Semiconductor manufacturing was dominated by American companies before factories moved to countries like Taiwan and South Korea. Now, hints of that original vigor are emerging again as a fab construction boom promises to revive what once was the global standard: computer chips made in the USA. "Today, all of the major semiconductor manufacturers capable of building a state-of-the-art semiconductor are investing in the United States," said Joe Stockunas, president of the Americas unit of the SEMI industry trade group.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
FEATURE Artificial-intelligence stocks were dipping on Friday, as investors took the chance to lock in some profit following a solid rally the previous session. Futures tracking the slid 0.3% as the rebound fizzled out, with some of 2026’s biggest winners on course to open in the red.
(Bloomberg) -- The largest builders of artificial intelligence data centers have doubled their debt load in the last five years, turning to borrowing to finance an unprecedented spending spree they claim is needed to transform the economy. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger With Iran and
Intel Corp (NASDAQ:INTC, XETRA:INL)has filed a patent describing a new way to build the memory that AI chips depend on, potentially removing one of its most expensive components. In simple terms, it may be a solution to a bottleneck that is hampering the advancement of artificial...
A milestone that was unthinkable a few years ago has reshuffled the case for two chip giants.
🔎 SK Hynix (KR:000660): The South Korean chipmaker will join the Nasdaq in the largest-ever market debut by a foreign company, after raising $26.51 billion in yesterday’s offering. ↗️EasyJet (UK: EZJ): Shares in the U.
Advanced Micro Devices Inc. (NASDAQ:AMD) is positioning itself to challenge Nvidia Corp.‘s (NASDAQ:NVDA) long-standing dominance in the lucrative AI accelerator market. According to a fresh analysis released by Cathie Wood‘s ARK Invest, internal research reveals that AMD chips “can already be more performant than Nvidia chips” per dollar on select workloads, highlighting a massive shift in data center cost efficiency. The CPU Playbook Applied to GPUs ARK Invest’s Director of Research, AI & Cloud
NVIDIA's valuation has fallen to multi-year lows despite strong AI-driven growth, with semiconductor ETFs highlighted as a diversified way to gain exposure.
The U.S. government taking stakes in AI companies is a disaster in the making, Christopher Smart writes.
By Exec Edge Editorial Staff AZA Law Firm opened its Dallas office at the Trammell Crow Center on January 1, 2026. The launch ended 32 years of Houston-only practice. Six months in, the office is tracking the public timeline managing partner John Zavitsanos set when the lease was signed: from five lawyers at launch to […] The post Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan appeared first on ExecEdge.
ASML Holding (NASDAQ:ASML) is one of the best QQQ Stocks to invest in. On July 6, ASML reported the latest transactions conducted under its ongoing share buyback program. Between June 29 and July 3, the company repurchased a total of 48,397 shares. The daily transactions saw a total value of approximately €15.87 million for each […]
Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) both delivered earnings that reframed how investors think about AI silicon. Micron posted record fiscal Q3 results powered by memory pricing. Intel notched a sixth straight revenue beat while absorbing a heavy restructuring hit. One is harvesting the AI build-out today. The other is rebuilding fabs and ... Micron Vs. Intel: Which Volatile Memory Giant Should Investors Buy Now?
Wedbush sees Vera strengthening Nvidia's push into networking and general-purpose compute markets.
Intel has gotten very expensive.
Between the continued excitement around chipmakers—as seen in the enthusiasm regarding SK Hynix’s imminent U.S. listing—and the sudden reversal in the tech sector’s fortunes earlier this week, the AI trade is flashing mixed signals.
The artificial intelligence (AI) bull market remains alive and well. These ETFs offer three distinct ways to benefit from it.
Meta (NASDAQ: META) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout. Meta turned $19.00 billion in quarterly capex into ad growth. Intel spent aggressively on foundry capacity while absorbing a $4.07 billion restructuring charge tied largely to Mobileye. Ad Engines Hum ... Meta vs Intel: Buy Meta for High-Margin Infrastructure Monetization and Avoid Capital-Strained Intel
Ultra Clean Holdings, Inc. recently announced that Michael Keogh, a veteran finance executive with experience at Ford, Bright Machines, Apple, Stanley Black & Decker, and Intel, will become its Chief Financial Officer on August 5, 2026, succeeding Sheri Savage. Keogh’s background in automation, advanced manufacturing, and large-scale finance organizations adds a new level of execution-focused leadership that could be important as Ultra Clean pursues its UCT 3.0 transformation plans. With...
NVIDIA's valuation has dropped to its lowest since 2019 despite booming AI growth. Is NVDA now a value opportunity or a value trap for investors?
Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche powered by a custom MI450-based GPU. For scale reference, one gigawatt is roughly the output of a large nuclear reactor. Meta is committing to power-plant-scale ... AMD’s $300 Billion Ambition Is Putting Pressure on Rivals
Three separate pressures hit at once. But only one of them really threatens the turnaround.
Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 7.4% at $555.62 in early trading Thursday, adding to a 259% gain over the past 12 months through to Wednesday’s close.
Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity