Global X AI Semiconductor & Quantum ETF

TSMC's U.S. stock falls over 2% in pre-market trading

Zweig DiMenna Associates LLC Reduces Holdings in Micron Technology

Citigroup Recommends Upgrading Nvidia Stock

Microsoft releases Windows 11 February update, fixing NVIDIA gaming issues

TSMC's market value grows against the trend amid a broad correction in large tech stocks

Global AI expansion leads to a supply crisis in the memory market.

Samsung's 2nm chips secure an order from Tesla, posing competitive pressure on TSMC

Intel's Panther Lake chip achieves a breakthrough in battery life, nearly matching Apple's M5 under heavy use.

LG Display uses Nvidia technology for digital twin panel tool

Indian sources report that NVIDIA is collaborating with local AI companies

Samsung Launches Exynos 2600 Chip Featuring AMD RDNA 4 Architecture GPU

Semiconductor Industry Watch: Shift to 2nm and More Advanced Processes Reshapes Chip Design and Supply Chain

Apple's macOS update hints at the end of Rosetta 2, signaling the termination of support for Intel-based Macs

Intel plans to launch its data center product "Clearwater Forest" in the first half of 2026

Micron Steps Up Capacity Expansion to Meet Chip Demand Surge

NVIDIA reportedly plans to test L4 autonomous robotaxis as early as 2027

NVIDIA Touts GB300 Platform for Slashing AI Agent Inference Costs

SK hynix and Samsung Showcase LPDDR6 at ISSCC 2026 Amid Competition for NVIDIA's HBM4 Contracts

Competitors Showcase Next-Generation LPDDR6 Memory at ISSCC 2026

Intel to Host Future Skills Day Event

Algorhythm

Jiade

Moolec Science SA

Nuveen Real Asset Income and Growth Fund

Atomera

AIM ImmunoTech

Splash Beverage

GraniteShares 2x Long RIVN Daily ETF

Founder

Vivopower

SOXL

CRDU

CRDO

SOXX

CHPX

SOXQ

Credo Technology's stock surged 11% following a strong preannouncement of revenue expectations for Q3 2026, projecting $404-$408 million, significantly above previous guidance. This positive outlook alleviated investor concerns regarding competition from co-packaged optics technology. Analyst Sean O'Loughlin noted that Credo's performance reflects robust adoption of its copper active electrical cables, contrasting fears about CPO technology. Despite the rally, Credo's stock has underperformed the semiconductor index, with analysts suggesting that the market may be undervaluing its growth potential in other areas, including optical transceivers and active LED cables.

Dow Jones

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

Tradr 2X Long CRDO Daily ETF

Credo Tech

iShares Semiconductor ETF

SPDR S&P Semicon

Invesco PHLX Semiconductor ETF

Credo's stock soars as new numbers score the chip company some points in a key debate

588200

512760

159995

Taiwan's vice-premier, Cheng Li-chiun, has dismissed the possibility of relocating 40% of the country's semiconductor production to the US, labeling it "impossible." In a recent interview, she emphasized that Taiwan's semiconductor ecosystem and advanced technologies will remain domestic. This statement follows a trade delegation to Washington that aimed to reduce US tariffs on Taiwanese goods in exchange for investment in the US tech sector. Taiwan, which produces over 60% of global semiconductors, views its semiconductor dominance as a strategic defense against potential Chinese aggression.

The Register

Harvest SSE STAR Chip ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Harvest CSI All Share Integrated Circuit ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Merchants CSI Semiconductor Industry ETF

Guotai CSI All Share Integrated Circuit ETF

Taiwan tells Uncle Sam its chip ecosystem ain't going anywhere

.SPX

UPRO

The NASDAQ-100 index fell by 2%, the S&P 500 dropped by 1.22%, the Dow Jones Industrial Average decreased by 0.82%, the NASDAQ fell by 1.94%, and the semiconductor index declined by 3.18%

Wallstreetcn

Invesco QQQ Trust

S&P 500

Pro UltrPro S&Pro 500

Invesco Nasdaq 100 ETF

Proshares UltraPro Short QQQ ETF

Guggenheim DJIA Ave Div

Pro UltrPro Dow30

iShares Core S&P 500

ProShares Ultra QQQ

Fidelity Nasdaq Composite Index ETF

iShares Core S&P US Growth

Nasdaq

NASDAQ Composite Index

SPDR Djia

NASDAQ-100

Spdr Select Tech

Global X NASDAQ 100 Collar 95-110 ETF

AMUU

In 2026, the semiconductor sector is experiencing a rally, with the PHLX Semiconductor Sector index up 10.14% year-to-date. Analyst C.J. Muse from Cantor Fitzgerald highlights AMD, Qualcomm, and Microchip Technology as top stocks. AMD is expected to exceed Q4 EPS estimates of $1.24, driven by data center demand and AI growth, despite potential supply constraints. AMD's strong performance is noted in Benzinga's Edge Rankings, indicating favorable momentum and quality compared to peers.

