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A new bull on Wall Street sees a lucrative future for the artificial intelligence (AI) chip designer.

Semiconductor-chip stocks have surged over the past month and a half. We queried investment pros on whether the group has gotten over its proverbial skis.

US equity indexes jumped ahead of Nvidia's (NVDA) earnings and as government bond yields sank amid a

Most retirees who own an S&P 500 index fund hold a portfolio dominated by mega-cap technology, with mid-sized businesses getting almost no weight despite making up a meaningful share of corporate America. That gap is the reason the Vanguard Mid-Cap ETF (NYSEARCA:VO) exists, and with roughly $94 billion in assets and a 0.04% expense ratio, ... Vanguard’s $94 Billion Mid Cap ETF Is Quietly Beating the S&P 500 With a Fifty Year Old Strategy

Investors are watching whether Nvidia can extend confidence in AI spending through 2027 and 2028.

The new Zhenwu M890 targets training, inferencing, and agentic AI workloads as Alibaba expands its full-stack AI strategy.

Shares of Astera Labs surged Wednesday, building on a strong gain from Tuesday as investors appeared bullish on the maker of semiconductor-based connectors for cloud and artificial infrastructure ahead of Nvidia earnings and after the company gave upbeat commentary at a technology and media conference. Astera Labs stock jumped 14% to $278.45 on Wednesday, putting it on pace for a record closing high. Investors continued to buy shares after Astera Labs stock shot up 13% on Tuesday.

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 8% in midday trading on Wednesday, leading the large-cap chip complex. The stock is bouncing off a soft week, with AMD shares having pulled back 8% over the prior five sessions before today’s surge. Intel (NASDAQ:INTC) is also higher, up 6.5% intraday after reports of talks to ... AMD Is Up 8% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA?

AMD and Nvidia are two of the hottest stocks on Wall Street.

Mega-cap AI stocks have done the heavy lifting for two years, but a quieter shift is underway. Some billionaire investors have started trimming positions in NVIDIA (NASDAQ:NVDA) after a 62.77% one-year run and a $5.38 trillion market cap, rotating dollars into smaller AI-exposed names where the upside curve is steeper. The hunt is on for ... Billionaires Are Dumping Nvidia and Buying This Unstoppable AI Stock Under $10 Hand Over Fist

Artificial intelligence cloud computing startup Lamda on Wednesday said ‌it has won a cloud contract with high-speed ‌trading firm Hudson River Trading. Lamba, which is backed by Nvidia and ​raised $1.5 billion last year after signing a deal to provide Microsoft with access to Nvidia's chips, said the deal with Hudson River Trading will entail renting ‌more than 1,000 of ⁠Nvidia's latest "Blackwell" systems to the trading firm, which Reuters last month reported had $12.3 billion ⁠in trading revenues last year. Lamda and Hudson River Trading did not disclose the financial terms of the ​deal.

May 20 (Reuters) - U.S. stock index futures edged higher on Wednesday as chip stocks steadied ahead of Nvidia's earnings, which investors view as a crucial test of AI demand amid concerns about

Cybersecurity is a major concern for crypto right now.

These two big oil companies go head-to-head.

Nearly 100 years of history for the S&P 500 say a streak like this is reason for optimism, not the signal of a top.

Stop fretting over this stock's near-term fluctuations.

After a sharp sell-off in March, MongoDB may finally offer long-term investors a more compelling entry point into one of the strongest independent database platforms in software.

All investors should consider owning this popular REIT and the king of the beverage sector.

The stock's recent run has closed the discount window. However, Broadcom's XPU deals could still justify buying shares near their latest highs.

Investors are bracing for Nvidia earnings for a steer on the outlook for the AI trade.

Crescent Grove Advisors co-chief investment officer Andrew Krei explains the importance of Nvidia's (NVDA) upcoming earnings print to the broader markets, and why overseas stocks and emerging markets (EEM) are worth considering for investors.

Honda's EV strategy failed, so the car company is refocusing on its core strengths.

Today, May 19, 2026, long-term Treasury yields rose again, rattling U.S. stocks ahead of a pivotal Nvidia earnings test.

The "Magnificent Seven" are looking less magnificent in 2026. This low-cost index fund could be a better buy.

The stock market fell Tuesday as yields hit new highs, but some AI leaders like Micron and Sandisk rebounded. Nvidia earnings loom.

The investor reaction to the company's first quarter was lukewarm at best.

The iShares Bitcoin Trust ETF (NASDAQ:IBIT) and the Fidelity Crypto Industry and Digital Payments ETF (NASDAQ:FDIG) offer fundamentally different exposures. One holds bitcoin itself. The other holds companies that touch bitcoin. So far in 2026, the route through companies has been the better trade by a wide margin: FDIG is up 18.52% year to date ... IBIT Down 6.4% While FDIG Soars 18.5% in 2026 and Bitcoin Itself Explains Almost Nothing About the Gap

CoreWeave stock is worth consideration, but be advised that it's not for the fainthearted.

WIth Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) set to report first-quarter results after the close on Wednesday, Bank of America analysts have identified five areas likely to drive investor focus. Analysts have zeroed in on enhanced cash returns, the timing of the Vera Rubin architecture ramp in...

The Iran war started on February 27, and the aluminum market has not been the same since. Alcoa CEO William Oplinger told investors on the company’s Q1 2026 call that London Metal Exchange prices had recently exceeded $3,600 per metric ton on tight inventories and Middle East supply disruptions. Reuters dubbed it a shock that ... Aluminum Prices Have Surged Nearly 90% Since the Iran War Began, and Kiplinger Says Your Portfolio Should Respond