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  1. 1
    Nvidia unveils AI agent security platform and $150bn buybackβ–ΌNvidia unveils security platform to rein in AI agents and $150bn stock buybackβœ‰newsTechnologyAI1 h ago

    Nvidia has announced a new security platform designed to control and safeguard AI agents, alongside a $150 billion stock buyback programme. The security offering aims to address growing concerns about autonomous AI systems acting without adequate oversight. The buyback signals confidence in the company's continued dominance of the AI chip market and returns cash to shareholders.

  2. 2
    Nvidia announces largest-ever share buyback amid AI competition●Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performanceβœ‰newsTechnologySemiconductors1 h ago

    Nvidia has approved the biggest share buyback plan in its history, according to Reuters, even as competition in the AI chip market weighs on its stock performance. The move signals confidence in the company's long-term position despite rivals pushing aggressively into artificial intelligence semiconductors and investors showing concern over valuation and market share.

  3. 3
    Chip Stocks Lead Wall Street Rout, Intel and AMD Slumpβ–ΌIntel, SanDisk, AMD, Western Digital Slump Up To 6% As Chips Stocks Lead Wall Street Routβœ‰newsTechnologySemiconductors1 h ago

    Shares of major semiconductor companies fell sharply, with Intel, SanDisk, AMD and Western Digital dropping as much as 6% as chip stocks led a broad Wall Street sell-off. The declines made semiconductor firms among the day's biggest losers, dragging down wider technology indices and adding pressure to a market already on edge.

  4. 4
    Nvidia unveils record $150 billion stock buybackβ–ΌNvidia announces jaw-dropping $150 billion stock buyback, largest single authorization in historyβœ‰newsBusinessFinance11 min ago

    Nvidia has announced a $150 billion share repurchase program, which the company says is the largest single buyback authorization in history. The move signals confidence in its cash flow after years of explosive demand for its AI chips, and investors and analysts are debating whether the giant program signals peak confidence or a shift in how Nvidia plans to deploy its record profits.

  5. 5
    China Weighs Allowing ByteDance and Alibaba to Buy Nvidia AI Chipsβ–ΌNVDA Stock In Focus: China Reportedly Weighs Letting ByteDance, Alibaba Buy Some Nvidia AI Chipsβœ‰newsTechnologySemiconductors8 h ago

    Nvidia stock is in focus after reports that China is considering allowing domestic tech firms ByteDance and Alibaba to purchase certain Nvidia AI chips. The reported move would mark a partial easing of Beijing's stance on US semiconductor purchases amid ongoing trade tensions, and investors are watching for confirmation and what it could mean for Nvidia's China revenue.

  6. 6
    China chip stocks fall as Nvidia sales reportedly back on table●China chipmaking stocks tumble as Beijing reportedly mulls allowing Nvidia salesβœ‰newsTechnologySemiconductors12 h ago

    Shares in Chinese chipmaking companies dropped after reports that Beijing is considering allowing Nvidia to resume selling its chips in China. The move would reopen a major market for the US chipmaker but raises fears of renewed competition for domestic semiconductor firms, which have benefited from restrictions on Nvidia's products. Investors sold Chinese semiconductor names on the prospect.

  7. 7
    Stock Futures Fall as Oil Prices and Treasury Yields Climbβ–ΌStock Market Today: Futures Decline After Winning Week as Oil Prices, Treasury Yields Jump; Chip Stocks Fallβœ‰newsBusinessMarkets1 h ago

    US stock futures are declining after a winning week on Wall Street, with rising oil prices and jumping Treasury yields weighing on sentiment. Chip stocks are falling in premarket trading. Investors are watching energy costs and interest rate expectations as key drivers of market direction heading into the new trading week.

  8. 8

    Asian semiconductor shares fell after OpenAI signalled a pause, renewing investor concerns that growth in the artificial intelligence sector may be slowing. Chipmakers across the region, which supply much of the hardware behind the AI boom, came under selling pressure as markets reassessed the durability of AI-driven demand and the outlook for the broader technology rally.

  9. 9
    Nikkei Rises 0.8% Led by Chip Stocksβ–ΌNikkei Rises 0.8%, Led by Chip-Related Stocks https://www.wsj.com/finance/stocks/nikkei-rises-0-8-led-by-chip-related-stMmastodonBusinessMarkets35 h ago

    Japan's Nikkei stock index rose 0.8%, with semiconductor-related shares leading the gains. Chip stocks have been a key driver of Asian markets amid ongoing global demand for semiconductors tied to artificial intelligence. Traders are watching whether the technology rally can continue and what it signals for Japanese equities more broadly.

