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Philadelphia Semiconductor Index & Nvidia

23 shared events · Importance 3 · Last updated Aug 23, 2026

Importance
3
Shared Events
23
Actions
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Sentiment
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100
Business
Philadelphia Semiconductor Index: Fell over 10% in two sessions, entering bear market territory; down 24% from all-time high.
Nvidia: Fell 3.7% in one session, heaviest weight on S&P 500; lost over $300 billion in market cap in a single day.
Apr 20, 2026 · 344 articles
87
Business
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index suffered its largest one-day percentage plunge since March 2020, erasing over $1 trillion in market value, as chip stocks were at the epicenter of the tech sell-off.
Nvidia: Nvidia, the largest company by market value, lost 6.2% as part of the broad sell-off in semiconductor stocks, contributing significantly to the market downturn.
Jun 04, 2026 · 38 articles
75
Business
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index experienced its best quarter ever, reflecting the widespread surge in chip stocks driven by AI demand.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 articles
69
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.
Nvidia: Nvidia is the third worst stock in the semiconductor benchmark with only a 4.9% gain, as the AI trade shifts away from the erstwhile bellwether to memory chipmakers.
Jul 07, 2026 · 13 articles
65
Business
Philadelphia Semiconductor Index: Rallied 1.6% as chip stocks gained, providing support to the market.
Nvidia: Results due next week; investors await AI demand signals.
Aug 17, 2026 · 6 articles
63
Business
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index advanced 2.5%, though still down 15% from its June record.
Nvidia: Nvidia rose 3% as AI demand continues, with its chips powering data centers. The company remains a key beneficiary of the AI capex cycle.
Aug 05, 2026 · 65 articles
62
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.
Nvidia: Nvidia's stock added to its value, with its total market value exploding over $5.8 trillion, driven by the AI boom and strong demand for its chips.
May 19, 2026 · 199 articles
60
Business
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index is cited by Michael Burry as being at a historically high extension, reminiscent of the dot-com bubble, reinforcing his bearish stance on semiconductor valuations.
Nvidia: Nvidia's stock price also experienced a decline after Michael Burry disclosed his short position, as it is considered a key player in the AI-driven market that Burry believes is overvalued.
Jun 30, 2026 · 9 articles
60
Business
Philadelphia Semiconductor Index: Surged on AI chip demand, but remained down over 20% from its June high.
Nvidia: Benefited from the AI rally, with shares rising. Continued to be a key beneficiary of AI infrastructure spending.
Jul 14, 2026 · 280 articles
55
Domestic
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index slumped 10%, reflecting the widespread selloff in semiconductor stocks that also heavily impacted the KOSPI.
Nvidia: Nvidia's CEO, Jensen Huang, made statements reaffirming SK Hynix as a partner and announced new deals, which helped SK Hynix and Naver cut some losses.
Jun 08, 2026 · 10 articles
55
Business
Philadelphia Semiconductor Index: The index has jumped 74% in 2026, led by Micron. Nvidia's correlation to the index sank to the lowest since 2014.
Nvidia: Nvidia lost $1 trillion in market value and its stock fell 16% from its all-time high, now trading at 18 times forward earnings, its cheapest since early 2019. Despite strong fundamentals and dominant GPU market share, the stock is underperforming due to sector rotation.
Jul 08, 2026 · 6 articles
55
Business
Philadelphia Semiconductor Index: The index fell nearly 19% from all-time highs, reflecting the broad selloff in semiconductor stocks amid AI spending concerns.
Nvidia: Nvidia lost the top spot as its shares fell ~5% amid concerns over AI infrastructure spending and financing risks. Despite remaining a dominant AI chip supplier, investor focus has shifted to companies with lower capex intensity.
Jul 08, 2026 · 107 articles
35
Business
Philadelphia Semiconductor Index: The Philadelphia Semiconductor Index lost ground after hitting a record high, indicating a cooling in the chip sector.
Nvidia: Nvidia Corporation saw its stock price decline, contributing to the list of worst performers on certain days.
May 20, 2026 · 12 articles
30
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.
Nvidia: Nvidia>>>'s earnings are highly anticipated and will test the AI trade, but its performance is also indirectly affected by broader market sentiment influenced by the US-Iran conflict.
Apr 20, 2026 · 607 articles
30
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.
Nvidia: Nvidia>>>'s earnings are highly anticipated and will test the AI trade, but its performance is also indirectly affected by broader market sentiment influenced by the US-Iran conflict.
May 07, 2026 · 362 articles
28
Business
Philadelphia Semiconductor Index: SK Hynix is expected to join the Philadelphia Semiconductor Index, potentially boosting passive investment inflows.
Nvidia: Nvidia is SK Hynix's largest customer for HBM chips. CEO Jensen Huang reaffirmed the partnership and warned of persistent chip shortages, supporting SK Hynix's growth outlook.
Apr 20, 2026 · 247 articles
24
Business
Philadelphia Semiconductor Index: The index plunged over 7% amid AI demand cooling fears but later rebounded.
Nvidia: Nvidia lost some business as Turing shifted 10% of AI training from Nvidia to AMD.
Jul 06, 2026 · 6 articles
17
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.
Nvidia: Nvidia is identified as Cerebras Systems' primary competitor in the AI hardware market. While Cerebras Systems is seen as a challenger, Nvidia's market dominance is acknowledged, and the event suggests a potential shift in market focus that could impact Nvidia's long-term position.
Jun 08, 2026 · 12 articles
7
Business
Philadelphia Semiconductor Index: The semiconductor index gained 2.2% on the day, partly due to Broadcom's rise, but is not directly impacted.
Nvidia: Nvidia's AI chip demand strains TSMC capacity, indirectly motivating Apple's supply chain diversification.
Apr 20, 2026 · 110 articles
0
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
0
Business
May 05, 2026 · 37 articles
0
Business
May 08, 2026 · 9 articles
0
International
May 04, 2026 · 13 articles
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