Tower Semiconductor, Marvell Ship Over 5 Million Photonic Chips For AI Data Centers

Tower Semiconductor and Marvell Technology announced they have shipped over 5 million coherent photonic integrated circuits (PICs) for AI data center applications. Tower is expanding its silicon photonics capacity fivefold by end of 2026 and signed a multi-year supply deal with IQE for Indium Phosphide epiwafers. The stock is trading near 52-week highs with strong technical indicators and analyst consensus rating of Buy.

06/18/2026, 10:50 AM • Benzinga

Stock Market Today: S&P 500, Dow, Nasdaq Futures Jump As Trump Announces Deal With Iran—SpaceX, TSMC, Micron, Red Cat In Focus (UPDATED)

U.S. stock futures advanced on Monday with the S&P 500, Dow Jones, and Nasdaq 100 all rising. Markets are awaiting the Federal Reserve's interest rate decision on Wednesday under new chairman Kevin Warsh. Key gainers include Micron Technology (up 8.19% on analyst upgrade), Taiwan Semiconductor Manufacturing (up 3.77% on strong revenue growth), Tower Semiconductor (up 5.01% on supply deal), and SpaceX (up 5.90% following its IPO debut). President Trump announced a peace deal with Iran, causing crude oil futures to decline 5.2%.

06/15/2026, 8:45 AM • Benzinga

Stock Market Today: S&P 500, Dow Futures Gain As Trump Announces Deal With Iran—SpaceX, Tower Semiconductor, Micron In Focus

U.S. stock futures advanced on Monday with the S&P 500, Dow Jones, and Nasdaq 100 all rising. Markets are awaiting the Federal Reserve's interest rate decision on Wednesday under new chairman Kevin Warsh. Key movers include SpaceX's strong IPO debut, Micron Technology surging 8.19% after a price target hike, Taiwan Semiconductor rising 3.77% on revenue growth, and Tower Semiconductor up 5.01% following a supply deal. President Trump announced a peace agreement with Iran, causing crude oil futures to decline 5.2%.

06/15/2026, 5:40 AM • Benzinga

Why Tower Semiconductor Soared in May

Tower Semiconductor rallied 15.5% in May following strong Q1 earnings that beat expectations with 15.6% revenue growth and 62.9% EPS growth. The company secured $1.3 billion in silicon photonics contracts for 2027 with customer prepayments, plus additional commitments for 2028. A Susquehanna analyst nearly doubled the price target from $180 to $330, projecting an $8 EPS run rate by 2028.

06/09/2026, 10:20 AM • The Motley Fool

Rocket Lab, Tower Semiconductor, And Palo Alto Are Among Top 10 Large-Cap Gainers Last Week (May 11-May 15): Are the Others in Your Portfolio?

Large-cap technology and AI-linked stocks dominated Wall Street's top gainers last week, with companies in semiconductors, cybersecurity, and digital infrastructure leading gains. Tower Semiconductor surged 28.48% after beating earnings and securing a $1.3 billion contract, while Cisco jumped 22.4% on strong results and analyst upgrades. Other notable gainers included Rocket Lab (18.08%), Palo Alto Networks (16.76%), and Applied Optoelectronics (25.36%).

05/17/2026, 9:21 AM • Benzinga

Consumer Tech News (May 11-15): Trump–Xi Talk Fails to Deliver Chip Deal, Elon Musk vs. OpenAI Trail & More

Global semiconductor stocks retreated after Trump and Xi's summit failed to announce major chip agreements or breakthroughs on NVIDIA's China business. Key developments include Taiwan Semiconductor's $31.28B capital spending approval for AI chip manufacturing, Meta offering free WhatsApp access to competing AI developers to resolve EU antitrust concerns, Trump Mobile delivering delayed $499 smartphones, and the Elon Musk vs. OpenAI trial concluding with closing arguments. Notable earnings included strong results from Applied Materials, Cisco, and Tower Semiconductor, while Alibaba reported mixed results and Birkenstock faced margin pressures.

