Monolithic Power Systems (MPWR) News

Major Wall Street banks interpret this year's SEMICON highlights: Advanced packaging is evolving toward 3D system integration, while CPO manufacturing bottlenecks lie in testing.

SEMICON 2026 sends new signals for the semiconductor industry: advanced packaging is upgrading toward 3D system integration, CoWoS capacity continues to expand and spill over to OSATs, CPO is accelerating mass production, while testing and equipment lead times have become new bottlenecks, and the AI ASIC ecosystem is further maturing. UBS Group is bullish on Taiwan Semiconductor's 3DFabric capacity expansion, Citi focuses on CPO manufacturing, and Nomura warns of capacity constraints in testing and equipment segments, as AI-driven capacity expansion accelerates into the backend processes.

wallstreetcnSep 7 17:46

Non-farm payrolls data rattled the broader U.S. stock market, yet AI hardware stocks surged against the trend. The semiconductor index rose more than 3%, with SanDisk jumping 12%.

The prospect of Federal Reserve rate hikes has weighed on overall valuations and certain software growth stocks, while the industrial logic underpinning demand for AI computing power, storage, and data center interconnectivity remains intact despite interest rate expectations. SK Hynix, a memory chip manufacturer, closed up more than 8%, and Coherent, an optical communications company, rose 6.6%. Market participants noted that the strong performance of chip stocks on Friday had "nothing to do" with the non-farm payrolls data, but was instead driven primarily by the ongoing sector rotation between semiconductors and software.

wallstreetcnSep 5 06:13

S&P Global Ratings has rarely sounded the alarm on credit risks in AI infrastructure: as a $7 trillion capital expenditure black hole looms, the debt sustainability of tech giants is being called into question.

S&P Global Ratings has issued a systemic warning to AI cloud giants: capital expenditures by the six major cloud providers could exceed $7 trillion by 2030, yet none have disclosed quantified returns on AI investment. The report highlights that Amazon faces the risk of losing its AA rating, while a downgrade for Oracle would push it directly into junk status.

wallstreetcnSep 5 06:00

Charts showing “tokens falling below $1” have gone viral across the internet, but the reality is different: the Jevons paradox, combined with RSI indicators, suggests that AI demand surges even as prices drop.

The note from Goldman Sachs’ Delta One trading desk, cited by ZeroHedge, proposes a conditional stress test rather than making a factual judgment that “global computing power is already in excess.”

Zhitong FinanceSep 4 09:30

Express News | Monolithic Power Systems : StoneX Initiates Coverage With Buy Rating; Target Price $1800

BreakingsSep 3 10:55

AI Bull Market Challenges Traditional Definitions: Can a 20% Index Decline Still Be Considered a "Bear Market"?

① In July this year, the Philadelphia Semiconductor Index and South Korea's KOSPI briefly touched traditional bear market thresholds, yet still registered year-to-date gains of 46% and 25%, respectively, even at their阶段性 lows; ② Analysts recommend incorporating the duration of the decline, historical volatility, and economic fundamentals into the assessment.

cls.cnSep 2 23:24

Goldman Sachs: Five Key Debates in Semiconductors

As hyperscale cloud providers continue to ramp up capital expenditures, demand for AI computing power is expanding from training to new scenarios such as inference and Agentic AI. Investors are beginning to seek the next key answers: How much longer will this cycle of AI infrastructure investment last? Which segments will continue to benefit? From September 8 to 11, Goldman Sachs will host Communacopia + Technology Conference in San Francisco, with participation from 32 global companies across sectors including digital/AI chips, EDA software, analog semiconductors, semiconductor equipment, memory, and IT services. Goldman Sachs analysts have outlined five core debate topics surrounding this conference, covering

wallstreetcnSep 2 00:23

Top 20 by Trading Volume | SanDisk surges 5% in late trading, officially included in MSCI Global Index; Tesla rises over 5.5%, launches affordable Model 3 in Hong Kong and Macau; U.S. FTC sues Amazon for manipulating ad prices

The top U.S. stock by trading volume on Monday closed up 5.50%, with a turnover of $35.392 billion. On August 12, MSCI Inc. (NYSE: MSCI), a leading provider of core decision-support tools and services to global institutional investors, announced the results of its quarterly review of MSCI Equity Indices for August 2026. All index changes will take effect after the market close on August 31, 2026.

