Why optical stocks Lumentum and Coherent were the day’s biggest S&P 500 gainersInvestors are looking further down the AI data-center supply chain for signs of demand amid concerns of a spending slowdown, one expert says.Britney NguyenSep 16, 2026
These 4 stocks could benefit most from a $3.2 trillion semiconductor opportunityA BofA analyst expects the semiconductor market to reach $3.2 trillion by the end of the decade, shrugging off fears of an AI slowdown.Britney NguyenSep 15, 2026
AI stocks are rebounding. One analyst says there’s no spending slowdown in sight.Customers are signing multiyear deals for chips and more: “That’s not what the front end of a downturn looks like.”Britney NguyenSep 15, 2026
CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen featThe software sector outperformed the chip sector to a historic degree in the face of escalating AI fears.Britney NguyenSep 14, 2026
Marvell is sitting on an incredibly ‘sticky’ business that could help it unlock a $30 billion opportunityMarvell is best known for making custom chips — but an analyst notes there’s arguably more potential in supporting components and optical networking.Britney NguyenSep 11, 2026
Why Dell and HPE were the S&P 500’s top-performing stocks todayOracle’s earnings provided an upbeat read for hardware suppliers — but the Fed’s interest-rate moves could dictate just how much they continue benefitting.Britney NguyenSep 11, 2026
Anthropic’s safety-first image takes a hit ahead of its massive IPO: ‘AI could kill all humans’While concerns over AI safety are not likely to derail Anthropic’s IPO plans, experts expect more regulation and safety disclosures.Britney NguyenSep 11, 2026
Meta is winning over Wall Street with its new Muse AI agentA J.P. Morgan analyst recommends Meta’s stock following signs of progress on consumer-focused AI applications.Britney NguyenSep 10, 2026
Memory chips have come to rule the AI boom. Why Micron’s reign could be here to stay.Semiconductor industry revenue is expected to reach $1.5 trillion this year, driven mostly by memory chips.Britney NguyenSep 8, 2026
Qualcomm’s stock climbs as Amazon chip deal offers investors much-needed good newsQualcomm shares have missed out on the chip sector’s rally this year — but the company is now working on various chip projects with Amazon.Britney NguyenSep 8, 2026
Intel’s stock is rising as the company looks primed to boost prices even moreThe chip maker is reportedly set to further lift prices on its PC chips as costs rise across the supply chain.Britney NguyenSep 8, 2026