  10. 10
    Nvidia Stock Defies the Wider Chip Slumpβ–ΌNvidia Stock Is Defying Chip Slump. 3 Reasons Why.βœ‰newsTechnologySemiconductors4 h ago

    Nvidia's shares are bucking a broad downturn in semiconductor stocks, and Barron's points to three reasons behind the resilience. The company's dominance in artificial intelligence chips has kept investor demand strong even as other chipmakers struggle with weakening demand and inventory gluts. Commentators are weighing whether Nvidia can sustain its outperformance while the rest of the industry faces a prolonged slump.

  11. 11
    Seoul stocks plunge over 2.5% on chip lossesβ–ΌSeoul stocks sink over 2.5 pct on chip lossesβœ‰newsWorld8 h ago

    South Korean shares fell sharply, with the Seoul market dropping more than 2.5 percent as semiconductor stocks led losses. Chipmakers, a core driver of Korea's export-heavy economy, dragged the benchmark index down, and the slide is drawing attention amid ongoing concerns about the global semiconductor sector and its effect on Asian markets.

  12. 12
    Chip stocks fall on AI safety breach worries, Nvidia defies slideβ–ΌChip stocks fall as AI breach fuels safety concerns, but Nvidia bucks the trend: Chart of the Dayβœ‰newsTechnologyAIjust now

    Semiconductor stocks declined as investors reacted to an AI-related security breach that has renewed concerns about the safety of artificial intelligence systems. The sell-off hit chipmakers broadly, though Nvidia moved against the trend and held its ground. Markets are weighing whether the incident signals deeper risks for companies banking on the AI boom, with Nvidia's resilience standing out among hardware names.

  13. 13
    TSMC seen hitting all-time highs on AI chip demandβ–ΌTSMC: Set For All-Time Highs On Surging AI Chip Demand (NYSE:TSM)βœ‰newsTechnologySemiconductors12 h ago

    TSMC, the Taiwanese semiconductor manufacturer, is the subject of a bullish investment analysis arguing the company is set to reach all-time share price highs as demand for artificial intelligence chips surges. The company, which trades on the New York Stock Exchange as TSM, supplies chips used widely in AI hardware, and investors are weighing whether that demand justifies a fresh rally in its stock.

  14. 14
    OpenAI Pause Hits Asian Chip Shares; Nvidia in Focusβ–ΌWhy Are Nvidia and AI Stocks in Focus Today? OpenAI Pause Hits Asian Chip Sharesβœ‰newsTechnologySemiconductors10 h ago

    Asian semiconductor stocks fell after news of a pause at OpenAI, putting Nvidia and other AI-related shares in the spotlight for investors. Chipmakers across the region, which supply the computing hardware behind the AI boom, saw their shares come under pressure as traders reassessed the outlook for AI-driven demand.

  15. 15
    Qualcomm Unveils Two New AI-Focused Smartphone Chipsβ–ΌQualcomm Launches Two New Smartphone Chips As AI Push Intensifies β€” QCOM Stock Edges Lower After-Hoursβœ‰newsTechnologySemiconductors8 h ago

    Qualcomm announced two new smartphone chips, strengthening its push into on-device artificial intelligence as competition among chipmakers intensifies. The announcement came alongside the company's earnings update, but investors were unmoved: Qualcomm shares slipped modestly in after-hours trading despite the new product launches. Attention is on how the company's AI-capable silicon will fare against rivals in the premium smartphone market.

  16. 16
    China's CanSemi draws record demand ahead of market debutβ–ΌBetting on light: why China’s CanSemi is drawing record demand ahead of debutβœ‰newsTechnologySemiconductors2 h ago

    Chinese optoelectronics chipmaker CanSemi is attracting record investor demand ahead of its stock market debut, according to the South China Morning Post. The company, which works with light-based semiconductor technology, is riding strong interest in China's domestic chip sector as investors bet on the country's push for self-sufficiency in semiconductors. The strong appetite for the IPO highlights continued enthusiasm for China's chip industry despite broader market uncertainty.

