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- 1Dow Jumps 478 Points, Snapping Three-Week Losing StreakβΌDow Jones Today: Blue Chips Jump 478.64 Points to 51,828.62, Snapping a Three-Week Losing Streak
The Dow Jones Industrial Average surged 478.64 points to close at 51,828.62, ending a three-week losing streak for blue-chip stocks. The rebound lifted sentiment across equity markets, with investors watching whether the gains mark a durable turnaround after weeks of declines. Commentary so far has focused on the size of the rally and what it signals for market direction heading into the coming sessions.
- 2Nvidia Leads Chip Stocks Lower as OpenAI Deal Jitters EaseβΌNVDA, Chip Stocks Extend Rout: Analysts Say OpenAI Deal Fears Overblown
Nvidia and the broader chip sector extended a selloff, with shares sliding further amid worries about Nvidia's deal with OpenAI. Several analysts pushed back, arguing the fears surrounding the arrangement are overblown and that the market reaction has been excessive. Traders continue to weigh semiconductor exposure as the debate over AI-related spending and partnerships intensifies.
- 3Qualcomm Stock Rises 4% on AI Chips and Apple DealβΌQualcomm Stock Rises 4% on New AI Phone Chips and Apple Deal
Qualcomm shares climbed about 4% after the company announced new AI-focused smartphone chips alongside an ongoing chip supply agreement with Apple. Investors welcomed the dual boost, viewing the Snapdragon AI lineup and continued Apple business as strengthening the company's position in mobile semiconductors. The move reflects renewed optimism about Qualcomm's growth prospects in the AI phone market.
- 4Broadcom raises AI sales forecast despite steep share slideβΌBroadcom raises AI sales forecast as stock lingers 29% below its high
Broadcom has raised its sales forecast for AI-related chips, a sign that demand for artificial intelligence semiconductors remains strong. The company's stock, however, continues to trade roughly 29% below its all-time high, reflecting investor caution about the broader AI trade and semiconductor valuations despite the upgraded outlook.
- 5Chip Stocks Tumble Again, Halting Rebound HopesβΌINTC, AMD, MU, NVDA: Chip Stocks Tumble Again, Stalling A Nascent Rebound
Shares of major US semiconductor companies, including Intel, AMD, Micron and Nvidia, fell again on Tuesday, halting an early rebound in the sector. The renewed selloff weighed on broader technology sentiment, with investors watching for clarity on demand, valuations and macro conditions before re-entering chip names.
- 6Qualcomm Unveils Two New AI-Focused Smartphone ChipsβQualcomm Launches Two New Smartphone Chips As AI Push Intensifies β QCOM Stock Edges Lower After-Hours
Qualcomm has announced two new smartphone chips as it deepens its push into on-device artificial intelligence, positioning itself against rivals in the mobile processor market. Despite the product launch, the company's stock edged lower in after-hours trading, suggesting investors were not immediately impressed or had expected more from the announcement.
- 7Huawei Announces Two Advanced AI Chips for 2027, Nvidia in FocusβΌNVDA Stock In Focus As Huawei Announces 2 Advanced AI Chips For 2027
Huawei has announced plans for two advanced AI chips slated for 2027, putting Nvidia stock in focus as investors weigh rising Chinese competition in the AI semiconductor market. Traders are watching how Huawei's roadmap could challenge Nvidia's dominance in AI accelerators and what it means for US export restrictions and Nvidia's China business.
- 8SpaceX Turns Positive in Pre-Market After Falling Below IPO Debut PriceβΌUS Pre-Market: SpaceX Bucks Trend to Turn Positive After Falling Below IPO Debut Price, Chip Stocksβ Collective Slump Drags Nasdaq Futures Down 2.7%
In US pre-market trading, SpaceX shares reversed early losses and turned positive after dipping below their IPO debut price, moving against a broad market decline. Chip stocks fell collectively, dragging Nasdaq futures down 2.7%. Traders are watching whether the space company's recovery can hold once regular trading begins amid the semiconductor-led selloff.
- 9AMD, Marvell, Micron Shares Hit 52-Week HighsβΌAMD, MRVL, MU Stocks Hit 52-Week Highs: What Drove The Chip Stocks Higher?
Shares of chipmakers AMD, Marvell Technology and Micron have each climbed to 52-week highs, drawing attention to what is powering the semiconductor rally. Investors are weighing drivers such as strong demand tied to artificial intelligence computing and improving memory pricing. Traders are debating whether the momentum in chip stocks can continue or if valuations are running ahead of fundamentals.
- 10Chip Stocks Including Micron and Nvidia Rally PremarketβMU, SNDK, NVDA, AMD: Chip Stocks Gain Premarket, Extending Relief Rallies
Semiconductor shares including Micron, SanDisk, Nvidia and AMD gained in premarket trading, extending recent relief rallies across the chip sector. Investors are watching whether the rebound can hold amid ongoing volatility around AI demand, valuations and macro conditions. Traders on social platforms flagged the broad move, noting strength across memory and GPU names rather than a single-stock story.
- 11TSMC shares slip as CEO warns AI chip shortage will persistβTSM Stock Slips Premarket Today β CEO Reportedly Says AI Chip Shortage Isnβt Ending Anytime Soon
Taiwan Semiconductor Manufacturing Company shares traded lower in premarket activity on Thursday after the company's chief executive reportedly said the shortage of AI chips will not ease anytime soon. The comments come as demand for advanced chips used in artificial intelligence continues to outstrip supply, keeping investors focused on how long capacity constraints will last.
