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Domestic AI options gain budget share, survey says

AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new ‌central processing units, as the chip giant works to ‌broaden its market and take on entrenched players such as Intel and Advanced ​Micro Devices. Nvidia has said it expects to generate $20 billion in sales from its "Vera" CPU, a more generic computing chip than its AI-specific offerings, by the end of this fiscal year. The Vera chips ‌are part of ⁠Nvidia's efforts to diversify sales as artificial intelligence companies such as OpenAI and DeepSeek make their own ⁠AI chips.

(Updates with latest market prices and developments.) US benchmark equity indexes were lower intr

The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker. Taiwan Semiconductor Manufacturing (NYSE:TSM), the foundry that physically fabricates chips for nearly every marquee AI silicon designer, is absent by design. That absence ... This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC

The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet holds zero shares of Taiwan Semiconductor Manufacturing (NYSE:TSM), the world’s largest dedicated independent (pure-play) semiconductor foundry and the company that actually fabricates chips ... Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor

Bank of America Securities Senior Semiconductor Analyst Vivek Arya believes the AI-driven semiconductor boom is still in its early stages. In a recent CNBC interview, he argued that demand for AI infrastructure continues to accelerate as artificial intelligence becomes an essential part of enterprise software. “AI is going from being just kind of a proof of ... Bank of America Analyst: AI Is Becoming “Deeply Embedded in Enterprise Workflows” as AI Spending Could Reach $1.5 Trillion

Chinese Firms Plan Major Shift Away From Nvidia and AMD Chips, Survey Finds

CBRS faces pressure from margin declines and execution risks, even as AI demand, cloud growth and OpenAI and AWS partnerships support prospects.

The deal gives the Japanese startup another chip partner as it moves closer to commercial use.

AMD's Ryzen AI Halo push is expanding local agentic AI development as demand grows for high-performance CPUs across AI PCs and servers.

AMD Ventures has taken a stake in Turing, a Japanese self-driving startup, and Turing has begun running part of its AI training on AMD chips instead of Nvidia’s. The deal itself is tiny. AMD hasn’t disclosed how much it invested, and Turing has never sold a car. Yet AMD shares jumped roughly 3% in ...

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is finally getting the AI story it has been chasing for a decade. Q1 2026 revenue landed at $10.25B, up 37.85% YoY, with Data Center now the dominant engine at $5.78B (+57%). CEO Lisa Su told investors, “Data Center now the primary driver of our revenue and ... 1 Prediction for AMD Stock Over the Next 5 Years

Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...

Chip stocks fell Tuesday despite a second-quarter earnings beat by semiconductor and consumer electronics manufacturer Samsung Electronics.

Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff

Intel’s (INTC) stock has climbed more than 5x over the past 12 months, moving from roughly $19 to a recent range near $120 currently. Intel has added close to $500 billion to its market cap - not a small number.

AMD Scores Fresh AI Win as Autonomous Driving Startup Shifts Away From Nvidia

Analysts and early enterprise adoption updates reinforced AMD's position in AI compute

The average brokerage recommendation (ABR) for Advanced Micro (AMD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The company says its roadmap remains intact as investors weigh a report of manufacturing problems.

(Updates with stock and oil price moves, and additional details from sixth paragraph onward.) US

The fund's past suggests deep pullbacks often rebound, but what's inside the basket makes this time a unique decision.

A semiconductor giant is on a historic run fueled by the artificial intelligence boom, forcing investors to decide if its high-flying stock price has outpaced its powerful business engine.

US equity futures were mostly pointing lower before the open Tuesday amid a broad sell-off in chip s

AI stocks take a beating, with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.

Stock markets have been firmly set in a “beat and raise” focus heading into the start of a crucial earnings season, and their reaction Tuesday to a manifestly impressive set of figures from the world’s biggest chip maker suggests anything less than perfection likely will disappoint. Samsung impressive second-quarter earnings, which included a near 20-fold increase in profit and a doubling in overall revenue, failed to add any extra juice to a market already foaming with speculative fever for all things tech following a red hot first half of the year. The question for investors, heading into both the second-quarter earnings season and the traditional lull of the summer months, is whether the market’s initial reaction to the stellar, but not door-busting, numbers from the chip maker are a sign of tech stock fatigue or a coded bubble warning for the world’s hottest trade.

This semiconductor stock falls harder and longer than the market in a shock. The real question for a shareholder is whether you can absorb the hit.

Samsung stock fell nearly 7% in South Korea despite a 19-fold surge in quarterly operating profit, dragging tech indexes lower worldwide

AI stocks take a beating, with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.

US stock index futures traded cautiously on Tuesday after the Dow Jones Industrial Average reached a record high in the previous session, while investors weighed another strong earnings update from Samsung Electronics (USOTC:SSNHZ) alongside fresh comments from Federal Reserve Governor Christopher Waller. Futures pause after Wall Street recordsBy 03:02 ET (07:02 GMT), futures linked to the Dow Jones Industrial Average were little changed.