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.

• Nvidia, TSMC, chip gear makers ride AI boom into high-margin clubAug 21, 2026 · Digitimes · scored 3.00/10 · day ranking →
• AI Has Upended Chip Stocks. This Chart Shows How Much.Jul 19, 2026 · Barron's · scored 3.00/10 · day ranking →
• Nvidia discloses $21B stake in SpaceXAug 27, 2026 · Ars Technica · scored 3.00/10 · day ranking →
• AMD’s data center business is booming while gaming takes a backseatAug 5, 2026 · The Verge · scored 3.00/10 · day ranking →
• T-Mobile moving tens of thousands of virtual machines off VMware amid lawsuitJul 12, 2026 · Ars Technica · scored 3.00/10 · day ranking →
• ServiceNow Says AI Is Driving Growth, Not Budget PressureAug 29, 2026 · MarketBeat · scored 3.00/10 · day ranking →
• Apple Briefly Became the World’s Most Valuable Company, Toppling NvidiaJul 21, 2026 · PetaPixel · scored 3.00/10 · day ranking →
• AI fuels OSAT pricing power as chip packaging orders fill through 2027Jul 2, 2026 · Digitimes · scored 3.00/10 · day ranking →
• Qualcomm is about to raise prices and that’s bad news for everyoneJul 24, 2026 · The Verge · scored 3.00/10 · day ranking →
• Record chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarterJul 2, 2026 · CNBC · scored 3.00/10 · day ranking →
• Micron tops a $1 trillion market cap for the first time on a bullish call for the stock to nearly doubleMay 27, 2026 · Business Insider · scored 3.00/10 · day ranking →
• Marvell gives Google right to buy up to $12.2bn of shares in chip dealAug 21, 2026 · Verdict · scored 3.00/10 · day ranking →
• Applied Materials sees revenue above estimates, shares fall on high expectationsAug 14, 2026 · CNA · scored 3.00/10 · day ranking →
• Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boomMay 15, 2026 · The Times of India · scored 3.00/10 · day ranking →
• AI sell-off intensifies as investors ditch chip stocksJul 28, 2026 · The Guardian · scored 3.00/10 · day ranking →
• Taiwan Semiconductor Just Doubled Down on the AI Megatrend. Why TSMC Still Has Room to Run.Jul 23, 2026 · Barchart.com · scored 3.00/10 · day ranking →
• Micron Has Strong Q3 Earnings and Rising Guidance. Is It a Buy?Jul 20, 2026 · 24/7 Wall St. · scored 3.00/10 · day ranking →
• Nasdaq suffers biggest drop since April 2025 as chip stocks lead selloffJun 7, 2026 · BusinessLine · scored 3.00/10 · day ranking →
• Semiconductor stocks rise on Big Tech earnings, Qualcomm beatMay 1, 2026 · Yahoo Finance · scored 3.00/10 · day ranking →
• As semiconductor stocks slide, these chip startup IPOs could stallJul 29, 2026 · PitchBook · scored 3.00/10 · day ranking →
• Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip SelloffJul 8, 2026 · Yahoo Finance · scored 3.00/10 · day ranking →
• Broadcom's AI chip revenue more than doubles. But the stock sinks after an earnings missJun 5, 2026 · qz · scored 3.00/10 · day ranking →
• Chip stocks fight to rebound as semiconductors slip into bear marketJul 22, 2026 · Yahoo Finance · scored 3.00/10 · day ranking →
• Hyperscaler results pose major test for AI-driven US stock marketApr 30, 2026 · CNA · scored 3.00/10 · day ranking →
• Samsung, SK Group seal US$950 billion deals with US AI firms to lock in South Korean chip supplyJul 26, 2026 · CNA · scored 3.00/10 · day ranking →
• Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bagJul 30, 2026 · TechCrunch · scored 3.00/10 · day ranking →
• For the third time this month, a chip giant has joined the $1 trillion clubMay 30, 2026 · CNN · scored 3.00/10 · day ranking →
• Mexico (Taiwan) fact of the dayAug 3, 2026 · Marginalrevolution.com · scored 2.95/10 · day ranking →
• Arteris: High Premium For AI Chip IP (NASDAQ:AIP)Aug 24, 2026 · Seeking Alpha · scored 2.95/10 · day ranking →
• US Jobs Report and Semiconductor Weakness Weigh on Wall StreetJul 5, 2026 · Global Banking & Finance Review · scored 2.95/10 · day ranking →
• Harvard's chip expert has a warning for AI memory investors: 'This too will pass'May 13, 2026 · Fortune · scored 2.95/10 · day ranking →
• Renesas restores pre-earthquake production levels after phased restartAug 2, 2026 · Crypto Briefing · scored 2.95/10 · day ranking →
• AI strains mature-node and packaging capacity, leaving chip designers with orders but no supplyAug 1, 2026 · Digitimes · scored 2.95/10 · day ranking →
• Chip Industry Week in ReviewMay 3, 2026 · Semiconductor Engineering · scored 2.95/10 · day ranking →
• Adyen to buy Orb for $335MJun 13, 2026 · Paymentsdive.com · scored 2.95/10 · day ranking →
• America’s Tech Scene Is Expanding Beyond Silicon ValleyAug 25, 2026 · Poets&Quants for Undergrads · scored 2.95/10 · day ranking →