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<p>High-bandwidth memory is sold out for all of 2026. SK Hynix has warned the shortage could last past 2030. Automakers are cutting production of budget models, and PC and smartphone prices are set to rise 10-20% by year-end. The chip supply chain crisis is the defining market story of 2026 and it is reshaping which ETFs win and which get squeezed. Here are the funds most exposed, on both sides of the trade.</p>

Yahoo Finance Tech Editor Dan Howley analyzes Meta (META) CEO Mark Zuckerberg's vision for open-source "personal superintelligence," his criticism of rival AI labs, and Meta's $1 billion initiative to support communities hosting its data centers.

Bristol Myers Squibb is building a $2.3 billion drug manufacturing campus in Houston, set to create 500 jobs. Learn about the details.

Fresh buying reveals where Wood sees better risk-reward

Meta has flipped from closed to open to closed to open models for years, but finally, they may have found their sweet spot for taking on frontier AI.

Apple's reported testing of Chinese memory chips introduces another competitive variable as Micron's AI revenue reaches record levels.

Unease about negotiations to reopen the Strait of Hormuz boosted oil and yields but pressured stocks at the start of a big week for inflation data.

South Korea introduced financing, infrastructure and permitting measures intended to accelerate semiconductor production across multiple regional hubs.

TSMC's accelerating monthly sales reinforce ASML's decision to expand lithography capacity by approximately 30% annually.

The shares briefly moved above their offering price before renewed supply concerns erased an early advance.

Energy stocks were higher late Monday afternoon, with the NYSE Energy Sector Index rising 3.8% and t

Financial stocks were mixed in late Monday afternoon trading, with the NYSE Financial Index decreasi

Stronger earnings and improving AI returns persuaded JPMorgan strategists to raise their market forecast despite persistent valuation and geopolitical risks.

Marvell Technology is riding a real data center ramp, but a large slice of the reported profit is behind its multiple sits below the operating line.

Boeing is exchanging three autonomous-aircraft businesses for a substantial position in Archer and continued access to their technology.

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies.

After plunging on Friday, shares are starting this week on an auspicious note.

Archer Aviation, the San Jose-based air taxi startup, announced Monday it was taking control of Boeing's Wisk Aero as well as the air traffic software provider SkyGrid.

Healthcare stocks were higher late Monday afternoon, with the NYSE Healthcare Index rising 1% and th

Expro has been treading water for the past six months, recording a small return of 2% while holding steady at $17. The stock also fell short of the S&P 500’s 10.9% gain during that period.

Consumer stocks declined late Monday afternoon, with the State Street Consumer Staples Select Sector

BlackRock (NYSE: $BLK), the world’s largest asset manager, has launched a new exchange-traded fund that provi...

For today’s earnings update, we tackle Keel Infrastructure’s Q2 earnings and Bitdeer’s Q2 earnings, and we welcome Lygos Finance CEO Jay Patel for an update on macro topics.

SK hynix rules AI memory with a 58% share, but Micron just posted better margins and is closing in fast. Both feed Nvidia's chips. Here's which memory stock is the smarter buy in the HBM supercycle.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Trump Media's crypto ambitions just hit a wall.

AMD added support for Meta's Muse Glimmer 30B model.

Software stocks are staging a comeback in the second half of the year, according to Jefferies analysts, who pointed to strong results from ServiceNow Inc (NYSE:NOW, XETRA:4S0), SAP, Roper Technologies, Atlassian (NASDAQ:TEAM) and Cloudflare as evidence the sector is shaking off fears of...