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European semiconductor stocks moved sharply on Thursday after earnings updates, with Soitec surging on strong photonics demand linked to artificial intelligence applications, while STMicroelectronics and BE Semiconductor Industries (Besi) fell as investors reacted to weaker near-term performance and elevated growth expectations.
A White House official accused China's Moonshot of improperly using US AI models and Nvidia chips to create the Kimi K3. Here's what it means for tech and plans for a Trump-Xi summit.
Asian stocks rallied on Wednesday as investors returned to semiconductor shares after a bruising sell-off, taking their cue from a Wall Street rebound even as Brent crude pushed further above $91 a barrel. MSCI's Asia-Pacific gauge outside Japan gained 1.2%, while South Korea's Kospi surged more than 6% and Japan's Nikkei 225 climbed 1.9%.
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
Chinese regulators are considering tightening export controls on AI and semiconductor technologies, the Financial Times reported on Tuesday.
Micron's ( NASDAQ :MU | MU Price Prediction ) Fiscal Q3 2026 results include something you should look into a little more closely.
Hyperscaler capex is expected to reach roughly $638 billion in 2026, up about 78% from 2025, putting growing pressure on free cash flow and balance sheets. The key risk is not that AI spending collapses, but that capex growth simply slows.
AI chip stocks hit a sharp correction, but strong earnings and AI demand suggest the pullback may be a dip-buying opportunity for semiconductor ETFs.