S&P 500 index-fund investors are locked into a big bet that AI capital expenditures will pay…
Lam Research Corp.
The surprising stocks powering the chip sector toward its first new high in a month
Published: Jan. 6, 2026 at 1:21 p.m. ET The PHLX Semiconductor Index is en route to its…
Why chip stocks are extending their gains ahead of Nvidia’s CES speech
Lam, Applied Materials and KLA shares are some of the sector’s biggest winners upon heightened enthusiasm…
Broadcom and these chip stocks make J.P. Morgan’s list of top picks
Fears of an AI bubble are likely here to stay. But a strong spending landscape means…
Software stocks suffer worst day in 10 months, widening the gap with hot chip stocks
Published: Jan. 29, 2026 at 3:49 p.m. ET The technology sector’s great divide has only gotten starker…