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.

• 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 →
• Samsung Electronics' record chip profits signal strengthening AI memory supercycleMay 1, 2026 · Digitimes · scored 2.80/10 · day ranking →
• Global Market | AI boom fuels record earnings surge at Samsung ElectronicsMay 1, 2026 · The Times of India · scored 2.80/10 · day ranking →
• Samsung's record profits aren't enough for investors anymoreJul 8, 2026 · Business Insider · scored 2.80/10 · day ranking →
• CNBC's The China Connection newsletter: China is rewiring the Silicon Valley model — starting in Hong KongMay 5, 2026 · CNBC · scored 2.80/10 · day ranking →
• The Nvidia TaxMay 29, 2026 · cringely.com · scored 2.80/10 · day ranking →
• Did Nvidia’s Jensen Huang just make the AI buildout too big to fail?Aug 16, 2026 · SiliconANGLE News · scored 2.75/10 · day ranking →
• Intel, AMD, and Applied Materials Drop 4% as SK Hynix Rout and Oil Spike Hit Chip StocksJul 13, 2026 · 24/7 Wall St. · scored 2.75/10 · day ranking →
• Applied Materials surges 15% but remains 30% below highs as AI chip demand fuels semiconductor rallyAug 2, 2026 · Crypto Briefing · scored 2.75/10 · day ranking →
• Semiconductor stocks are on the verge of a bear market. Is the thrill in the chips trade gone?Jul 19, 2026 · MarketWatch · scored 2.75/10 · day ranking →
• Meta’s next AI bet has one major catch for investorsJul 5, 2026 · TheStreet · scored 2.75/10 · day ranking →
• Advanced Micro Devices Reported Record Revenue. AMD Stock Sank Anyway.Aug 10, 2026 · Barchart.com · scored 2.75/10 · day ranking →
• Analyzing data from Silicon Valley ventures and founders prosecuted for fraudAug 9, 2026 · pubsonline.informs.org · scored 2.75/10 · day ranking →
• Semiconductor Boom Fuels South Korea's 0.6% Growth, Youth Jobs SlumpJul 25, 2026 · 조선일보 · scored 2.75/10 · day ranking →
• Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical PressuresAug 10, 2026 · Yahoo Entertainment · scored 2.75/10 · day ranking →
• Intel rises as strong forecasts signal AI boost for turnaroundJul 25, 2026 · Yahoo Entertainment · scored 2.75/10 · day ranking →
• As Semiconductor Stocks Slide, These Chip Startup IPOs Go On HoldAug 2, 2026 · Morningstar · scored 2.75/10 · day ranking →
• Apple chip rumor helps Samsung hit $1T valuationMay 8, 2026 · 9to5Mac · scored 2.75/10 · day ranking →
• 70% of AI revenue comes from OpenAI and AnthropicAug 9, 2026 · youtube.com · scored 2.75/10 · day ranking →
• OpenAI could cut ChatGPT prices to win you over from ClaudeJun 12, 2026 · Android Authority · scored 2.75/10 · day ranking →
• Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgradeAug 7, 2026 · Digitimes · scored 2.75/10 · day ranking →
• This Chinese computer chip maker burned through $5 billion in a decade — then made it all back in a single quarterAug 1, 2026 · Yahoo Entertainment · scored 2.75/10 · day ranking →
• Stock market today: Dow, S&P 500, Nasdaq slip as semiconductor stocks sink to start 3rd quarterJul 5, 2026 · Yahoo Finance · scored 2.75/10 · day ranking →
• Why Intel, Other Chip Stocks Drop After Hitting Record HighsMay 14, 2026 · Barron's · scored 2.75/10 · day ranking →
• ​Strong guidance, AI demand power Arm Holdings stock rallyMay 8, 2026 · Economictimes.com · scored 2.75/10 · day ranking →
• Japan Earthquake Halts Auto and Chip Plants, Testing Supply Chain ResilienceAug 1, 2026 · Insurance Journal · scored 2.75/10 · day ranking →
• Chip stocks fight to rebound as semiconductors slip into bear marketJul 21, 2026 · Yahoo Finance · scored 2.75/10 · day ranking →
• Qualcomm drops 11% as chip stocks pull back from record AI-driven rallyMay 14, 2026 · CNBC · scored 2.75/10 · day ranking →
• Analyst: Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor PricingMay 3, 2026 · Yahoo Finance · scored 2.75/10 · day ranking →
• Cerebras Plummets 13% After Earnings. But Intel & AMD Barrel Ahead with Strong Gains.Aug 14, 2026 · 24/7 Wall St. · scored 2.75/10 · day ranking →
• Qualcomm's chip price hikes could make phones, wearables, and laptops even pricierJul 26, 2026 · TechSpot · scored 2.75/10 · day ranking →
• AI stocks are echoing a 1990s market split. JPMorgan warns the next few weeks are critical.Jul 24, 2026 · MarketWatch · scored 2.75/10 · day ranking →
• Silicon Valley Has Lost Its Biggest AdvantageJul 21, 2026 · The Atlantic · scored 2.75/10 · day ranking →
• Taiwan OSAT firms gain from AI chip demand and foundry spilloverJun 13, 2026 · Digitimes · scored 2.75/10 · day ranking →
• Samsung chip profit surges 48-fold amid AI demand, competition with NvidiaMay 3, 2026 · Crypto Briefing · scored 2.75/10 · day ranking →