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Marvell Technology is prioritizing rapid AI infrastructure growth as interconnects, optics and custom silicon expand despite gross-margin pressure.

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.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

Software used to be the safe bet in artificial intelligence. Buy the companies writing the code, sit back, and let subscription revenue do the work. That trade has come undone. While the iShares Expanded Tech-Software Sector ETF sits about 20% below its record high, the chipmakers building the AI ...

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

On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. “Intel, currently my favorite stock. CEO Lip-Bu Tan has turned this company around,” he said. He dismissed the mega-cap AI hyperscalers in favor of the chipmaker they all now depend on. The pick ... Jim Cramer Just Named His Favorite Stock, and It’s the Comeback Nobody Saw Coming

Investors have priced a ton of expectations into the stocks of Intel and AMD.

Intel (NASDAQ:INTC) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67, and the iShares Semiconductor ETF (NASDAQ:SOXX) is down 6% to $561.49. The moves are notable because the news flow into Thursday was constructive. Intel just picked up ... Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

The stocks listed here are all heavily involved with tech and have benefited from opportunities related to artificial intelligence.

Samsung and SK Hynix drag global chip names lower.

Without choosing a single stock, you may have ended up with a concentrated position in one of the market's most stretched names.

The first half of 2026 handed investors a split-screen market. The Dow rose roughly 8% in the first half of 2026, while the Nasdaq-100 gained about 26% in Q2, powered almost entirely by the AI infrastructure trade. The question now is which names have the fundamental firepower to keep compounding into the back half. Growth ... The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started

Dom Rizzo runs T. Rowe Price’s Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up. His fund has compounded at more than 40% a year over the past three and a half years, beating its benchmark by more than 500 basis points, largely on a fat overweight ... This 40%-a-Year Fund Manager Says Semis Are STILL the Place to Be After a 100% Run

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.

Marvell Technology surges 154% in three months. However, can AI-driven growth offset its premium valuation and intense competition?

Our NVIDIA (NASDAQ:NVDA) 24/7 Wall St. price target for the next 12 months is $252.14, implying 27.62% upside from the current price of $197.58. NVIDIA has slipped hard in the recent AI-compute selloff, but the fundamentals under the hood have not cracked. Our recommendation is buy, with a high confidence level of 90%. Metric Value ... Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff

On CNBC’s Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food chain is still trading as if there’s no choice… there’s still reckonings to be had.” The bull case for the shovels in the AI gold rush rests on ... The ‘Michael Burry Bear Case’ for AI Chips Is Back, and This GPU Math Problem Won’t Go Away

Intel's AI PC, networking and foundry advances, plus rising earnings estimates and a lower valuation, are fueling its strong industry outperformance.

AMD, Lam Research and Cisco headline new analyst reports as AI demand, semiconductor spending and networking trends drive growth across featured stocks.

The world’s hottest stock index tumbled Thursday but the tech selloff abruptly reversed ahead of the U.S. open.

Boasting multiyear partnerships with Google, Disney and more, intellectual property licensing firm Adeia tests new buy zone.

Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.

AMD increased Su’s base salary from $1.32 million to $1.38 million.

AMD introduced its Versal Premium Gen 2 adaptive SoCs, targeting high bandwidth AI, networking, and aerospace workloads. The new chips bring memory in package technology and expanded security features for data intensive and defense related use cases. Advanced Micro Devices (NasdaqGS:AMD) is extending its reach beyond core CPUs and GPUs with the Versal Premium Gen 2 launch, aimed at customers that need fast, secure data processing. The stock trades at $540.88, with the share price up 4.1%...

Meta's cloud plan sparked a sharp Wall Street sell-off in AI chip and infrastructure stocks as the entire landscape could be changing.

The stock market just wrapped up one of its strongest first halves in years. In the first six months of 2026, the Dow was up 8.9%, marking its best first half since 2021. The S&P 500 gained 9.6%, and the Nasdaq added 12.8%, while the Russell 2000 soared nearly 22% for its best first-half ...

AMD's AI-driven data center growth, Lam Research's chip equipment momentum and Cisco's AI demand headline today's top analyst reports.

Advanced Micro Devices (AMD) closed at $540.88 in the latest trading session, marking a -6.89% move from the prior day.

A report on Meta's AI compute plans sparked broad selling across chipmakers and AI infrastructure companies

Investors fear new competition in AI compute.