Nvidia spotted a new multibillion-dollar market.
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Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 5.9% in the afternoon session after macro pressure and an impending Senate hearing on China chip sales overwhelmed the impressive product updates earlier in the week.
There's more to AI chips than Nvidia. Both of these contenders have much to offer, but one is a clear winner moving forward.
Shares of computer processor maker AMD (NASDAQ:AMD) fell 6.5% in the morning session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.
Instead of just selling chips via traditional cycles, Broadcom (AVGO) is partnering with Apollo, Blackstone, and other investors on alternative financing structures to fund large-scale AI hardware production. This shifts the business from a transactional component supplier into a vertically scaled, long-term silicon partner.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -2.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.35%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -4.77%. June E-mini S&P futures (ESM26 ) fell -2.97%, and June E-mini Nasdaq futures...
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning) AI funds that have separated themselves from the passive crowd: the iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI), the iShares Future AI ... After Months of Watching AI Innovation ETFs Run These 3 Active Funds Stand Out and the Revolution Has Barely Started
Before the stock took off, management was explaining a fundamental shift in AI that the market seemed to be underestimating.
If you put $10,000 into Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) on the last trading day of 2025, you are sitting on about $19,400 this morning. The same $10,000 in the S&P 500 (via SPY) is worth roughly $11,140. SOXQ is up 94% year to date through June 2, 2026, against 11% for SPY. The headline ... The Chip ETF That Turned a $10k Bet Into Nearly $20k This Year
Major stock indexes fell sharply after a strong jobs report set the stage for the Federal Reserve to hike rates.
Marvell Technology soars 363% on booming AI data center demand, but premium valuation and intense competition raise the question of whether to buy, sell or hold the stock.
Broadcom sinks 12.6% on a beat-and-raise as guidance and AI outlook fall short, and margins are set to slide. What now?
While GPUs remain the engines powering AI inference, Kindig argues that CPUs are becoming the traffic controllers of the AI era.
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology (NASDAQ:MU) stock is down 5% to $942, SanDisk (NASDAQ:SNDK) stock is off 5% to $1,664, and Marvell Technology (NASDAQ:MRVL) shares are lower by 6% to $298. The moves landed shortly after the open and have ... Micron, SanDisk, and Marvell Plummet as “Parabolic 7” Trade Unwinds
Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Analysts remain optimistic about AMD's AI and data center opportunities.
Navitas Semiconductor recently announced its collaboration with NVIDIA's MGX™ ecosystem, showcasing advancements in AI chip infrastructure at the COMPUTEX 2026 event in Taipei. By integrating its GaNFast and GeneSiC power semiconductor technologies, Navitas aims to enhance the efficiency and scalability of AI data centers through NVIDIA's platform. Their new 800 V-to-6 V DC-DC power delivery board, designed to improve power density and reduce the system footprint within GPU boards, highlights...
By Medha Singh and Twesha Dikshit June 5 (Reuters) - S&P 500 and Nasdaq futures fell on Friday, as chipmakers lost steam following a strong rally and investors stayed cautious ahead of the May