SK hynix (SKHY), Nebius (NBIS), and AMD are favored for direct exposure to AI bottlenecks and resilient demand. The recent AI sell-off reflects unwinding of speculative positioning, not a fundamental ...

Advanced Micro Devices (NASDAQ:AMD) executives used a question-and-answer session at the company's Advancing AI 2026 conference to expand on its AI data center roadmap, customer engagements and ...

Advanced Micro Devices, Micron Technology and Applied Materials remain in focus as earnings quality, cash conversion and operating discipline shape US s.

Intel, Texas Instruments and KLA Corporation remain in focus as customer demand, order visibility and pricing conditions shape US semiconductor stocks.