Chip stocks sell off as high expectations overshadow Samsung results
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics failed to meet Wall Street’s lofty artificial…
The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Wall Street spent the week debating who the biggest winners and losers of the artificial intelligence boom will…
How a Niche Technology Became a Choke Point for A.I.
Subramanian Iyer, an electrical engineer and educator, has long specialized in a sleepy niche of the semiconductor industry…
Top After-Hours Gainers Today Beyond Micron: QCOM, AMAT, LRCX Surge
QCOM shares rallied nearly 11% after it unveiled solid long-term growth targets, expanded its AI strategy, and announced…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…
Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…
The Tech Download: The sector’s Iran problem
Uncertainty continues to reign over global supply chains and Middle East-based projects as the Iran war nears the…
Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win
Broadcom on Wednesday delivered a solid quarterly results while painting an increasingly upbeat picture around the future of…
Newly spun off Qnity proves it’s an AI force that investors should not ignore
Qnity Electronics on Thursday reported strong fourth-quarter results alongside rosy guidance, solidifying its reputation as an under-the-radar beneficiary…
We’re upgrading shares of a big beneficiary of AI spending going through the roof
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Morgan Stanley loves these AI memory stocks
Tech companies have raced to build out compute capacity to fuel their AI ambitions but are now faced…
This could be a better — and safer — way into the AI trade in 2026
Published: Jan. 3, 2026 at 9:00 a.m. ET Some investors may need to be reminded that the semiconductor industry…