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GlobalFoundries Inc. Ordinary Shares (GFS): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| Can GFS' Manufacturing Expansion Boost Its Future Growth Prospects? | GlobalFoundries has been selected to operate up to two new semiconductor manufacturing facilities in Malta, New York, under a U.S.-Japan investment initiative worth up to $21 billion. The first plant is expected to begin operations in 2029, with each facility adding approximately 900,000 wafers in annual capacity. The company will also reallocate $955 million to invest in silicon photonics, silicon-germanium, and advanced packaging technologies to support AI and data center demand. | View source ↗ | Zacks Investment Research | Oct 20, 2026 | bullish | 0.25 | 1 |
| Amkor's AI Packaging Growth Accelerates: Can the Momentum Last? | Amkor Technology's Computing revenues hit record levels in Q2 2026, driven by AI and data center demand, with 20% sequential and 23% year-over-year growth. The company targets multiple advanced packaging product launches in 2026 and has strategic partnerships with TSMC and NVIDIA. However, substantial capital expenditures ($2.5B-$3B in 2026) and Arizona capacity ramp risks pose challenges to margin sustainability. | View source ↗ | Zacks Investment Research | Oct 20, 2026 | bullish | 0.333 | 1 |
| GLOBALFOUNDRIES Inc (GFS) Stock Down 4.3% but Still Overvalued -- GF Score: 84/100 - GuruFocus | GLOBALFOUNDRIES Inc (GFS) Stock Down 4.3% but Still Overvalued -- GF Score: 84/100 GuruFocus | View source ↗ | GuruFocus | Oct 16, 2026 | neutral | 0 | 0.6 |
| A planned 335-share sale leaves GLOBALFOUNDRIES (GFS) legal chief with 8,124 directly held shares. - Stock Titan | A planned 335-share sale leaves GLOBALFOUNDRIES (GFS) legal chief with 8,124 directly held shares. Stock Titan | View source ↗ | Stock Titan | Oct 16, 2026 | neutral | 0 | 0.6 |
| GlobalFoundries' $21 Billion Deal Could Change the Economics of Chipmaking - MarketBeat | GlobalFoundries' $21 Billion Deal Could Change the Economics of Chipmaking MarketBeat | View source ↗ | MarketBeat | Oct 16, 2026 | neutral | 0 | 0.6 |
| GlobalFoundries falls after Trump administration doubles its equity stake in chipmaker - Yahoo Finance | GlobalFoundries falls after Trump administration doubles its equity stake in chipmaker Yahoo Finance | View source ↗ | Yahoo Finance | Oct 15, 2026 | neutral | 0 | 0.6 |
| Is GLOBALFOUNDRIES (GFS) Undervalued After Winning Up To $21b For Two New Fabs? - Simply Wall Street | Is GLOBALFOUNDRIES (GFS) Undervalued After Winning Up To $21b For Two New Fabs? Simply Wall Street | View source ↗ | Simply Wall Street | Oct 15, 2026 | neutral | 0 | 0.6 |
| GlobalFoundries To Operate Two New Chip Fabs Under U.S.-Japan Alliance - Investor's Business Daily | GlobalFoundries To Operate Two New Chip Fabs Under U.S.-Japan Alliance Investor's Business Daily | View source ↗ | Investor's Business Daily | Oct 14, 2026 | neutral | 0 | 0.6 |
| A $21 Billion Reason Why GlobalFoundries Stock Is Up Today - Yahoo Finance | A $21 Billion Reason Why GlobalFoundries Stock Is Up Today Yahoo Finance | View source ↗ | Yahoo Finance | Oct 14, 2026 | neutral | 0 | 0.6 |
| Stock Market Midday, Oct. 14: Hot Inflation Weighs on Markets, CoreWeave Plummets 15% | Major stock indexes declined on October 14, 2026, as a hotter-than-expected CPI report of 3.7% revived concerns about potential Federal Reserve rate hikes. The S&P 500 fell 0.91%, the Nasdaq dropped 1.31%, and the Dow slipped 0.09%. The semiconductor sector led declines with a 10% drop over five days, while Bank of America fell 6% following a $1.2 billion regulatory fine. CoreWeave plummeted 15% due to rising bond yields, and GlobalFoundries surged after securing a major U.S.-Japan semiconductor initiative with up to $21 billion in funding. | View source ↗ | The Motley Fool | Oct 14, 2026 | bearish | -0.762 | 1 |
| Stock Market Midday, Oct. 14: Hot Inflation Weighs on Markets, CoreWeave Plummets 15% | Major stock indexes declined on October 14, 2026, as a hotter-than-expected CPI report of 3.7% revived concerns about potential Federal Reserve rate hikes. The S&P 500 fell 0.91%, the Nasdaq dropped 1.31%, and the Dow slipped 0.09%. The semiconductor sector led declines with a 10% drop over five days, while Bank of America fell 6% following a $1.2 billion regulatory fine. CoreWeave plummeted 15% due to rising bond yields, and GlobalFoundries surged after securing a major U.S.-Japan semiconductor initiative with up to $21 billion in funding. | View source ↗ | The Motley Fool | Oct 14, 2026 | bearish | -0.762 | 1 |
