NVIDIA Corporation

Palantir Technologies Inc.

Intel Corporation

The Nasdaq 100 Index, heavily weighted toward technology companies, fell 1.4% on Aug. 19, one of its worst performances since the April selloff. The S&amp;P 500 lost 0.6%, and the Dow Jones once again failed to hold a record before the close. Indexes declined as technology companies related to artificial intelligence, including Nvidia and Palantir, fell. Investors worried about the prospects of an AI-related rally and locked in profits. In particular, they have been spooked by a study showing that 95% of companies get nothing from their investments in generative AI.

The Nasdaq 100 has one of its worst one-day drops since April, the Dow failed to hold a record high

Broadcom Inc.

Micron Technology, Inc.

SOX semiconductor index back to highs after declines

Citi expects the rally in semiconductor stocks to continue. Which securities does he advise?

Advanced Micro Devices, Inc.

U.S. President Donald Trump, speaking to reporters on Friday aboard Air Force One, suggested that duties on U.S. semiconductor imports could rise by up to 300%, Bloomberg <a href="https://finance.yahoo.com/news/trump-says-semiconductor-tariffs-coming-125909996.html">reports</a>.

Trump says chip duties could reach 300%. Nvidia and AMD shares fell

AMD and Broadcom will be the main beneficiaries of Microsoft and Meta's capex growth, according to Citi analysts


Nvidia and eight other stocks. Which companies to bet on after the Microsoft report?

Cadence Design Systems, Inc.

The list ranges from popular beneficiaries of the AI boom like Nvidia to less obvious software and hardware developers

Goldman Sachs has named four favorites in AI stocks. It expects them to grow by at least 13%

Oracle Corporation

Tesla, Inc.

The technology investment fund doesn't hold Tesla stock because of the price war in the electric car market and is tired of waiting for breakthrough solutions from Apple

"Not investing in hopes and dreams": investor found a replacement for Apple and Tesla in the Seven

Demand for neural network training capacity and custom AI-based applications will support the sector in the coming years, says the bank

UBS names the three most promising stocks in the wave of artificial intelligence development

Delta Air Lines, Inc.

Nvidia stock gains pull tech indexes higher

Nasdaq 100 index hits record for the first time since the imposition of duties and the Iran crisis

HSBC forecasts Broadcom to generate much more revenue from narrowly focused chips than other analysts' average estimates

HSBC expects demand for chips to grow for IT giants. Which company will benefit from this?

Zscaler, Inc.

Major economic changes "put the market in a tightrope walker's position," wrote analysts at a Swiss bank

UBS advised not to chase the rally, but to move into protective assets

Broadcom ranked seventh among S&P 500 players by market capitalization, surpassing Berkshire Hathaway investment guru Warren Buffett's Berkshire Hathaway


"A worthy replacement for Tesla": analysts have named a new candidate for the Magnificent Seven

Broadcom shares, which are trading near an all-time high, received multiple target upgrades from Wall Street analysts at once