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European semiconductor stocks diverge as investors weigh AI demand, growth expectations
Reuters20d agoneutral
European semiconductor stocks diverge as investors weigh AI demand, growth expectations

European semiconductor stocks moved sharply on Thursday after earnings updates, with Soitec surging on strong photonics demand linked ‌to artificial intelligence applications, while STMicroelectronics and BE Semiconductor Industries (Besi) fell as investors reacted ‌to weaker near-term performance and elevated growth expectations. Soitec shares jumped around 23% after the French semiconductor materials supplier beat ​sales expectations by a wide margin and pointed to accelerating demand for photonics wafers used in artificial intelligence applications.

Stocks to Watch: Alphabet, Tesla, Nestle, Intel
The Wall Street Journal20d agoneutral
Stocks to Watch: Alphabet, Tesla, Nestle, Intel

↘️ Tesla (TSLA): Elon Musk’s EV maker reported negative free cash flow of more than $1 billion in the second quarter amid heavy spending on AI and robotics. Shares fell about 5% premarket. ↘️ Alphabet (GOOGL): Shares slid more than 3% premarket after the tech company announced plans to significantly boost its capital expenditure.

STMicroelectronics Q2 Earnings Call Highlights
MarketBeat20d agoneutral
STMicroelectronics Q2 Earnings Call Highlights

STMicroelectronics (NYSE:STM) reported second-quarter 2026 revenue above the midpoint of its outlook and said demand accelerated across all end markets, with management pointing to particularly strong momentum in AI data centers, optical connectivity and industrial applications. President and Chief

Bloomberg21d agobearish
STMicro Plunges as Weak Forecast Eclipses Fourth-Quarter Outlook

(Bloomberg) -- STMicroelectronics NV plunged the most in a year after the chipmaker forecast third-quarter sales that missed analysts’ expectations, dimming hopes for a stronger recovery on the back of artificial intelligence data center demand. Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US

STMicroelectronics (STM): Best Performing Semiconductor Stocks to Invest In
Insider Monkey28d agoneutral
STMicroelectronics (STM): Best Performing Semiconductor Stocks to Invest In

STMicroelectronics (NYSE:STM) is one of the best performing semiconductor stocks to invest in. On July 6, STMicroelectronics announced the status of its common share repurchase program, reporting the purchase of 145,390 ordinary shares between June 29 and July 3. These shares were acquired on the Euronext Paris exchange at a weighted average price of EUR […]

STMicroelectronics (ENXTPA:STMPA) Could Be 7% Undervalued On Its FocalPoint Deal
Simply Wall St.28d agoneutral
STMicroelectronics (ENXTPA:STMPA) Could Be 7% Undervalued On Its FocalPoint Deal

FocalPoint’s new commercial agreement with STMicroelectronics (ENXTPA:STMPA) moves their S-GNSS Auto and Teseo collaboration into a full offering, giving investors fresh context for assessing the stock’s recent performance and valuation. See our latest analysis for STMicroelectronics. Beyond the FocalPoint deal, STMicroelectronics has been active on several fronts, including expanding AI partnerships with Amazon Web Services and NVIDIA and acquiring NXP’s MEMS sensor business, while also...

European Chip Stocks Skid After SK Hynix Nasdaq Debut
Barrons.com30d agoneutral
European Chip Stocks Skid After SK Hynix Nasdaq Debut

Shares of European semiconductor companies started the week in the red following SK Hynix's Nasdaq debut last week. While the South Korean chip maker's American depository receipts closed nearly 13% higher on Friday in New York, investors sold off the stock in Seoul on Monday.

European Stocks Rise at Open as Tech, Banks Recover
Barrons.com35d agoneutral
European Stocks Rise at Open as Tech, Banks Recover

European blue-chip indexes are mostly higher, as banks and AI-related stocks recover. The Stoxx 600 rose 0.7%. The French CAC 40 was 0.6% higher, led by chip maker STMicroelectronics, which rose 3.7%, while luxuries and banks rose.

📉Global AI Stocks Tumble
The Wall Street Journal36d agobearish
📉Global AI Stocks Tumble

U.S. chip shares trade sharply lower premarket, extending the reach of a global wobble in artificial intelligence-related stocks following Samsung's quarterly update. Micron Technology and Intel fell around 6% and 4%, respectively Applied Materials and Lam Research, both major suppliers to Samsung--each lost around 5%.