Global Market BriefingSep 1 06:55

U.S. Stock Market Close | Escalating U.S.-Iran tensions combined with hawkish expectations led to broad declines in the three major indices; cryptocurrency-related stocks bucked the trend, with Circle surging over 9% and posting a 52% gain in August; crud

The resurgence of U.S.-Iran conflicts resonated with the hawkish aftermath of Warsh, pushing Brent crude’s settlement price above $90 per barrel and lifting the yield on 10-year U.S. Treasury notes to their highest level since January 2025. U.S. stocks closed August with a second consecutive day of declines, with the S&P 500 down 0.35% and the Dow Jones Industrial Average down 0.70%. Meanwhile, California’s wildfire legislation triggered a plunge in utility stocks, with Edison International dropping 23.07% and PG&E falling 20.06%, as a wave of credit downgrades spread.

wallstreetcnSep 1 06:13

U.S. Stock Market Close | Waller’s hawkish remarks fuel rate hike expectations, weighing on the three major indices which closed lower; chip stocks retreated, with NVIDIA falling over 4%; two-year U.S. Treasury yields surged sharply, while gold plunged 3%

The three major U.S. stock indices closed lower after V-shaped volatility: the Nasdaq Composite turned negative to close down 0.52%, the S&P 500 fell 0.27%, and the Dow Jones Industrial Average ended nearly flat. AI computing stocks saw broad profit-taking, with NVIDIA closing down 4.57%, while software and cloud services bucked the trend, with Amazon rising 3.97% and Salesforce gaining 1.57%. Spot gold lost the $4,500 level and fell below its 200-day moving average, marking its worst single-day performance since early June. Brent crude oil accumulated a weekly decline of approximately 5%.

wallstreetcnAug 29 06:21

Top 20 by Trading Volume | Amazon rises nearly 4%, leading the Magnificent Seven; Apple raises subscription prices for Apple TV and Apple One; Marvell plunges over 10% post-earnings; Salesforce posts two consecutive gains after earnings, up 22% for the we

The top U.S. stock by trading volume on Friday closed down 4.57%, with turnover reaching $42.879 billion. Lambda, an AI cloud computing service provider invested in by NVIDIA, has raised approximately $1 billion in private short-term debt to purchase computing chips for its collaborative projects with Microsoft. According to sources familiar with the matter, the deal was arranged by JPMorgan and offered to private placement investors. The proceeds will be used to procure NVIDIA GPU cards, which will subsequently be leased to Microsoft. (Bloomberg)

Futu NewsAug 29 06:02

European stocks, after five consecutive months of gains, face a stress test! Can semiconductor equipment leader ASML Holding and the HALO theme break the "September curse"?

The five-month rally in European equities is approaching one of its most challenging periods in history, while macroeconomic risks continue to accumulate. For the STOXX Europe 600 Index, September is typically the worst-performing month of the year, with an average decline of 2.1% over the past five years.

Zhitong FinanceAug 28 16:58

US AI industry grows concerned: White House may impose tariffs on semiconductors, threatening AI innovation

① Sources reveal that the Trump administration is considering a new comprehensive tariff plan for semiconductors, with the scope potentially covering chips, laptops, servers, and other chip-enabled products; ② The tariff plan may be implemented in phases, with Commerce Secretary Lutnick favoring linking tariff exemptions for foreign semiconductor firms to their investment in U.S. chip manufacturing; ③ The U.S. technology industry is deeply concerned, arguing that the measure will exacerbate the shortage of high-end chips.

cls.cnAug 28 13:38

Top 20 by Trading Volume | High-performing stocks surge collectively: NVIDIA jumps 8%, adding over $400 billion in market capitalization; Salesforce soars 22%; CRWD rises more than 20%. Musk states SpaceX revenue could reach $3.5 trillion by 2033.

