Chip stocks extended a rout on Monday, triggered by an AI slowdown call from Anthropic CEO Dario Amodei that sent the Philadelphia Semiconductor Index down as much as 5.9%.
Nvidia fell 3.4%, Broadcom slid nearly 5%, and Micron and AMD each dropped...
President Donald Trump says his administration already holds criminal and regulatory power over AI companies. He made the claim while arguing the industry needs no guardrail beyond himself.
He posted it minutes after Monday’s opening bell, into a...
South Korea’s economy is booming on demand for artificial intelligence (AI) chips, with nominal GDP growing 21.9% in the first half of 2026.
Almost 70% of that expansion comes from semiconductors alone.
How the AI Chip Boom Is Powering South...
Six weeks after AI bets nearly wrecked his hedge fund, Leopold Aschenbrenner is putting money into the same companies again. His hedge fund, Situational Awareness, bought call options on AMD, Bloom Energy, CoreWeave, SK Hynix and SanDisk, CNBC...
Dan Ives says software stocks have earned their clearest buy signal in months. Oracle’s latest earnings marked a turning point for a sector many investors had shunned.
Ives, a partner and senior managing director at Yorkville Ives, made the comments...
Intel Corporation (INTC) and Advanced Micro Devices (AMD) cleared multi-month resistance over the past week. Meanwhile, Nvidia (NVDA) gained just 2.12%, and Broadcom (AVGO) fell, pointing to rotation inside the AI chip trade.
Intel closed Wednesday...
Nine of the 10 best-performing S&P 500 stocks over the past decade trace to one theme, the buildout of artificial intelligence infrastructure. There is also one clear winner out of the top 10: Nvidia.
Nvidia’s 10-year total return is near 13,589%,...
Nvidia (NVDA), Advanced Micro Devices (AMD), and Micron Technology (MU) have compressed into the same symmetrical triangle on their daily charts. All three semiconductor stocks closed higher on Tuesday, hours before Nvidia reports Q2 earnings.
These...
