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.

Semiconductor stocks slide as Wall Street questions AI capex growth, erasing $1.3 trillion and putting Intel, Micron and AMD ...

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

During an interview with CNBC, Lee said he believes the unwind in semiconductor and memory stocks could be in its later ...

Chip stocks just staged a vicious reversal that punished the shorts and rattled the bulls, and long-term investors now face a critical question: which semiconductor names actually deserve a spot in ...

This fund is up 98% year-to-date.

South Korean chip giant SK Hynix surged in its Nasdaq debut, underscoring Wall Street’s appetite for AI infrastructure plays.

Nasdaq leads Wall Street higher as semiconductor stocks rebound; ISM Services PMI cools and Treasury yields dip.

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

A reckoning may be on the horizon for semiconductor stocks. The VanEck Semiconductor ETF (SMH) last week capped off its best first half ever, surging 82% in the latest six months. It also posted its ...