Semiconductors

18 names · 11 named directly by the news · 13 affected

• MUMicron1006.96 -0.95%
  71 direct47 2nd-order
  ▲Nvidia Just Locked In a $279 Billion Bet on Memory Chips
• NVDANVIDIA225.67 -2.04%
  165 direct109 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?
• AVGOBroadcom367.81 +2.77%
  49 direct69 2nd-order
  ▼Broadcom forecasts quarterly revenue below estimates
• MRVLMarvell226.08 +1.13%
  20 direct31 2nd-order
  ▼Marvell's AI Bookings Are Stellar. But Its Gross Margin Guide Is What Moved the Stock.
• AMDAMD504.66 +5.67%
  31 direct114 2nd-order
  ▲AMD Committed Up to $5 Billion to Anthropic, and Anthropic's IPO Prospectus Is Reportedly Days Away
• INTCIntel105.02 +9.62%
  23 direct15 2nd-order
  ▲Nvidia has built a $99 billion equity portfolio from almost scratch in 2 years
• TSMTSMC438.26 +2.18%
  22 direct98 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?
• QCOMQualcomm173.04 +2.55%
  6 direct9 2nd-order
  ▼Nvidia Makes $3.5 Billion Bet on MediaTek
• ARMArm Holdings261.65 +3.79%
  1 direct
  ▲Nvidia has built a $99 billion equity portfolio from almost scratch in 2 years
• ADIAnalog Devices361.34 -0.25%
  2 direct
  ▲Buy These 5 Semiconductor Stocks as Sales Skyrocket on Solid AI Demand
• TXNTexas Instruments257.15 -0.50%
  1 direct
  ▲Buy These 5 Semiconductor Stocks as Sales Skyrocket on Solid AI Demand
• SWKSSkyworks75.44 +1.92%
  4 2nd-order
  ▲Citi names key Apple supply chain gainers before iPhone 18 debut
• GFSGlobalFoundries45.25 +0.09%
  1 2nd-order
  ▲Soitec locks customers into multi-year deals as AI wafer demand surges
• MPWRMonolithic Power1219.27 -0.38%
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• NXPINXP Semiconductors223.13 -2.07%
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• ONonsemi71.46 -3.93%
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• QRVOQorvo104.16 +1.28%
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• UMCUMC21.78 +4.86%
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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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