Can the 2.6% Chip Rebound Hold at Micron (NASDAQ:MU), AMD (NASDAQ:AMD), Intel (NASDAQ:INTC) and Lattice Semiconductor (NASDAQ:LSCC)?

Key HighlightsMicron (NASDAQ:MU) gained about 2.6% on November 3, 2026, after falling 5.78% to USD 833.59 on November 2, as the Philadelphia Semiconductorindexrose 2.63% to 10,600.4.AMD (NASDAQ:AMD) rose 3.65% to close at 483.90 on November 3, then gained about 5% after hours to 508.20 …

Vinay Lochav | 05 November 2026

What Pushed Skyworks Solutions (NASDAQ:SWKS), Intel (NASDAQ:INTC), Micron (NASDAQ:MU) and Marvell Technology (NASDAQ:MRVL) Down as Far as 28.58% in Days?

Key HighlightsIntel (NASDAQ:INTC) fell 28.58% on October 30, 2026, its steepest one-day drop since July 1974, after guiding fourth-quarterRevenueto USD 15 billion to USD 16 billion against about USD 17.1 billion expected.Skyworks Solutions (NASDAQ:SWKS) fell about 12.4% after hours on November 3, after guiding …

Vinay Lochav | 05 November 2026

Which Is Pulling Ahead in the AI Networking Race After 58.5% Growth: Arista Networks (NYSE:ANET), Fabrinet (NYSE:FN), Lumentum (NASDAQ:LITE) or Marvell Technology (NASDAQ:MRVL)?

Key HighlightsArista Networks (NYSE:ANET) reportedRevenueof about USD 3.66 billion, up 58.5%, and guided the fourth quarter to USD 3.9 billion to USD 4.0 billion, against about USD 3.6 billion expected.Fabrinet (NYSE:FN) rose 15.5% on November 3, 2026, after revenue of USD 1,474.5 million, up …

Vinay Lochav | 05 November 2026

Why Did Guidance Drag Dynatrace (NYSE:DT) Down 14.66%, Gartner (NYSE:IT), Skyworks Solutions (NASDAQ:SWKS) and Apple (NASDAQ:AAPL) Lower?

Key HighlightsDynatrace (NYSE:DT) fell 14.66% on November 3, 2026, after cutting fiscal 2027 non-GAAPEarningsguidance to USD 1.88 to USD 1.90 from USD 1.97 to USD 1.99, even asRevenueguidance rose.Gartner (NYSE:IT) fell about 13% after adjusted earnings of USD 3.59 a share, up 30.1%, as …

Vinay Lochav | 05 November 2026

Can 118.3% Revenue Growth at Lattice Semiconductor (NASDAQ:LSCC) Outpace Qualcomm (NASDAQ:QCOM), AMD (NASDAQ:AMD) and Aehr Test Systems (NASDAQ:AEHR)?

Key HighlightsLattice Semiconductor (NASDAQ:LSCC) closed up 10.98% on November 3, 2026, afterRevenueof USD 291.0 million, up 118.3%, and a fourth-quarter guide of USD 325 million to USD 345 million.Qualcomm (NASDAQ:QCOM) reports after the close on November 4 against guidance of USD 9.7 billion to …

Vinay Lochav | 05 November 2026

Why Did Dynatrace (NYSE:DT) Sink 14.66%, While Check Point (NASDAQ:CHKP), CrowdStrike (NASDAQ:CRWD) and Palantir (NASDAQ:PLTR) Fell Less?

Key HighlightsDynatrace (NYSE:DT) fell 14.66% on November 3, 2026, after non-GAAPEarningsguidance was cut to USD 1.88 to USD 1.90 from USD 1.97 to USD 1.99 following its Arize acquisition.Check Point (NASDAQ:CHKP) was nearly 8% lower premarket on November 2 afterRevenueof USD 669.8 million fell …

Vinay Lochav | 05 November 2026

Is AI to Blame for the Software Slump at Dynatrace (NYSE:DT), Gartner (NYSE:IT), Thomson Reuters (NASDAQ:TRI) and Amdocs (NASDAQ:DOX)?

