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We're about to tie a bow on the best first-half year of trading since 2021.

The chipmaker looks expensive on today's numbers, but the real question is what you are paying for the earnings of tomorrow.

Companies in The News Are: IRDM,RKLB,CHTR,VZ,AMD

Cencora (COR) was Smart Insider's stock pick of the week after Chair Mark Durcan bought $1 million i

NVIDIA's shift to Data Center and Edge Computing reporting gives investors clearer insight into AI-led revenue drivers across cloud, enterprise and physical AI.

There has been a great deal of discussion about whether the stock market will eventually start to sell off the Magnificent Seven. In June, as a group, their market cap dropped $2.3 trillion. Of course, the drop is uneven, but given how important they are to the market’s incredibly long rally, it is a warning ... Magnificent Seven Value Drops $2.3 Trillion In June

Nvidia sits at the center of this story as the single largest driver of the sector’s index weight expansion over the past few years amid the AI boom. However, the broadening of the semiconductor trade to include Broadcom, TSCM, ASML, AMD, and more recently memory stocks like Micron and SanDisk has pushed the index higher and higher.

Advanced Micro Devices stock has more upside with CPU demand continuing to be strong through the end of the decade, according to analysts.

Chipmakers reach unprecedented share of the benchmarkSemiconductor companies now account for a record 19. 7% of the S&P 500, almost four times their weighting of around 5% in June 2020, according to Citadel Securities strategist Scott Rubner.

Nvidia stock was edging up early Tuesday at the end of an underwhelming first half of the year. The shares were rising 0.8% to $196.65 in premarket trading. The major issue for Nvidia is that the huge spending on AI chips is now being spread out among a wider range of semiconductor companies.

US stocks have been predicted to extend their recovery on Tuesday, as investors approach the final session of a second quarter that has delivered a strong rebound for many risk assets. Futures pointed to a slightly firmer open, with S&P 500 futures up 0.1%, Nasdaq futures up 0.35% and Dow...

This ETF provides investors with a way to stay invested in the Nasdaq-100 while reducing high-concentration risk.

Advanced Micro Devices stock has more upside with CPU demand continuing to be strong through the end of the decade, according to analysts.

The tech resurgence was running out of steam ahead of the open Tuesday but there were still plenty of AI and chip stocks on the move.

The CPU is set to play a major role in agentic AI.

Nvidia shares are up a mere 4.7% in 2026, sharply below gains in Intel, AMD, and memory giant Micron.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...

Resurgent tech stocks helped lift the Dow to a fresh record Monday as oil prices advanced and the yen retreated to a 40-year low against the dollar.The Dow climbed 0.6 percent to a fresh record, while the tech-focused Nasdaq jumped more than two percent.

If you hold Intel (INTC) stock, you’ve had a strong year. The shares have posted a 478% gain over the last 12 months, and the narrative has shifted in the company’s favor. Management now sees “clear signs that the CPU is reinserting itself as the indispensable foundation of the AI era.” The market has bought into this comeback story, with the stock trading near 91% of its 52-week high.

While Nvidia stock has underperformed, its industry-leading revenue growth and expanding AI ecosystem beyond GPUs indicate solid upside ahead.

Software names rally as semiconductors lag.

Before its stock soared, a tidal wave of demand had the company blowing past its targets and scrambling to keep up with its own success.

At a glance, Intel (INTC) stock looks expensive. Trading around $128.32, the shares command a multiple of about 118x this year’s expected earnings. For many investors, that’s where the analysis stops. A triple-digit price-to-earnings ratio is often a dealbreaker, suggesting a price tag that has far outrun the business fundamentals.

The ARK Innovation ETF (NYSEARCA:ARKK) has barely moved this year, gaining about 2% year to date through late June and sitting at roughly $78 per share. That stasis hides a violent tug of war inside the portfolio: AMD has more than doubled, up 144% YTD, while Coinbase has shed 34% and Tesla (NASDAQ:TSLA), ARKK’s largest ... Tesla’s 10% Weight in ARKK Sets Up a Make-or-Break Year for the Innovation ETF

AMD's stock has run up because of valuation, not business results.

(Bloomberg) -- Super Micro Computer Inc.’s offices in Taiwan were raided by government authorities on Monday, widening an investigation into the alleged smuggling of Nvidia Corp. chips into China using the company’s servers, according to a person familiar with the situation. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastUS and Iran Agree to Halt Attacking Each Other Ahead of TalksPrabowo Risks

Intel (NASDAQ:INTC) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target on the shares to $150 from $90 while keeping its rating at Neutral. That nuance matters. A supersized target without a rating change signals strong conviction in ... Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Chip Stocks in Freefall: Micron, Intel Lead Brutal Monday Selloff

By Karen Roman Vinson & Elkins said Michael Jay is the firm’s latest Los Angeles-based partner in its Intellectual Property & Technology Litigation practice, having previously served in the Patent Litigation Group at DLA Piper. Mr. Jay is a first-chair trial lawyer with more than 20 years of experience in patent and trade secret disputes […] The post V&E Appoints Michael Jay as New IP Litigation Partner in LA appeared first on CorpGov.

HPE vs. AMD: Which Stock Is the Better Value Option?