Most semiconductor stocks rise as earnings season heats up, deals mount

Most semiconductor stocks were in the green on Monday as big tech entered the heart of earnings season and companies continued to ink billion-dollar deals.

Qualcomm (NASDAQ:QCOM) led the pack with a 12% surge after the company announced its official entry into the artificial intelligence chip game. It unveiled its Qualcomm AI200 and AI250 chip-based accelerator cards and racks, all of which use the company’s neural processing units technology.

Meanwhile, AMD (NASDAQ:AMD) had inched up 1% after CEO Dr. Lisa Su and U.S. Energy Secretary Chris Wright said the two entities were coming together in a $1B partnership aimed at developing supercomputers.

Nvidia (NASDAQ:NVDA) shares had increased 2.5% by afternoon trading as the Jensen Huang-led company kicked off its GTC event in Washington, D.C., today. Huang is slated to present the keynote address at noon EST on Tuesday.

Intel (INTC) was up 3%, Taiwan Semiconductor Manufacturing (TSM) had increased 1%, while Broadcom (AVGO) had gained 2%. Marvell Technology (MRVL) had jumped nearly 5%.

NXP Semiconductors (NASDAQ:NXPI), which will report its third-quarter financial results after the bell today, had edged up 0.5%. A consensus estimate calls for the company to report adjusted earnings per share of $3.12 on revenue of $3.16B.

Cadence Design Systems (NASDAQ:CDNS), which plays a crucial role in the semiconductor industry, is also scheduled to release its third-quarter results. A consensus estimate expects adjusted EPS of $1.79 on revenue of $1.32B. Its shares were up 2%.

On Tuesday, Seagate Technology (STX) and Logitech (LOGI) are set to present their latest financial results. Seagate was down 1.5%, and Logitech was up 1.75%.

KLA (KLAC), which provides semiconductor manufacturing equipment, had increased 2.2%. It will present its earnings on Wednesday, Oct. 29. Monolithic Power Systems (NASDAQ:MPWR) had climbed 3%. It reports post-market on Thursday, Oct. 30.

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