Semiconductors
SanDisk: Record Revenues Can’t Shield the Stock from a Sector-Wide Reckoning
The memory-chip maker is living a split-screen reality. On one side, quarterly revenues surged 251% to $5.95 billion and management...
Lumentum Shares Slip After Convertible Bond Swap, But Record Guidance and Nvidia’s $2B Bet Keep Bulls in Charge
The optics specialist punched out one of its best quarters ever, yet the stock took a modest hit Friday following...
Nvidia Insider Logs $221M Sale as Shares Stall Below Key Technical Level
A boardroom selloff has injected a fresh dose of uncertainty into Nvidia’s near‑term price action, even as the chipmaker’s fundamental...
BrainChip’s Correction Confusion Masks Tangible Chip Progress
BrainChip Holdings has offered investors a mixed picture this week: a data correction that initially rattled the stock, counterbalanced by...
Marvell Stock Eyes S&P 500 Entry as Jensen Huang’s Trillion-Dollar Endorsement Fuels Rally
Marvell Technology is riding a double wave of momentum that has propelled its shares more than 55% higher in just...
Navitas Semiconductor’s COMPUTEX Showpiece Fails to Halt Profit-Taking After 68% Surge
The stock of Navitas Semiconductor took a sharp step back Thursday, shedding roughly 8% in a session that underscored the...
Marvell’s Two-Stage Rocket: Record Results and a Nvidia CEO Nod Send Shares to New Highs
The AI infrastructure trade has found a new poster child. Marvell Technology, once a diversified chipmaker, has transformed into a...
Ams Osram’s June Agenda: A €570M Sensor Sale, Board Refresh, and a High-Stakes Bet on AI Photonics
The Austrian chipmaker ams OSRAM has two pivotal June milestones converging: the closure of its €570 million non-optics sensor sale...
Ams Osram’s June AGM Shreds an Obsolete Capital Cushion as Divestiture Engine Revs
When Ams Osram shareholders gather in Premstätten on 10 June, they will be asked to approve more than just routine...
Navitas Semiconductor Stock Pulls Back from Highs as Insider Sales and Share Issuance Test Rally
The narrative around Navitas Semiconductor took a sudden turn last week. After hitting an all-time high of $31.79 just days...
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