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Micron Technology rises 3.03%, leading the Dow Jones; among stocks with the highest trading volume.

All three major US stock indices opened higher, with Google up 1.95%.

Rumor: TSMC (TSM.US) Plans New Texas Campus with Multiple Chip Factories, Total Investment May Reach Tens of Billions of USD

TSMC is considering investing billions of dollars to build more AI chip campuses in Texas.

Exchange Traded Funds Top 10 Percentage Gainers

Micron Outlines Upbeat Outlook, Reports Strong Results as Memory Prices Rise

Intel Corp. Stock Advances 3.7%, Outperforms Peers

U.S. stocks surge: Major tech stocks rise broadly, Google (GOOGL.US) up more than 2%

On Wednesday, major technology stocks generally rose, with Apple (AAPL.US) up nearly 3%, while Intel (INTC.US), Google (GOOGL.US), and Amazon (AMZN.US) all gained more than 2%.

US Stock Market Movement | Major tech stocks rise across the board, Google (GOOGL.US) up over 2%

AEM Holdings names Wang Hai independent director, strategy committee member

CPU and GPU have become a symbiotic relationship, and TAM has expanded significantly.

Samsung Electronics' 2nm yield approaches 60%, aiming at TSMC to compete for tech giants' orders

The yield rate of Samsung Electronics' foundry division's 2nm process has increased to nearly 60%, a significant improvement from around 30% in mid-2023. After stabilizing the yield, Samsung has shifted its engineering focus to power consumption and heat dissipation optimization, and is accelerating the development of the more powerful second-generation process, SF2P, aiming for mass production within the year. Strategically, Samsung plans to supply 2nm chips to Tesla next year, using this as a stepping stone to enter the large-scale tech client market.

Are semiconductor equipment stocks facing a "valuation slowdown"? Morgan Stanley raises Applied Materials (AMAT.US) earnings forecast but cuts target price

Morgan Stanley has lowered its target price for Applied Materials, one of the world's largest semiconductor equipment manufacturers, from the previous $642 to $563.

AMD (AMD.US) Surpasses $1 Trillion Market Cap and Begins Competing for "Computing Power Definition Rights"! Officially Announces $8.2 Billion Acquisition of Fei-Fei Li's World Labs

AMD has agreed to acquire World Labs for $8.2 billion, thereby gaining access to the artificial intelligence startup founded by industry pioneer and researcher Fei-Fei Li. This acquisition is expected to help AMD plan its future hardware launches by bringing in a team of top researchers and their models, as well as deep insights into trends in the field of artificial intelligence.

Overnight U.S. Stocks | All Three Major Indexes Fall, 10-Year Treasury Yield Hits Nearly 20-Year High, Oil Prices Volatile, Gold Drops Nearly 4%

At market close, the Dow Jones Industrial Average fell 347.11 points, or 0.67%, to 51,481.51 points; the S&P 500 Index dropped 59.72 points, or 0.77%, to 7,683.69 points; and the Nasdaq Composite Index declined 248.34 points, or 0.92%, to 26,820.38 points.

Super Micro Computer Inc. Stock Falls 3.4%, Underperforms Market

Advanced Micro Devices Inc. Stock Slides 3.6%, Underperforms Market

Intel Corp. Stock Slides 5.7%, Underperforms Peers

Qualcomm Inc. Stock Slides 7.2%, Underperforms Peers

Adeia names Dipti Vachani CEO, effective Oct. 12

US Stock Market Movement | Chip Stocks Fall, Qualcomm (QCOM.US) Drops Nearly 7%

U.S. stocks move | Chip stocks generally decline, Qualcomm (QCOM.US) falls nearly 7%

On Monday, chip stocks generally declined, with Qualcomm (QCOM.US) dropping nearly 7% and SanDisk (SNDK.US) falling over 5%.

U.S. Stock Market Movement: Intel Plummets on September 28 Due to AI Training Pause, Rising Oil Prices, and High-Level Pullback

The three major U.S. stock indexes opened lower, while Nvidia rose 2.08% against the trend.

Altera names former Marvell CIO Nishit Sahay as chief information officer

Micron Likely to Report Upbeat Quarterly Earnings Amid Favorable Memory Pricing Trends, Wedbush Says

Why Sandisk, Marvell and Other AI Stocks Are Falling -- Barrons.com

Gunnison Copper names Jennifer Hays CFO

AI boom reshapes the wafer foundry landscape! UBS: Explosive demand accelerates advanced process expansion, mature process enters upward cycle

UBS stated in a recent research report that within the foundry market, the Total Addressable Market (TAM) for the N2 (2nm) node far exceeds expectations, A14 (1.4nm) production expansion is accelerating, and the upcycle for mature process nodes has already begun.

From ICU to KTV! The Polarized "AI Narrative" Leaves Investors "Exhausted"

In just two weeks, the Nasdaq 100 experienced an extreme rollercoaster: first losing $600 billion in market value due to “AI threat” concerns, then rebounding to reclaim $3 trillion thanks to the viral Meta assistant. Analysts believe that market sentiment is swinging violently between fear and greed, detached from fundamentals. The turmoil has driven Nvidia’s valuation to a ten-year low, intensified the bull-bear divide, and the high volatility driven by narratives has become a long-term norm for investors. This week, Micron will release its financial report; regardless of the outcome, the sharp swings in market sentiment are unlikely to subside.

Vanguard High Dividend Yield ETF Stock Hits Oversold RSI of 31.77 as Signals Diverge