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Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.

Following a significant surge, investors must determine if Intel's turnaround is just beginning or if its potential is already reflected in the stock price.

After a historic run-up, Micron's biggest opportunity goes beyond more growth to a fundamental business model change investors are just starting to grasp.

If you hold shares in the chipmaker, the options market shows you are already carrying exposure to a remarkably wide range of potential outcomes over the next year.

Micron Technology (NasdaqGS:MU) reached a US$1t market capitalization for the first time in its history. The company recently completed multiple long-term Strategic Customer Agreements with key Tier 1 automotive suppliers, including Qualcomm, DENSO, and Hyundai Mobis. These agreements aim to secure demand for Micron's memory and storage products in AI-focused automotive platforms. Micron Technology sits at the center of memory and storage used in data centers, consumer electronics, and...

Qualcomm just watched a massive post-Investor Day rally evaporate in weeks, leaving the stock flat on the year and investors questioning whether management's bold $40 billion non-handset target is a roadmap or a mirage.

Micron is expanding its automotive footprint with a string of strategic deals. Could this latest move add more fuel to MU stock’s remarkable rally?

Yahoo Finance's AI winners and losers include TSMC, Moonshot AI, IBM, and the chip industry.

Qualcomm Faces Fresh Wall Street Warning Despite Ambitious AI Growth Plans

Qualcomm has agreed long-term supply deals for memory and storage components for AI-capable vehicles. The arrangements involve Micron and other major automotive technology partners. The agreements aim to support next generation, AI enabled vehicle platforms and improve supply reliability. QUALCOMM, traded as NasdaqGS:QCOM, is pushing further into automotive technology with these new supply agreements, at a time when the stock is priced at $170.61. The share price is down 9.8% over the past...

Intel is expanding its Google Cloud partnership to deploy generative AI across its workforce and speed chip development with advanced cloud computing.

AI hype has pushed most tech stocks into nosebleed territory, but a handful of legacy names keep raising dividends quarter after quarter while quietly plugging into the same buildout everyone else is chasing at a premium.

Its history of deep, prolonged drawdowns is the risk every shareholder carries today.

The chipmaker's shares have pulled back, and while history has rewarded dip-buyers, the price of admission is still steep.

Before Intel's stock price caught fire, the company's own earnings calls were quietly building the case that its core server business was far from obsolete.

If you hold shares in the chipmaker, you are already exposed to a future where the stock could land in one of two very different places, and the options market is putting a price on that uncertainty.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Chip stocks sold off on Friday as AI jitters resurfaced.

The partners named are Qualcomm, Visteon, Harman, Joynext, Denso, Astemo and Hyundai Mobis, each described as a major supplier of technology underpinning the automotive ecosystem.

Apple sits out AI spending spree, Netflix disappoints on outlook, Verizon to slash 3,000 jobs, and more news to start your day.

Asian shares skidded Friday, with Tokyo’s Nikkei 225 down 5% as heavy selling of computer chipmakers and other AI-related shares dragged markets lower. Stocks related to artificial intelligence have been under pressure for weeks because of worries that their prices have shot too high and that voracious demand for computer memory and processors may not be sustainable if AI ends up not producing as much profit and productivity as promised. Oil prices surged as fighting in the Middle East intensified, while U.S. futures slipped.

A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.

Micron Technology has recently completed Strategic Customer Agreements with major automotive suppliers such as Qualcomm, DENSO and Hyundai Mobis, and is accelerating more than US$250.00 billion of US fab and technology investments through 2035 to support long-term demand for advanced memory and storage. These long-horizon supply pacts and capacity plans highlight Micron’s push to lock in critical end markets like AI-enabled vehicles while reshaping the geography and resilience of its...

The composition of chip maker sales says a lot about trends in the semiconductor business. In the second quarter, AI took over.

Micron has completed SCAs with seven tier 1 automotive suppliers, including Qualcomm. Here’s what these agreements really mean for MU shares in the second half of 2026.

Micron signed deals with Qualcomm, Harman and several major auto suppliers.

The chipmaker has gone quiet on its old, diversified businesses, making its high-stakes wager on AI infrastructure the only story that matters now.