#Computex

2 articles with this tag

Intel and AMD lead chip rally on Computex AI push as cloud software sells off, SOXX +1.76%
AI Stocks Daily

Intel and AMD lead chip rally on Computex AI push as cloud software sells off, SOXX +1.76%

AI cloud software names shed 6-8% on rotational selling Wednesday while Intel and AMD each gained more than 4% on a Computex AI showcase. Broadcom reported record second-quarter revenue of $22.2 billion after the close.

3 months ago
SMCI and Applied Materials lead AI equipment surge at Computex, SOXX +5.79%
AI Stocks Daily

SMCI and Applied Materials lead AI equipment surge at Computex, SOXX +5.79%

Semiconductor equipment stocks surged on Tuesday as Jensen Huang confirmed Nvidia's Vera Rubin entering full production at Computex 2026. SOXX jumped 5.79%, SMCI added 7%, and AMAT gained 7% while Snowflake and Dell gave back recent gains on profit-taking.

3 months ago