  17. 17
    Intel stock falls as chip-sector sentiment weakens●Intel stock falls as chip-sector sentiment weakens and investors lock in gainsβœ‰newsTechnologySemiconductors2 h ago

    Intel shares declined as sentiment across the semiconductor sector deteriorated and investors moved to lock in recent gains. The drop reflects a broader pullback in chip stocks rather than company-specific news, with traders taking profits after a period of strength in the industry. Analysts note the sector's momentum has cooled, prompting renewed caution among investors about near-term valuations.

  18. 18
    Chip Stocks Tumble Again, Stalling Nascent Reboundβ–ΌINTC, AMD, MU, NVDA: Chip Stocks Tumble Again, Stalling A Nascent Reboundβœ‰newsTechnologySemiconductors13 h ago

    Shares of major semiconductor companies, including Intel, AMD, Micron and Nvidia, fell again, halting a brief recovery in the sector. The renewed slide adds to pressure on chipmakers that have led market swings this year, leaving investors watching for signs of whether demand and valuations can stabilise.

  19. 19
    Arm Sinks 9% as Chip Selloff Deepens●Arm Sinks 9% as Chip Selloff Deepens; Qualcomm Drops 6%, Marvell Slides 5%βœ‰newsTechnologySemiconductors1 h ago

    Chip stocks fell sharply, with Arm Holdings down about 9%, Qualcomm dropping roughly 6%, and Marvell sliding 5%, deepening a broader selloff in semiconductor shares. The declines add to pressure across the sector, which has been a focal point for investors worried about stretched valuations and the pace of demand for chips powering artificial intelligence.

  20. 20
    AI Memory Demand Set to Lift Micron's DRAM Sales in Q4●AI Boom-Led Memory Chip Demand to Boost Micron's DRAM Revenues in Q4βœ‰newsTechnologySemiconductors2 h ago

    Surging demand for memory chips tied to the artificial intelligence boom is expected to drive strong growth in Micron's DRAM revenues in the fourth quarter. Analysts point to data centers stocking up on high-bandwidth memory and DRAM to support AI workloads, tightening supply and supporting higher prices across the memory market.

  21. 21
    Nikkei Rises 0.8%, Chip Stocks Lead Gains●Nikkei Rises 0.8%, Led by Chip-Related Stocksβœ‰newsBusinessMarkets16 h ago

    Japan's Nikkei index closed 0.8% higher, with chip-related stocks driving the advance. Semiconductor shares led the rally, lifting the benchmark index in a session watched closely by regional investors. The move follows ongoing attention to technology and semiconductor performance across Asian markets.

  22. 22
    Dow Jones Jumps 478 Points, Ending Three-Week Losing Streakβ–ΌDow Jones Today: Blue Chips Jump 478.64 Points to 51,828.62, Snapping a Three-Week Losing Streakβœ‰newsTechnologySemiconductors1 d ago

    The Dow Jones Industrial Average rose 478.64 points to close at 51,828.62, snapping a three-week losing streak for blue-chip stocks. The rebound lifted sentiment across equity markets, with investors watching whether the gains mark a lasting turnaround after several weeks of declines.

  23. 23

    The Wall Street Journal examines warning signs that the current artificial intelligence investment boom could turn into a bust, in the vein of past tech bubbles. The piece fuels ongoing debate among investors and analysts over whether massive spending on AI chips, data centers and startups is sustainable or headed for a sharp correction.

  24. 24
    China May Reopen Nvidia's AI Marketβ–ΌChina May Reopen Nvidia's AI Market. How Will NVDA Stock React Monday?βœ‰newsTechnologySemiconductors8 h ago

    Reports suggest China may reopen its AI chip market to Nvidia, lifting hopes that the company can regain access to one of its largest customer bases after earlier restrictions. Investors are watching how Nvidia stock, trading under NVDA, will react when markets open Monday, with analysts weighing the potential revenue boost against lingering export control uncertainty between Washington and Beijing.

  25. 25
    Chip Stocks Lead Tech Slide Amid U.S.-Iran Tensions●INTC, AMD, AVGO: Chip Stocks Lead Slide As Tech Gets Hammered Amid Renewed U.S.-Iran Tensionsβœ‰newsTechnologySemiconductors9 h ago

    Semiconductor stocks including Intel, AMD and Broadcom led a broad decline in technology shares as renewed tensions between the United States and Iran rattled markets. Investors moved away from risk assets, with chipmakers among the hardest hit in the session. Traders are watching geopolitical headlines closely for further direction.

