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$615.68
+10.66 (+1.76%)
At Close: Jun 03, 2026
Automakers, retailers warn memory chip shortage impacting prices
12:39pm, Wednesday, 03'rd Jun 2026
The drastic shift of memory chips to artificial intelligence data centers could lead to dramatic price hikes in consumer goods and disrupt supply chains, groups representing automakers,
Europe unveils tech sovereignty package amid growing concerns over reliance on U.S. tech
08:29am, Wednesday, 03'rd Jun 2026
The proposals include a new act to bolster advanced chip manufacturing and homegrown cloud computing.
EU targets Big Tech dependence with 'made-in-Europe' drive
08:11am, Wednesday, 03'rd Jun 2026
The European Commission proposed new laws on Wednesday to boost domestic cloud, AI and semiconductor industries, aiming to cut reliance on U.S. Big Tech in a move that could ratchet up transatlanti
Sen. Warren calls for Trump to close "loophole" allowing AI chips to be sent to overseas units of Chinese firms
03:43pm, Monday, 01'st Jun 2026
Democratic Senator Elizabeth Warren is calling on the Trump administration to close a "loophole" that has potentially allowed advanced American AI chips to be sent to overseas uni
It's been one of the best years to generate alpha in China: Matthews Asia
11:42pm, Sunday, 31'st May 2026
Matthews Asia's Sean Taylor explains why he remains constructive on China despite the broader indexes lagging some high-performing sectors. He also outlines his South Korea strategy, including an over
The Semiconductor Play Nobody Owns Just Lapped Wall Street's Biggest Names
01:10pm, Sunday, 31'st May 2026
A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner part
3 Stocks Rallying on Micron's Price Boost: Substance or Hype?
06:43pm, Friday, 29'th May 2026
The raging semiconductor rally received another boost this week when UBS analyst Timothy Arcuri raised his price target on Micron Technology Inc. NASDAQ: MU to a stunning $1625, nearly triple its prev
Micron's Best Month Since 1985 Powers A 9-Week S&P 500 Rally: This Week On Wall Street
04:00pm, Friday, 29'th May 2026
The AI bull market accelerated in May as Dell, Micron and Snowflake surged, lifting U.S. stocks to record highs and extending a historic S&P 500 winning streak.
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
10:04am, Friday, 29'th May 2026
After three years of hyperscaler capital spending feeding through to chip designers, foundry capacity, and lithography backlogs, the semiconductor ETF complex has separated into distinct buckets.
"Price is not an issue" for hyperscalers investing in Taiwan, S Korea's chipmakers: T.Rowe Price
12:39am, Friday, 29'th May 2026
Thomas Poullaouec, Head of Global Investment Solutions, International at T.Rowe Price, says he does not foresee a slowdown in the demand for memory chips despite rising prices.
Huawei bets on speed over shrinking transistors to sidestep US chip sanctions
11:42pm, Thursday, 28'th May 2026
Huawei's new chip design principle focused on boosting transmission speed rather than continuing to shrink semiconductors offers a path for China to build cutting-edge chips despite U.S. sanctions,
This is the greatest time ever for semiconductors, says CEO of key equipment supplier
07:19pm, Thursday, 28'th May 2026
Applied Materials CEO Gary Dickerson said the semiconductor industry is experiencing its strongest period ever. He said artificial intelligence is driving unprecedented computing demand and long-term
The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain
05:48pm, Thursday, 28'th May 2026
High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA's Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books
The Magnificent Semis?
12:00pm, Thursday, 28'th May 2026
Shares of chipmakers are rallying this year While the AI spending boom is fueling big gains for lots of tech companies, it's the semiconductor makers that are truly in the chips these days.
