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

Chip stocks are catching a strong risk-on bid at midday Tuesday, with mega-cap semiconductors leading the broader tape higher. Intel (NASDAQ:INTC) stock is up 7% to $140.56, while Advanced Micro Devices (NASDAQ:AMD) stock is up 7% to $577.13. The leveraged sector proxy is moving even harder. Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) shares are ... Intel, AMD Jump 7% as Chip Stocks Catch a Risk-On Bid

Intel could be a winner in the next AI market shift, but is its success already priced in?

Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause. Here's what they're waiting for.

The S&P 500 is also up 14% for the quarter, while oil prices hold near $71 a barrel on the last trading day of the half

AMD could be a winner in the next AI market shift, but does its stock cost too much?

Home Prices Increased More Than Expected

We're about to tie a bow on the best first-half year of trading since 2021.

The chipmaker looks expensive on today's numbers, but the real question is what you are paying for the earnings of tomorrow.

Companies in The News Are: IRDM,RKLB,CHTR,VZ,AMD

Cencora (COR) was Smart Insider's stock pick of the week after Chair Mark Durcan bought $1 million i

NVIDIA's shift to Data Center and Edge Computing reporting gives investors clearer insight into AI-led revenue drivers across cloud, enterprise and physical AI.

There has been a great deal of discussion about whether the stock market will eventually start to sell off the Magnificent Seven. In June, as a group, their market cap dropped $2.3 trillion. Of course, the drop is uneven, but given how important they are to the market’s incredibly long rally, it is a warning ... Magnificent Seven Value Drops $2.3 Trillion In June

Nvidia sits at the center of this story as the single largest driver of the sector’s index weight expansion over the past few years amid the AI boom. However, the broadening of the semiconductor trade to include Broadcom, TSCM, ASML, AMD, and more recently memory stocks like Micron and SanDisk has pushed the index higher and higher.

Advanced Micro Devices stock has more upside with CPU demand continuing to be strong through the end of the decade, according to analysts.

Chipmakers reach unprecedented share of the benchmarkSemiconductor companies now account for a record 19. 7% of the S&P 500, almost four times their weighting of around 5% in June 2020, according to Citadel Securities strategist Scott Rubner.

Nvidia stock was edging up early Tuesday at the end of an underwhelming first half of the year. The shares were rising 0.8% to $196.65 in premarket trading. The major issue for Nvidia is that the huge spending on AI chips is now being spread out among a wider range of semiconductor companies.

US stocks have been predicted to extend their recovery on Tuesday, as investors approach the final session of a second quarter that has delivered a strong rebound for many risk assets. Futures pointed to a slightly firmer open, with S&P 500 futures up 0.1%, Nasdaq futures up 0.35% and Dow...

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Advanced Micro Devices stock has more upside with CPU demand continuing to be strong through the end of the decade, according to analysts.

The tech resurgence was running out of steam ahead of the open Tuesday but there were still plenty of AI and chip stocks on the move.

The CPU is set to play a major role in agentic AI.

Nvidia shares are up a mere 4.7% in 2026, sharply below gains in Intel, AMD, and memory giant Micron.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...

Resurgent tech stocks helped lift the Dow to a fresh record Monday as oil prices advanced and the yen retreated to a 40-year low against the dollar.The Dow climbed 0.6 percent to a fresh record, while the tech-focused Nasdaq jumped more than two percent.

If you hold Intel (INTC) stock, you’ve had a strong year. The shares have posted a 478% gain over the last 12 months, and the narrative has shifted in the company’s favor. Management now sees “clear signs that the CPU is reinserting itself as the indispensable foundation of the AI era.” The market has bought into this comeback story, with the stock trading near 91% of its 52-week high.

While Nvidia stock has underperformed, its industry-leading revenue growth and expanding AI ecosystem beyond GPUs indicate solid upside ahead.

Software names rally as semiconductors lag.

Before its stock soared, a tidal wave of demand had the company blowing past its targets and scrambling to keep up with its own success.

At a glance, Intel (INTC) stock looks expensive. Trading around $128.32, the shares command a multiple of about 118x this year’s expected earnings. For many investors, that’s where the analysis stops. A triple-digit price-to-earnings ratio is often a dealbreaker, suggesting a price tag that has far outrun the business fundamentals.