Pomegra
Technology
MAJOR
1d ago6 min read
TSMC October Revenue Jumps 59.7% on AI Chip Demand
TSMC (TSM) posted record October revenue of NT$586.89 billion, up 59.7% from a year earlier, lifting its shares as AI chip demand powered an Asian tech rebound.
Company hub
SMH stock news & analysis
Everything Pomegra has published on SMH: 30 news articles and 1 market briefs, newest first.
Market briefs on SMH
- Salesforce Stock Rises 4% as Semiconductors Slide
Salesforce (CRM) and Campbell's gained as the chip fund SMH headed for an eighth straight losing day
Oct 16
SMH news
Markets
MAJOR
3d ago6 min read
Bitcoin Below $76,000 as ETF Outflows Hit $1.28B
Bitcoin stalls below $76,000 as spot ETFs shed $1.28 billion in a week and altcoins slide, tracking the risk-off mood across financial markets today.
Technology
MAJOR
5d ago5 min read
Chip Stocks Rebound: AMD, Lam Research Jump 11% Each
Chip stocks rebounded as the semiconductor index gained about 6% and the Nasdaq 1.9%, with AMD up 11% on earnings and Lam Research up 11% on a buyback.
Markets
MAJOR
6d ago6 min read
VIX Jumps 70% to 28: Stock Market Today Rout
The Cboe Volatility Index surged almost 70% to 28.18 on Thursday, its biggest one-day jump in over two years, as an AI-led selloff hit equity markets.
Technology
MAJOR
Nov 56 min read
AI Stocks Lose $930B as Nasdaq Sinks 4% on Regulation Fears
AI stocks shed about $930 billion as the Nasdaq fell up to 5%, erasing post-election gains on fears of tighter AI regulation under Democratic control.
Markets
MAJOR
Nov 36 min read
Intel Extends Slide as Nasdaq 100 Enters Correction
Intel fell another 8.8% on Monday after its worst day since 1974, and the Nasdaq-100 slipped into a correction as the chip selloff reached $3.7 trillion.
Markets
MAJOR
Nov 16 min read
Intel Plunges 28% as Nasdaq Posts Worst Day Since June
Intel (INTC) sank 28.6% on weak Q4 guidance, its worst day since 1974, dragging the Nasdaq down 2.9% and the SMH semiconductor ETF down 9.1% on Friday.
Markets
MAJOR
Oct 236 min read
Nasdaq heads for worst week since June on AI debt, oil
The Nasdaq is on track for its worst week since late June, down about 4.5%, as AI financing worries and Brent crude near $110 pressured tech and chip stocks.
Technology
MAJOR
Oct 165 min read
SK Hynix, Samsung Tumble in AI Stocks Rout; KOSPI Reels
SK Hynix fell 11% and Samsung 9% as the KOSPI dropped over 7%, with AI stocks hit by rate and inflation fears before Asian chipmakers rebounded Friday.
Technology
MAJOR
Oct 25 min read
Micron Q4 2026: Revenue Hits $54.2B, Guide Tops Views
Micron's fiscal Q4 revenue rose 379% to $54.2B with EPS of $33.42, and a $61.5B forecast beat the $57B consensus, lifting chip stocks worldwide on Oct. 1.
Technology
NOTABLE
Sep 304 min read
AI Stocks Rally as Trump Rejects New AI Regulation
Semiconductor shares rose as the Philadelphia Semiconductor Index gained about 1.3% after Trump ruled out new AI rules, easing policy risk for AI spending.
Technology
MAJOR
Sep 295 min read
Micron Stock: Wall Street's Most Watched Ahead of Q4 2026
Micron Technology (MU) tops Wall Street watchlists ahead of September 30 Q4 earnings as analysts project a 992% EPS surge driven by the AI memory supercycle and record high-bandwidth memory demand.
Markets
MAJOR
Sep 285 min read
OpenAI Training Halt Sends AI Stocks Tumbling
A sudden suspension of OpenAI's frontier model training rattled AI stocks Monday, pulling Arm Holdings, SanDisk, Oracle, Snowflake, and Intel each lower by more than 2% and renewing concerns over…
Technology
MAJOR
Sep 285 min read
SK Hynix Tumbles 15% on Record Earnings Miss
SK Hynix's Q2 2026 operating income surged 557%, but shares fell 15% after results missed elevated Wall Street estimates, putting the AI memory trade on notice ahead of Micron's report.
