The proliferation of agentic AI is fueling the next leg of growth for semiconductor stocks.

Taiwan Semiconductor Manufacturing will set the tone for AI demand during earnings season.

The semiconductor sector had an excellent first half, but investors needed to capture a few different themes in their ...

The AI fab CapEx supercycle is shifting from thesis to invoice, and the picks-and-shovels names sit directly under that spending fire hose.

AMD chases AI growth with concentrated risk, while TXN's diversified portfolio trades at a cheaper valuation. Which ...

Synopsys powers every AI chip on the planet yet trades nearly 20% below where it stood a year ago, which raises a question ...

Lam Research Corporation (NASDAQ:LRCX) is one of the largest semiconductor manufacturing equipment providers in the world.

Love the Magnificent 7 US tech stocks? There might be a new member on the cards, with the rise of Micron Technologies Inc ...

While Intel Corporation (NASDAQ:INTC) has been one of the hottest stocks in 2026, the shares have struggled recently. Over ...

With memory chip spending surging, semiconductor equipment executive Doug Bettinger just delivered the most optimistic demand ...

Apple may have been pushed into a deal to contract Intel for chip production, with it claimed to have persuaded President ...