Shares of semiconductor and chip companies are trading lower as energy prices, rate expectations and bond yields converge to weigh on the demand outlook for sectors that are exposed to highly leveraged capex cycles.

Oil Tops $100, Meta and Cloudflare Jump On AI Breakthroughs: Stock Market Today

Brent crude pushes above $100 a barrel for the first time since July as US-Iran strikes escalated, equities slip broadly.

Shares of semiconductor and chip companies are trading higher. The broader industry may be rallying alongside memory and storage-related peers.

SanDisk Jumps 10%, Lululemon Crashes 17%: Stock Market Today

A blowout August jobs report pushed traders to price a coin-flip chance of a Federal Reserve rate hike this month, dragging the S&P 500 and Dow lower by midday Friday.

HPE Surges 26% in 3 Months: Is it the Right Time to Buy the Stock?

Hewlett Packard Enterprise (HPE) has outperformed its industry with a 25.9% gain over three months, driven by strong AI infrastructure demand. The company reported $2.4 billion in AI Systems orders and a record $7.6 billion total AI backlog in Q3 fiscal 2026. Cloud & AI revenues rose 25% with server revenues jumping 35%, while gross margins expanded to 40.4% and operating profit grew 155%. Despite the stock appreciation, HPE trades at a discount with a forward P/S ratio of 1.5 versus the industry average of 4.81, prompting analysts to recommend accumulation.

Micron, SK Hynix Are Top Bets in New NRAM ETF as AI Memory Demand Surges

NRAM joins the growing memory ETF trade as AI accelerators demand more HBM and memory capacity from chipmakers.

What's Going On With Sandisk Stock Thursday?

Sandisk (SNDK) stock fell ~4% amid a tech sell-off. Explore Cramer’s insights, technical analysis, and analyst ratings.