  26. 26
    KOSPI drops below 7,000 as chip stocks slide after Chuseok●KOSPI falls below 7,000 as chip heavyweights slide after Chuseokβœ‰newsTechnologySemiconductors12 h ago

    South Korea's KOSPI index fell below the 7,000 mark in trading after the Chuseok holiday, driven by declines in major semiconductor shares such as Samsung Electronics and SK Hynix. The pullback follows a strong run for Korean chipmakers this year, with investors weighing profit-taking and global chip demand concerns as markets reopen after the break.

  27. 27
    Nvidia Leads Chip Stocks Lower as OpenAI Deal Jitters Easeβ–ΌNVDA, Chip Stocks Extend Rout: Analysts Say OpenAI Deal Fears Overblownβœ‰newsTechnologySemiconductors1 d ago

    Nvidia and the broader chip sector extended a selloff, with shares sliding further amid worries about Nvidia's deal with OpenAI. Several analysts pushed back, arguing the fears surrounding the arrangement are overblown and that the market reaction has been excessive. Traders continue to weigh semiconductor exposure as the debate over AI-related spending and partnerships intensifies.

  28. 28
    Broadcom raises AI sales forecast despite steep share slideβ–ΌBroadcom raises AI sales forecast as stock lingers 29% below its highβœ‰newsTechnologySemiconductors1 d ago

    Broadcom has raised its sales forecast for AI-related chips, a sign that demand for artificial intelligence semiconductors remains strong. The company's stock, however, continues to trade roughly 29% below its all-time high, reflecting investor caution about the broader AI trade and semiconductor valuations despite the upgraded outlook.

  29. 29
    Your 401(k) is quietly funding the AI boom●Your 401(k) is funding the AI boom. Here’s what that means for your retirementβœ‰newsBusinessMarkets12 h ago

    Fortune reports that American retirement savings are heavily exposed to the AI investment boom, as 401(k) portfolios hold large positions in the tech giants driving massive spending on data centers and chips. The article examines what this concentration means for retirement security, weighing strong recent gains against the risk of a sharp correction in AI-related stocks.

  30. 30
    Qualcomm Stock Rises 4% on AI Chips and Apple Dealβ–ΌQualcomm Stock Rises 4% on New AI Phone Chips and Apple Dealβœ‰newsTechnologySemiconductors1 d ago

    Qualcomm shares climbed about 4% after the company announced new AI-focused smartphone chips alongside an ongoing chip supply agreement with Apple. Investors welcomed the dual boost, viewing the Snapdragon AI lineup and continued Apple business as strengthening the company's position in mobile semiconductors. The move reflects renewed optimism about Qualcomm's growth prospects in the AI phone market.

  31. 31
    Huawei Unveils Two Advanced AI Chips Planned For 2027β–ΌNVDA Stock In Focus As Huawei Announces 2 Advanced AI Chips For 2027βœ‰newsTechnologySemiconductors1 d ago

    Huawei has announced plans for two advanced AI chips targeted for 2027, drawing attention to Nvidia stock as investors weigh potential competition in the AI semiconductor market. Traders are watching how the Chinese chipmaker's roadmap could affect demand for Nvidia's processors, which currently dominate AI computing.

  32. 32
    Eight Nifty 50 stocks hit or near 52-week lows in sell-off●Stock Market sell-off: These eight Nifty 50 stocks are at or near 52-week lows - CNBC TV18βœ‰newsBusinessMarkets12 h ago

    An Indian stock market sell-off has pushed eight Nifty 50 stocks to or near their 52-week lows, according to CNBC TV18. The report highlights how the broader market decline is hitting some of India's largest listed companies, with investors tracking which heavyweight names are bearing the brunt of the downturn and what it signals for market sentiment.

  33. 33
    SpaceX Turns Positive in Pre-Market as Chip Stocks Drag Nasdaq Futures Downβ–ΌUS Pre-Market: SpaceX Bucks Trend to Turn Positive After Falling Below IPO Debut Price, Chip Stocks’ Collective Slump Drags Nasdaq Futures Down 2.7%βœ‰newsScienceSpace1 d ago

    SpaceX shares turned positive in US pre-market trading after earlier falling below their debut price, moving against a broader market slide. A collective slump in chip stocks pushed Nasdaq futures down 2.7%, setting a negative tone ahead of the opening bell. Investors are watching whether SpaceX can hold its gains while semiconductor weakness weighs on tech sentiment.

