AI & semiconductor stock news
News and market wires filtered to the AI and semiconductor companies we track, tagged by company and theme. Every item is dated by the moment we collected it, never by a publisher's claimed timestamp.
- Watching Bloom Energy; Hearing Investor Business Daily SwingTrader Buys Stock — benzinga (Alpaca) 2026-10-06 (BE)
- SpaceX, Tesla Trade Like One Elon Musk Stock — benzinga (Alpaca) 2026-10-06 (SPCX)
- Why Is Planet Labs Stock Surging on Tuesday? — benzinga (Alpaca) 2026-10-06 (GOOGL, SPCX)
- Seagate vs. Western Digital vs. Toshiba: The AI Storage War Is Getting Serious — benzinga (Alpaca) 2026-10-06 (WDC, STX)
- Billionaire Philippe Laffont’s $1.2 Billion Constellation Bet Gets a Google AI Boost — benzinga (Alpaca) 2026-10-06 (CEG, GOOGL, AMZN, ETN)
- TD Cowen Maintains Buy on NetApp, Raises Price Target to $250 — benzinga (Alpaca) 2026-10-06 (NTAP)
- CrowdStrike Hits Record High, Up 147% In 2026 As AI Security Demand Booms — benzinga (Alpaca) 2026-10-06 (CRWD)
- Keysight Technologies Is Bringing Agentic AI To Its Software — benzinga (Alpaca) 2026-10-06 (KEYS)
- Here’s How Much You Would Have Made Owning Applied Materials Stock In The Last 20 Years — benzinga (Alpaca) 2026-10-06 (AMAT)
- Applied Optoelectronics Stock Rises on Possible Continued Momentum as It Completes Share Sale — benzinga (Alpaca) 2026-10-06 (AAOI)
- Reported Earlier, 'Seagate Said to Vie With Toshiba for TDK’s Hard-Drive Magnetic Heads Unit' - Bloomberg — benzinga (Alpaca) 2026-10-06 (STX, MU, SNDK, WDC)
- Applied Digital Secures Up To 1GW Power Capacity In Finland Ahead Of Earnings — benzinga (Alpaca) 2026-10-06 (APLD)
- What's Going On With Bloom Energy Stock Tuesday? — benzinga (Alpaca) 2026-10-06 (BE)
- Barclays Maintains Overweight on Taiwan Semiconductor, Raises Price Target to $665 — benzinga (Alpaca) 2026-10-06 (TSM)
- AMD’s Monster 2026 Rally Gets Fresh Fuel From Lisa Su’s 2027 AI Supply Push — benzinga (Alpaca) 2026-10-06 (AMD, GOOGL, INTC, META)
- Meta Faces UK Investigation Over Instagram Instants Launch, Ofcom Probes Safety Risks For Children and Illegal Content — benzinga (Alpaca) 2026-10-06 (META)
- Oklo Stock Rises as Google's 20-Year Constellation Deal Lifts Nuclear Stocks — benzinga (Alpaca) 2026-10-06 (OKLO, CEG, GOOGL)
- Here’s How Much You Would Have Made Owning Cloudflare Stock In The Last 5 Years — benzinga (Alpaca) 2026-10-06 (NET)
- Apogee Enterprises Posts Upbeat Q2 Earnings, Joins Constellation Energy, Freshworks And Other Big Stocks Moving Higher On Tuesday — benzinga (Alpaca) 2026-10-06 (CEG, ALAB, MRVL, TLN)
- Here's How Much $100 Invested In Salesforce 20 Years Ago Would Be Worth Today — benzinga (Alpaca) 2026-10-06 (CRM)
- Watching GE Vernova; Hearing Investor Business Daily SwingTrader Buys Stock — benzinga (Alpaca) 2026-10-06 (GEV)
- 'Dimon Says Anthropic’s Mythos Pushed Cyber Risk Up 10-Fold'- Bloomberg — benzinga (Alpaca) 2026-10-06 (AMZN, GOOGL, MSFT)
- Lisa Su Says AI Demand Will Stay ‘Very, Very High’ for Years as AMD Races to Add Supply — benzinga (Alpaca) 2026-10-06 (AMD, TSM)
- Marvell CEO, At Investor Day, Says Expects Total Revenue Between $70B And $90B In FY31 — benzinga (Alpaca) 2026-10-06 (MRVL)
- Google Just Bet 20 Years On Constellation Energy's Reactors: Nuclear Stocks Rally — benzinga (Alpaca) 2026-10-06 (CEG, GOOGL, AMZN, MSFT)