Unusual Whales

Direxion Daily AMD Bull 2X Shares

Qualcomm

Direxion Daily QCOM Bull 2X Shares

GraniteShares 2x Long AMD Daily ETF

Invesco Semiconductors ETF

GraniteShares 2x Long QCOM Daily ETF

Microchip Tech

First Trust Nasdaq Food & Semicon

Semiconductor sector continues rally in 2026, SOX index up 10.14% YTD. Analyst expects AMD to beat Q4 with EPS of $1.24.

GOOG

Intel was once the leader of America's semiconductor industry but Alphabet's partner Broadcom is looking like the stronger play in the long term.

Alphabet - C

Roundhill GOOGL WeeklyPay ETF

Roundhill AVGO WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Alphabet

Leverage Shares 2X Long AVGO Daily ETF

Direxion Daily AVGO Bull 2X Shares

Defiance Daily Target 2X Long AVGO ETF

ISHRS S&P Glb It

GraniteShares 2x Long AVGO Daily ETF

Broadcom

Forget Intel: This smartphone and auto chip giant is quietly building the better long‑term AI story

SPLV

In January, the S&P 500 index rose 1.2%, the Dow Jones increased by 1.7%, and the Nasdaq gained 0.8%. On Friday, the S&P 500 initially closed down 0.4%, with the materials and technology sectors falling 1.9% and 1.3%, respectively, while the energy sector rose 1%. The Nasdaq 100 initially closed down 1.3%, with Applovin plummeting 17.3%, Western Digital dropping 10%, and Tesla rising 3.3%. Visa initially closed down 2.9%, with several Dow components falling over 1%. The semiconductor index fell 3.9%, and the banking index decreased by 0.1%

Ps S&P Low Vol

VG Mga Cap 300 Grw

Western Digital

SPDR Energy Select

ProShares Ultra Dow30 ETF

United States Oil Fund LP

SPDR S&P 500

ISHRS S&P Glb Engy

VG S&P 500

KLA Corpexceeded Wall Street's expectations for Q2 revenue and profit, driven by increased orders for chip fabrication tools amid rising demand for AI semiconductors. Despite reporting $3.3 billion in revenue and adjusted earnings of $8.85 per share, KLA's shares fell 7% in after-hours trading due to previously high expectations. The company faces challenges in the long-term outlook, particularly with demand in China affected by government restrictions. KLA forecasts Q3 revenue of $3.35 billion and adjusted earnings of $9.08 per share, both above analyst estimates.

Reuters

E Fund CSI Semiconductor Material & Equipment Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Hwabao WP CSI Electronic 50 ETF

Direxion Semicon Bear 3X

KLA Corp beats quarterly results estimates on strong chipmaking tool demand

TQQQ

CRWD

The S&P 500 Index fell more than 1.1%, the Dow Jones dropped 0.5%, and the NASDAQ declined over 2.1%. Microsoft's stock price plummeted 11.6%, making it the worst-performing component stock, while others like Strategy, CrowdStrike, and Kington Electronics also saw significant declines. The semiconductor index fell 1.6%. New York gold prices and spot gold both experienced substantial declines, dropping 3.5% and 5.5%, respectively

Proshares UltraPro QQQ

CrowdStrike

NASDAQ 100 Technology Sector Market-Cap Weighted Index

First Trust NASDAQ-100 Equal Weighted

Direxion Daily MSFT Bull 2X Shares

Dow Jones U.S. Index

iShares Expanded Tech Software Sector ETF

GraniteShares 2x Long CRWD Daily ETF

GraniteShares 2x Long MSFT Daily ETF

S&P fell over 1%, NASDAQ fell over 2%, Microsoft plummeted over 11%

ASML

ASMG

ASMH

ASML Holding NV's CEO and CFO discussed the company's strong Q4 and 2025 results, highlighting technological advancements and the expected production readiness of key products. They reaffirmed long-term growth driven by AI demand in DRAM and Logic, projecting revenues of €44 to €60 billion by 2030 with a gross margin of 56% to 60%. Updates on dividends and share buybacks were also shared.

