Technology
Semiconductors, software, hardware and IT services.
| Company | Price | Today | 1 month | YTD |
|---|---|---|---|---|
| AMD AMD Semiconductors | 529.50 | ▲ 0.20% | −5.1% | +147.3% |
| ASML ASML Semiconductor equipment (lithography) | 1,641.21 | ▼ 0.08% | −2.0% | +52.6% |
| Adobe ADBE Application Software | 246.60 | ▲ 0.88% | −1.2% | −3.6% |
| Analog Devices ADI Semiconductors | 394.67 | ▼ 0.45% | +5.3% | −11.4% |
| AppLovin APP Software: application (advertising technology) | 265.23 | ▼ 0.30% | −14.5% | −60.7% |
| Apple AAPL Consumer electronics, software and services | 343.61 | ▲ 0.08% | +2.5% | +26.5% |
| Applied Materials AMAT Semiconductor equipment | 410.02 | ▼ 0.03% | −7.7% | +3.9% |
| Arista Networks ANET Data-center and campus networking equipment and software | 177.06 | ▲ 0.08% | −11.5% | −13.5% |
| Arm Holdings ARM Semiconductor IP licensing | 227.45 | ▲ 0.07% | −17.4% | +107.3% |
| Astera Labs ALAB Semiconductors | 282.71 | ▼ 0.84% | −6.6% | −22.9% |
| Broadcom AVGO Semiconductors | 330.38 | ▼ 0.15% | −7.5% | −3.0% |
| Cerebras CBRS Semiconductors and AI infrastructure | 126.89 | ▼ 0.08% | −36.2% | −51.1% |
| Cisco CSCO Networking equipment and cybersecurity | 107.58 | ▲ 0.22% | −1.9% | −9.1% |
| Coherent COHR Optical networking components, lasers and engineered materials | 232.21 | ▼ 0.05% | −26.9% | −33.5% |
| CoreWeave CRWV Cloud infrastructure for AI (GPU cloud) | 61.19 | ▲ 0.06% | −24.8% | −44.8% |
| Corning GLW Specialty glass, ceramics and optical communications | 131.82 | ▲ 0.19% | −12.2% | −27.1% |
| Credo Technology CRDO Semiconductors and AI data-center connectivity (active electrical cables, optical DSPs, SerDes IP) | 168.39 | ▼ 0.53% | −4.3% | +1.7% |
| CrowdStrike CRWD Cybersecurity software | 227.65 | ▲ 0.35% | −3.9% | −65.2% |
| Datadog DDOG Observability and security software | 245.17 | ▼ 0.37% | +6.1% | −6.1% |
| Dell Technologies DELL Servers, storage, networking and PCs | 455.99 | ▲ 1.32% | −20.2% | +3.1% |
| IBM IBM IT services, software and hybrid cloud | 231.45 | ▼ 0.12% | +0.5% | −10.8% |
| Intel INTC Semiconductors | 89.30 | ▼ 0.25% | −18.2% | +140.7% |
| IonQ IONQ Quantum computing hardware, cloud services and quantum networking | 31.43 | ▼ 0.38% | −19.6% | −33.0% |
| KLA KLAC Semiconductor Equipment | 166.59 | ▼ 0.40% | −6.0% | −38.1% |
| Lam Research LRCX Semiconductor Equipment | 266.00 | ▲ 0.17% | −7.8% | −31.6% |
| Lumentum LITE Optical and photonic components and systems | 821.25 | ▼ 0.27% | −11.8% | −1.1% |
| Marvell Technology MRVL Semiconductors | 227.57 | ▲ 0.05% | −6.5% | +166.8% |
| Micron MU Semiconductors (memory and storage) | 877.09 | ▼ 0.07% | −13.9% | +204.0% |
| Microsoft MSFT Systems software, cloud computing and productivity software | 528.44 | ▲ 0.02% | +6.9% | +9.4% |
| NVIDIA NVDA Semiconductors | 214.56 | ▲ 0.20% | −3.6% | +14.3% |
| Nebius NBIS Cloud infrastructure (AI cloud) | 166.58 | ▲ 0.51% | −25.1% | +6.7% |
| Oracle ORCL Enterprise software and cloud infrastructure | 128.19 | ▲ 0.14% | −13.2% | −33.7% |
| Palantir PLTR Software: data analytics and AI platforms | 185.30 | ▲ 0.46% | +4.5% | +3.5% |
| Palo Alto Networks PANW Cybersecurity software and firewalls | 343.00 | ▲ 0.27% | −5.8% | +37.2% |
| Qualcomm QCOM Semiconductors and wireless technology licensing | 171.76 | ▼ 0.26% | −3.6% | −9.6% |
| SK hynix SKHY Semiconductors (memory: DRAM, NAND flash, HBM) | 136.44 | ▼ 0.49% | −27.4% | −2.9% |
| Salesforce CRM Enterprise cloud applications and data software | 239.43 | ▼ 0.07% | +0.2% | +28.2% |
| Sandisk SNDK Semiconductors (NAND flash memory and storage) | 1,297.51 | ▲ 0.22% | −27.8% | +232.8% |
| Seagate Technology STX Data storage (hard disk drives and storage systems) | 627.14 | ▼ 0.59% | −27.1% | +21.0% |
| ServiceNow NOW Application software: enterprise workflow and AI platform | 141.65 | ▲ 0.07% | +4.1% | +7.2% |
