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A semiconductor giant is on a historic run fueled by the artificial intelligence boom, forcing investors to decide if its high-flying stock price has outpaced its powerful business engine.

This semiconductor stock falls harder and longer than the market in a shock. The real question for a shareholder is whether you can absorb the hit.

Major indexes finished lower Tuesday, dragged by chip stocks, while oil prices surged after the U.S. revoked Iran’s license to sell its crude.

AI-driven momentum is keeping bulls in high spirits after the Dow’s record close, though investors are a bit cautious ahead of the Fed minutes and fresh corporate catalysts.

A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC). That absence is baked into the fund’s mandate. What SMHX Actually ... This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel

(Updates with market moves at the end of the day.) The Dow Jones Industrial Average clinched a fr

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Credo Technology stock surged higher on Monday, leading all gainers on the Philadelphia semiconductor index, known as SOX.

Shares of several chipmakers and memory companies are higher Monday as the AI trade continues to bounce back from a recent sell-off.

Billionaire investor Mark Cuban has spent decades building companies, investing in startups and helping entrepreneurs through the hit TV show “Shark Tank.” Yet when he’s asked what separates successful founders from everyone else, his answer is surprisingly straightforward: “Do the...

Qualcomm is reportedly in advanced talks to acquire AI infrastructure software company Modular Inc. in a transaction valued at about $4b. The potential deal would expand Qualcomm's capabilities in artificial intelligence software and infrastructure. The transaction, if completed, would mark a major move by Qualcomm to deepen its role in AI beyond its existing hardware footprint. QUALCOMM (NasdaqGS:QCOM) is drawing fresh attention as it considers a roughly $4b acquisition of Modular Inc., a...

The company's new long-term contracts are meant to tame its wild cycles, but they might also be putting a cap on its historic profitability.

Growth investors are increasingly rotating away from obvious names in the AI ecosystem in favor of under-the-radar opportunities.

Okta upgraded, Datadog downgraded: Wall Street's top analyst calls

The benchmark US stock measures were mostly pointing higher before the opening bell Monday as trader

QUALCOMM, Inc. (NASDAQ:QCOM) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 29, Mizuho analyst Vijay Rakesh reiterated a Neutral rating on QUALCOMM, Inc. (NASDAQ:QCOM) and hiked the price target to $210 from $170. The new price target represents significant upside potential as the stock is trading at […]

Data center chip sales could go from $0 to $15 billion in four years.

Arm Holdings (NASDAQ:ARM) has been one of 2026’s most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains. With shares now near $315, the question is whether the AI CPU thesis still has room to run or if the easy money has already been made. ... Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

Qualcomm Inc. (NASDAQ:QCOM) is one of the best NASDAQ stocks to invest in for long term. On June 25, Qualcomm and Hugging Face announced an expanded partnership to accelerate open, developer-driven AI across the entire compute continuum, from edge devices to data center infrastructure. The collaboration aims to unite Qualcomm’s high-performance hardware with Hugging Face’s […]

Meta Platforms Inc. (NASDAQ:META) is one of the best NASDAQ stocks to invest in for long term. On June 24, Qualcomm and Meta announced a strategic, multi-generation agreement for Qualcomm to supply data center CPUs for Meta’s server infrastructure. The partnership will feature the debut of the Qualcomm Dragonfly C1000 CPU, which is scheduled to […]

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Qualcomm (NASDAQ:QCOM) and the best and worst performers in the processors and graphics chips industry.

Check out the companies making headlines this week:

QCOM's automotive and Snapdragon traction support its portfolio, but handset weakness, China risks and margin pressure cloud the stock outlook.

Micron just unveiled a new business model that promises to end its historic boom-and-bust cycles, but analysts on its latest call kept testing one critical question it leaves open.

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.5% in the afternoon session after Elon Musk denied reports that SpaceX was developing an AI device using the company's Snapdragon chip, and after its removal from several Russell indexes.

U.S. recruitment slowed significantly in June, dampening some of the employment growth momentum observed earlier this year.

The chipmaker's recent tear feels like a unique story, but its long-term behavior tells you more about the market you already own.

Echo and Fire TV products get silicon focus.

SNDK shares have swung sharply in recent weeks, but repeated strong rebounds and a Bank of America price target raise to $2,500 signal sustained buyer demand.

For anyone holding AMD shares, the market is pricing a future that could either double the stock or cut it in half, and you are exposed to that entire potential swing.