Shares of semiconductor companies are trading lower amid sympathy with Taiwan Semiconductor, as capex concerns weigh on further upside for the industry due to high spending to accommodate new orders. Investors may be concerned that growing capital expenditures may hurt margins

FPS Q4 Earnings Beat Estimates on Powertrain Solutions Growth

Forgent Power Solutions (FPS) reported 94% revenue growth in Q4 fiscal 2026 to $462 million, driven by custom products and Powertrain Solutions for data center customers. The company achieved record bookings of $1.50 billion and backlog of $3.02 billion with a 3.3x book-to-bill ratio. FPS projects fiscal 2027 revenues of $2.4-$2.6 billion with 76% growth and is expanding capacity with a $35 million Powertrain Solutions facility investment.

TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?

Texas Instruments' data center revenues doubled year-over-year in Q2 2026, driven by AI infrastructure spending. The company expects to outgrow the data center market in 2026, supported by R&D investments, manufacturing capacity, and the shift toward 800-volt architectures that increase chip content. Competitors Analog Devices and ON Semiconductor also show strong data center growth, though TXN's broad analog portfolio and capacity position provide competitive advantages.

Anthropic's AI Warning Is 'Noise' in a 'Secular Bull Market:' Bank of America Says

BofA calls AI slowdown fears “noise,” arguing competition could drive AI spending beyond $3 trillion and lift eight battered chip stocks.

Shares of semiconductor and chip-related companies are trading lower after AI executives signaled that the industry's growth may need to be slowed. The industry is also facing pressure as oil prices spike in reaction to the escalating conflict in the Middle East which can lead to inflation, tighter lending and reduced demand.

Can AEHR's Diversification Strengthen Its Growth Outlook?

Aehr Test Systems has dramatically diversified its revenue streams, with AI processors and silicon photonics now driving nearly 95% of fiscal 2026 revenues, compared to over 95% EV-related SiC exposure two years prior. The company secured a $22 million follow-on order for AI processor systems in August and maintains a $100.6 million backlog with a $130-$150 million fiscal 2027 revenue outlook, though it faces intense competition from larger rivals Teradyne and FormFactor in the semiconductor test equipment market.

Corning, Cellectis, Biodexa Pharmaceuticals And Other Big Stocks Moving Lower In Monday’s Pre-Market Session

U.S. stock futures fell, with Nasdaq 100 futures down 500 points. Corning dropped 8% after a $2B offering; several other stocks also slid premarket.