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Frontier AI company Anthropic signed a computing deal worth at least $11.6 billion, offering a fresh tailwind for AI-linked companies as the buildout in infrastructure linked to the technology continues apace. ASML shares rise 2.3%, while Dutch peers BE Semiconductor and ASM International rise 1.6% and 1.4%, respectively. Chip makers Infineon and STMicroelectronics rise 1.7% and 2.4%, respectively. The upturn includes companies linked to the buildout in data centers, with Siemens Energy and electrification group Prysmian both up around 3%. 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xAI Unit Could Double Nvidia Chips at Colossus 2 by Year-End, Musk Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670446060","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670446060?lang=en_us&edition=fundamental","pubTime":"2026-09-25 16:45","pubTimestamp":1790325931,"startTime":"0","endTime":"0","summary":"SpaceX's  xAI unit could more than double the Nvidia  chips at its Colossus 2 data center cluster in Tennessee by the end of the year, SpaceX Chief Executive Elon Musk said in post on social media platform X on Friday.Musk said Colossus 2 currently has 110,000 GB200 chips and 440,000 GB300 chips. 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Schafer covers 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Yet just a few months ago, Broadcom was hailed by the market as the most certain winner in AI computing power; now, it has become a poster child for unfulfilled expectations. The root of this shift traces back to its Q2 FY2026 financial report released on June 3. While AI semiconductor revenue reached $10.8 billion—up 143% year-over-year—and Q3 guidance projected over 200% year-over-year growth, management merely reiterated its target of \"exceeding $100 billion in AI chip revenue by FY2027\" as unchanged, declining to raise it. Market expectations, already priced at a P/E ratio of around 90x, lost the fuel to expand further, sending the stock price into a continuous decline. As the share price dropped, its valuation also underwent a reset. 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Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2670152914","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670152914?lang=en_us&edition=fundamental","pubTime":"2026-09-25 06:25","pubTimestamp":1790288745,"startTime":"0","endTime":"0","summary":"Micron Technology ($MU) stock fell about 0.30% in Thursday’s after-hours trading after rising 0.81% in regular trading. MU stock rose 2.8% and 5% 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structure.","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20251024/BROADCOM-118830a222044e86830a4a71e2b4452a.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20251024/BROADCOM-118830a222044e86830a4a71e2b4452a.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262185744-mrvl-avgo-ai-chip-stock-long-term-hold-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1951198990.SGD","LU2360032135.SGD","IE0009356076.USD","LU0234570918.USD","LU1551013425.SGD","LU1066051498.USD","AVGG","LU0354030511.USD","LU0053666078.USD","LU1674673428.USD","LU0061474960.USD","LU0210528500.USD","LU2213496289.HKD","LU2403377893.USD","IE00B775SV38.USD","LU0203201768.USD","LU2023250504.SGD","LU0234572021.USD","BK4585","LU1989772923.USD","LU2210150020.SGD","SG9999003800.SGD","IE0004091025.USD","LU0708995401.HKD","LU1923622614.USD","IE00B1XK9C88.USD","LU1169590202.USD","LU1868836757.USD","CGGO","LU2065171402.SGD","IE00B19Z9P08.USD","LU0348723411.USD","LU1935042488.USD","LU0965509010.AUD","USXF","LU0251132253.USD","LU0056508442.USD","LU1261432733.SGD","AVGO","FXL","LU0795875086.SGD","AVS","BK4566","LU0143551892.USD","LU2237957811.SGD","LU2458330243.SGD","LU2272731600.USD","LU1267930573.SGD","FDTX","IE00BMPRXN33.USD","IE00BBT3K403.USD","LU1670628061.USD","LU1202635105.USD","LU0133085943.USD","LU1934455194.USD","LU2211814178.USD","LU0048584097.USD","LU2505996509.AUD","IE00BKDWB100.SGD","MVLL","SHOC","FAI","LU0310800