TEMPE, AZ — February 12, 2026 — Amkor Technology (NASDAQ:AMKR) has sent shockwaves through the semiconductor industry this week, reporting a fourth-quarter earnings blowout that far exceeded even the most optimistic Wall Street projections. The company posted an earnings per share (EPS) of $0.69, a staggering 60% surprise over the
The economic landscape of February 2026 has reached a definitive turning point, as the long-promised "AI dividend" finally manifests in hard macroeconomic data. After years of skepticism regarding the "Solow Paradox"—the idea that computerization was visible everywhere except in productivity statistics—new reports from the Bureau of Labor Statistics
In a landmark move for the global semiconductor industry, Applied Materials (NASDAQ: AMAT) and Samsung Electronics (KRX: 005930) officially inaugurated their joint research residency at the newly minted EPIC Center in Silicon Valley. The announcement, made today, February 12, 2026, positions Samsung as the "founding member" of the $5 billion
Shares of Micron Technology (Nasdaq: MU) soared more than 9% in heavy trading on Thursday after Chief Financial Officer Mark Murphy announced that the company has officially commenced volume production and shipments of its next-generation High-Bandwidth Memory (HBM4). The announcement, which came during a key investor update on February 11,
The artificial intelligence super-cycle, which has propelled equity markets to record highs for over three years, hit a significant roadblock on February 11, 2026. In a day characterized by high-volume selling and a sharp pivot in investor sentiment, the tech-heavy Nasdaq Composite plunged 3.8%, marking its worst single-session performance
As of February 11, 2026, Alphabet Inc. (NASDAQ: GOOGL) finds itself at a historic crossroads. The company that defined the internet era is currently undergoing its most aggressive transformation since the launch of the Google Search engine in 1998. This transformation was underscored this month by two seismic events: a record-shattering $20 billion bond sale [...]
Today, February 11, 2026, GlobalFoundries (NASDAQ: GFS) finds itself at the center of the semiconductor narrative following a high-stakes Q4 2025 earnings release that has sent ripples through the industry. Despite a broader climate of cautious tech spending, the Malta, New York-based foundry delivered a significant "beat and raise" on profitability, underscored by a fresh [...]
On February 11, 2026, Credo Technology Group (NASDAQ: CRDO) effectively silenced any remaining skeptics regarding the sustainability of the AI infrastructure boom. The company, which specializes in high-speed connectivity solutions, issued a preliminary revenue report for its third fiscal quarter that bypassed even the most aggressive Wall Street estimates. With revenue projected between $404 million [...]
