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A rotation into Big Tech, coupled with fears that low-cost Chinese AI models could diminish demand for cloud services and, by extension, chips, has pressured the semiconductor sector this month.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

The semiconductor specialist's new AI systems will help power a leading cloud computing platform.

Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...

Supermicro stock jumped in after-hours trading as the company upped its gross margin guidance amid a record backlog of orders.

The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.

Today, July 21, 2026, memory-chip leaders rallied, leading stocks higher even as investors weighed geopolitical and tariff risks.

Advanced Micro is earning analyst optimism as AI catalysts, a stronger chip outlook, and major partnerships keep bullish sentiment intact.

Finding the best Zacks Rank #1 (Strong Buy) stocks out of a group of over 200 highly-ranked stocks to consider buying as Q2 earnings season ramps up.

Advanced Micro Devices (AMD) stock is back in focus after the company announced an expanded collaboration with Microsoft, placing AMD’s Helios rack scale AI systems at the center of Azure’s frontier model inference plans. See our latest analysis for Advanced Micro Devices. Despite a recent pullback, including a 7 day share price return of down 5.77% and a 30 day share price return of down 6.29%, AMD’s 90 day share price return of 77.01% and 1 year total shareholder return of 220.75% point to...

Set to report Q2 earnings after market hours on Thursday, July 23, investors may be wondering if the incredible rebound in Intel stock can continue.

NVIDIA's rally has slowed, while Micron and Western Digital are riding AI memory and storage demand with strong growth outlooks and bullish forecasts.

TSMC could pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.

AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...

Chip Stocks Soar as Memory Makers Ignite Broad Semiconductor Rally

TSMC's latest news is great news for Sandisk.

GF Securities expects AMD to narrow, and potentially surpass, Nvidia's AI hardware lead with its upcoming Instinct accelerators while unveiling Anthropic as a major new customer at its flagship event.

AVGO's VCF momentum is lifting software growth as enterprises modernize private clouds for AI, Kubernetes and virtualized workloads.

AMD is deepening its Microsoft partnership to deploy Helios AI systems on Azure, expanding demand across GPUs, CPUs, networking and software.

A historic run in memory chips has investors admiring the speed, but the real question is whether the ticket to ride now costs more than the remaining journey.

Nvidia Vera's custom Olympus cores were designed to maximize single-thread performance for the branch-heavy, latency-sensitive workloads common in agentic AI.

TSMC could pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.

The chipmaker sent shareholders a fortune in cash, yet the stock itself went nowhere fast. Here’s what owners actually got for their patience and what the trade-off really cost them.

After a monumental run, the chipmaker's stock asks you to weigh resurgent demand for its core products against the steep and uncertain costs of its transformation.

The market is pricing a future where NVIDIA shares are either far higher or significantly lower, and if you own the stock, you already carry that full, two-sided uncertainty.

Nvidia is touting its Vera Rubin platform performance and Vera CPU capabilities ahead of AMD's Advancing AI event on Wednesday.

Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two facts is the trade of the decade.

AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has nothing to do with the chips everyone already knows are coming.

SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of the summer, and the next data point could flip the entire trade.

AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet that changes what kind of company AMD actually is.