379.SGD","IE00BDGV0183.EUR","LU2054465674.USD","LU2290526834.HKD","LU2764263039.SGD","LU0823434740.USD","LU2125909593.SGD","LU0979878070.USD","LU1127390331.HKD","LU0072462426.USD","LU0127658192.USD","LU0868494617.USD","LU1935042215.USD","ESLG","LU1989764748.USD","SG9999001440.SGD","LU1066051811.HKD","LU2750360997.AUD","LU2098885051.SGD","IE00B4JS1V06.HKD","LU2347655156.SGD","LU2473716301.USD","LU2931357623.SGD","LU1992135399.USD","LU0553294199.USD","LU1923623000.USD","LU0106261372.USD","LU2083900584.USD","LU1935043452.HKD","LU1400636657.SGD","LU1712237335.SGD","LU0823421416.USD","LU1548497426.USD","MRVU","AVGW","LU0079474960.USD","LU2023251221.USD","LU2111349929.HKD","IE00B5949003.HKD","LU2360108059.USD","LU0082616367.USD","IE00BN29S564.USD","LU1064131342.USD","LU2063271972.USD","LU2360107168.USD","LU2108987350.USD","IXN","LU0274383776.USD","FTXL","LU0203347892.USD","LU0323239441.USD","NULC","LU2430703095.HKD","LU2896262040.SGD","LU1316542783.SGD","LU2242650005.HKD","LU2430703251.USD","LU2125154778.USD","LU0724617625.USD","IE00B19Z9Z06.USD","LU0823421333.USD","LU0128525929.USD","LU1674673691.USD","LU1989764664.SGD","LU1037948541.HKD","LU0784383803.USD","LU1803068979.SGD","LU0672654240.SGD","LU0949170772.SGD","LU0868494708.USD","LU2279689827.SGD","LU2168563687.JPY","IE00BN8TJ469.HKD","LU2505996681.GBP","IE00BLSP4239.USD","LU2420271590.USD","HK0000914686.HKD","LU0256863811.USD","LU2720916845.USD","LU0708994859.HKD","LU0323591593.USD","LU0689472784.USD","LU0965509101.SGD","LU1823568750.SGD","LU1642822529.SGD","LU2487616109.SGD","LU0109392836.USD","LU0080751232.USD","LU0345769631.USD","SGXZ23171101.USD","LU1861220033.SGD","LU2264538146.SGD","LU2089985449.USD","LU1852331112.SGD","LU0210536198.USD","BAI","LU0109391861.USD","LU0949170426.SGD","SGXZ99366536.SGD","LU0057025933.USD","LU0081259029.USD","LU1323610961.USD","TDIV","LU0985320562.USD","LU1815333072.USD","LU0096364046.USD","LU0345769128.USD","LU2764262908.HKD","LU1629891620.HKD","LU0820561818.USD","LU2125909247.SGD","LU1951200564.SGD","SAVGOmain","IE00BWXC8680.SGD","LU2265009873.SGD","BK4554","IETC","LU2347655073.USD","LU2462591350.SGD","IE00BQXX3F31.USD","LU0061474705.USD","LU0957808578.USD","SG9999015986.USD","LU2462157665.USD","LU0061475181.USD","AVGX","IE00B3PB1722.GBP","LU1732800096.USD","LU0187121727.USD","LU2237443549.SGD","LU2272731865.HKD","LU2237957902.USD","LU0345768153.USD","AIFD","LU0965509283.SGD","LU2237443895.HKD","TTEQ","LU0316494557.USD","LU0354030438.USD","IE00B894F039.SGD","LU2133065610.SGD","LU0011850046.USD","LU0640476718.USD","LU2237443382.USD","LU1979441026.SGD","LU1003077747.HKD","LU2361044949.HKD","LU0320765646.SGD","LU2168564222.USD","BK4543","IE00BYV24P56.USD","LU0124676726.USD","IE00BVYPNV92.GBP","LU1720051017.SGD","LU0211327993.USD","LU2471134879.HKD","IE00BGHQF631.EUR","LU2095319765.USD","XNTK","IE00BFSS7M15.SGD","LU2236285917.USD","LU0289961442.SGD","LU2637965513.SGD","SOXY","LU0211328371.USD","LU0417517546.SGD","LU2250418816.HKD","IE00BGHQDM52.EUR","LU1400636574.HKD","LU0511384066.AUD","GTEK","LU0889565833.HKD","LU2471134796.USD","BK4588","IE0004445239.USD","LU1235294995.USD","LU2298321311.HKD","IE00B775H168.HKD","LU2322448791.USD","LU2087625088.SGD","LU2210149790.SGD","SMHX","LU2999663052.SGD","LU2954938101.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Semiconductor Corp. Stock Underperforms Thursday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2670413373","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670413373?