NVIDIA's market capitalization increased by $442 billion on Thursday, marking the second-largest single-day gain for an individual stock in history. By the close of U.S. trading on Thursday, NVIDIA's share price had surged 8.7%, its largest increase since April 2025. This rise in market value was surpassed only by Microsoft's $450 billion single-day market cap increase less than a month ago. Thursday's rally was driven by NVIDIA's previously released strong performance guidance, which alleviated investor concerns about a potential slowdown in AI-related growth momentum and indicated that the AI growth trend remains robust. In their analysis of the guidance, institutional investors noted that NVIDIA's "stunning" outlook implies over $100 billion in potential upside relative to current market expectations. JPMorgan stated that although NVIDIA's performance forecast far exceeded expectations, the guidance might still be conservative, as the company "explicitly indicated that the current outlook is constrained by

Futu NewsAug 28 06:41

U.S. Stock Market Close | NVIDIA earnings boost AI sentiment; Nasdaq rises over 1.5%, Broadcom and Intel gain more than 4%; software stocks surge collectively, with IGV jumping 8%; crude oil strengthens

The three major U.S. stock indices closed higher collectively, with the Nasdaq Composite rising 1.57%, the S&P 500 gaining 0.71%, and the Dow Jones Industrial Average advancing 0.20%. NVIDIA surged 8.70%, driving a broad rally in chip stocks; Broadcom rose 4.49% and Arm increased 1.65%. The yield on the 10-year U.S. Treasury note rose by approximately 3 basis points. Bitcoin jumped about 2.9% during the session, moving back toward the $81,000 level. WTI crude oil climbed to $84 per barrel intraday before pulling back to close up 1.58%.

wallstreetcnAug 28 06:21

The Trump administration is considering imposing additional tariffs on semiconductors, with the scope expanded to include laptops, gaming consoles, and data center servers.

It is reported that the new round of tariffs will no longer be limited to chips themselves but will cover laptops, gaming consoles, and data center servers. The U.S. technology sector is on high alert as the AI infrastructure boom directly confronts significant policy barriers.

Golden10 DataAug 27 17:32

Insider Move: Monolithic Power Executive Executes Notable Stock Sale

TipRanksAug 27 10:04

U.S. Stocks Close: July Core PCE Meets Expectations, Three Major Indices End Slightly Lower; Memory Chip Stocks Buck the Trend as Western Digital Rises Over 4%; Apparel Stock Eifini Surges 35% Post-Earnings; Gold Briefly Loses $4,600 Mark

Trading in U.S. stocks was light on Wednesday, with the three major indices closing slightly lower. The S&P 500 fell 0.04% to close at 7,674.55, the Nasdaq dropped 0.08% to 26,130.20, and the Dow Jones Industrial Average declined 0.21% to 53,463.88, ending a two-day winning streak. The U.S. Dollar Index rose 0.23% to close at 99.07. Spot gold closed at approximately $4,591 per ounce, down about 1%, breaking below the $4,600 threshold and ending a four-day rally.

wallstreetcnAug 27 06:58

Top 20 by Trading Volume | Apple officially announces autumn launch event scheduled for early morning September 10; Meta reaches settlement in social media addiction lawsuit; optical communication stocks rally, with LITE up over 6%

The top-traded U.S. stock on Wednesday closed down 1.59%, with trading volume reaching $33.253 billion. NVIDIA reported Q2 revenue of $96.2 billion, a 106% year-on-year increase; adjusted EPS stood at $2.22, up 120% year-on-year. Data center revenue reached $89.0 billion, representing a 117% increase from the same period last year, surpassing the market consensus estimate of $85.86 billion. Both GAAP and non-GAAP gross margins for the quarter were 75.0%.

Futu NewsAug 27 06:12

Analysts assess the impact of OpenAI’s in-house chip development: NVIDIA’s profit margins may face new challenges

① OpenAI unveiled its first custom inference chip, Jalapeno, this week, with deployment to its own computing infrastructure expected by year-end; the chip offers superior response speed and energy efficiency compared to NVIDIA’s GB300. ② Tech giants such as Google, Amazon, and Meta are also developing their own AI chips. Analysts project that shipments of custom ASICs will surpass those of GPUs by 2028, challenging NVIDIA’s monopoly in the advanced AI chip sector.

cls.cnAug 27 02:14