Industry · reference data
Semiconductors
11 stocks · NASDAQ and NYSE+6.6%today · equal-weighted
Leader ARM +12.1%Laggard QCOM +1.8%
What’s driving it today
Automated summary · updated 05:15 ETSemiconductors is up 6.6% today, equal-weighted. ARM leads, up 12.1%, while QCOM is up 1.8%. 11 of 11 members are up.
newsCramer's stance on Nvidia's stock amid reports that CEO JensnewsJim Cramer's plan for our Intel position. Plus, a rotation l
Built automatically from market data. Not investment advice.
Members
Showing 11 of 11| Asset | Price | Next catalyst | Watch | |||
|---|---|---|---|---|---|---|
| ARMArm Holdings | $203.37 | +12.1% | — | 1.2% | Earnings · Feb 2 | |
| MUMicron Technology | $811.82 | +12.0% | — | 1.6% | Earnings · Dec 15 · after close | |
| MRVLMarvell Technology | $168.81 | +9.4% | — | Below threshold | Earnings · Nov 26 | |
| SIMOSilicon Motion | $183.66 | +8.7% | — | Below threshold | Earnings · Feb 1 | |
| INTCIntel Corporation | $62.51 | +7.6% | — | 0.3% | Earnings · Jan 20 · after close | |
| AMDAdvanced Micro Devices | $552.82 | +7.3% | — | 2.4% | Earnings · Feb 1 · after close | |
| TSMTaiwan Semiconductor | $413.28 | +4.2% | — | 0.5% | — | |
| AVGOBroadcom Inc. | $345.52 | +4.1% | — | Below threshold | Earnings · Dec 9 · after close | |
| TXNTexas Instruments | $309.71 | +3.0% | — | Below threshold | Earnings · Jan 25 · after close | |
| NVDANVIDIA Corporation | $173.85 | +3.0% | — | 14.3% | Earnings · Nov 17 · after close | |
| QCOMQualcomm | $176.52 | +1.8% | — | Below threshold | Earnings · Feb 2 |
- ARM+12.1%—1.2%
- MU+12.0%—1.6%
- MRVL+9.4%——
- SIMO+8.7%——
- INTC+7.6%—0.3%
- AMD+7.3%—2.4%
- TSM+4.2%—0.5%
- AVGO+4.1%——
- TXN+3.0%——
- NVDA+3.0%—14.3%
- QCOM+1.8%——
Trader Flow: share of today’s trades across Five Percent Group brands, delayed 15 minutes. Shown only with at least 20 trades from 10 traders.
Trade Talk
88 here nowsemis_deskTakeNeutral1hBreadth is narrow: 31 of 48 names are up, but the top six account for most of the move. Equipment names are not confirming yet.
chipwatchChartBearish3hINTC gap down filled half of the move by 11:00. Watching $36 as the line for the short.
Open the Semiconductors roomNews, reports and articles
- Cramer's stance on Nvidia's stock amid reports that CEO Jensen Huang may be ousted9 h ago · CNBC · NVDA
- Jim Cramer's plan for our Intel position. Plus, a rotation loser to buy here17 h ago · CNBC · INTC
- Jim Cramer's top 10 things to watch in the stock market Wednesday20 h ago · CNBC · CRWV NVDA
- 'Markets bottom on bad news' maxim rings true as chip stocks rally amid Nvidia scandalYesterday · CNBC · NVDA
- PODCAST: Hegseth, FBI Nvidia probe, Anthropic valuation (Updated) - ReutersYesterday · Reuters · NVDA
- Stocks jump as oil tumbles, Nvidia falls amid internal probe - ReutersNov 9 · Reuters · CL NVDA