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Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving. Micron is up 214% year-to-date. If you are still trying to decide whether the AI compute and memory supply chain has more room, the crowd that owns it has stopped waiting for ... Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 6.6% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 5.7% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

The iShares Core MSCI EAFE ETF (NYSEARCA:IEFA) has quietly become one of the year’s standout core holdings, trading near $97 after a 8% year-to-date run and a 22% one-year gain. With $169.6 billion in assets and a 0.07% expense ratio, IEFA is the default vehicle most US investors use for developed markets outside North America. ... IEFA’s 22% Gain Hides a Currency Bet That Could Reverse in 2026

If you bought Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) for the monthly checks, the prospectus detail that matters most this year is the one you probably skimmed: IDVO is unhedged. The fund owns dividend-paying international ADRs and writes covered calls on a slice of them. Every euro, yen, or pound coming back to ... IDVO’s International Dividend Strategy Carries an Unhedged Currency Risk That Can Wipe Out a Year of Yield

The stock-split conversation is heating up again. KLA announced a 10-for-1 forward split in May 2026, and Booking Holdings completed a 25-for-1 split announced in February 2026. With two marquee names in the four-digit club resetting their share prices in the same year, investors are combing through the rest of the high-priced list looking for ... 4 Mega-Cap Stocks Positioned for a Potential Split

The long-term money still hates software.

Huawei's chip ambitions could be entering a more important phase for investors. The company said it has developed a new path that could shorten the gap with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), potentially giving China a way to make advanced semiconductors without the most cutting-edge equipment. Huawei's semiconductor chief He Tingbo said on Monday that Huawei plans to start making 1.4-nanometer chips by 2031 using its own LogicFolding technology.

ASML Holding stock: recent performance snapshot ASML Holding (NasdaqGS:ASML) has drawn investor attention after a period of strong share price moves, with the stock up 2.6% over the past day, 10.9% over the past week, and 12.0% over the past month. See our latest analysis for ASML Holding. With the share price at $1,632.90 and a 40.3% year to date share price return alongside a very large 1 year total shareholder return, momentum looks firmly in build mode rather than fading. If ASML's recent...

Laffont shows high hopes that the next big AI winner could be ASML, the company powering the world’s most advanced chip production, while UBS remains bullish.

(Bloomberg) -- Huawei Technologies Co. said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co., potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz

Philippe Laffont was busy buying Taiwan Semiconductor Manufacturing Company and ASML Holding stock in the first three months of the year.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

President Donald Trump said Saturday that the U.S. and Iran are close to an interim deal that will open the Strait of Hormuz.

Investing.com -- The iShares Semiconductor ETF (NASDAQ: SOXX) is up 65% YTD, while the global SPIE average is at 50-70%. Against this backdrop, UBS analysts have identified a stock that has been overlooked and which makes for an attractive investment in the unusually elevated market environment.

ASML Holding N.V. (NASDAQ:ASML) is one of the best oversold growth stocks to invest in now. ASML Holding N.V. (NASDAQ:ASML) announced on May 16 the signing of a Memorandum of Understanding (MoU) with Tata Electronics for the advancement of the semiconductor manufacturing ecosystem in India. Tata Electronics is a leading name in India’s electronics and […]

<p>SMH and SOXX are the two biggest semiconductor ETFs on the market — but they're not the same fund. Here's exactly how they differ, which one has outperformed, and which deserves a spot in your portfolio in 2026.</p>

The stock market rebounded for solid weekly gains, with leaders showing bullish action. Tesla is near a buy point along with ASML and several other AI stocks. Here's what to do.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

<p>The EUV ETF gives investors targeted exposure to extreme ultraviolet lithography — the chip-making technology that makes AI chips like Nvidia's H100 possible. Here's what you need to know.</p>

UBS analysts think ASML is the best semiconductor pick in Europe for several reasons.

ASML Holdings says first chips made with High-NA EUV tools are coming soon as $400M machines move from R&D validation into early production.

European stock markets closed higher Friday as the Stoxx Europe 600 rose 0.7%, Germany's DAX 40 clim

KLAC's service business generated $775M in March-quarter revenues as AI demand and longer tool lifecycles fuel durable growth.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...

The Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) has quietly become one of the more interesting income vehicles in the international space, with the ETF returning 35% over the past year and almost 12% year-to-date. IDVO pairs ex-US dividend equities with covered calls to generate monthly income, and the fund has ridden a sharp ... IDVO’s $445 Million Income Play Faces a Critical Test When TSM Growth Slows

The S&P 500 Index ($SPX ) (SPY ) today is up +0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.50%, and June E-mini Nasdaq futures...