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.

Axcelis Technologies Reports Q2 2026 Results: Full Earnings Call Transcript

Axcelis Technologies (NASDAQ:ACLS) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you by

Shares of semiconductor and chip companies are trading higher amid broader technology sector gains after Broadcom's plans to finance up to $60 billion to provide chips for Anthropic. Also, reports suggesting Samsung may raise HBM prices threefold in 2027 underpins demand and pricing power confidence across the sector.

8-K filing — ACM Research, Inc. (ACMR)

Filed: 2026-09-30 AccNo: 0001628280-26-063896 Size: 157 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits

Shares of semiconductor companies are trading lower amid growing inflation concerns and rate-hike expectations as oil prices and rising yields weigh on growth stocks.

Shares of Shares of semiconductor and chip-related companies are trading higher after Marvell's comments and sales targets at its investor day and AMD CEO Lisa Su's comments regarding high demand, both of which bolster confidence in the sector.

Why Is Astera Labs Stock Surging on Tuesday?

Astera Labs (NASDAQ: ALAB) stock is surging Tuesday amid a broader AI and semiconductor rally. Here’s what’s driving ALAB shares higher.