Since the AI boom started with ChatGPT in 2022, Nvidia led the chip market but now investors are diversifying to other key players like Intel, AMD, Micron, and Corning. These companies have seen massive stock gains in 2026, driven by surging demand for CPUs, memory, and fiber-optic cables essential for expanding AI data centers. AMD and Intel are benefiting from a shift toward AI agents requiring more CPUs, while Micron leads the memory shortage-driven rally. Corning's fiber-optic cables are critical for new data center infrastructure, supported by major deals with Nvidia and Meta. This broadening demand signals a long-term AI hardware growth trend, though some analysts warn of a potential semiconductor market correction.
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
Sanjeev Sharma forecasts the S&P 500 will finish 2026 slightly below its starting point due to weak consumer fundamentals like stagnant wage growth, high inflation, elevated gas prices, and rising interest rates. His disposable income-based model hig...
The Direxion Daily Technology Bull 3X ETF (TECL) is rated Buy due to easing inflation and a positive outlook for the Nasdaq-100, driven by growing AI infrastructure investments and increasing influence of smaller AI-related companies beyond the major...
Intel Foundry has begun high-volume manufacturing of select Intel Core Ultra Series 3 processors, known as Panther Lake, using ASML's High NA EUV lithography on the Intel 18A process node. This marks a key milestone in semiconductor manufacturing, de...
The Direxion Daily Semiconductor Bull 3X Shares (SOXL) surged nearly 293% year-to-date but recently fell about 30% in the last month, including a sharp 16% drop in one day. SOXL uses leverage to triple daily semiconductor index returns, but this also...
