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Chip makers have powered the market to record highs in recent months—but the rally may be about to grind to a halt.

Broadcom's AI forecast pressured semiconductor shares, but options activity suggested some traders may be buying the dip.

Broadcom’s AI forecasts, which some considered soft, triggered a sell-off in AI-linked stocks.

Nvidia (NVDA) stock is up about 15.98% year to date, at the time of writing, Thursday afternoon, June 4. Meanwhile, the SPDR S&P 500 index (SPY) is up about 10.97% in the same period. While the stock has outpaced the S&P 500, its growth has lagged that of other computer-related ...

MU has soared 271% YTD on AI-driven memory demand, but strong earnings growth, sold-out HBM supply and a low valuation may support further gains.

Europe may not have a Nvidia of its own, but it has become home to some of the world's best-performing AI stocks. Companies supplying the infrastructure behind artificial intelligence — from lasers and optical chips to testing equipment and servers — have delivered gains of up to 2,200% in 2026.View on euronews

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpBloomberg Retracts Incorrect Story on RBI GoldThe debate concerns whether the Trump admi

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PGlazer Family Members Study Manchester United Stake SaleSaylor's Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

The stock merely surrendered gains accumulated over the past week.

Broadcom shares sank and dragged the entire chip sector with them as the company missed on Q2 revenue and left AI guidance unchanged. Jefferies recommends buying the dip in AVGO stock.

US equity indexes were mixed as technology declined amid a broad-based rally, while slumping crude o

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.73%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.53%. June E-mini S&P futures (ESM26 ) rose +0.36%, and June E-mini Nasdaq futures...

Technology was one of the few sectors in the red Thursday, while broader markets gained.

US equity indexes rose ahead of Thursday's close as technology partially clawed back intraday declin

A recent quarterly report from another AI player is weighing on AMD stock today.

Shares of Advanced Micro Devices (NASDAQ:AMD) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55% over the past month, compared with just 17% for Intel (NASDAQ:INTC) stock. That kind of gap raises a fair question for Intel’s loyal shareholders. Should Intel stockholders ... AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?

While Wall Street fixated on a multi-billion-dollar headwind, the real story was in how the very nature of AI demand was quietly changing.

Super Micro Computer (SMCI) has jumped into focus after unveiling a wave of AI data center offerings, including AMD Helios rack-scale systems, NVIDIA Vera Rubin based blueprints, Arm AGI platforms, and Intel Xeon 6+ servers. See our latest analysis for Super Micro Computer. The latest AI data center launches come on the back of sharp price swings, with SMCI’s share price falling 5.48% over the last day but rising 69.84% over 30 days and delivering a very large 5-year total shareholder return...

It's time for a bit of a reality check. Chip stocks are losing value while the broader market is getting a boost. Evidence rests in PHLX Semiconductor, popularly known as SOX, which was down 1.7% this afternoon.

TSM stock rose on Thursday after the company's annual shareholders' meeting. At the meeting, Chief Executive C.C. Wei said the contract chipmaker, better known as TSMC, won't be able to fulfill demand over the next few years, even as more manufacturing capacity comes online, Bloomberg reported. "It will be a long time before we can meet customer demand," Wei said.

Cathie Wood Adds Exposure Across 4 Major ETFs

Broadcom’s weak AI-chip guidance rattled semiconductors and raised questions about tech valuations today, June 4, 2026.

Taiwan Semiconductor Manufacturing (NYSE:TSM) and Micron Technology (NASDAQ:MU) sit at two different floors of the same AI building. TSMC fabricates the logic chips that power Nvidia, AMD, and Apple. Micron supplies the HBM memory those accelerators cannot run without. Both just delivered blowout numbers, and the contrast between a foundry behemoth and a pure-play memory ... Got $10,000? TSM vs Micron: The Better Buy in 2026

With strong hedge fund and Wall Street support, Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks among the best AI infrastructure stocks and carries an upside potential of 21.1%. Advanced Micro Devices, Inc. (NASDAQ:AMD) remains closely tied to the expanding AI infrastructure buildout, with analysts becoming more constructive on that theme on June 1, 2026. Barclays analyst […]

Artificial intelligence has turned semiconductor stocks into the market’s biggest winners. Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), and other chipmakers have captured investors’ attention as demand for AI infrastructure continues to climb. But what if one of the fastest-growing chip businesses isn’t actually a semiconductor company at all? That’s the question investors should ... Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI R

Advanced Micro (AMD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

US regulators have closed a key export loophole that had allowed NasdaqGS:AMD and Nvidia to ship advanced AI chips to Chinese customers via non Chinese subsidiaries. The change directly affects AMD's addressable international AI chip market and introduces new considerations for supply chains and compliance. AMD has updated its long term view of the CPU market, now estimating a total opportunity of more than US$120b by 2030, linked to rising agentic AI demand. AMD, traded as NasdaqGS:AMD, is...

Broadcom shares fell Thursday despite a better-than-expected earnings report, leading other chip stocks lower.

MU surges 271% YTD as AI demand drives record revenues, margins and sold-out HBM supply. Is the stock still worth buying?