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TensorWave will use a fresh $350 million to fill more data centers with chips from AMD, an investor.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 30% rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build AI infrastructure. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran After Helicopter Downed, Testing Peace TalksUS Launches Strikes Against Iran After Helicopter Shot DownStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapSurface Naval Drone Rescued Downed US Apache

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

One fund hands you the biggest names in the artificial intelligence build-out for next to nothing in fees. But that convenience comes with a catch.

Stocks took a wild ride on Tuesday. Shares rose at the open before a midday selloff, then made up some ground toward the end of the session. The Nasdaq composite fell about 1%, and the S&P 500 declined 0.

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

The company's spectacular AI success is undeniable, but it also concentrates the two biggest risks investors now face.

Tech jitters and profit taking weighed on AI and chip stocks as markets whipsaw and yesterday's apparent rebound falters, today, June 9, 2026.

AI stocks and shares of major tech players stumbled Tuesday as an attempt to rebound from a sell-off last week fizzled.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.26%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.12%. June E-mini S&P futures (ESM26 ) fell -0.36%, and June E-mini Nasdaq futures...

Before the stock took off, the company was laying out an unusually specific, multi-year plan for its AI business that many investors seemed to overlook.

AMD (NasdaqGS:AMD) has announced a multi billion pound investment in AI supercomputers and related infrastructure in the UK. The plan includes partnerships with Dell, the University of Cambridge, UK Atomic Energy Authority, Imperial College, and Oriole Networks. The projects aim to support sovereign AI capabilities, fusion research, and national computing capacity for science and industry. For investors tracking semiconductor and AI infrastructure companies, this move puts AMD's UK presence...

Beijing is drafting a nationwide computing network plan that could rely on domestic AI chip suppliers for 80% of core technology.

Before the memory chipmaker's historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.

Another sharp selloff hit tech stocks Tuesday, with some AI-related shares posting double-digit losses shortly after noon ET.

Wall Street reassessed tech leadership as Apple’s AI reveal underwhelmed and yesterday's AI recovery unwound, today, June 9, 2026.

Chip stocks are leading a sharp midday pullback Tuesday, with Advanced Micro Devices (NASDAQ:AMD) down 9% and Intel (NASDAQ:INTC) sliding 8%. AMD shares are trading near $446, while Intel stock is hovering around $101.50. The selling is broad-based. The Invesco QQQ Trust (NASDAQ:QQQ), which tracks the NASDAQ 100, is off 3% on the day as ... AMD Sinks 9%, Intel Slides 8% as Chip Stocks Pull the NASDAQ 100 Down

The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board.

The generative AI megatrend isn't over yet.

AMD's Data Center revenues surge 57% to a record $5.8B as AI infrastructure demand boosts EPYC and Instinct adoption across cloud and enterprise markets.

Oracle and OpenAI have a $300 billion deal for Oracle to build out AI data centers. Microsoft owns 27% of OpenAI, but the companies have renegotiated their cloud and licensing deals.

The stock ignored its own good news last week, so what finally sent it flying? A deal for its biggest competitor.

MRVL is riding on AI data center demand with surging interconnect, switching and custom silicon growth, but can that momentum keep accelerating?

Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and I’m pretty close to $20 in earnings, which was their 2030 target.” Read that again. The 2030 number, pulled forward two years. Rasgon is not ... AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.

The chipmaker's stock has soared on a powerful AI growth story, but owning it means betting on flawless execution at a premium price.

UBS said Nvidia remains ahead of AMD in AI GPU shipments.

OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.

Wall Street looked set to see chipmakers continue their rebound on Tuesday, with investors continuing to pick through the wreckage of last week's tech sell-off ahead of key US inflation data. Futures pointed higher across the board, with contracts on the Nasdaq 100 up 0.9%, S&P 500...

Ark Doubles Down on Big Tech Winners as AMD Faces Selling Pressure