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.

• Thrive’s Joshua Kushner chides Silicon Valley VCs over AI euphoriaAug 17, 2026 · TechCrunch · scored 2.40/10 · day ranking →
• Nvidia Goes to Zero. – By JA Westenberg – SelfonomicsMay 10, 2026 · selfonomics.com · scored 2.40/10 · day ranking →
• South Korean shares surge after chip stock routAug 1, 2026 · BBC News · scored 2.40/10 · day ranking →
• Chip Industry Week In ReviewJun 14, 2026 · Semiconductor Engineering · scored 2.40/10 · day ranking →
• Allstate accuses Broadcom of auditing it because it quit VMware, CAJul 12, 2026 · Ars Technica · scored 2.40/10 · day ranking →
• Kospi Crash Explained: Why South Korea's red-hot stock market tumbled 6% after record rallyMay 16, 2026 · The Times of India · scored 2.40/10 · day ranking →
• Artificial Intelligence Microscopy Market Study Highlights How Industry Demand Is EvolvingJul 26, 2026 · EIN Presswire · scored 2.40/10 · day ranking →
• The AI Inference Race Has a New Contender: UBS Backs Cerebras (CBRS)Jun 13, 2026 · Yahoo Entertainment · scored 2.40/10 · day ranking →
• ​How TSMC and AI mania helped Taiwan leapfrog India in global equity rankingsMay 27, 2026 · Economictimes.com · scored 2.40/10 · day ranking →
• Tower Semiconductor Shares Surge Premarket on Japanese InvestmentJul 14, 2026 · WSJ · scored 2.40/10 · day ranking →
• Chip Stocks 2026: Identifying the Semiconductor Winners vs. AI HypeJun 1, 2026 · Barron's · scored 2.40/10 · day ranking →
• How Qualcomm’s CIO is placing big bets on AI to support the chip company’s diversification pushJul 9, 2026 · Fortune · scored 2.40/10 · day ranking →
• Artificial Intelligence Positioned To Disrupt $5 Trillion IndustryJun 1, 2026 · Forbes · scored 2.40/10 · day ranking →
• The world's hottest stock market just minted a trillion-dollar tech giantMay 7, 2026 · Business Insider · scored 2.40/10 · day ranking →
• S Korea's KOSPI breaks 7,000 as AI chip rally lifts Samsung into $1 trillion clubMay 7, 2026 · CNA · scored 2.40/10 · day ranking →
• Samsung Electronics market value tops US$1 trillion on chip boomMay 7, 2026 · CNA · scored 2.40/10 · day ranking →
• CNBC's The China Connection newsletter: China is rewiring the Silicon Valley model — starting in Hong KongMay 7, 2026 · CNBC · scored 2.40/10 · day ranking →
• Moore Threads plans Hong Kong listing after 420% share surge on Shanghai debutAug 10, 2026 · Crypto Briefing · scored 2.35/10 · day ranking →
• A $72 billion forecast just raised the stakes for the AI tradeAug 16, 2026 · TheStreet · scored 2.35/10 · day ranking →
• Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip StocksJul 4, 2026 · 24/7 Wall St. · scored 2.35/10 · day ranking →
• The AI party keeps roaring: Why it won’t end anytime soonAug 15, 2026 · SiliconANGLE News · scored 2.35/10 · day ranking →
• The chip rally is tightening tech’s grip on Wall StreetJul 5, 2026 · Financial Times · scored 2.35/10 · day ranking →
• If the $1.3 Trillion Chip Stock Sell-Off Was a Warning for the S&P 500, History Repeatedly Suggests 1 Move to AvoidAug 3, 2026 · Biztoc.com · scored 2.35/10 · day ranking →
• Warren Buffett’s Alphabet bet eases bigger Berkshire fearJul 19, 2026 · TheStreet · scored 2.35/10 · day ranking →
• Sam Altman didn’t need another lawsuitJul 14, 2026 · The Verge · scored 2.35/10 · day ranking →
• Jobs day, semiconductor earnings, and stock market momentum: What to watch this weekMay 10, 2026 · Yahoo Finance · scored 2.35/10 · day ranking →
• The global memory shortage hits the MacBook AirAug 3, 2026 · TechCrunch · scored 2.35/10 · day ranking →
• 4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx BetAug 15, 2026 · Yahoo Finance · scored 2.35/10 · day ranking →
• Nvidia Chip Boom Is Spreading: 6 Stocks to Watch - Intel (NASDAQ:INTC), Broadcom (NASDAQ:AVGO), AdvancedAug 13, 2026 · Benzinga · scored 2.35/10 · day ranking →
• SanDisk CEO David Goeckeler Says Its Biggest Customers Aren't Talking Prices Anymore as Business Turns 'Highly Strategic'Aug 9, 2026 · Yahoo Entertainment · scored 2.35/10 · day ranking →
• Qorvo, Allegro MicroSystems, and Lattice Semiconductor Stocks Trade Up, What You Need To KnowMay 25, 2026 · Yahoo Finance · scored 2.35/10 · day ranking →
• Jevons Paradox: why China’s cheap AI models could be good for Silicon ValleyAug 9, 2026 · South China Morning Post · scored 2.35/10 · day ranking →
• Jim Cramer warns AI investors about hidden leverage trapAug 2, 2026 · TheStreet · scored 2.35/10 · day ranking →
• Liying posts record July revenue as AI chip recycling demand risesAug 12, 2026 · Digitimes · scored 2.35/10 · day ranking →
• Why Intel, AMD, Arm, and Other Artificial Intelligence (AI) Stocks Popped TodayJun 14, 2026 · Biztoc.com · scored 2.35/10 · day ranking →