Semiconductor Stocks Slide Ahead of NVIDIA Earnings: Intel Falls 5%, AMD Slides 4%, Taiwan Semiconductor Slips 3%

Chip stocks are leading a narrow de-risking Monday morning, with the iShares Semiconductor ETF (NASDAQ:SOXX) down 4% to $501.17 while the iShares U.S.

24/7 Wall Street • 19 hours ago

Cadence to Present at Deutsche Bank Technology Conference

SAN JOSE, Calif.--(BUSINESS WIRE)--Cadence to Present at Deutsche Bank Technology Conference.

Business Wire • Aug 19, 2026

INTU or CDNS: Which Is the Better Value Stock Right Now?

Investors interested in Computer - Software stocks are likely familiar with Intuit (INTU) and Cadence Design Systems (CDNS). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Aug 18, 2026

Cadence Raises 2026 Outlook as AI Agents Drive Broader EDA Demand

CDNS raises its 2026 outlook as AI demand expands across EDA, hardware and IP, while record backlog and agentic AI engagements bolster growth.

Zacks Investment Research • Aug 14, 2026

Is Cadence Worth Buying as AI Growth Collides With Premium Valuation?

Cadence pairs rising AI-driven design demand, higher earnings expectations and stronger cash flow with a valuation still well above key benchmarks.

Zacks Investment Research • Aug 14, 2026

CDNS Falls 12.9% in the Past Month. Is the Sell-Off an Opportunity?

CDNS has fallen 12.9% in a month despite strong Q2 growth, as a lower valuation and AI demand clash with a still-steep premium.

Zacks Investment Research • Aug 14, 2026

Cadence's HypertensionOS Software Announced as Second Participant in FDA's TEMPO to Advance Hypertension Care

NEW YORK--(BUSINESS WIRE)--Cadence, the clinical AI company automating the treatment of chronic disease, today announced its HypertensionOS software has been selected by the U.S. Food and Drug Administration as the second participant in the Technology-Enabled Meaningful Patient Outcomes (TEMPO) for Digital Health Devices Pilot. HypertensionOS is prescription software as a medical device (“SaMD”) that incorporates AI-assisted functionality to support clinician-supervised medication management fo.

Business Wire • Aug 13, 2026

Semiconductor Flows Stay ‘Sticky' in Leveraged Chip ETFs Like SOXL Despite Fidelity's Cycle-Peak Warning

Investors continue to pour billions into semiconductor ETFs, including speculative leveraged funds such as the Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL), even as Fidelity Investments‘ Director of Global Macro Jurrien Timmer warns the semiconductor cycle could be nearing a peak.

Benzinga • Aug 13, 2026

Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?

ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.

The Motley Fool • Aug 10, 2026

Semiconductor Sales Continue to Grow on AI Optimism: 4 Stocks to Grab

MU and semiconductor sales surge as AI demand supports chip growth, with four stocks highlighted for potential upside.

Zacks Investment Research • Aug 7, 2026