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.

• MU, WDC, SKHY, AMD — VanEck’s Nicholas Frasse Downplays Volatility In Semiconductor Stocks, Says Chip Trade Is Still Very StrongAug 7, 2026 · TradingView · scored 2.35/10 · day ranking →
• SLB, Liberty Energy target AI data center marketJul 14, 2026 · World Oil · scored 2.35/10 · day ranking →
• Nvidia, SLB, Amazon, and Meta are the top companies adopting AI, but that doesn't mean they're seeing the benefitsJun 3, 2026 · TechRadar · scored 2.35/10 · day ranking →
• Why ASML (ASML) Remains a Key Bottleneck Play in the AI Chip BuildoutMay 14, 2026 · Yahoo Entertainment · scored 2.35/10 · day ranking →
• Why semiconductor stocks are leading the market right nowMay 13, 2026 · Axios · scored 2.35/10 · day ranking →
• Mark Zuckerberg backs Elon Musk Silicon Valley decisionJul 23, 2026 · thestreet · scored 2.35/10 · day ranking →
• Morgan Stanley Reiterates Nvidia (NVDA) As its Top Semiconductor PickJul 16, 2026 · Yahoo Entertainment · scored 2.35/10 · day ranking →
• Jensen Huang called a California chipmaker the 'next trillion-dollar' company, and its shares spiked 20%Jun 3, 2026 · Business Insider · scored 2.35/10 · day ranking →
• Tower Semiconductor Stock 2026: Buy or Sell on Strong AI Photonics Momentum?May 31, 2026 · Ibtimes.com.au · scored 2.35/10 · day ranking →
• Jobs day, semiconductor earnings, and stock market momentum: What to watch this weekMay 14, 2026 · Yahoo Finance · scored 2.35/10 · day ranking →
• The Semiconductor Market Could Double to More Than $1.5 Trillion by 2030. Here's the Best Chip Stock to Buy.May 13, 2026 · Yahoo Finance · scored 2.35/10 · day ranking →
• Qualcomm’s 50% Surge: Bubble Territory or Breakout Moment?May 5, 2026 · MarketBeat · scored 2.35/10 · day ranking →
• MaxLinear (MXL) Soars to 4-Year High on Robust Chip MarketMay 1, 2026 · Yahoo Entertainment · scored 2.35/10 · day ranking →
• AMD to report Q2 earnings as chip stocks continue to waverAug 4, 2026 · Yahoo Entertainment · scored 2.35/10 · day ranking →
• As Semiconductor Stocks Slide, These Chip Startup IPOs Go On HoldJul 31, 2026 · Morningstar · scored 2.35/10 · day ranking →
• Nvidia (NVDA) Has an Unprecedented Competitive Edge, Says TD CowenJul 16, 2026 · Yahoo Entertainment · scored 2.35/10 · day ranking →
• Oppenheimer sends clear message on Broadcom ahead of earningsJun 3, 2026 · TheStreet · scored 2.35/10 · day ranking →
• Thanks for the memory: Why AI-chip stocks of all types are going supernovaMay 13, 2026 · Business Insider · scored 2.35/10 · day ranking →
• Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in AprilMay 5, 2026 · 24/7 Wall St. · scored 2.35/10 · day ranking →
• Qualcomm CEO Sees Handset Bottom, “Multiple Billions” in Data Center Revenue AheadJun 3, 2026 · MarketBeat · scored 2.35/10 · day ranking →
• Elon Musk praises Mythos/Fable, promises not to ‘cut off’ AnthropicJul 9, 2026 · TechCrunch · scored 2.35/10 · day ranking →
• Taiwan chipmaker UMC sees 'headwinds' from Iran war, but predicts resilient demandApr 30, 2026 · CNA · scored 2.35/10 · day ranking →
• Chip Stocks Take A Breather After Historic Run. What's Next For Semiconductor Group?Apr 30, 2026 · Investor's Business Daily · scored 2.35/10 · day ranking →
• Nobody knows what a used GPU cluster is worthJul 22, 2026 · ciphertalk.substack.com · scored 2.35/10 · day ranking →
• US Stock Market: Jobs data, AI earnings to test Wall Street rally amid inflation risks loomJun 2, 2026 · The Times of India · scored 2.35/10 · day ranking →
• I think Anthropic and OpenAI have found product-market fitMay 28, 2026 · simonwillison.net · scored 2.35/10 · day ranking →
• Morgan Stanley’s CIO warns chip stocks may follow rare earths and gold into boom-bust territoryJul 1, 2026 · Crypto Briefing · scored 2.35/10 · day ranking →
• ASX 200 Slips 0.26% to 8,955 as Oil Volatility and Bank Weakness Weigh on Australian SharesApr 17, 2026 · Ibtimes.com.au · scored 2.35/10 · day ranking →
• SK hynix weighs stake sale in China chip packaging plant, report saysAug 10, 2026 · Koreajoongangdaily.com · scored 2.30/10 · day ranking →
• Amazon's AI Chip Backlog Stands at a Massive $225 Billion. That's Great News for This Semiconductor Stock That Has Doubled in 2026May 11, 2026 · The Motley Fool · scored 2.30/10 · day ranking →
• Ingenic taps Hong Kong market to raise HK$3.2 billion for chip expansionAug 18, 2026 · South China Morning Post · scored 2.30/10 · day ranking →
• Latin America’s Silicon Valley is booming: this city has attracted more than $2.5 billion in tech investmentJul 7, 2026 · El Cronista · scored 2.30/10 · day ranking →
• S&P 500, Nasdaq Hit Record Highs on Strong Jobs, Semiconductor RallyMay 11, 2026 · 조선일보 · scored 2.30/10 · day ranking →
• It looks like 'Big Short' investor Michael Burry nailed his bet against AI chip stocksAug 5, 2026 · Business Insider · scored 2.30/10 · day ranking →
• VC-backed startups commit more fraud, and researchers think they know whyAug 1, 2026 · TechCrunch · scored 2.30/10 · day ranking →
• HSBC Says AI Overspending Concerns Are Driving Market SentimentAug 2, 2026 · Advfn.com · scored 2.30/10 · day ranking →
• Hers’s Why NVIDIA (NVDA) is One of the Best AI and Technology Stocks to Buy NowJul 5, 2026 · Yahoo Entertainment · scored 2.30/10 · day ranking →
• [News] South Korea Chip Export Volume Falls Yet Revenue Surges; May DRAM +370%, NAND +207%Jun 14, 2026 · TrendForce · scored 2.30/10 · day ranking →
• 27-year-old chip stock sees price target slashed despite sales, profit surgeAug 12, 2026 · TheStreet · scored 2.30/10 · day ranking →