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 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 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 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 Bill — get a data-driven breakdown of what’s moving markets and which signals matter for invest…