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Kospi trading halted as investors pull back from crowded AI and semiconductor bets.

Google TPU Order May Signal Foundry Momentum Ahead

Blackwell Availability Issues Point To Stronger Customer Demand

Wall Street can’t stop talking about Intel (NASDAQ:INTC), the once-faded chipmaker now sporting a 168.75% year-to-date rally on the back of an NVIDIA $5 billion equity injection, a U.S. government stake, and breathless turnaround chatter. Here is what the data actually shows. The Intel Trade Is Crowded, Capital-Hungry, and Mispriced for This Rate Regime The ... Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer Buy

Semiconductors have been one of the market's hottest sectors. But one of these major ETFs is better positioned for the remainder of 2026.

Nvidia and Google Spark Intel Rally With Massive Chip Production Moves

<body><p>STORY: Alphabet’s Google has placed an order with Intel for more than three million chips in 2028.</p><p>:: Intel</p><p>:: Nvidia</p><p>That’s according to the news site The Information Monday which also reported that Nvidia is evaluating Intel’s technology and running early trials as it considers future orders.</p><p>:: Intel</p><p>Shares of Intel jumped as much as 12% Monday morning to add to the nearly 169% gain so far this year, on the back of signs of steady turnaround progress under CEO Lip-Bu Tan.</p><p>:: Intel</p><p>Intel declined to comment on the report, while Alphabet and Nvidia did not immediately respond to requests for comment.</p><p>Reuters could not independently verify the report.</p><p>The potential order for Google's in-house AI chips would be a major win for Intel's contract manufacturing business, as the company works to regain ground it lost to Taiwan's TSMC after years of management missteps.</p><p>:: Archive</p><p>According to The Information's report, surging demand has led companies to seek out other manufacturers as TSMC tries to keep up with orders.</p><p>Since Lip-Bu Tan took charge, Intel has secured billions of dollars of investments from the Trump administration, Nvidia and SoftBank.</p><p>It is also working on chips for Tesla.</p><p>:: Intel</p><p>One analyst told Reuters that companies are supporting Intel because it has U.S.-based manufacturing, which is important for relationships with the Trump administration.&nbsp;</p></body>

These stocks could grow in value considerably over the next few years.

Fed rate hike probability has quietly climbed from 46% to 70% this year, and Saylor's prized Bitcoin may have been the first to feel the burn.

This has long been a dominant business, but its shares have more than doubled just over the past 12 months.

A dollar in First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) on the last trading day of 2025 was worth about $1.22 by the close on June 5, 2026, while the same dollar in the S&P 500 was worth about $1.08. That is the headline making the rounds, and the shorthand version of it (cybersecurity beat the ... Cybersecurity Goes Vertical: CIBR Just Crushed the S&P 500 by Three to One

Tango Therapeutics' (TNGX) initial results from a phase 1/2 trial of vopimetostat in combination wit

After a monumental rise in the company's share price, the market is ready to reach a new milestone.

Friday’s session broke a nine-week winning streak in the NASDAQ 100, with the index plunging hard enough to make investors wonder whether the AI-led rally in names like NVIDIA (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) had finally rolled over. Today, the bid is back. The NASDAQ 100 is up 2% to 29,589.50 and the Invesco QQQ Trust ... Is Today’s Tech Rally the Beginning of a Powerful Stock Market “Summer Melt-Up” That Will See Stocks Soar?

Supermicro is enjoying a rally that looks to be short-lived.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On May 28, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) conducted the 2026 Technology Symposium, where the company highlighted its manufacturing excellence by noting that it has accelerated the new fab expansion at an unprecedented 2X […]

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 3, 2026, NVIDIA Corporation (NASDAQ:NVDA) acquired Kumo AI, a four-year-old startup specializing in predictive business foundation models, according to sources familiar with the matter, said Fortune. The financial terms of the acquisition remain undisclosed. Meanwhile, Kumo’s co-founders, […]

The headline number making the rounds on cybersecurity ETF Twitter is bigger than the one the tape actually printed, and that gap is the most useful place to start. WisdomTree Cybersecurity Fund (NASDAQ:WCBR) closed at $33.54 on June 5, 2026, up from $27.56 on May 6. That is a clean one-month move, and on $10,000 ... This Cybersecurity ETF Just Surged 39% in a Single Month. The YTD Is Even Better.

Micron Technology (NASDAQ:MU) is the stock everyone wants to talk about right now, with shares up 202.87% year to date on an AI memory supercycle narrative that has order books reportedly stretching into 2027. But here’s what you should actually be watching. The Crowded Trade At The Top Of Its Cycle Micron just reported a ... As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner

The company's stock chart has gone practically vertical.

Broadcom (NASDAQ:AVGO) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers. Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 question ... Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year

Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw the Philadelphia semiconductor index post its fourth-worst decline ever: “Unless you have accelerated earnings, your stock is pretty much done. Got to go ... Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth

AMD is making a smart investment in the U.K.

Choosing between these two S&P 500 ETFs really comes down to how you feel about the tech sector.

While the market obsesses over every NVIDIA earnings whisper, an unglamorous parts retailer in Memphis has quietly become one of the most interesting contrarian setups of 2026. On a recent Barron’s Streetwise episode, host Jack Hough and D.A. Davidson analyst Michael Baker laid out a thesis that cuts against the current AI mania: AutoZone is ... Wall Street Slept on This Amazon-Proof Business Model. It’s Now at a 5-Year Discount.

DA Davidson says hyperscaler dependence may keep Nvidia's AI chip margins protected as rivals remain in early stages.

Synopsys (SNPS) CEO and President Sassine Ghazi joins Julie Hyman on Market Catalysts to discuss the outlook for the semiconductor industry and explain how Synopsys' strategic partnership with Nvidia (NVDA) is shaping the future of AI chip development.

The Procure Space ETF (NYSEARCA:UFO) has gone from a sleepy thematic vehicle to one of the sharpest risers in the market, with UFO shares up about 32% in the past month and 165% over the past year. That move is being powered by a re-rating of small commercial space names like Virgin Galactic (NYSE:SPCE), which ... UFO ETF Faces a Concentration Crisis as Virgin Galactic Surge Becomes Unsustainable

The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action? Bitcoin (CRYPTO:BTC) is trading near $63,800, up 2.8% over the past 24 hours, yet the multi-week chart tells a different story. Despite today’s ... Is the SpaceX IPO Crashing the Crypto Market?

Marvell stock has gained 270% so far this year.