Semiconductors

Semiconductors

Skip NavigationJoin ICJoin ProLivestreamMenuwatch nowNvidia remains the best AI chip play in the sector, says KeyBanc's John VinhNvidia remains the best AI chip play in the sector, says KeyBanc’s John Vinh25 min agoMicron, Marvell, and Broadcom fall in premarket tradingMicron, Marvell, and Broadcom fall in premarket tradingHugh Leask39 min agowatch nowBernstein's Stacy Rasgon: AI guidance dragging down Broadcom stock despite beatBernstein’s Stacy Rasgon: AI guidance dragging down Broadcom stock despite beatWed, Jun 3rd 2026watch nowHidden beneath AI chips, Chinese circuit boards raise national security concernsHidden beneath AI chips, Chinese circuit boards raise national security concernsKatie TarasovWed, Jun 3rd 2026Broadcom plunges on weak software sales, unchanged AI chip forecast for the yearBroadcom plunges on weak software sales, unchanged AI chip forecast for the yearKif Leswing28 min agoSpaceX wins Texas county approval for reinvestment zone tied to chip facilitySpaceSpaceX wins Texas county approval for reinvestment zone tied to chip facilityWed, Jun 3rd 2026Where Jim Cramer stands on CrowdStrike and Broadcom ahead of earningsMorning MeetingWhere Jim Cramer stands on CrowdStrike and Broadcom ahead of earningsWed, Jun 3rd 2026Jim Cramer says look to buy these 5 stocks outside the AI trade for diversificationMad MoneyJim Cramer says look to buy these 5 stocks outside the AI trade for diversificationTue, Jun 2nd 2026AnalysisWhy Cramer is worried about Marvell’s surge on Jensen Huang’s $1 trillion predictionTue, Jun 2nd 2026AI AgeNvidia’s new PC chips represent CEO Huang’s bid to win at every layer of AI stackTue, Jun 2nd 2026Inside IndiaKneron CEO highlights the growing importance of NPUs in AIWed, Jun 3rd 2026

watch nowStaying overweight global stocks despite geopolitical risks: Standard Charteredwatch nowVIDEO03:58Access Middle EastStaying overweight global stocks despite geopolitical risks: Standard CharteredTue, Jun 2nd 2026Jim Cramer says Jensen Huang’s Computex keynote revealed more winners in the AI boomMad MoneyJim Cramer says Jensen Huang’s Computex keynote revealed more winners in the AI boomMon, Jun 1st 2026watch nowBe a little cautious with how you manage semiconductor positions, says CIO Group's Wietingwatch nowVIDEO03:37Closing Bell: OvertimeBe a little cautious with how you manage semiconductor positions, says CIO Group’s WietingMon, Jun 1st 2026Squawk on the StreetD.A. Davidson’s Gil Luria says Nvidia’s push into PC chips is ‘a very big deal’Mon, Jun 1st 2026Morning MeetingJim Cramer says this company’s spin-off could unlock significant upsideMon, Jun 1st 2026Access Middle EastNvidia outperforming peers on margins, valuation still ‘unassailable’Mon, Jun 1st 2026Nvidia unveils first Arm-based PC chip powering new laptops from Microsoft, DellTechNvidia unveils first Arm-based PC chip powering new laptops from Microsoft, DellMon, Jun 1st 2026watch nowIt's been one of the best years to generate alpha in China: Matthews Asiawatch nowVIDEO06:00Squawk Box AsiaIt’s been one of the best years to generate alpha in China: Matthews AsiaSun, May 31st 2026U.S. takes step to halt Nvidia AI chip shipments to Chinese firms outside ChinaTechU.S. takes step to halt Nvidia AI chip shipments to Chinese firms outside ChinaSun, May 31st 2026Mad MoneyJim Cramer says Dell’s blowout quarter sets up a crucial week for AI stocksFri, May 29th 2026Options ActionOptions traders bet on Broadcom catching up to relative sector performanceFri, May 29th 2026TechCheckDell earnings surge lifts AI and semiconductor stocksFri, May 29th 2026Dell's earnings blowout makes clear now is not the time to go against the AI grainAnalysisDell’s earnings blowout makes clear now is not the time to go against the AI grainFri, May 29th 2026Jim Cramer says Nvidia is a clear winner from Dell's monster quarterMorning MeetingJim Cramer says Nvidia is a clear winner from Dell’s monster quarterFri, May 29th 2026watch nowThe idea we'll need more chips per unit of GDP doesn't seem like a crazy bet: Tufts' Chris Millerwatch nowVIDEO06:42Squawk BoxThe idea we’ll need more chips per unit of GDP doesn’t seem like a crazy bet: Tufts’ Chris MillerFri, May 29th 2026The Tech DownloadHow chip firms are using light to solve this major AI bottleneckFri, May 29th 2026TechNvidia is investing billions into this emerging tech that could change AI Fri, May 29th 2026Squawk Box AsiaMany memory chip stocks are priced beyond perfection and a ‘dicey game’: BairdFri, May 29th 2026watch nowHSBC's Herald Van der Linde on the South Korean market and Asia's forgotten gemswatch nowVIDEO08:08Squawk Box AsiaHSBC’s Herald Van der Linde on the South Korean market and Asia’s forgotten gemsFri, May 29th 2026Applied Materials CEO: this 'is the greatest time in the history of the industryMad MoneyApplied Materials CEO: this ‘is the greatest time in the history of the industryThu, May 28th 2026Jim Cramer says to buy these two stocks — including one with nearly 20% upsideMorning MeetingJim Cramer says to buy these two stocks — including one with nearly 20% upsideThu, May 28th 2026Options ActionOptions traders bet against semiconductor rallyThu, May 28th 2026Mad MoneyJim Cramer says ask yourself this question when looking for AI winners to buyWed, May 27th 2026TechSnowflake rockets 36% on earnings beat, will spend $6B on Amazon cloud servicesWed, May 27th 2026

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