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US chipmakers rise after Fed rate cut

BUZZ-US chipmakers rise after Fed rate cut ** Shares of U.S. chipmakers rise after Federal Reserve cuts interest rates ** Shares of AI chip bellwether Nvidia NVDA.O up 1.3%, rival AMD AMD.O up 1% ** Fed cuts interest rates by half of a percentage point ** Rate cuts are expected to help allay some concerns over Big Tech pulling back on hefty AI inve
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Chipmakers lay out factory plans in Europe, US and Asia

FACTBOX-Chipmakers lay out factory plans in Europe, US and Asia Adds news items on Intel's Asia and Europe plans, and Onsemi's Europe plan; updates news items on Wolfspeed and Silicon Box's Europe plans Sept 17 (Reuters) - Chipmakers across the globe are pouring billions of dollars into new plants, as they take advantage of generous subsidies from the United States and the EU to keep the West ahead of China in developing cutting -edge semiconductor technology .
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S&P 500 top and bottom performing stocks at about 03:30 p.m. EDT

BUZZ - S&P 500 top and bottom performing stocks at about 03:30 p.m. EDT S&P 500 .SPX Top Performers Percent Change Warner Bros Discovery Inc WBD.OQ +9.6% Kroger Co KR.N +6.7% Axon Enterprise Inc AXON.OQ +5.4% Broadcom Inc AVGO.OQ +4.8% Newmont Corporation NEM.N +4.5% Bottom Performers Percent Change Moderna Inc MRNA.OQ -11.8% Wells Fargo & Co WFC.N
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Senate panel to question US semiconductor firms on Russian weapons

UPDATE 1-Senate panel to question US semiconductor firms on Russian weapons Adds no immediate comment from companies, Intel declining comment, background on prior hearing, more details on hearing in paragraphs 4-9 By David Shepardson WASHINGTON, Sept 5 (Reuters) - The U.S. Senate Permanent Subcommittee on Investigations said on Thursday it will hold a hearing with four companies on the use of American-manufactured semiconductors in Russian weapons deployed in the war in Ukraine .
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Senate panel to question US semiconductor firms on Russian weapons

Senate panel to question US semiconductor firms on Russian weapons WASHINGTON, Sept 5 (Reuters) - The U.S. Senate Permanent Subcommittee on Investigations said Thursday it will hold a hearing with four major semiconductor companies on the use American-manufactured semiconductors in Russian weapons deployed in the war in Ukraine. Senator Richard Blumenthal, who chairs the panel, announced the hearing on Tuesday will include testimony from executives from Analog Devices ADI.O , Advanced Micro Devi
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Intel's Dow status under threat as struggling chipmaker's shares plunge

GRAPHIC-Intel's Dow status under threat as struggling chipmaker's shares plunge Updates shares in paragraph 3; Adds details on chip sales, analyst comment and background in paragraphs 8-10 By Arsheeya Bajwa Sept 3 (Reuters) - Intel was one of the first two tech companies to join the Dow Jones Industrial Average during the late-'90s dot-com boom, along with Microsoft.
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Intel's Dow status under threat as struggling chipmaker's shares plunge

GRAPHIC-Intel's Dow status under threat as struggling chipmaker's shares plunge Rewrites paragraph 1, adds share price in paragraph 13 By Arsheeya Bajwa Sept 3 (Reuters) - Intel was one of the first two tech companies to join the Dow Jones Industrial Average during the late-'90s dot-com boom, along with Microsoft. Now, a slump in Intel's share price could cost the American chipmaker its place in the blue-chip index.
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Intel's Dow status under threat as struggling chipmaker's shares plunge

GRAPHIC-Intel's Dow status under threat as struggling chipmaker's shares plunge By Arsheeya Bajwa Sept 3 (Reuters) - Intel was one of the first two tech companies to join the Dow Jones Industrial Average during 1999's dot-com era, along with Microsoft. Now, a slump in its share price could cost the American chipmaker its place in the blue-chip index.
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Semiconductor stocks shrug off Nvidia losses as AI boom seen intact

BUZZ-Semiconductor stocks shrug off Nvidia losses as AI boom seen intact ** Most U.S.-listed chip stocks reverse early losses after results from industry leader Nvidia ** Philadelphia Semiconductor Index .SOX gains 1.2%, recovering from two-week low touched Wednesday ** All SOX constituents minus Nvidia gain ** Nvidia NVDA.O down over 4% after its
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Semiconductor index at two-week low ahead of Nvidia results

