Semiconductors

18 names · 13 named directly by the news · 15 affected

• MUMicron975.26 -0.22%
  104 direct55 2nd-order
  ▲Nvidia Just Locked In a $279 Billion Bet on Memory Chips
• NVDANVIDIA218.29 -0.03%
  171 direct187 2nd-order
  ▲Jensen Huang's Nvidia Guided for 70% Revenue Growth in Fiscal 2028, Far Above the 44% Wall Street Expected, as Amazon Agreed to Buy 2 Million Nvidia GPUs. Is the Growth Forecast Believable?
• AVGOBroadcom361.99 +0.32%
  55 direct89 2nd-order
  ▼Broadcom forecasts quarterly revenue below estimates
• MRVLMarvell236.1 +4.03%
  16 direct30 2nd-order
  ▼Marvell's AI Bookings Are Stellar. But Its Gross Margin Guide Is What Moved the Stock.
• AMDAMD516.13 +2.49%
  36 direct131 2nd-order
  ▲AMD Committed Up to $5 Billion to Anthropic, and Anthropic's IPO Prospectus Is Reportedly Days Away
• INTCIntel102.94 +2.61%
  29 direct15 2nd-order
  ▼An Nvidia Move Just Put AMD and Intel on the Defensive
• TSMTSMC433.24 +1.22%
  27 direct125 2nd-order
  ▲Jensen Huang's Nvidia Guided for 70% Revenue Growth in Fiscal 2028, Far Above the 44% Wall Street Expected, as Amazon Agreed to Buy 2 Million Nvidia GPUs. Is the Growth Forecast Believable?
• QCOMQualcomm181.97 +2.88%
  7 direct11 2nd-order
  ▼Nvidia Makes $3.5 Billion Bet on MediaTek
• ARMArm Holdings264.79 +4.17%
  1 direct1 2nd-order
  ▲Nvidia has built a $99 billion equity portfolio from almost scratch in 2 years
• SWKSSkyworks88.35 +5.14%
  1 direct6 2nd-order
  ▲Apple Advances 3% as First Foldable iPhone Arrives at Its Highest Price Ever; Skyworks Rallies 9%, Alphabet Ticks Up
• TXNTexas Instruments268.7 +3.82%
  1 direct1 2nd-order
  ▲TXN 8-K — Results of Operations and Financial Condition
• MPWRMonolithic Power1234.46 +4.08%
  1 direct
  ▲Monolithic vs. Intel: Which Chip Stock Has a Better Upside?
• ADIAnalog Devices378.78 +4.85%
  1 direct
  ▼Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields: Intel Drops 3%, NVIDIA and AMD Slip
• QRVOQorvo116.65 +3.82%
  1 2nd-order
  ▲Apple Advances 3% as First Foldable iPhone Arrives at Its Highest Price Ever; Skyworks Rallies 9%, Alphabet Ticks Up
• GFSGlobalFoundries46.95 +2.15%
  1 2nd-order
  ▲Soitec locks customers into multi-year deals as AI wafer demand surges
• NXPINXP Semiconductors236.62 +4.48%
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• ONonsemi76.14 +8.51%
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• UMCUMC22.64 +2.35%
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Quotes are delayed. News impact decays over each event's persistence window and drops out when it expires; this page is for ranking at a glance — exact counts live on the stock page.

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