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Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.

Qualcomm's royalty base, STMicroelectronics' Starlink exposure and Oura's $15 billion IPO give investors three ways to trade the next personal device cycle.

Investing.com -- Global chip stocks rose on Tuesday after Reuters reported that AI startup Anthropic’s IPO prospectus showed it expects $518 billion in cloud, computing and infrastructure commitments over the coming year.

Investing.com - European stock bourses reversed course on Tuesday, closing lower, as investors continued to digest a spike in global bond yields and oil volatility.

Investing.com -- Shares in European companies linked to the buildout in artificial intelligence rallied on Friday after 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 continued.

Options traders are targeting these 3 tech stocks

MORRISVILLE, N.C., September 24, 2026--DG Matrix, the global leader in solid-state transformer solutions, today announced continued collaboration with STMicroelectronics (ST), a global semiconductor leader serving customers across the spectrum of electronics applications. Since its inception, DG Matrix has utilized ST’s silicon carbide (SiC) technology at the heart of Interport™ multi-port solid-state transformer platform. The use of ST’s SiC technology has contributed to a significant performan

Qualcomm's new 2nm Snapdragon chips target agentic AI, faster on-device processing and premium smartphones, but handset pressures remain.

STMicroelectronics (ENXTPA:STMPA) just introduced its ST SafeSense VD56GA infrared image sensor for in car driver and occupant monitoring, giving investors fresh context for thinking about the semiconductor group’s automotive exposure. The new sensor launch follows a sharp reset in sentiment, with the stock down about 29.7% over the past 90 days on a share price basis, even though the year-to-date share price return is 90.5% and the 1-year total shareholder return is 88.0%. Recent gains of...

In September 2026, STMicroelectronics introduced the ST SafeSense VD56GA, a compact 1.1 MP infrared automotive image sensor designed to support in-cabin driver and occupant monitoring with higher infrared sensitivity, embedded image processing, and a small CSP package for space-constrained vehicle interiors. The launch underscores STMicroelectronics’ push to deepen its role in automotive imaging by combining vertically integrated manufacturing and infrared-optimized pixel technology to help...

Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0.

SANTA CLARA, Calif., September 21, 2026--OpenLight, a leader in heterogeneous silicon photonics integration and custom photonic application-specific integrated circuit (PASIC) design, today announced two significant additions to its executive leadership team: Kevin Soukup as Chief Operating Officer and Kirk Ouellette as Chief Strategy Officer and Interim Chief Revenue Officer.

Texas Instruments (TXN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

On September 14, STMicroelectronics (NYSE:STM) introduced the ST SafeSense VD56GA, a 1.1-megapixel infrared image sensor designed for cameras that watch drivers and passengers inside a car. The goal is to make that kind of monitoring cheap enough to spread beyond premium models and into everyday vehicles. It is a big job for a package that […]

Analog Devices' Industrial segment surges 53% year over year in fiscal Q3 2026, but intense competition and inventory trends could shape its next phase.

NVIDIA, Texas, STMicroelectronics and Intel have been highlighted in this Industry Outlook article.