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European Chip Stocks Fall as AI Selloff Resumes
Barrons.com90d agobearish
European Chip Stocks Fall as AI Selloff Resumes

Shares of European semiconductor companies were following their Asian peers in negative territory as investors ditched stocks linked to artificial intelligence. A strong set of earnings and outlook from Micron Technology late Wednesday failed to reignite a rally in AI stocks on Thursday.

South Korean chip shares surge after Micron flags strong AI-related demand
Reuters92d agobullish
South Korean chip shares surge after Micron flags strong AI-related demand

South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron ‌Technology's quarterly results and forecast beat expectations, boosting optimism ‌over sustained demand for AI-related chips. Shares of SK Hynix and Samsung Electronics rose ​as much as 11.6% and 6.2%, respectively, in early trade, tracking a rally in U.S. chip stocks after Micron's earnings and outlook reinforced confidence in the memory sector. The rally also followed SK ‌Hynix's announcement on Wednesday ⁠of plans to raise up to 45.45 trillion won ($29.52 billion) through a secondary listing on Nasdaq, ⁠as it seeks to capitalise on strong investor appetite for AI stocks.

STMicroelectronics (ENXTPA:STMPA) Launches LiDAR And Post Quantum Mobile Security Chip
Simply Wall St.92d agoneutral
STMicroelectronics (ENXTPA:STMPA) Launches LiDAR And Post Quantum Mobile Security Chip

STMicroelectronics (ENXTPA:STMPA) has introduced the VL53L9 3D LiDAR module for edge AI systems. The company has also launched the ST54M secure mobile chip, which includes a hardware accelerator for post-quantum cryptography. Both products target future needs in spatial awareness for robotics and AR/VR, and security for mobile devices in a post-quantum context. STMicroelectronics operates as a global semiconductor company supplying components across automotive, industrial, consumer, and...

Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?
24/7 Wall St.93d agoneutral
Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?

Stanley Druckenmiller’s Duquesne Family Office disclosed positions in Arm Holdings (NASDAQ: ARM), Sea Limited (NYSE: SE), and STMicroelectronics (NYSE: STM) in its Q1 2026 13F, filed May 15, 2026. According to the filing, Arm was an addition during the quarter at roughly a 0.5% portfolio weight, while Sea and STMicro were larger existing positions at ... Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?

European Tech Stocks Join Accelerating Global Selloff
Barrons.com93d agobearish
European Tech Stocks Join Accelerating Global Selloff

A global rout of technology stocks spilled over into Europe in early trading, as investors balked at sky-high valuations in stocks linked to artificial-intelligence. The maker of equipment crucial for the manufacturing of semiconductors tumbled after shares in key customers SK Hynix and Samsung Electronics fell sharply in Asia trade. Dutch peers BE Semiconductor and ASM International fell on the same forces, down 5% and 6%, respectively.

STMicroelectronics (ENXTPA:STMPA) Stock Could Be 46.3% Overvalued After Its Recent Rally
Simply Wall St.95d agobullish
STMicroelectronics (ENXTPA:STMPA) Stock Could Be 46.3% Overvalued After Its Recent Rally

STMicroelectronics (ENXTPA:STMPA) has drawn investor attention after recent share price moves, prompting a closer look at how its current valuation lines up with its reported revenue, earnings and analyst assessments. See our latest analysis for STMicroelectronics. At a share price of €67.92, STMicroelectronics has seen strong momentum recently, with a 30-day share price return of 22.89% alongside a 1-year total shareholder return of 176.27%, which contrasts with its more moderate 3-year and...

Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?
24/7 Wall St.96d agoneutral
Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?

On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” energy investor Andy Lubershein laid out a framework that should reshape how investors think about the EV trade. He argues four building blocks form what he calls the “electro-industrial tech stack”: solar photovoltaics, lithium-ion batteries, electric vehicles, and power ... Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?