Leverage Shares 2X Long ASML Daily ETF

ASML Holding NV ADRhedged

ASML Projects Strong Long-Term Growth Driven by AI Demand

SHYG

The article discusses the recent rally in small-cap stocks, which has gained popularity despite previous skepticism. The author suggests that a mean reversion may be on the horizon, indicating a potential shift in market dynamics. While predicting a possible correction in mid-2026, the author notes strong performance in high-yield bonds and leadership from sectors like semiconductors and banks, suggesting that significant market declines typically do not occur when these assets are performing well.

Talkmarkets

iShares 0-5 YR HY Corp Bd

SPDR Bloomberg High Yld  Bd ETF

iShares Russell 2000

VG Financial

Direxion Small Cap Bull 3X

Vanguard Russell 2000

SPDR Portfolio High Yield Bond ETF

iShares iBoxx  HY Corp Bd

Direxion Small Cap Bear 3X

SPDR S&P Bank Etf

ISHRS Us Brokers & Sec Exchg

VG S-Cp Grw

Fidelity MSCI Financials Index

iShares iBoxx  Invt

VG S&P M-Cap 400 Val

VG Mid-Cap Val

VanEck High Yield Muni ETF

Vanguard Russell 2000 Value

Invesco KBW Regional Banking

VG S-Cp Value

iShares Broad USD HY Corporate Bd

SPDR S&P Region Bank

Small Cap Trade Needs Rest- Junk, Semis And Banks Says Full Steam Ahead

KBAB

Tech stocks advanced on Thursday, with the State Street Technology Select Sector SPDR ETF rising 1% and the Philadelphia Semiconductor index up 0.5%. Autodesk shares increased over 4% after announcing a 7% workforce reduction. Alibaba's stock jumped 5.6% following news of a planned IPO for its T-Head chipmaking unit. Alphabet's Waymo launched a fully autonomous ride-hailing service in Miami, contributing to a 0.9% rise in its shares.

- Tech stocks increased on Thursday, with the State Street Technology Select Sector SPDR ETF rising by 1%.  
- Autodesk announced the termination of about 1,000 employees, leading to a 4% increase in its shares, while Alibaba's shares jumped 5.6% due to plans for an IPO of its T-Head chipmaking unit.  
- Additionally, Alphabet's Waymo launched a fully autonomous ride-hailing service in Miami, contributing to a 0.9% rise in its shares.

fidelity

KraneShares 2x Long BABA Daily ETF

Alibaba

BABA 2x Long Daily ETF - GraniteShares

Autodesk

Sector Update: Tech Stocks Advance Thursday Afternoon

INTC

INTW

Intelshares are up 0.2% at $54.37 ahead of Q4 earnings results, expected to show EPS of 8 cents on revenue of $13.40 billion, down from 13 cents and $14.26 billion a year ago. The company has exceeded EPS estimates in 7 of the last 8 quarters. Analyst recommendations include 8 "strong buy" or "buy," 33 "hold," and 5 "sell" or "strong sell." The median price target remains at $23, with INTC shares up over 47% year-to-date compared to a 14% gain in the PHLX semiconductor index.

- Intel (INTC.O) shares rose 0.2% to $54.37 ahead of fourth quarter results, expected after the closing bell.  
- The chipmaker is projected to report an EPS of 8 cents on revenue of $13.40 billion, a decline from 13 cents per share and $14.26 billion in the previous year.  
- With 46 analysts covering INTC, the recommendations include 8 “strong buy” or “buy,” 33 “hold,” and 5 “sell” or “strong sell,” while the stock has grown over 47% year-to-date.

Intel

GraniteShares 2x Long INTC Daily ETF

BUZZ-PREVIEW: Intel little changed with earnings on tap

Global X AI Semiconductor & Quantum ETF(CHPX.US)

Credo's stock soars as new numbers score the chip company some points in a key debate

Taiwan tells Uncle Sam its chip ecosystem ain't going anywhere

The NASDAQ-100 index fell by 2%, the S&P 500 dropped by 1.22%, the Dow Jones Industrial Average decreased by 0.82%, the NASDAQ fell by 1.94%, and the semiconductor index declined by 3.18%

Semiconductor sector continues rally in 2026, SOX index up 10.14% YTD. Analyst expects AMD to beat Q4 with EPS of $1.24.

Forget Intel: This smartphone and auto chip giant is quietly building the better long‑term AI story