Semiconductor ETFs SOXX, SMH Just Logged Their Best Month Ever — What's Driving This Rally?

SOXX posts its largest monthly return in 25 years. SMH had its best month since November 2003. Yet Nvidia — the AI hardware leader of the prior cycle — was the slowest-moving mega-cap chipmaker in the basket. Intel, AMD, Micron and Marvell did the work.

10 Information Technology Stocks Whale Activity In Today's Session

Here's How Much $1000 Invested In Marvell Technology 10 Years Ago Would Be Worth Today

10 Information Technology Stocks With Whale Alerts In Today's Session

'This Is Madness': Investors Chasing Chip Stocks At Risky Extremes

Josh Brown warns semiconductor stocks are overextended due to extreme momentum. Expect near-term pullbacks despite strong market trends.

What Is Going On With Applied Materials Stock On Tuesday?

Applied Materials (AMAT) shares slide 6% as reports of OpenAI missing growth targets spark a broad semiconductor sell-off.

Semi Mania Backtracks On OpenAI Missing Targets; Oil Rises Awaiting Trump; UAE Quits OPEC

Pressure From Oil

What Is Going On With Arm Holdings Stock On Tuesday?

Arm Holdings (ARM) shares tumble over 8% as reports of OpenAI missing revenue targets spark fears of a cooling AI spending cycle.

What Is Going On With AMD Stock On Tuesday?

AMD shares slide over 5% as reports of slowing growth at OpenAI spark fears of an AI spending pullback. See why enterprise AI adoption and "edge" computing remain long-term bullish drivers ahead of AMD's May 5 earnings report.

Nvidia, AMD, Broadcom Stocks Just Hit A Wall After A Wild Month‑Long Run

Nvidia, AMD and Broadcom slip as SOXX's near 50% rally since March cools, with pre-market weakness signaling profit-taking in chip stocks.