The average stock is outperforming as semiconductor shares struggle, indicating a broadening market.

Intel and AMD signed longer-term purchase commitments with Chinese server customers for data-center processors as prices surge, according to sources.

TSMC will raise chipmaking prices by up to 10% starting in 2027.

Jim Cramer highlights semiconductor strength and Bristol Myers Squibb's purchase of Nvidia chips for AI drug discovery.

Goldman Sachs suggests three investment themes beyond semiconductors, as the AI trade falters and chip stocks enter a bear market.

Micron Technology's stock price falls below $1,000 amid turbulence in the artificial intelligence trade and a plunge in chip stocks.

U.S.-Iran hostilities escalated over the weekend, pushing Brent crude above $91 and WTI above $84, while Asian stocks fell and the Philadelphia Semiconductor Index entered a bear market.

Iran claimed its naval air defense shot down a US LUCAS drone off the southern coast, citing state media photos of a damaged drone.

Earnings season intensifies next week with GOOGL, INTC, TXN, TSLA, and others reporting; GOOGL's AI spending outlook and semiconductor sector results are key market catalysts amid geopolitical and Fed risks.

A former Intel CEO warns that a China-induced Taiwan blackout could trigger a crisis worse than the Great Depression.

The S&P 500 and Nasdaq fell sharply after Netflix guidance disappointed, while semiconductor stocks extended losses amid Taiwan Semiconductor's higher 2026 capital expenditure guidance.

Chip stocks entered bear-market territory, and a BofA analyst advises against panicking, noting the sector's Q3 underperformance.

Semiconductor sector slump is deepening.

Moonshot AI's open-weight model Kimi K3 with 2.8 trillion parameters triggered a chip stock sell-off, causing a market downturn on a Friday.

Compute Exchange launches a secondary GPU marketplace for pre-owned and refurbished Nvidia H100 and A100 accelerators amid sustained demand.

The PHLX Semiconductor Index is on track to enter a technical bear market, though Bank of America analyst Vivek Arya described the downturn as a summer reset, not a fundamental reversal.

U.S. semiconductor stocks are heading for their worst week in over 15 months, with the Philadelphia Semiconductor Index down 12.5%, as investors question the AI-driven rally after China's Moonshot unveiled a powerful open AI model.

Futures fell after a Chinese AI breakthrough similar to DeepSeek triggered a selloff in chip stocks.

Chips fall as investors reassess AI trade after China's Moonshot claims its Kimi K3 model competes with OpenAI and Anthropic, but breadth suggests a rotation.