News

Agentic AI Shockwave Sends Nvidia, AMD, Intel and Arm Sharply Higher

The semiconductor specialist got a boost from Wall Street.

Intel stock is double-upgraded to Buy from Underperform at BofA Securities, due in part to renewed confidence in the foundry business.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.03%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.37%. June E-mini S&P futures (ESM26 ) are up +0.03%, and June E-mini Nasdaq futures...

The rise of agentic artificial intelligence is set to significantly accelerate demand by expanding t

Shares of Intel (NASDAQ:INTC) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470. Both chip names are rebounding after a rough stretch earlier this week. The catalyst is a bullish Bank of America research note projecting the total addressable market for server ... Intel Jumps 8%, AMD Rises 4% on Bank of America’s $170 Billion Server-CPU Call

The S&P 500 Index ($SPX ) (SPY ) today is up +0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.

Arm Holdings plc (NASDAQ:ARM) is one of the Best Up and Coming AI Stocks to Buy Now. The company completed its IPO in 2023 with a market valuation of roughly $54.5 billion and was considered one of the largest IPOs of the year. Since then, the company has gone on to become a prominent AI […]

US equity indexes slumped following a sell-off in mega-cap semiconductor names, and as President Don

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.87%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.98%. June E-mini S&P futures (ESM26 ) fell -1.62%, and June E-mini Nasdaq futures...

US equity indexes slumped amid a sell-off in high-growth, mega-cap semiconductor names and after Pre

Shares of Qualcomm (NASDAQ:QCOM) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape. The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness ... Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff

The S&P 500 Index ($SPX ) (SPY ) today is down -0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.88%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.80%. June E-mini S&P futures (ESM26 ) are down -0.71%, and June E-mini Nasdaq futures...

Arm (NASDAQ: ARM) has been one of the most explosive AI infrastructure trades of 2026, with shares rocketing 197.19% year to date as the chip designer cements its position at the center of the agentic AI buildout. After a 52.32% surge over the past month, the stock is consolidating. Our 24/7 Wall St. price target ... Up 200% YTD, This Is Where Arm Holdings Will End The Year

Arm Holdings plc (NASDAQ:ARM) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer highlighted the stock’s rally after its position was trimmed for the Charitable Trust, as he stated: On the other side of the equation, alright, well, let’s talk about parabolas. Now, I have […]

US equity indexes traded mixed but were off session lows amid a semiconductor-led decline in technol

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.26%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.12%. June E-mini S&P futures (ESM26 ) fell -0.36%, and June E-mini Nasdaq futures...

US equity indexes were lower on Tuesday amid a technology stocks sell-off and despite progress in US

US equity indexes fell following a semiconductor-led sell-off in technology that continued into the

Wall Street has been hit by a major tech sell-off just days before Elon Musk’s SpaceX is expected to join the US stock market.

Recent swings in Arm Holdings (NasdaqGS:ARM) have tracked a wider pullback in semiconductor and AI infrastructure stocks, after Broadcom’s cautious AI revenue outlook and a stronger US payrolls report prompted profit-taking in growth oriented technology names. See our latest analysis for Arm Holdings. Against that backdrop, Arm’s share price is now US$346.39, with a 7 day share price return down 15.28% after a sharp sector pullback. However, a 30 day share price return of 62.42% and year to...

US equity indexes dived following a sharp sell-off in technology, led by semiconductors, in midday t

Arm Holdings plc (NASDAQ:ARM) is one of the best NASDAQ stocks to buy and hold for 3 years. Mizuho lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $425 on June 4, maintaining an Outperform rating on the shares. It told investors in a research note that the company’s agentic AI tailwinds are […]

US equity indexes slumped after midday on Tuesday amid a sharp sell-off in technology, led by semico

The S&P 500 Index ($SPX ) (SPY ) today is down -0.28%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.80%. June E-mini S&P futures (ESM26 ) are down -0.25%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...

A $10,000 position in the SPDR S&P Semiconductor ETF (NYSEARCA:XSD) at the close on Thursday was worth roughly $8,873 by Friday’s close, and the people who got there did not own a single share of the stock that supposedly caused it. XSD fell 11.27% on June 5, 2026, dropping from $644.32 to $571.68, its worst ... After 11% Wipeout, XSD Investors Must Hate Broadcom

In recent days, Arm Holdings has been swept up in a wider pullback in AI-focused semiconductor names after Broadcom’s cautious chip outlook and stronger US jobs data prompted investors to reassess growth-sensitive technology exposure. Despite the pressure coming from sector and macro forces rather than new Arm-specific problems, the company sits at the crossroads of booming AI demand, intensifying competition, and fresh regulatory scrutiny of its licensing model. We’ll now examine how this...

It was a mind-blowing week for the AI trade, with only one reasonable conclusion.