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The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it's worth paying attention.

UBS sees rising demand for CPU racks.

AMD Gets a Huge UBS Boost as CPU Rack Demand Heats Up

The filing shows two separate option purchases, both carrying a $50 strike price and a March 19, 2027 expiration date. The Intel position consists of 200 call options valued between $1,000,001 and $5,000,000, while the Uber position covers 200 call options valued between $500,001 and $1,000,000. Both transactions are classified as new purchases, not amendments to prior disclosures.

INTC is gaining traction in sovereign AI as TPIsoftware adopts Xeon 6 and Arc Pro B60, opening more AI infrastructure exposure across Asia-Pacific.

CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend

The fund's big gain wasn't a tide that lifted all boats; it was a rocket powered by a handful of its holdings.

Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The early winners were obvious: Nvidia (NASDAQ:NVDA) dominated AI accelerators, while memory makers like Micron Technology (NASDAQ:MU) are benefiting from soaring demand for high-bandwidth memory. Now the battle is shifting toward a less glamorous but equally important component ... Masayoshi Son Says Arm Holdings Could Be Worth $4 Trillion. Should You Believe Him?

Intel’s stock has been in the spotlight in 2026, surging over 250% in the first half of the year. The chipmaker’s epic run came after its current CEO, Lip-Bu Tan, took the helm from prior CEO Pat Gelsinger in the spring of 2025. With the stock trading near all-time highs, some investors ...

Arm Holdings stock is dropping once more, but that isn’t stopping analysts from hiking price targets.

After a powerful run, the chipmaker is asking investors to look past today's handset troubles toward a future in AI-powered cars and data centers.

Apple turning to Intel for chips, as Washington announced last week, has the neat logic of necessity meeting ambition. A deal - which neither ‌company has formally announced - would pair Intel's effort to rebuild its credibility as a contract chipmaker with Apple's search for more manufacturing capacity, as its supplier TSMC struggles to meet surging AI chip ​demand from the likes of Nvidia. Supply constraints at the contract manufacturer have held back iPhone sales, Apple CEO Tim Cook said in April.

Wendy’s (NASDAQ:WEN) stock is rallying in Wednesday morning trading, with shares up 31% to $8.22 after the burger chain named a new chief financial officer. It’s one of the biggest single-day moves the stock has seen in years. The spike is coming off deeply depressed levels. Wendy’s stock closed June 23 at $6.26, a price ... Wendy’s Soars 31% as “Save Wendy’s” Meme Army Targets Short Squeeze After New CFO Hire

Congressional stock trading remains one of the most controversial issues in Washington. Attempts to ban lawmakers from owning and trading individual stocks routinely stall in Congress itself, despite years of criticism from ethics watchdogs and investors. The reason is easy to understand. Numerous academic studies have found that members of Congress have historically outperformed the ... The Queen of Capital Gains — Nancy Pelosi Just Bet Up to $6 Million on These 2 Stocks

Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More. Intel Corporation may benefit from tailwinds coming from advanced packaging technologies, which has led one firm to raise estimates and its price target for the stock. On June 22, Mizuho analyst Siti Panigrahi raised the price target on the […]

Wall Street closed sharply lower on Tuesday, pulled down by tech and industrial stocks.

PodcastOne, Inc. (PODC) delivered earnings and revenue surprises of +20.00% and +1.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Retail investors flooded into Wendy's stock after the struggling chain named a new CFO, with short interest above 23% fueling squeeze speculation

Alphabet (NASDAQ:GOOG) will replace Verizon (NYSE:VZ) in the Dow Jones Industrial Average, with the change scheduled to take effect on June 29, according to an announcement from S&P Dow Jones Indices. Investors responded positively to the news, with Alphabet shares rising 0.

The buy-the-dip mindset on hot tech stocks is currently being challenged.

The rally came after a slew of posts on the WallStreetBets investing forum urge retail traders to buy the struggling fast-food chain.

US stock futures were mostly trending higher on Wednesday as markets looked to recover from the prev

The spotlight is on chipmaker Micron Technology as it prepares to report earnings, with investors bracing for further volatility following sharp market swings fueled by large flows tied to SpaceX and a two-day boom-bust in semiconductor stocks. Last ‌June, Micron was a well-known if somewhat obscure company with a market value of $136 billion and a long history, but not ‌necessarily one whose quarterly earnings reports caught investors' fancy. Fast forward a year, and Micron is one of the stars of the technology rally that has sent chipmakers around the world ​soaring, igniting a fresh trading frenzy even after a dozen or more months of AI excitement.

AI stocks mount a comeback after getting hammered the previous session on worries about leverage in the market and higher rates.

Nasdaq 100 futures rose 0.5% in premarket trade after a two-day semiconductor selloff, with oil also hitting its lowest level since the start of the Iran war

According to The Wall Street Journal report, Son said Arm Holdings is positioned to become one of the world's most important suppliers of central processing units.

Tech stocks looked set to claw back some losses on Wednesday as investors bought the dip following a global selloff that dragged down shares in chip makers including Intel and Micron. Nasdaq 100 futures rose 0.5%. Dow Jones Industrial Average futures slid 95 points, or 0.2%.

Apple Inc. (NASDAQ:AAPL) is included among Billionaire Mario Gabelli’s Top 12 Dividend Stocks. On June 22, BofA maintained its Buy rating on Apple Inc. (NASDAQ:AAPL). It also reiterated a $380 price target on the shares. The firm believes Apple’s WWDC announcement marks “a material positive reset of its AI strategy,” a development it says is being […]

Shares of computer processor maker Intel (NASDAQ:INTC) fell 5.9% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.