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Computer chip stocks rocketed this quarter

It's another sign that the AI build-out is likely the biggest investment boom in American history.

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AI · summaries

axios.comStai leggendo7 h fa

Computer chip stocks rocketed this quarter

It's another sign that the AI build-out is likely the biggest investment boom in American history.

originale

cryptobriefing.com1 g fa

Chip stocks set for best quarter ever amid strong earnings surge

The Philadelphia Semiconductor Index surged roughly 74% in Q2 2026, its best quarter ever, driven by AI demand. But stretched valuations raise

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theguardian.com2 g fa

Shares in chipmakers underpinning AI boom rocket in first half of 2026

SK Hynix and Samsung jumped 310% and 183% in H1 2026, with US chipmakers 200-780%, as AI demand overwhelmed constrained memory supply. Tight chip supply signals persistent capex pressure; IT managers must budget for elevated memory costs through AI infrastructure scaling.

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cnbc.com22 h fa

Record chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarter

Wall Street poured into chipmakers not named Nvidia in the second quarter, as the artificial intelligence boom expanded to include more suppliers.

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morningstar.com1 g fa

Tech Up on AI Bets - Tech Roundup

Shares of technology companies rose as traders dived back into artificial-intelligence bets.

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Timeline cronologica

lunedì 29 giugno 2026·theguardian.com
Shares in chipmakers underpinning AI boom rocket in first half of 2026
Value of some chip manufacturers have tripled, or more, driving Asia Pacific stock markets sharply higher
lunedì 29 giugno 2026·morningstar.com
Tech Up on AI Bets - Tech Roundup
Shares of technology companies rose as traders dived back into artificial-intelligence bets.
martedì 30 giugno 2026·cryptobriefing.com
Chip stocks set for best quarter ever amid strong earnings surge
The Philadelphia Semiconductor Index surged roughly 74% in Q2 2026, its best quarter ever, driven by AI demand. But stretched valuations raise
martedì 30 giugno 2026·cnbc.com
Record chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarter
Wall Street poured into chipmakers not named Nvidia in the second quarter, as the artificial intelligence boom expanded to include more suppliers.
mercoledì 1 luglio 2026·axios.com
Computer chip stocks rocketed this quarter
It's another sign that the AI build-out is likely the biggest investment boom in American history.