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:59","pubTimestamp":1790283540,"startTime":"0","endTime":"0","summary":"DJ ON Semiconductor Corp. Stock Underperforms Thursday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of ON Semiconductor Corp.  slipped 1.28% to $73.15 Thursday, on what proved to be an all-around dismal trading session for the stock market, with the S&P 500 Index  falling 0.02% to 7,704.13 and Dow Jones Industrial Average  falling 0.31% to 51,349.98.The stock's fall snapped a five-day winning streak.ON Semiconductor Corp. closed 45.78% short of its 52-week high of $134.92, which the company reached on June 3rd.The stock demonstrated a mixed performance when compared to some of its competitors Thursday, as NVIDIA Corp.  fell 0.41% to $224.58, Broadcom Inc.  fell 1.30% to $350.36, and Qualcomm Inc.  fell 1.51% to $194.26.Trading volume  eclipsed its 50-day average volume of 9.8 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 24, 2026.","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BZ199S13.USD","LU2357305700.SGD","LU0348723411.USD","LU0724618433.USD","ON","LU1978683503.SGD","LU1854104046.USD","BK4585","BK4588","LU1720051017.SGD","LU1861214812.USD","LU1861220033.SGD","LU1854103824.USD","LU2298322129.HKD","LU1861219969.SGD","LU0124384867.USD","BK4605","LU2360107325.USD","BK4141","BK4512","LU1861215975.USD","ONG","IE00BD6J9T35.USD","LU1720051108.HKD","LU1983260115.SGD","ONX","IE00BFMHRM44.USD","LU1548497426.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670413387","title":"Microchip Technology Inc. Stock Underperforms Thursday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2670413387","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670413387?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:53","pubTimestamp":1790283180,"startTime":"0","endTime":"0","summary":"DJ Microchip Technology Inc. Stock Underperforms Thursday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Microchip Technology Inc.  shed 1.11% to $74.69 Thursday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index  falling 0.02% to 7,704.13 and Dow Jones Industrial Average  falling 0.31% to 51,349.98.This was the stock's second consecutive day of losses.Microchip Technology Inc. closed 29.48% below its 52-week high of $105.91, which the company reached on May 8th.The stock underperformed when compared to some of its competitors Thursday, as Advanced Micro Devices Inc.  rose 2.38% to $629.26, Applied Materials Inc.  fell 0.03% to $474.25, and Analog Devices Inc.  fell 0.68% to $382.61.Trading volume  remained 876,942 below its 50-day average volume of 9.6 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 24, 2026.","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0348723411.USD","LU0274383776.USD","LU1983260115.SGD","LU1548497426.USD","LU1823568750.SGD","BK4605","LU0353189680.USD","LU0342679015.USD","LU2089985449.USD","BK4141","LU2357305700.SGD","BK4604","MCHG","LU1633808545.USD","LU0353189763.USD","LU1720051017.SGD","MCHU","BK4529","LU1235294995.USD","LU1046421795.USD","MCHP","BK4588","LU2087625088.SGD","BK4585","LU2931357623.SGD","BK4512","LU1720051108.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670138654","title":"NXP Semiconductors N.V. Stock Underperforms Thursday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2670138654","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670138654?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:48","pubTimestamp":1790282880,"startTime":"0","endTime":"0","summary":"DJ NXP Semiconductors N.V. Stock Underperforms Thursday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of NXP Semiconductors N.V.  slid 2.24% to $230.16 Thursday, on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index  falling 0.02% to 7,704.13 and Dow Jones Industrial Average  falling 0.31% to 51,349.98.This was the stock's second consecutive day of losses.NXP Semiconductors N.V. closed 32.30% short of its 52-week high of $339.95, which the company achieved on May 27th.The stock underperformed when compared to some of its competitors Thursday, as Qualcomm Inc.  fell 1.51% to $194.26, Texas Instruments Inc.  fell 0.72% to $270.65, and Analog Devices Inc.  fell 0.68% to $382.61.Trading volume  remained 909,467 below its 50-day average volume of 3.8 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 24, 2026.","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BZ199S13.USD","LU0077335932.USD","LU2247934214.USD","LU0997586515.USD","BK4561","LU1196032939.SGD","BK4512","LU1718418525.SGD","LU0289739343.SGD","LU0070302665.USD","LU2272731782.SGD","LU1823568750.SGD","LU1861214812.USD","LU1992135399.USD","LU1992135472.HKD","NXPI","LU0289961442.SGD","BK4612","NXPX","FDRV","LU0069063385.USD","LU0511384066.AUD","LU1273509221.SGD","NXPG","LU0289960550.SGD","LU2360107325.USD","BK4588","BK4604","LU2272731600.USD","LU0320765489.SGD","LU0472753341.HKD","LU2133065610.SGD","LU0208291251.USD","LU1046421795.USD","LU0175139822.USD","LU1861219969.SGD","BK4585","BK4605","BK4141","LU0348723411.USD","LU0057025933.USD","IE00BD6J9T35.