PHLX Semiconductor Index ($SOX)

AMD stock just surged above $340 as Intel leads a broad-based rally in chip stocks.

Burry’s Microsoft purchase sits alongside newly initiated positions in PayPal and planned positions in Salesforce and MSCI, all of which share a common thread: established companies with deep competitive...

First-quarter earnings crushed estimates on every metric.

Ahead of the chip giant's flagship conference, one analyst remains bullish.

Stifel hiked the price target on Micron following a major acquisition.

MCHP is riding AI infrastructure momentum, but its lofty valuation suggests much of the upside may already be priced in.

Wall Street is increasingly turning to optical and networking enablers of AI infrastructure, and Lumentum stands out as a high-conviction pick for 2026.

Bernstein analyst Stacy Rasgon explained that based on its capex intentions and historical valuations, Nvidia is cheap now and could be a good buy with a target up to $275.

Wall Street witnessed a sharp reversal on Wednesday as the exuberant artificial intelligence trade hit a wall of skepticism. Investors abruptly shifted their focus from future potential to current costs,...

Aixtron is a German semiconductor maker tapped by Kerrisdale and Barclays to benefit in the next wave of AI investing. Shares are up 33% in the last month.