Stocks · News reference

Shares of semiconductor and chip companies are trading higher as risk assets enjoy a tailwind. Also, financial results and commentary from companies such as ON Semiconductor and Palantir may help support the ongoing themes of chip supply shortages and growing demand from an expansionary AI services sector.

Aug 4, 2026, 7:22 PMBenzinga Newsdesk

Reference details

Connected markets

Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.

ALMU AMKR AOSL ASTI ASX ASYS BZAI CAMT CBRS COHU DIOD ENPH FORM FSLR GCTS GSIT HIMX IMOS INDI KOPN LRCX MKSI MTSI OLED PENG POET POWI QCOM QRVO QUIK RGTI SEDG SIMO STM SWKS TE TER TRT TXN

Source: benzinga
Observed: Aug 4, 2026, 7:22 PM
Checked: Aug 4, 2026, 7:22 PM
Cadence: Captured once, then retained as an archive reference
Status: fresh

Keep reading

BenzingaAug 27, 2026, 6:21 PMBenzinga Newsdesk
B of A Securities Initiates Coverage On Amkor Technology with Buy Rating, Announces Price Target of $70
B of A Securities analyst Ruplu Bhattacharya initiates coverage on Amkor Technology (NASDAQ:AMKR) with a Buy rating and announces Price Target of $70.
Read original at benzinga
AMKR
BenzingaAug 24, 2026, 7:40 PMBenzinga Newsdesk
Shares of semiconductor and chip companies are trading lower. The industry may be pulling back ahead of Nvidia's Q2 earnings report due August, 26.
Read original at benzinga
AMD AMKR AXTI CBRS COHU
BenzingaAug 19, 2026, 7:23 PMBenzinga Newsdesk
Shares of semiconductor companies are trading lower amid concerns that OpenAI's Q2 earnings may weigh on AI growth. Today's Fed minutes revealed that many participants assessed that higher rates would likely be necessary if inflation did not fall.
Read original at benzinga
ACLS ACMR AEHR ALAB AMAT
BenzingaAug 18, 2026, 3:29 PMBenzinga Newsdesk
Shares of semiconductor and chip companies are trading lower amid rising oil prices and bond yields, prompting inflation concerns. Also, declining memory chip companies may weigh on the broader industry.
Read original at benzinga
ADI AEHR ALAB ALGM AMBQ
BenzingaAug 13, 2026, 12:59 PMBenzinga Newsdesk
B. Riley Securities Maintains Neutral on Alpha & Omega, Lowers Price Target to $34
B. Riley Securities analyst Craig Ellis maintains Alpha & Omega (NASDAQ:AOSL) with a Neutral and lowers the price target from $38 to $34.
Read original at benzinga
AOSL
BenzingaAug 13, 2026, 12:03 PMBenzinga Newsdesk
Alpha and Omega Semiconductor shares are trading lower after the company reported Q4 financial results. Also, Needham lowered its price target from $50 to $45.
Read original at benzinga
AOSL

Connected markets

Related headlines

B of A Securities Initiates Coverage On Amkor Technology with Buy Rating, Announces Price Target of $70

Shares of semiconductor and chip companies are trading lower. The industry may be pulling back ahead of Nvidia's Q2 earnings report due August, 26.

Shares of semiconductor companies are trading lower amid concerns that OpenAI's Q2 earnings may weigh on AI growth. Today's Fed minutes revealed that many participants assessed that higher rates would likely be necessary if inflation did not fall.

Shares of semiconductor and chip companies are trading lower amid rising oil prices and bond yields, prompting inflation concerns. Also, declining memory chip companies may weigh on the broader industry.

B. Riley Securities Maintains Neutral on Alpha & Omega, Lowers Price Target to $34

Alpha and Omega Semiconductor shares are trading lower after the company reported Q4 financial results. Also, Needham lowered its price target from $50 to $45.