Markets News

Where the money flows in silicon: earnings, M&A, capex cycles, and sector-moving surprises. This hub gathers every markets story Weekly Silicon has ranked, from foundry revenue records to AI-driven demand shocks rippling through the supply chain.

• AMD, Intel and Micron extend losses as chip stocks get clobberedJul 28, 2026 · CNBC · scored 2.85/10 · day ranking →
• Blackstone’s AI Bet Fuels Blowout Growth While Rivals Grapple With “Zombie Funds”Jul 25, 2026 · Thedailyupside.com · scored 2.85/10 · day ranking →
• Apple surpasses Nvidia as world's most valuable companyJul 18, 2026 · Quartz India · scored 2.85/10 · day ranking →
• Does Taiwan Semiconductor Manufacturing (TSM) Risk Losing AI Chip Orders To Capacity Limits?Aug 20, 2026 · simplywall.st · scored 2.85/10 · day ranking →
• AI server tracker: Taiwan's testing and design service leaders surge on global chip demandJul 18, 2026 · Digitimes · scored 2.85/10 · day ranking →
• AI Investment Is Shifting as Inference, Enterprise Adoption AccelerateJul 12, 2026 · Goldman Sachs · scored 2.85/10 · day ranking →
• SK Hynix seeks access to AI investors in $29 billion U.S. listingJul 6, 2026 · Fortune · scored 2.85/10 · day ranking →
• Applied Materials boosts its outlook as AI chipmakers scramble to add more production capacityMay 16, 2026 · SiliconANGLE News · scored 2.85/10 · day ranking →
• Intel’s stock just guided the chip sector toward a sharp selloff. Here’s why.May 13, 2026 · MarketWatch · scored 2.85/10 · day ranking →
• 'Chipflation’ is the AI trade’s next major testJul 21, 2026 · Business Insider · scored 2.85/10 · day ranking →
• Record chip profits mask a widening divide inside SamsungJul 12, 2026 · Digitimes · scored 2.85/10 · day ranking →
• T-Mobile moving tens of thousands of virtual machines off VMware amid lawsuitJul 5, 2026 · Ars Technica · scored 2.85/10 · day ranking →
• AI boom meets reality check: Why chip stocks tumbled after Broadcom's resultsJun 6, 2026 · Economictimes.com · scored 2.85/10 · day ranking →
• Semiconductor billings grew 134% Y/Y in June, led by memory chips: Wells FargoAug 7, 2026 · Seeking Alpha · scored 2.85/10 · day ranking →
• Silicon Valley Has Lost Its Biggest AdvantageJul 18, 2026 · The Atlantic · scored 2.85/10 · day ranking →
• Semiconductor stocks are on the verge of a bear market. Is the thrill in the chips trade gone?Jul 16, 2026 · MarketWatch · scored 2.85/10 · day ranking →
• Broadcom and Intel Stocks Drop. The Chip Selloff Isn’t Done Yet.Jun 7, 2026 · Barron's · scored 2.85/10 · day ranking →
• KLA Flags Stronger Chip Equipment Demand, Rare 2027 Visibility at JPMorgan ConferenceMay 27, 2026 · MarketBeat · scored 2.85/10 · day ranking →
• 25-Year-Old Lost $35 Billion of His Investors’ Money. 2 Weeks Later, Silicon Valley Insiders Are Lining Up to Give Him More Cash.Aug 11, 2026 · 24/7 Wall St. · scored 2.85/10 · day ranking →
• Broadcom Bleeds, Semis Sink, Will Jobs Numbers Stink?Jun 7, 2026 · TheStreet Pro · scored 2.85/10 · day ranking →
• Intel, AMD, Micron shares sink as Broadcom results spark semiconductor sector sell-offJun 5, 2026 · Yahoo Entertainment · scored 2.85/10 · day ranking →
• Qualcomm tells customers chip prices will rise by double digits from SeptemberJul 28, 2026 · Digitimes · scored 2.85/10 · day ranking →
• SK Hynix jumps 12% as Big Tech doubles down on AI memoryMay 5, 2026 · The Next Web · scored 2.85/10 · day ranking →
• Taiwan logs record chip exports, AI demand outpaces geopolitical riskApr 30, 2026 · Digitimes · scored 2.85/10 · day ranking →
• Microchip acquires Hailo after Israeli AI chip startup's dramatic fall from $1 billion valuationJul 26, 2026 · calcalistech · scored 2.85/10 · day ranking →
• Can the stockmarket swallow Anthropic, SpaceX and OpenAI?Jun 2, 2026 · economist.com · scored 2.85/10 · day ranking →
• Why the memory chip crunch is greater than expected, and may not ease until 2029Jul 30, 2026 · Deloitte · scored 2.85/10 · day ranking →
• Hardware’s back: AI supercharges server, PC and memory salesMay 30, 2026 · SiliconANGLE News · scored 2.85/10 · day ranking →
• The Elden Ring movie hits theaters in March 2028Apr 20, 2026 · The Verge · scored 2.85/10 · day ranking →
• Netflix can’t seem to follow up its biggest showsApr 23, 2026 · The Verge · scored 2.85/10 · day ranking →
• WSJ: Apple avoided semiconductor tariffs last year thanks to Intel chip dealJul 13, 2026 · 9to5Mac · scored 2.80/10 · day ranking →
• S&P 500, Nasdaq Hit Record Highs on Strong Jobs, Semiconductor RallyMay 9, 2026 · 조선일보 · scored 2.80/10 · day ranking →
• US manufacturing output unchanged in June, but accelerates in second quarterJul 18, 2026 · Yahoo Entertainment · scored 2.80/10 · day ranking →
• Presentation: From Fab To Token - The State Of The MarketAug 19, 2026 · InfoQ.com · scored 2.80/10 · day ranking →
• Samsung Q2 2026 earnings: Record profit, mobile unit swings to lossJul 31, 2026 · Quartz India · scored 2.80/10 · day ranking →
• Samsung Q2 2026 earnings: Record profit, stock falls 7%Jul 8, 2026 · Quartz India · scored 2.80/10 · day ranking →
• Samsung's Q1 2026 earnings are insane, and your Galaxy phone barely helpedMay 1, 2026 · Android Central · scored 2.80/10 · day ranking →
• Samsung’s profit hits a record high amid AI chip boomMay 1, 2026 · SamMobile · scored 2.80/10 · day ranking →
• Chip Stocks 2026: Identifying the Semiconductor Winners vs. AI HypeMay 31, 2026 · Barron's · scored 2.80/10 · day ranking →