semiconductor

Melius Research analyst Ben Reitzes predicts the rally in chip stocks to continue, driven by strong demand for artificial intelligence infrastructure and sustained spending. The analyst is especially bullish on Micron Technology Inc. (NASDAQ:MU), SanDisk Corp. (NASDAQ:SNDK) and Intel Corp. (NASDAQ:...

Institutional investors are aggressively rotating into the semiconductor sector, driving hedge fund market exposure to unprecedented levels as major Wall Street players increased their stakes during the first quarter of 2026. Historic Shift In Market Exposure According to recent market commentary...

Wedbush analyst Dan Ives is bullish on Nvidia Corp. (NASDAQ:NVDA), calling it the "foundation for the AI Revolution" ahead of its earnings report slated for Wednesday. In Monday’s post on X, Ives said, "There is one company that is the foundation for the AI Revolution and that is Nvidia with...

The Roundhill Memory ETF (CBOE: DRAM) continued its strong momentum last week, helped by the strong demand for memory products as the artificial intelligence (AI) boom continued.  Roundhill Memory ETF Demand Is Nearing $10B AUM DRAM jumped to a record high of $55, up by 90% from its listing...

Sandisk (NASDAQ:SNDK) stock has been having one of the best bull runs on Wall Street this year. It has jumped by 476% in 2026, beating benchmark indices like the S&P 500 and Nasdaq 100. Sandisk is up by 3,320% in the last 12 months, bringing its market capitalization to $208 billion. Sandisk...

Nvidia Corp (NASDAQ:NVDA) is the subject of a short report released Wednesday by Culper Research, which alleges the semiconductor giant faces a significant and undisclosed “China problem.” • NVIDIA stock is approaching key resistance levels. Why is NVDA stock breaking out? The...

One of Wall Street’s top semiconductor analysts just made one of the most aggressive price-target revisions in this AI cycle. Bank of America analyst Vivek Arya nearly doubled its price target on Micron Technology Inc. (NASDAQ:MU), lifting it from $500 to $950 on Wednesday. The move arrived...

Navitas Semiconductor Corporation (NASDAQ:NVTS) shares tumbled more than 13% during Tuesday's trading session. The decline follows the company's announcement of a significant new capital-raising initiative. The Nasdaq is down 1.86% while the S&P 500 has shed 0.82%. • Navitas...

Oracle Corp (NYSE:ORCL) shares are down on Tuesday. The company said it is expanding its partnership with Samsung Electronics Co., Ltd. (OTC:SSNLF). This move comes amid a broader market context in which S&P 500 futures are showing a slight loss of 0.3%, indicating a mixed sentiment in the...

Commerce Secretary Howard Lutnick on Monday emphasized the push for a U.S. semiconductor manufacturing boom that would expand domestic chip production and reduce U.S. reliance on foreign supply chains. Semiconductor Boom On The Way In a post on X, Lutnick said, "We're bringing back...

The best year in semiconductor history is happening inside one of the cheapest stocks in the Nasdaq 100. Micron Technology Inc. (NASDAQ:MU) is wrapping up a historic stretch on Wall Street, with shares up roughly 29% this week — on pace for the chipmaker’s best weekly performance since...

Micron Technology Inc. (NASDAQ:MU) shares rose on Friday. This follows earnings commentary from hyperscalers, which confirms that memory is now a primary cost driver in the AI arms race. • Micron Technology stock is at critical resistance. What’s driving MU to record levels? While Big...

Advanced Micro Devices Inc (NASDAQ:AMD) shares are seesawing on Friday morning as investors reassess near-term AI demand signals despite a broadly positive backdrop for technology stocks. • More about AMD stock moves today The broader market remained constructive, with gains in the S&P...

Intel Corp. (NASDAQ:INTC) is set to close out April with its best monthly rally ever, a stunning reversal for a company that spent years being written off as an AI laggard. INTC stock is moving. See the chart and price action here.  Intel's Comeback Intel stock closed the month of March at $...

Semiconductor companies are tightening their grip on the U.S. equity market, reaching record levels of dominance within the technology sector. Chip Stocks Command Unprecedented Market Share According to a Wednesday post on X by The Kobeissi Letter, "The S&P 500 semiconductor industry now...