QCOM shares are down approximately 8% in premarket trading on Monday, June 1, 2026, from a prior session close of $243.29. The primary catalyst is a "sell the news" reaction to Qualcomm CEO Cristiano Amon's Computex 2026 keynote in Taipei, where he unveiled the company's new data center brand "Dragonfly" — but deferred all material product and financial specifics to the June 24 Investor Day.
INTC shares are down approximately 5% in premarket trading on Monday, June 1, 2026, from a prior close of $120.89. The primary driver is renewed concern over Intel's server CPU market share erosion, following a UBS research report highlighting a 370-basis-point sequential decline in Intel's share of the server processor market to 54.9% in Q1 2026.
Credo Technology Group Holding Ltd is scheduled to report fourth quarter and fiscal year 2026 results after market close on June 1, 2026. Analyst consensus points to Q4 2026 revenue of approximately $432 million and earnings per share of about $0.79.
ARM stock rose approximately +75% over the last 30 days, driven by strong momentum in the semiconductor sector. Over the past quarter, the stock posted a substantial gain exceeding +180%, reflecting sustained investor interest.
MRAM shares fell approximately 13.12% from the prior session’s close of $31.26 to the latest available price near $27.16. No single company-specific catalyst was identified for the session’s decline.
Micron Technology (MU) shares rose approximately 83% over the past 30 days, driven primarily by robust earnings results and surging demand for memory chips in AI applications. Over the past quarter, the stock advanced roughly 124%, reflecting sustained positive momentum from improving industry fundamentals and company-specific performance.
Intel reported strong Q1 2026 results with revenue growth and significant earnings beats, boosting investor confidence in its recovery. The stock has delivered substantial gains in recent weeks amid broader semiconductor sector strength and AI-related product interest.
AMD shares rose approximately 60% over the past 30 days, driven primarily by strong momentum in artificial intelligence and semiconductor demand. Over the past quarter, the stock advanced more than 130%, reflecting sustained investor enthusiasm for AI-related growth.
NVIDIA delivered a strong fiscal first-quarter 2027 earnings beat, with revenue surging 85% year-over-year to $81.6 billion, driven primarily by Data Center growth. Analyst consensus remains overwhelmingly positive, with a strong buy rating and average price targets around $300, reflecting confidence in sustained AI demand.
CRDO stock rose approximately +26% over the past 30 days, driven primarily by strong demand for high-speed connectivity solutions in AI data centers and positive company-specific developments. Over the past quarter, the stock advanced roughly +95%, reflecting sustained momentum from robust quarterly results and broader semiconductor sector tailwinds.
MRVL stock rose approximately 34% over the past 30 days, driven by strong upward price momentum in the semiconductor sector. Over the past quarter, the stock advanced more than 150%, reflecting a sustained recovery from earlier levels.
Broadcom continues to benefit from robust demand for its custom AI semiconductors and networking solutions amid expanding hyperscaler investments. Recent analyst upgrades and a new $10 billion share repurchase authorization underscore positive sentiment ahead of the June earnings report.
Astera Labs (ALAB) stock rose approximately +78% over the past 30 days, driven by strong demand for AI infrastructure connectivity solutions. Over the past quarter, the stock gained roughly +170%, reflecting sustained momentum in the semiconductor sector tied to cloud and AI growth.
MU stock rose approximately +83% over the past 30 days, reflecting strong upward momentum in recent trading sessions. Over the past quarter, the stock advanced roughly +124%, indicating a sustained bullish trend across the broader three-month period.
ASE Technology Holding Co. , Ltd.
NVTS stock rose approximately +84% over the past 30 days, driven primarily by strong sequential revenue growth and positive market reaction to the company’s strategic focus on high-power markets. Over the past quarter, the stock advanced roughly +216%, reflecting a sustained upward trend fueled by cumulative investor recognition of operational improvements and sector tailwinds.
Monolithic Power Systems reported strong Q1 2026 results, with revenue rising 26% year-over-year driven by AI-related demand. Multiple analysts raised price targets following the earnings release, reflecting increased confidence in the company’s growth trajectory.
QCOM shares fell approximately 8.82% in today’s trading session. Primary catalyst: Broad-based sell-off across the semiconductor sector. Primary catalyst: Broad-based sell-off across the semiconductor sector. Secondary drivers: Profit-taking following recent sharp gains tied to AI-related developments.
Marvell Technology is scheduled to report first quarter fiscal 2027 results on May 27, 2026. Analysts expect continued revenue growth driven by data center and artificial intelligence demand.
NXP Semiconductors (NXPI) stock rose approximately +39% over the past 30 days, driven primarily by a strong Q1 2026 earnings beat and subsequent positive momentum. Over the last quarter, the stock advanced roughly +40%, reflecting broader semiconductor sector recovery and company-specific growth in automotive and industrial markets.