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670418288","title":"Skyworks Solutions Inc. Stock Slides 4.0%, Underperforms Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=2670418288","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670418288?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:35","pubTimestamp":1790282100,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Skyworks Solutions Inc. shed 4.0% to $87.81 on what proved to be an all-around mixed trading session for the stock market, with the S&P 500 Index remaining mostly unchanged at 7,704.13 and the Dow Jones Industrial Average falling 0.3% to 51,349.98.The stock's fall snapped a two-day winning streak.Skyworks Solutions Inc. closed 5.4% short of its 52-week high of $92.80, which the company reached on September 23rd.The stock underperformed when compared to some of its peers, as Broadcom Inc. fell 1.3% to $350.36, Qualcomm Inc. fell 1.5% to $194.26, and Analog Devices Inc. fell 0.68% to $382.61.Trading volume totaled 3.8 million, compared to the 50-day average of 6.6 million.Data source: Dow Jones Market Data, FactSet","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4515","IE00BN0W2W23.USD","BK4585","BK4533","BK4588","LU0187121727.USD","SWKS","BK4605","BK4512","IE00BN0W2T93.GBP","IE00BN0W2V16.EUR","LU2244417387.USD","BK4554","BK4141"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670182924","title":"Qualcomm Inc. Stock Underperforms Thursday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2670182924","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670182924?lang=en_us&edition=fundamental","pubTime":"2026-09-25 04:34","pubTimestamp":1790282040,"startTime":"0","endTime":"0","summary":"DJ Qualcomm Inc. Stock Underperforms Thursday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Qualcomm Inc.  slipped 1.51% to $194.26 Thursday, on what proved to be an all-around dismal trading session for the stock market, with the S&P 500 Index  falling 0.02% to 7,704.13 and Dow Jones Industrial Average  falling 0.31% to 51,349.98.This was the stock's second consecutive day of losses.Qualcomm Inc. closed 25.26% below its 52-week high of $259.92, which the company achieved on May 29th.The stock underperformed when compared to some of its competitors Thursday, as NVIDIA Corp.  fell 0.41% to $224.58, Broadcom Inc.  fell 1.30% to $350.36, and Intel Corp.  rose 3.91% to $127.39.Trading volume  remained 3.6 million below its 50-day average volume of 12.6 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 24, 2026.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4512","LU2023250504.SGD","BK4527","BK4141","IE00BGHQDM52.EUR","LU1823568750.SGD","LU1261432733.SGD","LU1917777945.USD","SQCOMmain","LU1119994496.HKD","LU1244550577.SGD","LU1066053197.SGD","QCML","QCMD","BK4612","SG9999002232.USD","BK4573","LU0868494708.USD","LU1046421795.USD","LU1084165304.USD","BK4532","BK4554","BK4598","LU1244550221.USD","FTXL","LU0868494617.USD","BK4581","LU0061475181.USD","SG9999001424.SGD","LU1244550494.USD","QCOM","QCMU","BK4534","IE00BSNM7G36.USD","LU0081259029.USD","GB00BDT5M118.USD","BK4561","BK4515","LU1066051498.USD","IE00BVYPNP33.GBP","LU0942090050.USD","LU1069344957.HKD","TDV","IE00BVYPNQ40.USD","BK4579","LU1035775433.USD","LU1496350502.SGD","SG9999015986.USD","SG9999015978.USD","BK4604","LU1974910355.USD","SG9999015945.SGD","SG9999002224.SGD","LU0079474960.USD","LU1066051811.HKD","BK4575","BK4588","LU2247934214.USD","LU1066051225.USD","SG9999015952.SGD","BK4585","BK4605","LU2106854487.HKD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":54,"pageCount":38,"totalSize":1073,"code":"91000000","status":"200"}]}}