05/17/2026, 9:20 AM • Benzinga

Why Tower Semiconductor Stock Skyrocketed This Week

Tower Semiconductor surged nearly 30% this week following strong Q1 earnings that beat analyst expectations on both revenue ($413.6M, +15% YoY) and net income. The company also provided bullish Q2 guidance of $455M and announced $1.3B in silicon photonics contracts with major clients. Two analysts significantly raised their price targets, citing the company's strong growth potential in AI-related photonics technology.

05/15/2026, 4:31 PM • The Motley Fool

Aeluma’s Post-Earnings Dip Creates a Buying Opportunity

Aeluma (ALMU) experienced a ~35% stock price correction following Q3 earnings miss due to delayed government contracts, not fundamental issues. The company continues advancing its commercialization strategy with new partnerships for quantum dot laser manufacturing. Despite dilution concerns, analysts and institutions view the dip as a buying opportunity, with support levels near $23.50 and price targets around $25. Key catalysts include improving customer demand driven by AI and growing patent portfolio.

05/15/2026, 10:30 AM • Investing

Why Tower Semiconductor Stock Climbed Today

Tower Semiconductor shares surged 18% after issuing an upbeat growth forecast driven by strong demand for its silicon photonics technology used in AI infrastructure. The company reported 62% net profit growth to $65 million with expanding margins, projects 22% revenue growth to $455 million in Q2, and secured $1.3 billion in photonics contracts for 2027. Management reaffirmed its 2028 targets of $2.8 billion in revenue and $750 million in net profit.

05/13/2026, 2:31 PM • The Motley Fool

Why Tower Semiconductor Rallied in April

Tower Semiconductor (TSEM) surged 26% in April, driven by its leadership in silicon photonics for AI networking, positive sentiment from major chipmaker earnings reports, and a new customer win to produce defense industry chips. The stock has gained 486% over the past year but trades at a lofty 71.3x earnings.

05/09/2026, 10:05 AM • The Motley Fool

Tower Semiconductor to Participate in May and June Investor Conferences

Tower Semiconductor announced its participation in four major investor conferences scheduled for May and June 2026, including the Oppenheimer Israeli Conference, TD Cowen Technology Conference, Craig-Hallum Institutional Investor Conference, and Mizuho Global Tech Conference. The company will offer one-on-one meetings with investors at these events.

05/04/2026, 6:00 AM • GlobeNewswire

Why Is Tower Semiconductor Stock Gaining Monday?

Tower Semiconductor (NASDAQ: TSEM) stock gained 4.22% in premarket trading Monday following an announcement with Axiro Semiconductor about delivering high-performance radar beamforming integrated circuits for U.S. defense applications. The chips, fabricated at Tower's U.S. facilities, are ramping to volume production and set new performance benchmarks, potentially driving design wins in secure foundry services for defense customers.

04/27/2026, 9:05 AM • Benzinga

Tower Semiconductor and Axiro Semiconductor Deliver High-Power, High-Efficiency SiGe ICs for Secure U.S. Defense Applications

Tower Semiconductor and Axiro Semiconductor announced the availability of high-performance radar beamforming integrated circuits (BFICs) built on Tower's SiGe technology and fabricated in Tower's U.S. facilities. The devices are designed for next-generation defense radar and satcom applications, strengthening domestic U.S. defense supply chains. The BFICs are ramping to volume production and set new performance benchmarks for modern defense systems.

04/27/2026, 6:00 AM • GlobeNewswire

Aeluma’s Market Is Laser-Focused on Fresh Highs—Here’s Why

Aeluma received a $4 million U.S. government contract to accelerate its semiconductor heterogeneous integration platform, triggering a bullish market response likely driven by short-covering. The company's quantum dot laser technology addresses AI data bottlenecks. Revenue remains minimal (~$1.35M expected in Q3 2026), with significant ramp not anticipated until late 2028. Analyst consensus targets $25, representing 25% upside from mid-April levels, though execution risk remains high.

04/20/2026, 1:22 PM • Investing

Tower Semiconductor Announces First Quarter 2026 Financial Results and Conference Call

Tower Semiconductor will release Q1 2026 earnings on May 13, 2026, and hold a conference call to discuss results and Q2 guidance. The company announced plans to expand 300mm capacity in Japan through its TPSCo joint venture to support strong customer demand, particularly for optical and photonics platforms.

04/20/2026, 6:00 AM • GlobeNewswire