Semis Dominate U.S. Market Cap Share
Semiconductor stocks now account for about 14% of the overall U.S. equity market, a record-high share that exceeds their weight during the Dot Com era.
Apr 28, 2026
Geopolitics Jolt AI Chip Stocks After Intel Rally
Escalating US-China AI tensions weigh on chip stocks, curbing gains from recent strong results.
Apr 28, 2026
Trump–Xi Summit Puts AI Chips In Focus
The U.S.–China technology rivalry is intensifying ahead of the upcoming Trump–Xi summit, with AI and advanced semiconductors at the center of the dispute.
Apr 27, 2026
Cadence gains on AI tools and TSMC partnership
Chip-design stock surges on new AI tools and big foundry/tech deals, sparking analyst optimism and valuation debate
Apr 25, 2026
Semiconductor Momentum Flashes High-Beta Signal
SOXX, the iShares Semiconductor ETF, is currently showing a 2-week rate of change above 15%, signaling aggressive short-term bullish momentum in a historically high-beta, cyclically sensitive group.
Apr 20, 2026
Chip Duopoly Shapes Google AI Supply
Broadcom (AVGO) and Marvell (MRVL) currently control roughly 80% of the custom chip market used by hyperscalers.
Apr 19, 2026
Chip Stocks Rally on US‑Iran Ceasefire News
Semiconductor shares surge as geopolitical risks recede and AI-driven demand boosts the sector's outlook.
Apr 18, 2026
Chip strength and capital moves shape markets
Tech gains and funding shifts lift regional markets, sparking listings, buybacks and asset reshuffles.
Apr 16, 2026
Nvidia Stalls As Structural Fears Cap AI Trade
Nvidia Corporation (NVDA) is currently trading in a relatively tight range despite its central role in the AI hardware cycle.
Apr 13, 2026
Intel Surge Fuels Policy Basket Rally
A government‑backed “presidential basket” trade is firmly in play, with Intel (INTC) up roughly 50% over the past two weeks and strength extending across semiconductors, drones, and rare earths.
Apr 13, 2026
AI Supply Chain Bets Around NVIDIA
Speculation about an NVIDIA (NVDA) AI hardware super cycle through 2026 is centering attention on its upstream semiconductor suppliers rather than on the GPU designer alone.
Apr 13, 2026
Ceasefire Drives Rotation Into Semis
A two-week U.S.–Iran ceasefire has triggered a broad risk-on rally, lifting major equity indices while pressuring oil.
Apr 10, 2026
Transports, Semis Hit Records, Bolster Bull Case
Transports and semiconductor stocks both closed at new all‑time highs yesterday, highlighting leadership in economically sensitive groups.
Apr 9, 2026
Musk details Terafab chip fab plans in Austin
Austin-based fab plan targets ultra-advanced AI chips and terawatt compute capacity, boosting Tesla’s capital needs.
Mar 22, 2026
TSMC extends AI lead as AMD faces trade-offs
Leading foundry widens AI advantage while a rival's narrow data-center bet raises valuation questions.
Mar 13, 2026
Small Caps Hit Records as Big Indexes Slip
Small caps surge to new highs, outpacing big indexes amid earnings and Fed uncertainty.
Jan 16, 2026
TSMC Earnings Ignite AI Chip Rally
TSMC’s strong Q4 and boosted capex outlook fuel AI chip surge, lifting Nvidia and semiconductors.
Jan 15, 2026
AI Infrastructure Stocks: Alphabet, Nvidia, TSMC, Broadcom, and Amazon Outlook
Leading tech giants race to dominate AI infrastructure with innovative chips and expanding ecosystems.
Dec 1, 2025
Nvidia's Q3 Earnings Boost Tech Amid AI Bubble Concerns
Nvidia's Q3 beats expectations with strong AI chip sales, fueling tech rally despite bubble concerns.
Nov 20, 2025