprint.

Analog Devices' Industrial segment is surging on factory modernization, electrification and robotics, but competitive pressure can test its growth momentum.

European stock indexes largely slipped, with technology and industrial stocks falling, as higher oil prices and borrowing costs weighed.

Power semiconductor stocks are pushing higher in Monday trading, with Wolfspeed (NYSE:WOLF) up 5.74% to $33.61, STMicroelectronics (NYSE:STM) up 4.17% to $56.56, and ON Semiconductor (NASDAQ:ON) up 2.96% to $85.11. The move follows a weekend Mizuho research note flagging a stronger and faster NVIDIA Vera Rubin ramp than the market had been positioned for. Vera ... Power Semis Soar Monday: Wolfspeed, STMicro and On Semiconductor Rally on Vera Rubin Ramp Signals

STM's 12% monthly drop reflects margin and cost pressures, but AI data center growth, industrial demand and automotive strength support its long-term outlook.

European markets started the new week mostly higher with the Europe-wide Stoxx 600 index gaining and boosted by technology and pharma stocks.

Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Can STM's optical connectivity push strengthen its AI strategy as demand rises for faster data transmission and higher-speed optical solutions?

Analog Devices enters Q3 earnings with broad-based demand, AI-driven Communications growth and a potential earnings beat despite a premium valuation.

Analog Devices' industrial and data center growth, strong margins and AI exposure may justify its premium valuation despite near-term volatility.

While the proposition is a high-risk, high-reward opportunity, there’s a rational basis for targeting STM stock for potential upside.

ON Semiconductor just posted a clean earnings beat, yet its stock sits nearly 40% below its 52-week high while one top analyst sees a radically different story unfolding in the quarters ahead.

STMicroelectronics stock has delivered a very strong 124.2% return over the past year, yet the current valuation checks lean expensive rather than pointing to an obvious bargain. For investors, the recent share price strength now sits against a low value score and an overvalued reading on market multiples. Over the last 12 months, STMicroelectronics has returned 124.2%. This puts extra focus on whether today’s price already reflects much of the good news in the story. Future growth in...

STMicroelectronics (ENXTPA:STMPA) updated its guidance with higher revenue expectations, pointing to demand in AI infrastructure, automotive, industrial and Low Earth Orbit satellite markets as key drivers of its outlook. See our latest analysis for STMicroelectronics. The higher guidance appears to have helped shift sentiment after a weak patch, with the 7 day share price return of 5.67% partly offsetting a 30 day share price decline of 17.48%. Even with that pullback, STMicroelectronics...

ASYS' AI-driven growth, margin gains and strong backlog support momentum, but weak SFS demand and a premium valuation warrant caution.

STM is likely to top $4 billion in Q4 revenues as AI datacenter, auto, industrial and LEO satellite demand strengthens bookings and margins.

Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.

Texas Instruments' 11% monthly slide contrasts with surging AI data center demand, strong earnings growth and a manufacturing strategy built for long-term gains.

Find insight on Nvidia, Micron, Tencent and more in the latest Market Talks covering technology, media and telecom.

ASYS heads into Q3 earnings with AI-driven demand, improving margins and a discounted valuation, but weak visibility and geopolitical risks support a hold.

Stabilus (ETR:STM) said third-quarter revenue was close to €300 million and adjusted EBIT margin improved to 10.8%, despite lower sales tied largely to weakness in China and continued pressure in automotive markets. The company said revenue was approximately 4% to 4.5% below the prior-year quarter,

Shares of semiconductor companies are on the rise as investors return to stocks exposed to artificial intelligence after a few turbulent weeks. In Asia, shares of South Korean memory-chip maker SK Hynix closed nearly 30% higher, while Samsung Electronics gained 27%.

STMicroelectronics (STM) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.