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(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns

(Bloomberg) -- They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.Most Read from BloombergStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseCVS Returns Zepbound to Drug Plans

Here are three great reasons to buy Microsoft now.

The new Fed chair intends to shake up the central bank -- but that comes with consequences for Wall Street and the bond market.

Despite high energy costs and persistent inflation, people are still spending on technology.

Snowflake just jumped on earnings. It could bode well for the broader software sector.

Defense drone stocks are surging at midday Thursday after a Wall Street Journal and CNBC report indicated the Pentagon is in talks with drone manufacturers about funding deals that could include direct federal equity stakes. Unusual Machines (NYSE:UMAC) stock leads the rally with a 58% intraday jump, while Red Cat Holdings (NASDAQ:RCAT) stock is up ... Trump Invested in Intel And it Soared 500%. Here’s the Next Industry the Government is Buying.

Low-cost rockets are making it possible to scale a business that barely seemed feasible a few years ago.

Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.

SpaceX's IPO may be the biggest ever, approaching nearly $2 trillion.

A rival's strong results sent both hardware makers higher. Now their own reports will test whether the AI and PC momentum holds.

These seemingly boring dividend stocks have crushed the S&P 500 and Nasdaq over the last five years.

Strong sales and a booming digital advertising business weren't enough to keep the retail giant's stock from sliding.

SpaceX issued a bold forecast in its S-1, but is it realistic?

Nvidia stock has become even more inexpensive on a price-to-earnings basis and compared with Wall Street's targets.

A compelling case for long-term investors seeking a retailer that's consistent in execution.

Wednesday's rally is a mirror image of Tuesday's sell-off. Here's what changed overnight.

The massive gains in chip manufacturers from South Korea to Silicon Valley have hit a volatile stretch. Chip makers, including Intel, Micron and AMD, closed Monday on their worst two-session skid since March, an abrupt halt to a torrid weekslong rally.

Intel stock finally snapped its 5-day winning streak and it’s already back on the charge. The shares were jumping 3.8% in premarket trading after closing 2.4% higher Tuesday to end its five-day losing run. The stock fell 16% over that period and investors were perhaps starting to question whether it would be more than a blip.

May 20 (Reuters) - U.S. stock index futures edged higher on Wednesday as chip stocks steadied ahead of Nvidia's earnings, which investors view as a crucial test of AI demand amid concerns about

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

The investor reaction to the company's first quarter was lukewarm at best.

The chipmaker has fallen after three of its last four quarterly reports -- and the bar going into this one is higher.

Figma stock is still down big on the year.

Advanced Micro Devices (AMD) has gained about 98% year to date, according to Yahoo Finance at the time of writing, Sunday morning, May 17. Meanwhile, the SPDR S&P 500 index (SPY) is up about 8.4% in the same period. The company has outpaced the S&P 500 by a huge margin. That is impressive, ...

Revenue growth isn't explosive, but it's steady because of BWX's nuclear moat.

Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

There's a lot to like about Madison Air Solutions, but investors should proceed with caution.

Space stocks have been on a rally since news of SpaceX's IPO dropped in March, and that rally shows no signs of stopping.

As a potential competitor to Nvidia, Cerebras generated tremendous hype before its IPO.