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Semiconductor & AI stock news today — NVDA, AMD & TSMC
Semiconductor and AI stock news covering Nvidia, AMD, TSMC and the memory cycle — the most headline-sensitive corner of equities. Read the practical guide to this topic →
Measured reaction across Semiconductors & AI
Every story mapped to this topic is scored against the actual price move in the 24 hours after publication. Coverage 2026-08-15 to 2026-09-12 across 6 instruments.
| Stories scored against real prices | 30 |
| Average 24h max move | +1.86% |
| Largest single move | +5.63% |
| Closed lower after the story | 33% (10 of 30) |
| Move of 2% or more | 40% (12 of 30) |
Recent Semiconductor & AI stock news today — NVDA, AMD & TSMC stories in this topic
- 2026-09-18 Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity CNBC
- 2026-09-18 CXMT plans flash memory chip expansion amid global shortage- Reuters Investing.com
- 2026-09-18 Jensen Huang says Nvidia will double chip volume next year amid strong AI demand Seeking Alpha
- 2026-09-17 Huang says Nvidia’s chip sales will double next year Investing.com
- 2026-09-17 Jensen Huang says Nvidia will sell twice as many chips next year CNBC
- 2026-09-17 Why Oracle Stock Jumped 6% Today on OpenAI Funding Buzz Yahoo Finance
- 2026-09-17 Nvidia Expects Chip Sales to Double in 2027 Yahoo Finance
- 2026-09-17 onsemi's 2030 outlook falls short; Stifel lowers target Seeking Alpha
- 2026-09-17 GlobalFoundries, Marvell expand SiGe capacity for AI data centers Investing.com
- 2026-09-17 Stock Market Today: Dow Rises In Fed Aftermath; Generac, Nebius, Bloom, SpaceX Are Early Movers (Live Coverage) Yahoo Finance
- 2026-09-17 Dow Jones Futures Rise After Hawkish Fed, Warsh Hit Stocks, Trump Fumes; AMD, Bloom Energy Eye Buy Points Yahoo Finance
- 2026-09-17 CoreWeave files for $3.0B convertible notes offering with up to $500 million option Seeking Alpha
- 2026-09-17 China’s AI labs must accelerate development, says Huawei chair Financial Times
- 2026-09-17 BofA reiterates Buy on Meta stock on custom AI chip plans Investing.com
- 2026-09-17 Exosens raises 2026 guidance again on faster production ramp-up Investing.com
- 2026-09-17 Japan, U.S. discuss building chip plant under $550 bln investment deal- Nikkei Investing.com
- 2026-09-17 Micron opens $2.75B India facility, eyes scaling chip production to hundreds of millions Seeking Alpha
- 2026-09-17 China’s Huawei sets 2027 launch for new AI chips as it targets Nvidia Investing.com
- 2026-09-17 AMD Stock Is 12% Off Its High as AI Slowdown Fears Hit Chipmakers. Here’s Why It Matters Yahoo Finance
- 2026-09-16 Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal CNBC
- 2026-09-16 Xi-Trump summit set for September 24, but Taiwan arms sale threat looms over it Forex News
- 2026-09-16 Why optical stocks Lumentum and Coherent were the day’s biggest gainers MarketWatch
- 2026-09-16 Banks provide $22 billion chip loan to Blackstone, Alphabet cloud venture, Bloomberg News reports Investing.com
- 2026-09-16 Banks provide $22 billion loan for Blackstone and Alphabet AI venture - Bloomberg Investing.com
- 2026-09-16 Banks Line Up $22 Billion Chip Loan Tied to Blackstone, Alphabet Yahoo Finance
- 2026-09-16 Palantir, Microsoft’s biggest warning gets real for AI stocks Yahoo Finance
- 2026-09-16 Exclusive-OpenAI’s rogue agents probed Hugging Face for weaknesses two months before major hack Investing.com
- 2026-09-16 Apple considers building servers with in-house chips and Nvidia networking equipment: report Seeking Alpha
- 2026-09-16 Broadcom CEO delivers blunt verdict on AI’s biggest debate right now Yahoo Finance
- 2026-09-16 OpenAI investors have approached the company about a new funding round CNBC
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