  34. 34
    Elon Musk Gives Nvidia Investors More Good Newsβ–ΌElon Musk Just Gave Nvidia Investors More Good News. Is the Stock a Buy?βœ‰newsBusinessMarkets15 h ago

    Elon Musk has delivered positive news for Nvidia investors, prompting renewed debate among analysts about whether the chipmaker's stock remains a buy. Multiple financial outlets, including The Motley Fool and The Globe and Mail, are running commentary linking Musk's remarks to Nvidia's outlook, as the company's shares continue to be a focal point of the AI-driven semiconductor boom.

  35. 35
    Chip Stocks Including Micron and Nvidia Rally Premarketβ–ΌMU, SNDK, NVDA, AMD: Chip Stocks Gain Premarket, Extending Relief Ralliesβœ‰newsTechnologySemiconductors1 d ago

    Semiconductor shares including Micron, SanDisk, Nvidia and AMD gained in premarket trading, extending recent relief rallies across the chip sector. Investors are watching whether the rebound can hold amid ongoing volatility around AI demand, valuations and macro conditions. Traders on social platforms flagged the broad move, noting strength across memory and GPU names rather than a single-stock story.

  36. 36
    AMD, Marvell, Micron Shares Hit 52-Week Highsβ–ΌAMD, MRVL, MU Stocks Hit 52-Week Highs: What Drove The Chip Stocks Higher?βœ‰newsTechnologySemiconductors1 d ago

    Shares of chipmakers AMD, Marvell Technology and Micron have each climbed to 52-week highs, drawing attention to what is powering the semiconductor rally. Investors are weighing drivers such as strong demand tied to artificial intelligence computing and improving memory pricing. Traders are debating whether the momentum in chip stocks can continue or if valuations are running ahead of fundamentals.

  37. 37
    TSMC shares slip as CEO warns AI chip shortage will persist●TSM Stock Slips Premarket Today β€” CEO Reportedly Says AI Chip Shortage Isn’t Ending Anytime Soonβœ‰newsTechnologySemiconductors1 d ago

    Taiwan Semiconductor Manufacturing Company shares traded lower in premarket activity on Thursday after the company's chief executive reportedly said the shortage of AI chips will not ease anytime soon. The comments come as demand for advanced chips used in artificial intelligence continues to outstrip supply, keeping investors focused on how long capacity constraints will last.

  38. 38
    PepsiCo Shares Rise as Investors Eye 2027 Outlookβ–ΌPepsiCo (PEP) Price Rises For Chips And Soda Put 2027 In Focusβœ‰newsTechnologySemiconductors13 h ago

    PepsiCo stock is moving higher, with attention turning to the company's prospects for 2027. The snack and beverage giant, whose brands span chips and soda, is drawing investor focus as markets weigh its longer-term growth path. Traders are watching how pricing, demand and cost trends could shape the company's performance over the next couple of years.

  39. 39
    Memory Chip Stocks Rally as U.S.-Iran Strikes Haltβ–ΌMU, SNDK, SKHY, DRAM: Memory Chip Stocks Surge In Relief Rally As U.S.-Iran Reportedly Halt Strikesβœ‰newsTechnologySemiconductors1 d ago

    Memory chip stocks including Micron (MU), SanDisk (SNDK) and SK hynix-linked names surged in a broad relief rally after reports that the United States and Iran have halted strikes. Investors read the de-escalation as a signal to buy back into risk assets, with semiconductor and memory names among the standout gainers as geopolitical tensions ease.

  40. 40
    Chip Stocks Slide as Investors Seek Safety on Iran Tensions●NVDA, MRVL, SNDK, SKHY, And Other Chip Stocks Slide: Analyst Says Investors Are Rotating To Safety Amid Iran War Tensionsβœ‰newsTechnologySemiconductors1 d ago

    Shares of major semiconductor companies including Nvidia, Marvell, SanDisk and SKHY fell as an analyst said investors are rotating out of riskier tech holdings into safer assets. The move is being attributed to escalating war tensions involving Iran, which has prompted a broader flight to safety across markets and weighed on high-valuation chip stocks.