| Why Is GlobalFoundries Stock Surging Wednesday? - Benzinga | Why Is GlobalFoundries Stock Surging Wednesday? Benzinga | View source ↗ | Benzinga | Oct 14, 2026 | neutral | 0 | 0.6 |
| GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs - Stocktwits | GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs Stocktwits | View source ↗ | Stocktwits | Oct 14, 2026 | neutral | 0 | 0.6 |
| GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs - TradingView | GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs TradingView | View source ↗ | TradingView | Oct 14, 2026 | neutral | 0 | 0.6 |
| ASML Q3 Earnings Beat on Strong Upgrade Demand, Revenues Miss | ASML reported Q3 2026 earnings of $12.93 per share, beating estimates by 3.69% with a 135.9% year-over-year increase. However, revenues of $11.66 billion missed forecasts by 11.49%, though still up 55.2% YoY. The company benefited from strong lithography system demand and AI-driven investments, with Installed Base Management revenues surging 67.6%. ASML targets 36% revenue growth for full-year 2026 and plans a 30% manufacturing capacity expansion in 2027 to meet anticipated semiconductor supply constraints through 2028. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 0.25 | 1 |
| ASML Q3 Earnings Beat on Strong Upgrade Demand, Revenues Miss | ASML reported Q3 2026 earnings of $12.93 per share, beating estimates by 3.69% with a 135.9% year-over-year increase. However, revenues of $11.66 billion missed forecasts by 11.49%, though still up 55.2% YoY. The company benefited from strong lithography system demand and AI-driven investments, with Installed Base Management revenues surging 67.6%. ASML targets 36% revenue growth for full-year 2026 and plans a 30% manufacturing capacity expansion in 2027 to meet anticipated semiconductor supply constraints through 2028. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 0.25 | 1 |
| Fund Update: New $48.2M $GFS Stock Position Opened by DEPRINCE RACE & ZOLLO INC - Moomoo | Fund Update: New $48.2M $GFS Stock Position Opened by DEPRINCE RACE & ZOLLO INC Moomoo | View source ↗ | Moomoo | Oct 13, 2026 | neutral | 0 | 0.6 |
| Fund Update: New $48.2M $GFS stock position opened by DEPRINCE RACE & ZOLLO INC - Quiver Quantitative | Fund Update: New $48.2M $GFS stock position opened by DEPRINCE RACE & ZOLLO INC Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 13, 2026 | neutral | 0 | 0.6 |
| GFS Stock Technical Analysis - Pluang | GFS Stock Technical Analysis Pluang | View source ↗ | Pluang | Oct 11, 2026 | neutral | 0 | 0.6 |
| Analysts’ Top Technology Picks: GlobalFoundries Inc (GFS), Cognizant (CTSH) - The Globe and Mail | Analysts’ Top Technology Picks: GlobalFoundries Inc (GFS), Cognizant (CTSH) The Globe and Mail | View source ↗ | The Globe and Mail | Oct 10, 2026 | neutral | 0 | 0.6 |
| Under a trading plan, GLOBALFOUNDRIES (GFS) legal chief sells 335 shares. - Stock Titan | Under a trading plan, GLOBALFOUNDRIES (GFS) legal chief sells 335 shares. Stock Titan | View source ↗ | Stock Titan | Oct 9, 2026 | neutral | 0 | 0.6 |
| A new chip technology is expected to pack over twice as much circuitry as its first version. - Stock Titan | A new chip technology is expected to pack over twice as much circuitry as its first version. Stock Titan | View source ↗ | Stock Titan | Oct 9, 2026 | neutral | 0 | 0.6 |
| Learn Why The Bull Case For GlobalFoundries Stock Could Change Following U.S. AI Chip Packaging Deal - Simply Wall Street | Learn Why The Bull Case For GlobalFoundries Stock Could Change Following U.S. AI Chip Packaging Deal Simply Wall Street | View source ↗ | Simply Wall Street | Oct 9, 2026 | neutral | 0 | 0.6 |
| GlobalFoundries Lands $2 Billion TSMC Deal to Expand US AI Chip Packaging - Benzinga | GlobalFoundries Lands $2 Billion TSMC Deal to Expand US AI Chip Packaging Benzinga | View source ↗ | Benzinga | Oct 8, 2026 | neutral | 0 | 0.6 |
