iShares Trust S&P Semiconductor Index Fund (SOXX)

UBS anticipates AMD’s upcoming guidance to exceed market consensus.

The probe initiated by the Commerce Ministry under Section 232 of the Trade Expansion Act of 1962, in mid-April, investigated the effects on national security of imports of semiconductors and semiconductor manufacturing equipment.

The biggest names in artificial intelligence (AI) hardware are packed into this unique exchange-traded fund.

In a filing, the company stated that it may suspend or abandon its foundry operations entirely if it fails to secure a significant client for its next-generation chips.

DRAM and NAND flash memory shipments exceeded expectations, contributing to the company's best quarterly results, it said.

Once mighty Intel has fallen in recent years, but 2025 shows signs of a rebound with the stock outperforming a broad semiconductor ETF.

CEO Haviv Ilan noted that the cyclical recovery is continuing, while customer inventories remain at low levels, and emphasized that in times like these, it is crucial to have sufficient capacity and inventory

Baird’s Tristan Gerra attributed the post-market weakness to investors' concerns about a change in the management tone on the call, combined with a sequentially flattish gross margin guidance.

Contract chipmaker Taiwan Semiconductor Manufacturing Company (TSMC) just reported record-breaking Q2 results.

Senator Warren said the reversal of the earlier ban is “true to form” for the Trump administration, citing Nvidia CEO Jensen Huang’s dinner at Mar-a-Lago in April that reportedly cost $1 million per head.

Nvidia plans to sell more advanced chips to China, as CEO Huang pushes for a long-term presence in the growing Chinese AI market.

Analyst Aaron Rakers raised AMD’s price target to $185, citing strong datacenter momentum, solid roadmap execution, and optimism ahead of Q2 earnings.

The Nasdaq 100 surged to fresh record highs on Tuesday, breaking above the 23,000 mark as Nvidia Corp. (NASDAQ:NVDA) and other chipmakers powered a sharp rally.

Nvidia (NVDA) stocks jump 4% as US may allow chip sales to China, boosting revenue by $20B. ETFs like SMH, SOXX, BOTZ, NVDU, NVDL also up.

According to a Bloomberg report, the U.S. Department of Commerce has indicated that license requests related to AMD’s MI308 product line will proceed to the next stage of review.

Huang also announced a new, fully compliant Nvidia RTX Pro GPU, which he said is ideal for “digital twin AI for smart factories and logistics.”

Jensen Huang sold $36.4 million worth of Nvidia stock over three days starting July 8, just ahead of the company briefly surpassing a $4 trillion market valuation for the first time.

RealSense has spun out from Intel, raising $50 million to grow its AI-driven robotics and biometrics business

The meeting assumes importance as Nvidia has been handicapped by the Trump administration’s decision to expand China chip restrictions.