| Shopify SHOP Software: commerce platform and payments for merchants | 171.20 | ▲ 1.30% | +33.2% | +45.3% |
| Snowflake SNOW Application software: cloud data platform | 305.14 | ▲ 0.07% | −8.4% | +26.4% |
| Strategy MSTR Enterprise analytics software; bitcoin treasury | 136.27 | ▲ 0.28% | −11.1% | −11.0% |
| Super Micro Computer SMCI Computer Hardware | 31.95 | ▲ 1.06% | −18.2% | +3.8% |
| Synopsys SNPS Electronic design automation (EDA) software and semiconductor IP | 456.57 | ▲ 0.26% | −8.4% | −8.4% |
| TSMC TSM Semiconductors (pure-play foundry) | 413.53 | ▲ 0.06% | −4.7% | +23.9% |
| Texas Instruments TXN Semiconductors | 278.14 | ▲ 0.45% | +4.4% | −2.4% |
| Western Digital WDC Computer storage devices (hard disk drives) | 322.85 | ▼ 1.56% | −27.1% | −33.4% |
News across the sector
IonQ files 8-K: Other Events
IonQ filed a Form 8-K with the SEC on Oct 16, 2026, 5:00 PM ET, reporting an event dated Oct 14, 2026.
Credo files 8-K: Shareholder Vote Results
Credo filed a Form 8-K with the SEC on Oct 16, 2026, 4:42 PM ET, reporting an event dated Oct 16, 2026.
Nasdaq falls 2.1% for its worst week since June as chip stocks slide on AI financing worries
US stocks fell on Friday as the tech sell-off extended: the Nasdaq closed down 2.1% at 26,140.03 for its first weekly loss in five weeks and worst since June, and the S&P 500 lost 1.1%.
Strategy files 8-K: Regulation FD Disclosure, Other Events
Strategy filed a Form 8-K with the SEC on Oct 16, 2026, 7:59 AM ET, reporting an event dated Oct 15, 2026.
TSMC Q3 2026 revenue about US$46.7B and EPS NT$29.43; Q4 guided to US$52.3-54.3B, 2026 growth raised to about 44%
TSMC reported third-quarter 2026 revenue of about US$46.7 billion, up 41.2% year over year, with gross margin of 66.4%, operating margin of 58.7% and net income of NT$763.06 billion (diluted EPS NT$29.43).
Supermicro files 8-K: Director/Officer Change
Supermicro filed a Form 8-K with the SEC on Oct 15, 2026, 9:08 AM ET, reporting an event dated Oct 14, 2026.
TSMC: 6-K filed (report of foreign private issuer)
A Form 6-K (report of foreign private issuer) relating to TSMC was filed with the SEC on Oct 15, 2026, 6:40 AM ET.
ASML Q3 2026 net sales a record €11.7B; Q4 guided to €14.2-15.2B
ASML reported record third-quarter 2026 net sales of €11.7 billion and net income of about €5.0 billion, up from €9.3 billion of sales in the second quarter.
SK hynix: 6-K filed (report of foreign private issuer)
A Form 6-K (report of foreign private issuer) relating to SK hynix was filed with the SEC on Oct 14, 2026, 6:02 AM ET.
ASML: 6-K filed (report of foreign private issuer)
A Form 6-K (report of foreign private issuer) relating to ASML was filed with the SEC on Oct 14, 2026, 6:01 AM ET.
SK hynix closes down 10.1% in Seoul on CXMT claim and heavy foreign selling
SK hynix's Seoul shares closed 10.09% lower at 1,443,000 won on October 13, Samsung Electronics fell 7.39%, and the KOSPI closed down 5.46% at 6,035.35.
Marvell adds Alaska E 3.2T retimer and second-generation Alaska A 1.6T AEC DSP, both sampling
Marvell expanded its AI scale-up connectivity line with the Alaska E 3.2T protocol-aware retimer and a second-generation Alaska A 1.6T active electrical cable DSP, both now sampling to customers.
Marvell, Microsoft and Oracle form OCP working group on server-level hardware security
Marvell, Microsoft and Oracle founded a new Open Compute Project working group to define an open specification for an integrated hardware security module at the server level.
Office 2021 and Windows 11 24H2 Home/Pro reach end of support on Oct. 13
Microsoft's lifecycle table lists October 13, 2026 as the end-of-support date for the Office 2021 family, including Publisher 2021 and Word 2021, and for Office LTSC 2021.
Strategy files 8-K: Regulation FD Disclosure, Other Events
Strategy filed a Form 8-K with the SEC on Oct 13, 2026, 8:00 AM ET, reporting an event dated Oct 12, 2026.