- 12Memory Chip Stocks Rally as U.S.-Iran Strikes HaltβΌMU, SNDK, SKHY, DRAM: Memory Chip Stocks Surge In Relief Rally As U.S.-Iran Reportedly Halt Strikes
Memory chip stocks including Micron (MU), SanDisk (SNDK) and SK hynix-linked names surged in a broad relief rally after reports that the United States and Iran have halted strikes. Investors read the de-escalation as a signal to buy back into risk assets, with semiconductor and memory names among the standout gainers as geopolitical tensions ease.
- 13Chip Stocks Slide as Investors Seek Safety on Iran TensionsβNVDA, MRVL, SNDK, SKHY, And Other Chip Stocks Slide: Analyst Says Investors Are Rotating To Safety Amid Iran War Tensions
Shares of major semiconductor companies including Nvidia, Marvell, SanDisk and SKHY fell as an analyst said investors are rotating out of riskier tech holdings into safer assets. The move is being attributed to escalating war tensions involving Iran, which has prompted a broader flight to safety across markets and weighed on high-valuation chip stocks.
- 14AMD Slips as Retail Traders Call Chip Rally ExhaustedβΌAMD Stock Slips Despite Wave Of Price Target Hikes β Retail Traders Say Chip Rally Is 'Starting To Look Exhausted'
AMD shares edged lower even as several analysts raised their price targets on the chipmaker. Retail traders are pushing back against the bullish calls, arguing the semiconductor rally is 'starting to look exhausted' after a strong run-up. The split between Wall Street optimism and investor caution is fueling debate over whether the sector's momentum can continue.
- 15Chip Stocks Rebound After Two-Day DeclineβChip Stocks Rise After Two-Day Skid. Tower Semiconductor Among Leaders.
Semiconductor shares rose in trading on Tuesday, bouncing back after two straight days of losses. Tower Semiconductor was among the leading gainers in the sector. The rebound offers some relief to investors who have watched chip stocks wobble recently amid ongoing questions about demand, pricing and the pace of spending on artificial intelligence infrastructure. Traders are watching whether the recovery can hold through the rest of the week.
- 16Qualcomm Shares Rise on Reported Tenstorrent Acquisition InterestβQCOM Stock Jumps Over 4% β Qualcomm Reportedly Eyes Tenstorrent Acquisition To Power AI Chip Ambitions
Qualcomm stock jumped more than 4% after reports that the chipmaker is considering an acquisition of AI chip startup Tenstorrent. The move would signal a serious push by Qualcomm into AI accelerators, a market currently dominated by Nvidia. Investors appeared to welcome the prospect of Qualcomm strengthening its position in the fast-growing artificial intelligence semiconductor sector.
- 17SpaceX reportedly buying Nvidia AI chips in bulkβNvidia Stock: Hereβs How Many AI Chips SpaceX Is Buying.
Barron's reports that SpaceX is purchasing a significant number of Nvidia AI chips, tying Elon Musk's space company to the booming demand for artificial intelligence computing hardware. The report follows widespread interest in how much AI compute Musk's ventures are securing, as Nvidia's GPUs remain the most sought-after chips in the industry. Investors are watching Nvidia's stock closely as major buyers like SpaceX add to already heavy demand.
- 18Broadcom Shares Flat Despite 43% Earnings GrowthβΌBroadcom Stock Is Back Where It Ended 2025, but Its Earnings Are About 43% Higher. Is It a Buy?
Broadcom's stock is trading at roughly the same level where it ended 2025, even though the company's earnings have grown about 43% since then. The Motley Fool asks whether the flat share price makes the AI-chip and networking giant a buy, arguing that significantly higher earnings at the same valuation could signal upside. Investors are weighing whether Broadcom's recent stagnation reflects market caution or a buying opportunity.
- 19Morgan Stanley flags Nio's AI chip unit as potential upsideβΌNIO Stock Stares At Another Red Month β But Morgan Stanley Says Nvidia-Rivaling AI Chip Arm Could Be Nioβs Valuable Call Option
Nio shares are on course for another monthly loss, but Morgan Stanley argues the Chinese EV maker's in-house AI chip development could prove a valuable call option for its valuation. The bank sees the unit, potentially rivaling Nvidia, as an underappreciated asset that could offset weakness in the core electric vehicle business if it delivers.
- 20Marvell Stock Rises Overnight on Google Custom AI Chip TalksβΌMarvell Stock Jumps Overnight On Buzz Of Custom Google AI Chip Talks: Retail Bulls Cheer Loudly
Marvell Technology shares climbed in overnight trading amid reports that the chipmaker is in talks with Google over a custom artificial intelligence chip. Retail investors reacted enthusiastically, with bullish commentary driving sentiment around the semiconductor company. The potential deal would add Marvell to the list of firms helping tech giants design their own AI silicon.
- 21Micron, SanDisk, CoreWeave, IREN Stocks Rebound After Sell-OffβΌMU, SNDK, CRWV, IREN Stocks Climb After Brutal Week: Retail Bets On Memory, Neocloud Rebound
Shares of Micron, SanDisk, CoreWeave and IREN rose following a steep week of losses, with retail investors betting on a recovery in memory chip names and so-called neocloud computing stocks. Traders are watching whether the bounce signals a durable turnaround in the AI hardware and data center trade or just a temporary relief rally.