Philadelphia Semiconductor Index & Microsoft
16 shared events · Importance 3 · Last updated Aug 23, 2026
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Business
Philadelphia Semiconductor Index: Surged on AI chip demand, but remained down over 20% from its June high.
Microsoft: Reported strong quarterly earnings, with Azure growth and AI monetization reassuring investors. Stock surged to its best day in 18 years, adding $450 billion in market value.
Jul 14, 2026 · 280 articles
Business
Philadelphia Semiconductor Index: The index is up 82% in 2026, on pace for its best year since 1999, reflecting the surge in semiconductor stocks driven by AI demand.
Microsoft: Microsoft is down 20% in 2026, with June its worst month since 2000, due to concerns over aggressive AI spending and vulnerability as a software maker. It plans to eliminate 3,200 Xbox jobs and divest four studios.
Jul 07, 2026 · 13 articles
Business
Philadelphia Semiconductor Index: Rallied 1.6% as chip stocks gained, providing support to the market.
Microsoft: Declined over 3%, a major drag on the S&P 500.
Aug 17, 2026 · 6 articles
Business
Philadelphia Semiconductor Index: Fell over 10% in two sessions, entering bear market territory; down 24% from all-time high.
Microsoft: Less directly impacted; part of hyperscaler spending.
Apr 20, 2026 · 344 articles
Business
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index advanced 2.5%, though still down 15% from its June record.
Microsoft: Microsoft's cloud revenues grew 38% year-on-year, reflecting strong AI demand. The company is a major hyperscaler investing in AI infrastructure.
Aug 05, 2026 · 65 articles
unfocused
Philadelphia Semiconductor Index: The Philadelphia SE Semiconductor Index hit an all-time high, reflecting strong performance in the semiconductor sector driven by AI demand.
Microsoft: Microsoft climbed 5.4%, adding to the tech sector's rally and reflecting positive sentiment in software services.
May 19, 2026 · 199 articles
Business
Philadelphia Semiconductor Index: The index fell nearly 19% from all-time highs, reflecting the broad selloff in semiconductor stocks amid AI spending concerns.
Microsoft: Microsoft was previously overtaken by Nvidia in June 2025 and is now part of the broader tech landscape. Its upcoming earnings may signal additional AI spending commitments.
Jul 08, 2026 · 107 articles
Business
Philadelphia Semiconductor Index: The semiconductor index is up 68% in 2026, benefiting from AI infrastructure spending, but has corrected 19% from its peak, showing volatility.
Microsoft: Microsoft shares fell 3-5% as part of the software sector rout.
Jul 14, 2026 · 41 articles
Business
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index experienced its best quarter ever, reflecting the widespread surge in chip stocks driven by AI demand.
Microsoft: Microsoft has signed long-term cloud contracts with IREN, indicating its investment in data center capacity for AI workloads.
May 19, 2026 · 104 articles
Business
Philadelphia Semiconductor Index: SK Hynix is expected to join the Philadelphia Semiconductor Index, potentially boosting passive investment inflows.
Microsoft: Microsoft is a major hyperscaler investing in AI infrastructure, driving demand for SK Hynix's memory chips.
Apr 20, 2026 · 247 articles
International
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index>>> has surged amid demand for chips, but its future performance could be impacted by broader market concerns related to the US-Iran conflict.
Microsoft: Microsoft is due to report earnings this week, a separate market event.
Apr 20, 2026 · 607 articles
International
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index>>> has surged amid demand for chips, but its future performance could be impacted by broader market concerns related to the US-Iran conflict.
Microsoft: Microsoft is due to report earnings this week, a separate market event.
May 07, 2026 · 362 articles
Business
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index is mentioned as a benchmark for the semiconductor industry, showing a strong quarterly gain, providing context for the broader market sentiment.
Microsoft: Microsoft is mentioned as a cloud provider and competitor in the AI infrastructure space, though its direct involvement in this event is minimal.
Jun 08, 2026 · 12 articles
Business
Philadelphia Semiconductor Index: The semiconductor index gained 2.2% on the day, partly due to Broadcom's rise, but is not directly impacted.
Microsoft: Microsoft announced layoffs of about 4,800 jobs, which was seen as a negative by the market, but unrelated to the Apple-Broadcom deal.
Apr 20, 2026 · 110 articles
Business
Philadelphia Semiconductor Index: The Philadelphia SE Semiconductor Index hit an all-time high, reflecting strong performance in the semiconductor sector driven by AI demand.
May 26, 2026 · 9 articles
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