The era of worrying about chip shortages has officially ended, only to be replaced by a far more daunting physical constraint: the "Energy Wall." As of February 13, 2026, the artificial intelligence sector has hit a critical juncture where the availability of raw electrical power—not silicon—is the primary
Intel (INTC) shares are fighting for a comeback after facing a $3.3 million antitrust fine in India over warranty policies. While analysts at DA Davidson remain cautious with a "Neutral" rating, the stock is being buoyed by a massive wave of AI spending from giants like Google and Amazon that is lifting the entire chip sector.
The semiconductor industry has entered 2026 in a state of "High-Stakes Paradox," where historic revenue peaks driven by a $650 billion artificial intelligence infrastructure buildout are being tempered by acute supply chain chokepoints and a widening divide between high-performance computing and the struggling automotive sector. As of February 13, 2026,
As of mid-February 2026, the initial euphoria that surrounded the "Generative AI" boom of 2023 and 2024 has curdled into a structural "AI Anxiety" among the world's legacy technology giants. No longer is the market satisfied with promises of future productivity; investors are now demanding immediate returns on massive capital
Wall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
As of February 12, 2026, the semiconductor industry has officially entered what analysts are calling the "Giga-cycle," with global Wafer Fab Equipment (WFE) spending projected to hit an unprecedented $135.2 billion this year. This revised forecast, spearheaded by reports from SEMI and echoed by industry leaders, represents a staggering
TEMPE, AZ — February 12, 2026 — Amkor Technology (NASDAQ:AMKR) has sent shockwaves through the semiconductor industry this week, reporting a fourth-quarter earnings blowout that far exceeded even the most optimistic Wall Street projections. The company posted an earnings per share (EPS) of $0.69, a staggering 60% surprise over the
In a landmark move for the global semiconductor industry, Applied Materials (NASDAQ: AMAT) and Samsung Electronics (KRX: 005930) officially inaugurated their joint research residency at the newly minted EPIC Center in Silicon Valley. The announcement, made today, February 12, 2026, positions Samsung as the "founding member" of the $5 billion
Intel Corp (INTC) is trending on Thursday after India's antitrust regulator imposed a penalty on the chipmaker for implementing a discriminatory warranty policy on its boxed microprocessors in the country.
Israeli reservist & civilian indicted for insider trading on Polymarket by using classified intel on planned strikes against Iran. Controversial issue in prediction markets as they operate in regulatory Wild West.
The artificial intelligence super-cycle, which has propelled equity markets to record highs for over three years, hit a significant roadblock on February 11, 2026. In a day characterized by high-volume selling and a sharp pivot in investor sentiment, the tech-heavy Nasdaq Composite plunged 3.8%, marking its worst single-session performance
The Dow Jones Industrial Average has reached a summit once thought to be years away, officially crossing the 50,000-point threshold in a historic trading session on February 6, 2026. This milestone represents more than just a psychological victory for Wall Street; it serves as a definitive signal that the
Today, February 11, 2026, GlobalFoundries (NASDAQ: GFS) finds itself at the center of the semiconductor narrative following a high-stakes Q4 2025 earnings release that has sent ripples through the industry. Despite a broader climate of cautious tech spending, the Malta, New York-based foundry delivered a significant "beat and raise" on profitability, underscored by a fresh [...]
Shares of analog chips maker onsemi (NASDAQ:ON)
jumped 3.1% in the afternoon session after the company reported mixed fourth-quarter results where earnings per share beat analyst estimates, but revenue guidance for the upcoming quarter fell short. The analog chip maker posted an adjusted EPS of $0.64, beating the consensus estimate of $0.62. Revenue came in at $1.53 billion, in line with expectations but representing an 11.2% decline from the previous year. However, the positive earnings surprise was tempered by the company's forecast for the first quarter, which projected both revenue and earnings below Wall Street's projections. Despite the weak outlook, investors appeared to focus on the better-than-expected profit and a strong free cash flow margin of 31.7% for the quarter. The stock's rally represented a significant reversal from an initial 4.6% drop immediately following the earnings release, suggesting a shift in sentiment as the market digested the full report.
