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Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into ‌the fast-growing, but highly competitive, market for AI data center chips. Analysts ‌expect the San Diego-based company to name new customers for its AI chips as it tries to ​gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

The biggest IPOS in U.S. history include a major chipmaker, a ride-hailing firm and a handful of global telecoms.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."

The S&P 500 Index ($SPX ) (SPY ) today is down -0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.30%. June E-mini S&P futures (ESM26 ) are down -0.17%, and June E-mini Nasdaq futures...

SpaceX's market debut turned into a record retail buying event.

June S&P 500 E-Mini futures (ESM26) are up +1.22%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.99% this morning, pointing to a sharply higher open on Wall Street as oil prices sank after the U.S. and Iran reached an interim peace deal that would reopen the Strait of Hormuz.

At $342.23, Arm Holdings (NASDAQ:ARM) appears fairly valued, with a more attractive entry point sitting at or below $310 on any macro-driven technical consolidation. The stock has become the cleanest pure-play on agentic AI infrastructure, but the round trip from $100 to $428 and back to the mid-$300s in six months argues for patience over ... Buy, Hold, or Sell: Arm Holdings Shed 25% to Clear the Air as the Warsh Fed Digs In. Is It a Buy at $342?

Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.

Wall Street has been hit by a major tech sell-off just days before Elon Musk’s SpaceX is expected to join the US stock market.

It was a mind-blowing week for the AI trade, with only one reasonable conclusion.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

Stock Market Today: The Dow Jones index rose Friday ahead of the May jobs report. Lululemon stock plunged on earnings.

Broadcom shares fell Thursday despite a better-than-expected earnings report, leading other chip stocks lower.

Nasdaq 100 futures fell more than 1% as Broadcom's underwhelming AI chip guidance and escalating U.S.-Iran tensions pushed markets toward a second losing day

Nvidia looks to revamp the personal computer industry this fall by supplying AI-enabled PC chips for hardware vendors.

While SpaceX’s anticipated public debut has Wall Street salivating over what could be the most consequential IPO in a decade, the historical record offers a sobering warning. The company filed its S-1 in May, outlining three business segments: Space (Falcon and Starship launch services), Connectivity (the Starlink broadband network), and AI (X and Grok subscriptions). ... SpaceX Is About to IPO. History Says a 55% Stock Drop Could Be Coming Next.

Arm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the ‌export to China of CPUs that are useful for AI because of ‌their widespread use and as it would be difficult to block only AI CPUs. "CPUs are kind of ​like oil relative to the application space," Haas said in an interview with Reuters. Banning artificial intelligence CPUs would be nearly impossible because of the challenge of establishing specific performance thresholds and memory bandwidth limits as is possible with the ‌graphics processing units (GPUs) made by ⁠Nvidia, Haas said.

The world’s only $5 trillion company can sell the concept that AI computing won’t be confined to data centers.

(Bloomberg) -- Arm Holdings Plc may achieve its target of $15 billion in sales of its own chips earlier than anticipated, its chief executive officer said, reflecting stronger-than-projected demand from the AI boom.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found

Arm stock hit a record high on Nvidia's plans to use an Arm design for the central processing unit in its AI PC chip.

New AI-focused PC chips arrive this fall with Dell, Lenovo, and Windows for Arm support.

The source of SoftBank’s surge is pure AI enthusiasm, as the Tokyo-based investor has pivoted from a mix of startups, e-commerce and telecom companies to quickly become a major player in all things artificial intelligence. Arm has been on a tear lately as investors swoon over its plans to design chips that are ideal for agentic AI uses in data centers, giving it a market cap of about $375 billion.

Microsoft, Dell, and HP stocks popped after Nvidia announced a push into the personal computer market.

Microsoft, Dell and HP stocks popped after Nvidia announced a push into personal computers market.

June S&P 500 E-Mini futures (ESM26) are trending up +0.18% this morning as investors became more confident that the U.S. and Iran are nearing a deal.

ARM stock is climbing to fresh highs after Jefferies argued Nvidia’s Vera CPU momentum could dramatically accelerate Arm’s long-term royalty growth in AI infrastructure.

Arm Holdings plc (NASDAQ:ARM) is one of the 10 Best Performing Quantum Computing Stocks So Far in 2026. On May 16, Reuters, citing Bloomberg News, reported that Arm Holdings plc (NASDAQ:ARM) faces a US antitrust probe, with the Federal Trade Commission investigating its semiconductor licensing practices. The Federal Trade Commission is examining whether Arm Holdings […]