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A wave of worry among top executives about the speed of artificial intelligence development had Wall Street selling shares of chip firms and buying software stocks. The Nasdaq Composite fell 0.6%. The selling was mostly limited to stocks tied to the AI trade, after Anthropic’s Dario Amodei pushed for top AI upstarts to work together on setting guardrails on development.

Texas Instruments (NASDAQ:TXN) stock is up 55% year to date and trades at $264.70, a rally that’s beaten the broad market by a wide margin while still lagging its own chip sector. The gain puts Texas Instruments among the year’s strongest large-cap analog winners, even after a soft Monday session in the semiconductor group. The […]

A weekend debate over AI pacing collided with a Federal Reserve rate decision, and the chip sector is now sorting winners from losers in a way that reveals exactly which stocks investors trust least when the future gets expensive.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

There were obvious winners amid Monday’s AI selloff. A modest majority of S&P 500 stocks were actually positive despite the index’s 0.8% drop. The Dow Jones Industrial Average was down 261 points, or 0.

Anthropic's CEO called for slowing AI model progress over the weekend, and by Monday morning the shockwave had traveled straight to the fab equipment order books that Wall Street spent 2026 treating as untouchable.

ON Semiconductor has underperformed the Semiconductor industry over the past year, but analysts are cautiously optimistic about the stock’s prospects.

A weekend essay from an AI CEO that never named a single chipmaker just sent Intel, AMD, and NVIDIA sliding in unison, and the order in which they fell tells a story that contradicts the obvious explanation.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.6%, and the actively t

AI safety push sparks fresh debate even as investors weigh its potential impact on the massive infrastructure spending cycle.

Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is a strength or a liability ahead of a high-stakes October roadmap event is the real question.

A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or is simply charging scarcity rent that evaporates the moment supply loosens.

Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one of the biggest chip deals of the decade.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.8% and the actively trad

Nvidia and Micron Technology trade at P/Es of 16.6 and 6.3, respectively. They’re not as cheap as they look.

Burry Pulls the Trigger on Nvidia and Palantir Put Options as Market Risks Rise

Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.

Shares of GoPro (NASDAQ:GPRO) are up 11% to $1.57 in late-morning trading Thursday, extending a rerating that has lifted the action camera maker 124% over the past month. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.43% on the session. Also, the iShares Semiconductor ETF (NASDAQ:SOXX) is off 2%, so today’s green tape is […]

Semiconductor ETFs are riding AI-driven demand and rising chip investment, with four funds offering diversified exposure to the industry's next growth phase.

After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving the selloff and whether the weakness signals a broader chip sector crack.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.6%, and the actively t

<p>The ETF industry appears to be partially shifting gears, from expansive growth to a greater focus on scale if recent acquisitions are any indicator. The ETF Zoo crew talks this emerging trend, as well as the ongoing innovation happening from leveraged funds to new filings for farmland, and what the AI chokepoints really mean for ETFs and investors in an episode you don't want to miss.</p>

Chip stocks were on a roll despite broad weakness in the rest of the market. The PHLX Semiconductor Index was up 0.5%, marking its fifth- straight day of gains. The chip index hasn't seen a win streak that long since early June.

AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's biggest hopes.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.4% and the actively tr

<p>Qualcomm has been one of the wildest rides in the chip sector this year. QCOM bottomed near $122 in April but popped again in early September when it named Amazon as a customer for custom AI data center silicon. Is Qualcomm worth buying? The answer is nuanced, and it matters for the millions of investors who own the stock without realizing it through ETFs. Here's the story, and the funds that hold the most QCOM.</p>

The S&P 500 Index ($SPX ) (SPY ) is down -0.32% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.04%. E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures (NQU26...

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1% and the actively tr

AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.