Markets
MAJOR
Sep 275 min read
Micron Q4 2026: $50B Revenue and the AI Memory Test
Micron Technology (MU) reports fiscal Q4 2026 earnings Tuesday with $50 billion in revenue on the line, putting the AI memory supercycle's durability to its most consequential test yet.
Geopolitics
SEISMIC
Sep 247 min read
Trump-Xi Summit Extends Tariff Truce, Launches AI Talks
The Washington summit produced a tariff pause through January 10 and a structured AI dialogue framework, sending semiconductor and China ADR stocks to their highest levels in months.
Markets
MAJOR
Sep 236 min read
SK Hynix Targets Intel's Ohio Fab in US Memory Push
SK Hynix is in preliminary talks with Intel over the stalled Ohio fab, exploring a lease or joint venture that would be its first US wafer fabrication presence.
Technology
MAJOR
Sep 237 min read
AMD Briefly Tops $1 Trillion on AI Stocks Rally
AMD touched $1 trillion in market value on September 21 as Meta's Muse AI agent drove the Philadelphia Semiconductor Index's fifth straight session of gains, with Intel and ARM posting…
Markets
SEISMIC
Sep 236 min read
Xi Washington Visit Sends Nasdaq to Record 27,244
Xi Jinping's first U.S. state visit in 11 years triggers a record Nasdaq close and the S&P 500's best session since August as markets price in tariff truce relief ahead of the September 24 summit.
Markets
MAJOR
Sep 227 min read
Nasdaq 27,122: First Record Close Since June
The Nasdaq Composite surged 2.26% to a record 27,122 on Monday, its first all-time closing high since June, as ai stocks and semiconductor leaders powered through the drag of a surprise federal…
Technology
MAJOR
Sep 216 min read
SK Hynix, Intel Eye First US DRAM Fab Deal
SK Hynix and Intel are in exploratory talks that could place the first Korean-designed memory chips on US soil, with structures ranging from a fab lease to a three-way joint venture, reshaping the…
Technology
MAJOR
Sep 215 min read
AMD Joins Trillion-Dollar Chipmaker Club
AMD hits $1 trillion in market cap for the first time, joining Nvidia, Broadcom, and Micron after 180%-plus year-to-date gains and 50%-plus Q2 revenue growth.
Markets
MAJOR
Sep 217 min read
HPQ Falls 4% on Bearish 2027 PC Demand Call
HP Inc. dropped 4% Monday after disclosing a mid-single-digit global PC volume contraction forecast for 2027, its most pessimistic public demand outlook in years amid a deepening memory price crisis.
Markets
MAJOR
Sep 217 min read
China Stocks Surge Before Trump-Xi Summit
China equities surged Monday as pre-summit talks yielded an AI safety deal, with real estate up 6.9% and semiconductor names bracing for the November 10 tariff truce expiry.
Technology
MAJOR
Sep 217 min read
ASML Leads Chip Gear Rebound as AI Spend Fears Recede
ASML gained 3.04% on September 18 as institutional buyers returned to chip-equipment stocks, judging near-term AI data-center spending cuts less severe than feared.
Geopolitics
MAJOR
Sep 214 min read
Bessent, He Lifeng Open Emergency U.S.-China Talks
Treasury Secretary Bessent and Chinese Vice Premier He Lifeng launched full-day talks at JP Morgan's New York offices covering AI guardrails, rare earths, and the November 10 tariff truce…
Technology
SEISMIC
Sep 185 min read
Micron's Sept. 30 Print: AI Memory's Defining Moment
Micron Technology stock enters September 30 with $100B in HBM take-or-pay contracts and $50B Q4 guidance, making MU Wall Street's clearest real-time AI spending barometer.
Markets
MAJOR
Sep 187 min read
ARM Leads AI Chip Rally With 6% Surge
Arm Holdings surged more than 6% on September 17, extending its 224% year-to-date gain as AI processor demand firms and supply chain bottlenecks ease across the semiconductor sector.
Markets
SEISMIC
Sep 186 min read
Yen Carry Unwind Threatens NVDA, QQQ, AMD
Simultaneous Fed-BOJ tightening puts $500 billion in yen-funded positions at risk, with Nvidia, AMD, and QQQ flagged as first forced-liquidation targets heading into the Friday close.
Economy
MAJOR
Sep 186 min read
August Industrial Production Faces First Post-Hike Test
The Federal Reserve's August industrial production report lands Friday at 9:15 a.m. ET, the first hard factory gauge after a 25bp hike lifted interest rates to a 2007 high.