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

The brokerage reaffirmed its bullish stance on both semiconductor names, while retail traders and Wall Street analysts remain largely optimistic.

Markets are starting to look forward to second-quarter earnings reporting season, as economic activity remains solid.

US equity indexes closed higher on Monday with the Dow Jones Industrial Average rising to a record a

Nvidia stock lags its chip peers in 2026 as the AI trade cools. Here is what could push it back above $200 or crack $190 in July.

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

(Updates with index/price moves from the first paragraph.) US equity indexes rose ahead of the cl

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 9.2% in the morning session after Japanese self-driving startup Turing announced it started using the company's AI GPUs and received an investment from AMD's venture capital arm.

Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through July 6, but the fund just took its worst weekly hit of the year, dropping nearly 7% in the seven days ending July ... MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath

The VanEck Semiconductor ETF (NASDAQ:SMH) has ripped higher in 2026, gaining 64.47% year to date through July 2 and 111.24% over the trailing 12 months. Yet the fund fueling that run does not own a single share of Apple (NASDAQ:AAPL), arguably the most recognizable technology stock on the planet. The absence is structural, not tactical, ... VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple

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

NVIDIA (NASDAQ:NVDA) is the stock everyone points at, a $4.75 trillion monument to the AI buildout that just posted 85.23% revenue growth last quarter and guided to $91 billion for the next one. But the more interesting setup right now is elsewhere. Advanced Micro Devices (NASDAQ:AMD) closed Thursday around $517.82 and ripped roughly 7% higher ... Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects

Goldman Ignites AMD Rally With Powerful New Wall Street Call

Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) shares ticked up just 0.8% on Monday, starkly trailing a 3.2% surge in the Philadelphia Semiconductor Index and lagging rivals Advanced Micro Devices Inc (NASDAQ:AMD), which gained 7.7%, and Broadcom Inc (NASDAQ:AVGO), which jumped 4.4%. The underperformance came as a broad rally for chipmakers collided with a boutique research report alleging significant delays in the AI giant’s next-generation server architectures. Supply chain research firm Se

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

Turing added AMD Ventures as a backer, shifted 10% of AI training to AMD GPUs, and targets a 2028 launch.

(Updates with index/price moves, macroeconomic data, and company news from the first paragraph.)

AVGO's AI revenue outlook, margin pressure and customer concentration are raising valuation questions. What should investors do?

AMD stock trades near the top of the S&P 500 as Goldman Sachs raised its price target on expectations of continued AI demand.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best long-term growth stocks to invest in now. Wells Fargo lifted the price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $615 from $505 while maintaining an Overweight rating on the shares. The firm stated that EPYC server CPU demand strength plus pricing upside drives an […]

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Artificial intelligence has become one of the biggest investment themes of the decade, but leadership inside the industry isn’t standing still. Nvidia (NASDAQ:NVDA) has dominated AI accelerators for years, rewarding shareholders with extraordinary gains. Yet the next phase of the AI infrastructure buildout may look more competitive than the last. Companies are looking for alternatives ... Is This Where AMD Catches Nvidia? Goldman Sachs Says It’s Gaining Ground

The inflows into tech remains very impressive.

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.

Dell Technologies is rising sharply after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.

SIMO's 307% surge reflects SSD controller traction, fabless advantages, bullish guidance and growth exposure to AI, cloud and automotive markets.

AMD stock is cheaper than it looks -- and Goldman Sachs just noticed.

Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.

Another semiconductor rally, another ho-hum day for Nvidia The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.2% in premarket trading. The company’s major issue continues to be that major customers like Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors.