Shares of foundry, fabricator and IDM chip companies are trading higher after AI cloud providers CoreWeave and Nebius reported better-than-expected Q2 results and server and storage maker Super Micro Computer reported better-than-expected Q4 financial results, all of which may help bolster the demand outlook for the sector.

Shares of semiconductor and chip companies are trading lower. The industry may be pulling back ahead of Nvidia's Q2 earnings report due August, 26.

Shares of semiconductor and chip companies are trading lower amid rising oil prices and bond yields, prompting inflation concerns. Also, declining memory chip companies may weigh on the broader industry.

New York’s Factory Activity Expands to 4-Year Highs: Is AI Powering a Manufacturing Boom?

New York manufacturing activity hit a four-year high after July’s ISM PMI reached its strongest level since 2022, highlighting AI-driven demand.

The IV Crush Is Only Half The Story: How Options Get So Expensive Before Earnings

Before the IV crush comes the IV rush. Data on Salesforce, Intel and NVIDIA shows how implied volatility climbs into earnings — and why option prices don't follow.

QUICK SPARK: Nvidia's Next Rally Could Create Another Fourteen Intels in Market Value

If Nvidia were to reach that level from its current price of around $226, its market capitalization would climb to about $12.5 trillion.

Why Is Intel Stock Surging on Thursday?

Intel Corp. (INTC) stock is surging Thursday following Nvidia’s strong Q2 financial results and reports of potential broad U.S. chip tariffs.