AMD and Micron Targets Raised as Taiwan Chip Exports Hit Record $30.8B
Taiwan chip exports hit a record $30.8B in August, with AMD and Micron breaking out. Price targets updated for both stocks.
24/09/2026 20:269 min read
Semiconductors
AMD Breaches $1 Trillion Valuation as Nvidia Falls Behind
AMD briefly hit $1 trillion market cap. Nvidia gained only 2.33% as CPU-focused stocks rallied.
21/09/2026 19:469 min read
Aschenbrenner suspected behind $96M AI options bet
Traders suspect Leopold Aschenbrenner placed $96M in AI call options.
18/09/2026 19:159 min read
AI Warning Sends Chip Stocks Lower; Analysts Call It Noise
Anthropic CEO's AI slowdown warning triggered a chip stock selloff, but analysts downplay crash risks.
15/09/2026 06:307 min read
AI, chip stocks slide after weekend warnings undermine growth expectations
AI and chip stocks fell sharply after warnings from industry leaders raised concerns about the pace of AI development.
14/09/2026 20:0212 min read
Bank of Korea Warns AI Chip Dependence Is a Financial Stability Risk
South Korea's economy is booming on AI chip demand, but the Bank of Korea warns the concentration poses a financial stability risk if the cycle turns.
14/09/2026 11:4110 min read