| TSMC taps GlobalFoundries in $2B U.S. chip deal; GFS shares jump 4% - Investing.com | TSMC taps GlobalFoundries in $2B U.S. chip deal; GFS shares jump 4% Investing.com | View source ↗ | Investing.com | Oct 8, 2026 | neutral | 0 | 0.6 |
| TSMC Taps GlobalFoundries In $2B AI Chip Deal, Putting GFS Stock On Track To Hit Over 1-Month High - TradingView | TSMC Taps GlobalFoundries In $2B AI Chip Deal, Putting GFS Stock On Track To Hit Over 1-Month High TradingView | View source ↗ | TradingView | Oct 8, 2026 | neutral | 0 | 0.6 |
| GFS Stock Rallies After GlobalFoundries Lands $2B TSMC Deal To Make AI Chip Packaging Components In New York - Stocktwits | GFS Stock Rallies After GlobalFoundries Lands $2B TSMC Deal To Make AI Chip Packaging Components In New York Stocktwits | View source ↗ | Stocktwits | Oct 8, 2026 | neutral | 0 | 0.6 |
| AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold? | AXT Inc. (AXTI) has surged 20.8% in the past month driven by strong demand for indium phosphide (InP) substrates used in AI data center optical components. The company plans to double InP capacity in 2026 and 2027, with record Q2 2026 InP revenues of $30.7 million and a backlog exceeding $100 million. However, analysts recommend a Hold rating due to the stock's premium 42.51X P/S valuation, heavy China dependence, and competitive pressures. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.75 | 1 |
| AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold? | AXT Inc. (AXTI) has surged 20.8% in the past month driven by strong demand for indium phosphide (InP) substrates used in AI data center optical components. The company plans to double InP capacity in 2026 and 2027, with record Q2 2026 InP revenues of $30.7 million and a backlog exceeding $100 million. However, analysts recommend a Hold rating due to the stock's premium 42.51X P/S valuation, heavy China dependence, and competitive pressures. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.75 | 1 |
| Amkor's Capital Spending Surges: Is the Growth Worth the Cost? | Amkor Technology is significantly ramping up capital expenditures to $2.5-$3B in 2026 to expand advanced packaging capacity for AI and data-center applications. Q2 revenues grew 26% to $1.90B with improving utilization and margins, but the company faces risks from high fixed costs, limited backlog, and intensifying competition from Intel and GlobalFoundries in advanced packaging. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bearish | -0.667 | 1 |
| Amkor's Capital Spending Surges: Is the Growth Worth the Cost? | Amkor Technology is significantly ramping up capital expenditures to $2.5-$3B in 2026 to expand advanced packaging capacity for AI and data-center applications. Q2 revenues grew 26% to $1.90B with improving utilization and margins, but the company faces risks from high fixed costs, limited backlog, and intensifying competition from Intel and GlobalFoundries in advanced packaging. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bearish | -0.667 | 1 |
| Why Xanadu Quantum Technologies Stock Jumped 17% Today | Xanadu Quantum Technologies stock surged 17% after announcing a multi-year manufacturing partnership with GlobalFoundries to scale production of photonic quantum computing chips from lab prototypes to 300mm industrial production. However, the stock remains down 45.7% over the past month, and the company faces significant challenges including minimal revenue ($1.5M last quarter), substantial losses ($42.1M), and no expected commercial sales until 2029-2030. | View source ↗ | The Motley Fool | Oct 6, 2026 | bullish | 0.5 | 1 |
| Why Xanadu Quantum Technologies Stock Jumped 17% Today | Xanadu Quantum Technologies stock surged 17% after announcing a multi-year manufacturing partnership with GlobalFoundries to scale production of photonic quantum computing chips from lab prototypes to 300mm industrial production. However, the stock remains down 45.7% over the past month, and the company faces significant challenges including minimal revenue ($1.5M last quarter), substantial losses ($42.1M), and no expected commercial sales until 2029-2030. | View source ↗ | The Motley Fool | Oct 6, 2026 | bullish | 0.5 | 1 |
