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Philadelphia Semiconductor Index

10,595.34

+91.640.87%

High:10,624.21

Open:10,388.82

Low:10,364.40

Close:10,503.70

52wk High:10,624.21

52wk Low:4,252.67

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Investor Concerns Over AI Infrastructure Ease, Sparking Historic Rally in Chip Stocks

South Korea's Exports Surge 48% Driven by AI Boom, Semiconductors Lead Trade Expansion

Semiconductor Sector Leads Market Rally as US Stocks Post Strongest Monthly Gains in Nearly Six Years

Goldman's Equity Research Chief Recommends Investing in Hyperscale Cloud Providers Over Chip Stocks

Sector Update: Tech

MT Newswires Live

Chip Giant's First-Quarter Profits Surge, Hard Tech Funds Flood Hong Kong Stocks!

Chip Industry's Wealth Generation Fuels Inflationary Pressures, Mirae Asset Forecasts at Least Three Rate Hikes by Bank of Korea

24H | Chip, Storage Shares Jump with Western Digital, AMD, Intel, ARM up Around 3%; Optical Communication Stocks Rise with Coherent, Lumentum, Astera Labs up over 3%

Tiger Newspress

Micron's stock is gaining. Here's why the semiconductor trade has sprung back to life.

GRAPHIC-Hyperscaler results pose major test for AI-driven US stock market

This Is The Most Critical Question Facing U.S. Investors Right Now - And It Has Nothing To Do With Iran

Semiconductor Sector Enters "Danger Zone," RenMac Advises Shift from Buying to Selling

Omdia Revises 2026 Semiconductor Growth Forecast Upward to 62.7%, Citing AI-Driven Memory Supply Crunch

LIVE MARKETS-Semiconductors: Primed for a bigger fall or more room to run?

Michael Burry's Latest Bet Highlights Melt-Up Fears as Chip Stocks Surge

Chip Stocks Kept Dropping In Premarket. ARM And SOXL Fell 6%; Microchip Down 4%; Navitas, Marvell, Arteris And AMD Fell 3%; Broadcom, Intel, TSMC, ASML And Qualcomm Down 2%

Tiger Newspress

Ouye Semiconductor Unveils Full-Stack Chips and Solutions for Smart Vehicle "Central + Zonal" Architecture

Morning Briefing Highlights: Surging AI Computing Demand to Drive High Profit Growth in Semiconductor Sector

Semiconductor Rally Halts After 18-Day Streak as Valuations Raise Concerns, But Memory Stocks Remain Favored

Semiconductor Stocks Show Divergent Trends as Intel Hits Record High While ARM Plunges

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Both Seagate and NXP delivered strong beat-and-raise earnings results on Tuesday afternoon, reflecting their ability to seize upon artificial-intelligence data-center opportunities.Seagate has been a beneficiary of AI-driven demand for storage products, and the \"key story\" behind its impressive quarter was the acceleration of price increases, UBS analyst Timothy Arcuri said in a Wednesday note. With demand far outstripping supply in the near term, memory and storage makers such as Seagate and Micron have been able to raise prices while remaining disciplined on capacity increases.This content was created by MarketWatch, which is operated by Dow Jones & Co. 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results pose major test for AI-driven US stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=2631993595","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631993595?lang=en_us&edition=fundamental","pubTime":"2026-04-29 18:00","pubTimestamp":1777456800,"startTime":"0","endTime":"0","summary":"GRAPHIC-Hyperscaler results pose major test for AI-driven US stock marketMicrosoft, Amazon, Alphabet, Meta reports all due after the bell WednesdayShares of all four outperform in latest market reboundOptions pricing in post-earnings moves of at least 4%Soaring chip stocks could be vulnerable to AI spending commentaryBy Lewis 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Is The Most Critical Question Facing U.S. Investors Right Now - And It Has Nothing To Do With Iran","url":"https://stock-news.laohu8.com/highlight/detail?id=2631253498","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631253498?lang=en_us&edition=fundamental","pubTime":"2026-04-29 16:44","pubTimestamp":1777452278,"startTime":"0","endTime":"0","summary":"Chip stocks have pulled back from a parabolic rally, and there are technical and historical reasons for investors to worry that a deeper selloff in the sector will hurt the broader stock market.The most impactful driver of the U.S. stock market's rebound over the past month has almost nothing to do with the conflict in Iran.\"When something goes parabolic like this, you typically don't see the move end by going sideways. Typically, once you hit the final peak, the reversal tends to be an equal and opposite move to retrace the parabolic advance,\" Krinsky told MarketWatch during a Tuesday interview.Forrest said she believes this could help to keep a floor under semiconductor names, even if investors don't yet know which companies will be the biggest winners from the AI buildout. The space has already delivered some serious surprises over the past few months. 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