The battle against inflation took a sharp, unexpected turn this week as the U.S. Bureau of Labor Statistics released Producer Price Index (PPI) data for January 2026 that significantly overshot economist expectations. Coming on the final Friday of February, the report showed a 0.6% month-over-month jump in wholesale
In a move that has sent shockwaves through global equity markets and solidified the narrative of an era-defining "AI supercycle," Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially raised its 2026 capital expenditure guidance to an unprecedented range of $52 billion to $56 billion. This massive upward revision, representing a
A number of stocks fell in the afternoon session after the semiconductor sector tumbled as a 'buy the rumor, sell the news' event unfolded around AI-chip leader Nvidia, despite its strong earnings report.
Semiconductors are the picks and shovels of modern technology. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power.
This secular trend bodes well for the industry, which has posted a six-month gain of 58.1% and beat the S&P 500 by 51.6 percentage points.
On February 17, 2026, the semiconductor industry received a resounding confirmation of the "AI Giga-cycle" as Applied Materials, Inc. (Nasdaq: AMAT) saw its shares surge over 8% in early trading. The rally followed a dominant Q1 2026 earnings report that exceeded Wall Street’s most optimistic forecasts. As the world’s largest provider of semiconductor manufacturing equipment, [...]
While the broader technology sector spent the second week of February 2026 reeling from a "SaaSpocalypse" that wiped billions off the valuations of software giants, Applied Materials (NASDAQ:AMAT) emerged as a beacon of resilience. On Friday, February 13, 2026, shares of the semiconductor equipment powerhouse surged by more than
As of today, February 16, 2026, the semiconductor industry is witnessing a historic shift, and at the epicenter of this transformation sits Applied Materials, Inc. (Nasdaq: AMAT). Known as the "pick-and-shovel" provider for the digital age, Applied Materials has recently captured the market's full attention following a stunning Q1 2026 earnings report that sent its [...]
Applied Materials, Inc. (NASDAQ:AMAT) delivered a commanding performance for its fiscal first quarter of 2026, ending January 25, 2026, by reporting financial results that comfortably cleared Wall Street expectations. The semiconductor equipment giant announced revenue of $7.01 billion and non-GAAP earnings per share (EPS) of $2.38, driven
The global semiconductor landscape shifted decisively on February 13, 2026, as Applied Materials (NASDAQ:AMAT) saw its shares surge a staggering 14.1% in a single trading session. The rally, which added tens of billions of dollars to the company's market capitalization, followed a blowout fiscal first-quarter earnings report that
As of February 12, 2026, the semiconductor industry has officially entered what analysts are calling the "Giga-cycle," with global Wafer Fab Equipment (WFE) spending projected to hit an unprecedented $135.2 billion this year. This revised forecast, spearheaded by reports from SEMI and echoed by industry leaders, represents a staggering
In a decisive move that has sent ripples through the semiconductor sector, Micron Technology (NASDAQ: MU) shares rocketed nearly 10% on Wednesday, closing at a record $410.34. The surge was fueled by an announcement that the Idaho-based memory giant has officially entered volume production for its next-generation HBM4 (High
TEMPE, AZ — February 12, 2026 — Amkor Technology (NASDAQ:AMKR) has sent shockwaves through the semiconductor industry this week, reporting a fourth-quarter earnings blowout that far exceeded even the most optimistic Wall Street projections. The company posted an earnings per share (EPS) of $0.69, a staggering 60% surprise over the
In a landmark move for the global semiconductor industry, Applied Materials (NASDAQ: AMAT) and Samsung Electronics (KRX: 005930) officially inaugurated their joint research residency at the newly minted EPIC Center in Silicon Valley. The announcement, made today, February 12, 2026, positions Samsung as the "founding member" of the $5 billion
