AMD Tops $10B Revenue as AI Shifts From GPUs to CPUs
AMD surges 11% on a $10.3B Q1 beat as AI demand rotates from pure GPU plays to CPUs and memory chips, lifting the entire semiconductor sector.
semiconductor stocks
Micron’s Best Week Since 2008 Ignites AI Chip Capital Markets
Micron surged 15.5% in its biggest week since 2008 as AI memory demand booms. Here is what it means for CHIPS Act financing, corporate bonds, and the Cerebras and Quantinuum IPO pipeline.
Intel Surges 14% on Report of Apple Chip Manufacturing Deal
Intel jumped 14% on record volume Friday after the WSJ reported Apple and Intel reached a preliminary agreement for Intel to manufacture Apple chips — a potential turning point for Intel’s foundry ambitions.
AMD Surges 18% on Blowout Q1 Earnings, Lifts Chip Sector
AMD crushed Q1 2026 estimates with $10.25B revenue—up 38% year-over-year—and Q2 guidance of up to $11.5B, sending shares 18% higher and sparking a chip-sector rally led by Intel’s 13% gain.
NXP Semiconductors Jumps 26% on Best Day Since 2010 IPO
NXP Semiconductors surged 26% — its best day since listing in 2010 — as Q1 earnings beat estimates and Q2 guidance of up to $3.55B signaled a chip recovery led by auto and AI.
DeepSeek AI Shockwave: How a Chinese Startup Wiped $600 Billion from Nvidia and Transformed AI Market Dynamics in January 2025
DeepSeek AI Shockwave: How a Chinese Startup Wiped $600 Bill — get a data-driven breakdown of what’s moving markets and which signals matter for invest…