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Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ), which tracks the PHLX Semiconductor Sector Index and gives you concentrated exposure to the picks-and-shovels layer of artificial intelligence. ... Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF

Check out the companies making headlines this week:

Analyst lifts price target as memory pricing outlook improves

ServiceNow (NOW) shares are extending their gains in this trading week, jumping by nearly 5% on Tuesday morning in a new push by software stocks. Yahoo Finance Senior Reporter Ines Ferré takes a closer look at why investors may be rotating out of semiconductor stocks into software. AI semiconductor giant Nvidia (NVDA) is scheduled to report first quarter earnings this Wednesday, May 20.

Bank of America’s May Global Fund Manager Survey landed this week with a finding that should give every semiconductor bull pause. A record 73% of professional investors now call “long global semiconductors” the most crowded trade on the planet, up from 24% in April, the steepest one-month jump on record in the survey’s history of tracked positioning. Nvidia Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology (NASDAQ:MU) and Intel Corp. (NASDAQ:INTC) anchor that crowd

Chip stocks are tanking as Treasury yields rise amid inflation.

Futures fell as AI leaders Micron, Sandisk and more keep sliding. Home Depot beat views while Google I/O kicks off.

By Ragini Mathur and Utkarsh Hathi May 19 (Reuters) - U.S. indexes were on track to extend declines and open lower on Tuesday, weighed by a drop in chip stocks and persistent inflation worries despite

US equity futures were edging lower pre-bell Tuesday as technology stocks suffered losses and the Mi

The long-term trajectory of AI spending will drive this trio higher.

Viavi Solutions surged on strong AI data center demand and 42.8% revenue growth, while Dave & Buster's faced losses and falling sales.

Micron stock has been pressured by higher bond yields but Wall Street analysts are still positive on the memory-chip company.

Citi reiterates a Buy rating on the flash memory supplier and boosts its price target to $2,025 from $1,300.

Steve Eisman, the investor made famous by Michael Lewis’s “The Big Short,” said this week he is trimming his portfolio because the rally is starting to feel bubbly. Eisman flagged that Nvidia is now larger than the entire S&P 500...

Home Depot rose 1.2% after the home-improvement retailer posted first-quarter earnings that beat analysts’ estimates and revenue rose 4.8% to $41.8 billion, with comparable sales up 0.6%. ServiceNow gained 4% and was set to build on its 9% jump in the previous session after Bank of America reinstated coverage of the software company with a Buy rating and a $130 price target. Agilysys jumped more than 15% after the hospitality software provider beat earnings and revenue estimates in its fiscal fourth quarter.

Duquesne's billionaire boss jettisoned the hottest member of the "Magnificent Seven" in favor of an unstoppable trio profiting from the insatiable demand for AI hardware.

China's top flash memory chipmaker YMTC has begun the so-called "tutoring" process ‌for a potential initial public offering, where ‌a company receives formal pre-IPO guidance from an investment bank, ​a regulatory filing showed on Tuesday. Yangtze Memory Technologies Co (YMTC) has hired CITIC Securities, a Chinese state-owned investment bank, to guide its IPO preparation ahead of ‌a potential stock ⁠market listing.

Micron's stock price has nearly doubled over the last month.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor index or weight in the S&P 500 was 2%. Today it’s 18%,” she said, adding that “that 18% is more than double what ... Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.

AI server demand remains Micron’s key upside driver, with the next earnings update set to give investors more detail on DRAM pricing and high-bandwidth memory demand.

Micron Technology, ticker NasdaqGS:MU, is reporting an unprecedented surge in profitability tied to demand for its AI focused memory products. The company has announced plans to commit about US$150b to expand manufacturing capacity across the U.S. and South Korea. This combination of earnings strength and large scale investment is being described as a historic shift for the memory and AI hardware industries. For investors watching NasdaqGS:MU, the move comes after a powerful share price...

While the U.S. market is saturated with data centers, Nebius is leveraging Europe's strict regulations and energy grid limits to build a monopolistic AI infrastructure.

Traders are trimming riskier assets as Middle East tensions, rising yields, and inflation concerns cool tech enthusiasm, today, May 18, 2026.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...

<body><p>STORY: "I just continue to question whether or not the 'Mag 7' has as big an influence on the stock market returns as they did in previous years," Mahn said.</p><p>He therefore turned his focus to the "AIR 7," which Mahn said stands for "AI Revolution 7," a "stock basket" that spans memory and chip production, as well as data center owners, coolers and power providers.&nbsp;</p><p>Mahn's "AIR 7" stocks include Taiwan Semiconductor, Micron Technology, Digital Realty, Vertiv Holdings and American Electric Power. Two of the Magnificent 7 stocks, Nvidia and Alphabet, round out his "AIR 7" picks.</p></body>

Stocks, especially the AI chip sellers, got a dose of reality on Monday, losing value for a second straight day after an incredible rally this year. The Nasdaq finished down 0.5% but pared steeper losses.