News

Texas Instruments' 11% monthly slide contrasts with surging AI data center demand, strong earnings growth and a manufacturing strategy built for long-term gains.

Find insight on Nvidia, Micron, Tencent and more in the latest Market Talks covering technology, media and telecom.

ASYS heads into Q3 earnings with AI-driven demand, improving margins and a discounted valuation, but weak visibility and geopolitical risks support a hold.

Stabilus (ETR:STM) said third-quarter revenue was close to €300 million and adjusted EBIT margin improved to 10.8%, despite lower sales tied largely to weakness in China and continued pressure in automotive markets. The company said revenue was approximately 4% to 4.5% below the prior-year quarter,

STM is expanding its AI data center business with silicon photonics and power solutions as management targets more than $2 billion in revenues by 2027.

0014 GMT — Japanese stocks are lower in early trade following overnight drops in U.S. technology stocks. Uncertainty over the Iran conflict is also weighing on the market. Investors are closely watching crude oil prices and developments in the Middle East after Saudi Arabia said it had intercepted drones that Iran-backed militias in Iraq had launched at the kingdom’s oil facilities.

Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.

The E-mini Nasdaq 100 futures contract was up 1.6%, pointing to a strong opening for tech stocks in the U.S Monday, after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.

European semiconductor companies started the week in green territory after the Trump administration paused plans to escalate its war in Iran, boosting stocks globally.

STMicroelectronics (ENXTPA:STMPA) and FocalPoint have launched a commercially available advanced vehicle positioning solution. The partnership brings FocalPoint’s GNSS technology onto STMicroelectronics’ automotive grade hardware for use in production vehicles. The solution targets safer and more accurate positioning in challenging driving conditions and dense urban areas. For investors tracking STMicroelectronics, this new GNSS based positioning solution adds another product to the...

STM's Q2 earnings call spotlights AI data center growth, raising its 2026 and 2027 revenue outlook as customer demand, backlog and product mix improve.

By Tharuniyaa Lakshmi and Purvi Agarwal July 24 (Reuters) - European shares recovered on Friday after registering their steepest one-day loss in two weeks in the previous session, as investors drew

STMicroelectronics stock has more than doubled over the past year, yet its latest pullback and mixed valuation checks leave investors weighing a strong recent run against signals that do not point to a straightforward bargain or clear overvaluation. STMicroelectronics has delivered a 115.4% return over the past year, which puts recent weakness in a very strong 12 month context. Expectations around growth tied to AI related data center and communications demand can support the current...

Revenue surged 23% YoY to $3.49B, driven by AI data center and industrial demand.

STMicroelectronics NV (STM) reports robust revenue growth across key segments, despite facing manufacturing and supply chain hurdles.

STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.

STMicroelectronics beat analyst estimates for the second quarter but disappointed with its Q3 sales guidance.

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.

↘️ 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 (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

July 23 (Reuters) - European shares edged lower on Thursday, weighed down by technology stocks following quarterly results from U.S. giant Alphabet, while markets assessed the Middle East conflict

FTSE 100 down 10 points to 10,707 Brent oil hits $98 a barrel Centrica, BT, 3i, RELX, easyJet, MAB, AJ Bell provide updates 9.44am: Market analysis Oil prices are up 4.2% this morning now, with Brent crude at $98 a barrel. The big $100 level is looming now, says market analyst...

Navitas Semiconductor is shifting toward AI infrastructure, with growing demand for GaN and SiC power chips supporting its long-term growth outlook.

European equities traded in the US as American depositary receipts were lower on Friday morning, she

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

By Tharuniyaa Lakshmi and Johann M Cherian July 16 (Reuters) - European stocks slipped on Thursday as investors assessed a slew of corporate earnings, while escalating tensions in the Middle East

STMicroelectronics and Analog Devices are expanding AI, automotive and industrial chip offerings as semiconductor demand continues to grow.

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 […]

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...

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.