Micron’s Sell-Off Gift as AI Memory Shortage Looms
Micron’s shares fell about 12% at the open amid a broad market rout. Yet analysts see a longer-term memory shortage d...
Chip Stocks
Chip Stocks gathers 5 focused analyses on microchip makers, growth signals, and valuation trends to help you assess risk and seize opportunities for your portfolio.
75 articles
Chip Stocks Setting Records, but Bears Could Prevail
Chip stocks setting records kept up the rally as AI demand supports semiconductors, but a cooling RSI and a hidden be...
Chip Index’s Climb Giving Fund Managers the Heebie-Jeebies
As the chip index climbs, fund managers sit on a cautious chair, weighing gains against risk. Bank of America flags p...
AMD Jumps Record High as NVIDIA Leads Broad Chip Rally
AMD jumps record high as chip stocks surge on AI demand and risk appetite. NVIDIA and Intel join the climb, signaling...
Chip-Stock Rally Back Full as Geopolitics Shift Markets
A pair of geopolitical developments is reviving appetite for riskier assets and triggering a chip-stock rally back fu...
Rockets 11%, Qualcomm Rises: Chip-Architecture Showdown
Arm jumps on AI-driven data-center royalties, while Qualcomm climbs on automotive and data-center strength. The chip-...
Chip Stocks Tumbling: Time to Sell Nvidia, Cerebras
When chip stocks tumble, investors face tough choices. This guide breaks down whether Nvidia, Broadcom, and Cerebras ...
Cramer Calls Intel Number One Name After Upgrade Rally
Two fresh upgrades lifted Intel shares as Jim Cramer proclaimed the company the top name in chips. The stock surged, ...
Holdings Stock Rallied Thursday as Arm Stock Surged
A strong one-day move lifted ARM stock on Thursday after an upbeat price target and bullish analyst commentary. This ...
Live Nasdaq Composite: Cautious Optimism Takes Hold as Chips Rally and SpaceX IPO Nears
Chip stocks lead a cautious rebound as SpaceX prepares for an IPO, lifting the Nasdaq Composite in early trading whil...
Beaten-Down Chip Stocks Worth a Closer Look After the Sell-Off
A harsh week for AI chips created real bargains. This article identifies three beaten-down chip stocks worth a closer...
Broadcom Sink, NVIDIA Slides Deepen Chip Selloff Today
A trio of AI hardware leaders—Broadcom, AMD, and NVIDIA—fell in synchronized trading as investors weigh AI margins, m...