Arm Holdings stock rose approximately 47% over the past 30 days, driven primarily by strong fiscal results and AI-related momentum. Over the past quarter, the stock advanced more than 100%, reflecting sustained investor enthusiasm for the company’s positioning in artificial intelligence and data centers.
MRVL stock rose approximately +23% over the past 30 days, driven by sustained momentum in artificial intelligence demand and positive analyst sentiment. Over the past quarter, the stock advanced more than +122%, reflecting robust growth in data center revenue and upgraded fiscal guidance.
Advanced Micro Devices (AMD) stock rose sharply over the past 30 days, advancing approximately +57% amid strong momentum in the artificial intelligence sector. The quarterly trend showed even stronger gains of over 120%, driven by sustained demand for AI infrastructure and data-center solutions.
Tower Semiconductor secured $1.3 billion in silicon photonics contracts targeting 2027 revenue, boosting investor sentiment. First-quarter 2026 results showed 15% year-over-year revenue growth, with strong demand across core technologies.
Tower Semiconductor reported first-quarter 2026 revenue of $414 million, a 15% year-over-year increase, beating analyst expectations. The company secured $1.3 billion in silicon photonics contracts for 2027 revenue along with $290 million in customer prepayments.
Arm Holdings (ARM) stock rose approximately 46% over the past 30 days, driven by strong momentum in semiconductor demand and positive investor sentiment. Over the past quarter, the stock advanced more than 100%, reflecting sustained growth in AI-related chip licensing and broader technology sector recovery.
Micron Technology (MU) stock rose approximately 63% over the past 30 days, reflecting strong upward momentum in the semiconductor sector. Over the last quarter, the stock advanced roughly 75%, driven by sustained positive market trends in memory chip demand.
TSMC delivered record first-quarter 2026 profits, rising 58% year-over-year on robust artificial intelligence chip demand. Full-year 2026 revenue guidance points to growth exceeding 30% in U.
AMD stock rose approximately 63% over the past 30 days, driven by strong momentum in the semiconductor sector and sustained demand for AI-related products. Over the past quarter, the stock advanced around 124%, reflecting broader investor enthusiasm for advanced computing and data center solutions.
NVIDIA reported record revenue of $81.6 billion for the first quarter ended April 26, 2026, up 85% year-over-year. Revenue exceeded analyst expectations and rose 20% sequentially from the prior quarter.
ADI shares declined 5.47% as investors digested strong quarterly results alongside a major acquisition announcement. Primary catalyst: $1.5 billion acquisition of Empower Semiconductor raised concerns over potential dilution and near-term execution risks.
MRAM shares fell approximately 9.91% in today’s trading session. The primary catalyst was a short-seller report from Kerrisdale Capital targeting the company.
Analog Devices, Inc. (ADI) shares fell 5.75% as of the latest intraday trading. The decline followed the company’s release of fiscal second-quarter 2026 results. Profit-taking after a strong run to all-time highs earlier in May weighed on the stock.
POET Technologies reported Q1 2026 revenue of $503,389, more than tripling the $166,760 recorded in Q1 2025. Net loss for the quarter reached $12.3 million, or $0.08 per share, compared to a $6.3 million net income in the prior-year period.
Analyst consensus points to year-over-year revenue growth for the second quarter fiscal 2026, driven by industrial and automotive demand. Expected earnings per share of approximately $2.90 reflects continued margin stability following the strong Q1 beat.
Analysts expect Q1 fiscal 2027 revenue of approximately $78.5 billion, driven primarily by continued strength in the Data Center segment. Consensus EPS estimate stands at about $1.77, reflecting robust growth from the year-ago period.
POET Technologies Inc. (POET) shares fell approximately 16.40% in today’s session.
Intel Corporation (INTC) shares fell 5.18% to $102.57 from the prior session’s close of $108.17. Profit-taking after a sharp multi-week rally in AI-related semiconductor names drove the decline.
AMD shares fell 6.04% from the prior session close. The decline occurred amid broader technology sector weakness and risk-off sentiment in equity markets.
QCOM shares fell approximately 5.30% in intraday trading on May 19, 2026, extending recent pressure on the semiconductor sector. The move reflects ongoing investor concerns over memory supply constraints and softening smartphone demand.