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semiconductor: Archive
AI Factory Partnership With Rebellions Sends Credo's Shares Up 8%
by Shreya Majumder
CRDO jumped 8.3% after teaming with Rebellions to integrate ZeroFlap cables into RebelPOD, targeting scalable AI factories for enterprise inference.
MRVLNegative Net Change AVGONegative Net Change CRDONegative Net Change
artificial-intelligence communications semiconductor tech-stocks
IonQ's Diversified Quantum Strategy Fuels Q1 Momentum
by Sridatri Sarkar
IONQ's Q1 2026 shows platform pull-through: 60% commercial, 35% international and raised 2026 revenue outlook to $260-$270 million.
IONQPositive Net Change RGTINegative Net Change QBTSNegative Net Change
internet semiconductor
IonQ's Diversified Quantum Strategy Fuels Q1 Momentum
by Sridatri Sarkar
IONQ's Q1 2026 shows platform pull-through: 60% commercial, 35% international and raised 2026 revenue outlook to $260-$270 million.
IONQPositive Net Change RGTINegative Net Change QBTSNegative Net Change
internet semiconductor
NVDA Q1 Earnings Call Flags a Wider AI Infrastructure Push
by Zacks Equity Research
NVDA's Q1 call spotlights AI demand spreading beyond hyperscalers, with a new reporting structure, bigger CPU ambitions, and aggressive supply commitments.
NVDANegative Net Change
earnings semiconductor
NVIDIA Beats Estimates After Market Session Surges
by Mark Vickery
NVIDIA's earnings grew +140% year over year, +85% on revenues. An $80B share repurchase was also announced.
NVDANegative Net Change URBNNegative Net Change INTUPositive Net Change ELFPositive Net Change
artificial-intelligence earnings semiconductor
Can AXTI's Margins Continue to Improve as AXTI Nears Profitability in 2026?
by Indrajit Bandyopadhyay
AXTI's margins surge in Q1 as AI-driven indium phosphide demand, pricing actions and factory leverage push the company toward profitability in 2026.
MKSINegative Net Change ASXPositive Net Change AXTINegative Net Change
artificial-intelligence semiconductor
Top China Tech Plays in US Markets Amid Trade Deal Progress
by Vasundhara Sawalka
Kingsoft Cloud and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2026.
TCEHYNegative Net Change TSMPositive Net Change PDDNegative Net Change KCPositive Net Change
artificial-intelligence china electric-vehicles medical-devices semiconductor
Can MRVL's AI Backlog Drive Revenues to Nearly $11B in FY27?
by Zacks Equity Research
Marvell Technology's AI backlog, hyperscaler demand and custom silicon growth are driving forecasts for nearly $11 billion in fiscal 2027 revenues.
AMDNegative Net Change MRVLNegative Net Change AVGONegative Net Change
semiconductor
Applied Materials Gains From Rising Operating Leverage: What's Ahead?
by Subham Roy
AMAT's operating leverage surges as AI demand, premium chip tools and recurring services lift margins to a 25-year high.
ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change
semiconductor
ON Gains Ground in China EV Market: What Does it Mean for Investors?
by Zacks Equity Research
ON is gaining EV traction in China as its silicon carbide tech expands across new models and next-gen EV platforms.
STMNegative Net Change WOLFNegative Net Change ONNegative Net Change
semiconductor