| Amkor Surges 84% in a Year: Should You Hold or Fold the Stock? | Amkor Technology (AMKR) has surged 84.5% over the past year, driven by strong demand for advanced packaging, AI infrastructure, and improved factory utilization. The company projects Q3 revenues of $1.95-$2.05B with gross margins of 18.5%-19.5%. However, its premium valuation (P/E of 20.32X vs. industry average of 14.2X) and capital-intensive expansion plans warrant a Hold rating rather than aggressive buying, as risks from potential AI demand slowdown and excess capacity could pressure margins. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | neutral | 0 | 1 |
| Amkor Surges 84% in a Year: Should You Hold or Fold the Stock? | Amkor Technology (AMKR) has surged 84.5% over the past year, driven by strong demand for advanced packaging, AI infrastructure, and improved factory utilization. The company projects Q3 revenues of $1.95-$2.05B with gross margins of 18.5%-19.5%. However, its premium valuation (P/E of 20.32X vs. industry average of 14.2X) and capital-intensive expansion plans warrant a Hold rating rather than aggressive buying, as risks from potential AI demand slowdown and excess capacity could pressure margins. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | neutral | 0 | 1 |
| ASE Technology Rises 27% in a Month: Should You Buy the Stock? | ASE Technology (ASX) is experiencing strong momentum driven by AI-related demand for advanced packaging services. The company expects 2026 LEAP revenues to exceed $3.5 billion with plans to double them in 2027, supported by $2 billion in additional CapEx. While execution risks exist from managing multiple facility projects, strong demand for CoWoS and panel-level packaging provides additional growth drivers. The stock trades at a premium valuation (26.32X P/E) reflecting high growth expectations. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.25 | 1 |
| ASE Technology Rises 27% in a Month: Should You Buy the Stock? | ASE Technology (ASX) is experiencing strong momentum driven by AI-related demand for advanced packaging services. The company expects 2026 LEAP revenues to exceed $3.5 billion with plans to double them in 2027, supported by $2 billion in additional CapEx. While execution risks exist from managing multiple facility projects, strong demand for CoWoS and panel-level packaging provides additional growth drivers. The stock trades at a premium valuation (26.32X P/E) reflecting high growth expectations. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.25 | 1 |
| Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026? | Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios. | View source ↗ | The Motley Fool | Oct 1, 2026 | neutral | 0.111 | 1 |
| Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026? | Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios. | View source ↗ | The Motley Fool | Oct 1, 2026 | neutral | 0.111 | 1 |
| SonoTek (SOTK) Moves 18.5% Higher: Will This Strength Last? | Sono-Tek Corporation (SOTK) rallied 18.5% on strong volume, driven by rising adoption of its ultrasonic coating systems in clean energy applications and expanding production orders. The company is expected to report quarterly earnings of $0.05 per share (+66.7% YoY) with revenues of $5.68 million (+10.1% YoY). However, with no change in consensus EPS estimates over the past 30 days, the stock's momentum may face headwinds without further positive estimate revisions. | View source ↗ | Zacks Investment Research | Oct 1, 2026 | neutral | 0 | 1 |
| The U.S. Government Is Preparing to Offload Over 9 Million GlobalFoundries Shares. How You Should Play GFS Stock in Response. - Barchart.com | The U.S. Government Is Preparing to Offload Over 9 Million GlobalFoundries Shares. How You Should Play GFS Stock in Response. Barchart.com | View source ↗ | Barchart.com | Sep 18, 2026 | neutral | 0 | 0.6 |
| Is GLOBALFOUNDRIES (GFS) Stock Expensive, Or Roughly Fairly Priced? - Yahoo Finance | Is GLOBALFOUNDRIES (GFS) Stock Expensive, Or Roughly Fairly Priced? Yahoo Finance | View source ↗ | Yahoo Finance | Sep 2, 2026 | neutral | 0 | 0.6 |
| GLOBALFOUNDRIES (GFS) Stock Looks Discounted Even As Caution Persists - Yahoo Finance | GLOBALFOUNDRIES (GFS) Stock Looks Discounted Even As Caution Persists Yahoo Finance | View source ↗ | Yahoo Finance | Jul 30, 2026 | neutral | 0 | 0.6 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.