BUZZ-Semiconductor index at two-week low ahead of Nvidia results ** Shares of U.S. chipmakers slip ahead of closely watched results from industry leader Nvidia NVDA.O ** The Philadelphia Semiconductor Index .SOX falls 2.5% to its lowest since Aug. 14 ** Nvidia NVDA.O loses 2.6% ahead of results after the bell on Wednesday, with expectations high for the industry heavyweight ** Memory chipmaker Micron Technology MU.O second-largest decliner on the index, down 4% after Mizuho cuts price target to
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Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT

BUZZ - Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT Nasdaq 100 .NDX Top Performers Percent Change Ross Stores Inc ROST.OQ +4.2% Take-Two Interactive Software Inc TTWO.OQ +3.3% Constellation Energy Corp CEG.OQ +2.9% MongoDB Inc MDB.OQ +2.7% Texas Instruments Inc TXN.OQ +2.7% Bottom Performers Percent Change Palo Alto Networks Inc PANW.OQ -2.5% Alphabet Inc GOOGL.OQ -1.0% Alphabet Inc GOOG.OQ -1.0% Moderna Inc MRNA.OQ -0.8% Keurig Dr Pepper Inc KDP.OQ -0.8% The Nasdaq 100 .NDX g
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U.S. STOCKS Peabody Energy, Snowflake, Toll Brothers

BUZZ-U.S. STOCKS ON THE MOVE-Peabody Energy, Snowflake, Toll Brothers Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 The S&P 500 and the Nasdaq edged higher on Wednesday as a sharp downward revision in U.S. jobs data for the year ended March 2024 indicated a slowdown in the labor market, propping up hopes that the Federal Reserve would cut interest rates next month.
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U.S. STOCKS Hyatt, Peabody Energy, Snowflake

BUZZ-U.S. STOCKS ON THE MOVE-Hyatt, Peabody Energy, Snowflake Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 The S&P 500 and the Nasdaq inched up amid volatile trading on Wednesday, as investors assessed a downward revision in U.S.
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U.S. STOCKS Analog Devices, TJX, Texas Instruments

BUZZ-U.S. STOCKS ON THE MOVE-Analog Devices, TJX, Texas Instruments Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes were set for a higher open on Wednesday, as investors awaited the release of the updated U.S.
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Texas Instruments gains; Citi upgrades on margin rebound expectations

BUZZ-Texas Instruments gains; Citi upgrades on margin rebound expectations ** Shares of chipmaker Texas Instruments TXN.O rise 1.4% to $205.35 premarket ** Citi upgrades to "buy" from "neutral", says "margins are bottoming and should rebound back to the previous peak, which would result in 100% EPS growth" ** "The stock story is now a bit less abou
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Chipmaker Analog Devices forecasts strong Q4 results as demand recovers

Chipmaker Analog Devices forecasts strong Q4 results as demand recovers Aug 21 (Reuters) - Analog Devices ADI.O forecast fourth-quarter revenue and profit above Wall Street expectations on Wednesday, as it benefits from returning demand for its chips used in consumer electronics. A decline in surplus chip inventory across sectors, including communication, consumer and industrial, has helped chipmakers see a recovery in orders after a years-long slump.
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U.S. STOCKS Medtronic, Texas Instruments, Fabrinet

BUZZ-U.S. STOCKS ON THE MOVE-Medtronic, Texas Instruments, Fabrinet Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 Wall Street's main indexes slipped in volatile trading on Tuesday, ahead of a symposium at Jackson Hole later this week and minutes from the Federal Reserve's meeting last month which could offer clues on a September interest rate cut.
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Texas Instruments up after it expects free cash flow to jump in 2026

BUZZ-Texas Instruments up after it expects free cash flow to jump in 2026 ** Shares of analog chipmaker Texas Instruments TXN.O up 1.2% at $203.01 ** TXN predicts its free cash flow (FCF) would jump in 2026 as demand rebounds and it tightens capital spending after pressure from activist investor Elliott Investment Management ** Co expects FCF per s
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Analog chipmaker TI expects free cash flow to jump in 2026

UPDATE 3-Analog chipmaker TI expects free cash flow to jump in 2026 Adds Elliot's response in paragraph 5, analyst comment in paragraph 9 By Arsheeya Bajwa Aug 20 (Reuters) - Texas Instruments TXN.O said on Tuesday its free cash flow (FCF) would jump in 2026 as demand rebounds and the analog chipmaker tightens capital spending after pressure from activist investor Elliott Investment Management.
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Analog chipmaker TI tempers capital expenditure plans amid activist pressure

Analog chipmaker TI tempers capital expenditure plans amid activist pressure Aug 20 (Reuters) - Texas Instruments TXN.O on Tuesday pulled back on its annual capital expenditure plans while it expands manufacturing capacity, as the analog chipmaker faces pressure from activist investor Elliot Investment Management to temper expenses. The company now expects capital expenditure in 2026 to be between $2 billion and $5 billion, compared with its initial plans to spend about $5 billion per year throu
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