Key HighlightsDynatrace (NYSE:DT) fell 14.66% on November 3, 2026, after non-GAAPEarningsguidance was cut to USD 1.88 to USD 1.90 from USD 1.97 to USD 1.99, even asRevenueguidance rose.Gartner (NYSE:IT) fell about 13% after adjusted earnings of USD 3.59 a share, up 30.1%, as contract …

Vinay Lochav | 05 November 2026

Is Micron (NASDAQ:MU) at an 86.8% Margin Still the Safest AI Hardware Bet, Compared With Lattice (NASDAQ:LSCC), Aehr (NASDAQ:AEHR) or Fabrinet (NYSE:FN)?

Key HighlightsMicron (NASDAQ:MU) reported fiscal fourth-quarterRevenueof USD 54.23 billion with aGAAPgrossMarginof 86.8%, but fell 5.78% to USD 833.59 on November 2, 2026.Lattice Semiconductor (NASDAQ:LSCC) closed up 10.98% on November 3 after revenue of USD 291.0 million, up 118.3%, and a fourth-quarter guide of USD …

Vinay Lochav | 05 November 2026

What Lifts Platform Stocks Now? Shopify (NASDAQ:SHOP) Down 9% on 32% Growth, Meta (NASDAQ:META), Roku (NASDAQ:ROKU) and Perion Network (NASDAQ:PERI)?

Key HighlightsShopify (NASDAQ:SHOP) fell about 9% on November 3, 2026, after gross merchandiseVolumeof USD 119.1 billion missed the roughly USD 120 billion expected, despiteRevenuegrowth of 32% to USD 3.74 billion.Meta (NASDAQ:META) raised USD 15 billion through a five-part bond offering on November 3, with …

Vinay Lochav | 05 November 2026

Why Should iShares Semiconductor ETF (NASDAQ:SOXX) Investors Track 287 Planned Virginia Data Centers?

After the November 3, 2026 election, Democrats were projected to hold the House, and Texas chose Democrats for governor and, by projection, for senator. Published coverage on November 4 had two large chip stocks more than 1% lower premarket on concern that new officials …

Vinay Lochav | 05 November 2026

Technology

Can the 2.6% Chip Rebound Hold at Micron (NASDAQ:MU), AMD (NASDAQ:AMD), Intel (NASDAQ:INTC) and Lattice Semiconductor (NASDAQ:LSCC)?

What Pushed Skyworks Solutions (NASDAQ:SWKS), Intel (NASDAQ:INTC), Micron (NASDAQ:MU) and Marvell Technology (NASDAQ:MRVL) Down as Far as 28.58% in Days?

Which Is Pulling Ahead in the AI Networking Race After 58.5% Growth: Arista Networks (NYSE:ANET), Fabrinet (NYSE:FN), Lumentum (NASDAQ:LITE) or Marvell Technology (NASDAQ:MRVL)?

Why Did Guidance Drag Dynatrace (NYSE:DT) Down 14.66%, Gartner (NYSE:IT), Skyworks Solutions (NASDAQ:SWKS) and Apple (NASDAQ:AAPL) Lower?

Can 118.3% Revenue Growth at Lattice Semiconductor (NASDAQ:LSCC) Outpace Qualcomm (NASDAQ:QCOM), AMD (NASDAQ:AMD) and Aehr Test Systems (NASDAQ:AEHR)?

Why Did Dynatrace (NYSE:DT) Sink 14.66%, While Check Point (NASDAQ:CHKP), CrowdStrike (NASDAQ:CRWD) and Palantir (NASDAQ:PLTR) Fell Less?

Is AI to Blame for the Software Slump at Dynatrace (NYSE:DT), Gartner (NYSE:IT), Thomson Reuters (NASDAQ:TRI) and Amdocs (NASDAQ:DOX)?

Is Micron (NASDAQ:MU) at an 86.8% Margin Still the Safest AI Hardware Bet, Compared With Lattice (NASDAQ:LSCC), Aehr (NASDAQ:AEHR) or Fabrinet (NYSE:FN)?

What Lifts Platform Stocks Now? Shopify (NASDAQ:SHOP) Down 9% on 32% Growth, Meta (NASDAQ:META), Roku (NASDAQ:ROKU) and Perion Network (NASDAQ:PERI)?

Why Should iShares Semiconductor ETF (NASDAQ:SOXX) Investors Track 287 Planned Virginia Data Centers?

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