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Nvidia stock is having a good year, but it hasn't been as strong as investors may have expected.

Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business? On the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, Micron trades at about 23.5 times. That number looks backward, and memory prices have moved too fast for it to show what Micron earns today.

Intel's AI opportunity has strengthened its growth story, but the stock's sharp run has pushed its sales multiple above the semiconductor industry average.

Micron Technology (MU) has returned about 575% over the past twelve months, against 17% for the S&P 500. The past three months added about 4%, so the run has flattened. At a price near $1,100, you would be buying the record profit that boom produced, and contracts that will cap the price of much of Micron's memory once its planned deals are signed.

ASML commands a near-monopoly on essential chipmaking equipment with a 29% net margin and strong cash flow, while Intel navigates a turnaround with negative earnings and government ties.

If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA's revenue more than doubled year over year in fiscal Q2 2027, so this number is easy to miss. An important thing to watch is how much future demand depends on NVIDIA backing its own customers.

The chipmaker has come a long way from being a distant second to Nvidia.

Coretura just handed BlackBerry its first named design win for Alloy Kore, sending shares surging well past the broader software sector, but the deal comes with no contract value, no revenue timeline, and an earnings report less than 48 hours away.

Leading AI stocks ripped higher to kick off this trading week as investors pile back into Big Tech. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley weigh in on the market breadth of the equities participating in this latest rally.

Googlebook pushes Gemini into premium PCs as Alphabet takes on Apple and established Windows laptop makers.

Key TakeawaysSector Rally: Astera Labs stock jumped 12% on Monday, September 21, closing at $341 as a broad semiconductor rally lifted AMD past a $1 trillion market cap and sent Intel up more than 13%. Street Split: the 26 analysts TIKR tracks on Astera Labs stock split 12 buys, 7 outperforms, and 7 holds, with a mean target of $390 sitting 14% above Monday’s close.

AI agents fuel fresh optimism around semiconductor demand.

Meta's Muse could usher in a wave of agentic AI-driven growth for chipmakers.

(Updates with market moves at the end of the day, and other changes, if any.) The Nasdaq Composit

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

AMD touched $1 trillion as Meta's Muse agent, a 10% chip price hike and a CPU rotation left Nvidia trailing.

Intel Jumps After Fresh AI Optimism Sparks Semiconductor Rally

A Cramer lightning-round call just sent BlackBerry shares surging ahead of a quarterly report that could either validate the QNX software story or unwind the entire move in a single session.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Broadcom's AI revenue roadmap is secured for years, backed by commitments from the world's tech giants. Intel's turnaround is making progress, but the foundry business still needs to prove it can win at commercial scale.

Shares of AMD, Arm and Intel all jumped as optimism over growing demand for CPUs sent chip stocks higher.

Investing.com -- Technology stocks roared back on Monday, propelled by a powerful rally in Meta Platforms and semiconductor leaders as Wall Street recognized that consumer "agentic" AI may have finally reached a mainstream tipping point. Meta Platforms (NASDAQ: META) rallied 6.5% on Monday, leading a broader market advance that lifted the Nasdaq 100 by 2.15%. The frenzy extended deep into the semiconductor sector, with CPU-linked chipmakers staging explosive gains: Arm Holdings (NASDAQ: ARM) sur

Persistent agents could expand general-purpose computing, but Meta has disclosed no Intel deployment.

Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the biggest moves share almost nothing in common except a suddenly crowded bull thesis.

The semiconductor rally came alongside a roughly 3% decline in U.S. crude prices and lower Treasury yields, helping lift broader U.S. equity indexes.

Stocks climbed on Monday with tech leading the march higher as investors eyed the possibility of a U.S.-Iran deal. The Nasdaq Composite added 1.4% as the S&P 500 gained 0.9%. The Dow Jones Industrial Average gained 0.

Here's a check of the markets in the first few minutes of trading.

Intel stock and Arm Holdings were gaining as the success of Meta Platforms' Muse AI agent could boost CPU demand.

Stocks have largely powered through a wall of worry this month, though rising bond yields, geopolitical risk in the Middle East, and AI jitters have given investors reason to pause

By Wayne Cole SYDNEY, Sept 21 (Reuters) - Share markets edged higher in Asia on Monday as AI's insatiable demand for data buoyed chipmakers, and oil eased as hopes Saudi Arabia could boost supplies