Meso Mature Active

Yapay Zeka Talebiyle Yarı İletken Hisseleri Yükseldi

Yerleşik anlatı, istikrarlı bir kapsama alanı ile.

Puan
0,5
Hız
▲ 3,0
Makaleler
58
Kaynaklar
4

Duyarlılık Zaman Çizelgesi

Olay Zaman Çizelgesi

Haz 14, 2026
Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers … Bullish
Haz 13, 2026
Why Intel, AMD, Arm, and Other Artificial Intelligence (AI) Stocks Popped Today Bullish
Haz 10, 2026
The Bond Market Is Forcing the Fed to Cut Rates. But Wall … Bullish
Haz 09, 2026
Asia chip-linked shares recover after U.S. peers bounce back Bullish
Haz 08, 2026
Nasdaq and S&P 500 Bounce Back On Monday as Chip Stocks Shake … Bullish
Haz 07, 2026
Why 1 Veteran Analyst Doubled Her Micron Stock Price Target for 2026 Bullish
Haz 06, 2026
$10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s … Bullish
Haz 04, 2026
Ambarella Bets on Edge AI as Auto Sales Head for Record and … Neutral
Haz 02, 2026
Wall Street Can't Get Enough of Semiconductor Stocks. Should You Buy Micron … Bullish
Haz 01, 2026
Cohu Inc. (COHU) Soars on AI-Driven Semiconductor Demand and Strong 2026 Outlook Bullish
May 31, 2026
These 2 Artificial Intelligence (AI) Memory Chip Stocks Just Joined the $1 … Bullish
May 30, 2026
Qualcomm Stock Just Hit New Record Highs. Investors Can Thank a ByteDance … Bullish
May 29, 2026
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor … Bullish
May 28, 2026
The Under-the-Radar AI Semiconductor Play You Shouldn’t Ignore Bullish
May 22, 2026
Is Qualcomm Inc. (QCOM) a Top tech Stock in Ken Fisher Portfolio … Bullish
May 21, 2026
Intel, Micron, and other semiconductor stocks extend bounce ahead of Nvidia earnings Bullish
May 15, 2026
Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI … Bullish
May 14, 2026
Cisco CEO says tech is entering a 'networking supercycle' as stock pops … Bullish
May 13, 2026
Want AI Exposure? SOXX and CHAT Take Very Different Paths to the … Neutral
May 11, 2026
Jim Cramer's approach to rallying AI stocks, plus updates on our breakup … Bullish
May 09, 2026
Boom or Bubble? Here's Where Sandisk Stock Could Be in 3 Years. Bullish
May 08, 2026
Is Taiwan Semiconductor (TSM) Still The Best AI Chip Stock to Buy? Neutral
May 07, 2026
As Wall Street Eyes $2,000 for SNDK Stock, Sandisk Is Counting on … Bullish
May 06, 2026
2 Semiconductor Stocks to Own in May Bullish
May 05, 2026
Qualcomm Stock is Soaring Bullish
May 04, 2026
Tech stocks today: Semiconductor company earnings in focus amid AI boom, Musk … Bullish
May 03, 2026
Alphabet Is Dropping $190 Billion on AI Infrastructure: 3 Semiconductor Stocks Set … Bullish
May 02, 2026
As Data Center Demand Grows, Susquehanna Says You Should Buy AMD Stock … Bullish
Nis 30, 2026
Semiconductor stocks rise on Big Tech earnings, Qualcomm beat Bullish
Nis 28, 2026
5 Top Stocks to Double Up on Right Now Bullish

İlgili Makaleler

The AI Trade Starts Holiday-Shortened Week Strong as Chip and Memory Stocks Surge

Yahoo Finance · Haz 17, 2026
Mixed

Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up …

Yahoo Finance · Haz 14, 2026
Mixed

Why Intel, AMD, Arm, and Other Artificial Intelligence (AI) Stocks Popped Today

Nasdaq · Haz 13, 2026
Mixed

Nasdaq and S&P 500 Bounce Back On Monday as Chip Stocks Shake Off Friday's Hangover

Nasdaq · Haz 08, 2026
Mixed

Semiconductor Stocks Soared in May. Can the Rally Keep Running Into Summer?

Nasdaq · Haz 02, 2026
Bearish

Wall Street Can't Get Enough of Semiconductor Stocks. Should You Buy Micron or Intel Right …

Nasdaq · Haz 02, 2026
Bearish

HPE surges 29% as AI infrastructure boom boosts server demand

Yahoo Finance · Haz 02, 2026
Mixed

These 2 Artificial Intelligence (AI) Memory Chip Stocks Just Joined the $1 Trillion Club. Here's …

Yahoo Finance · May 31, 2026
Bearish

This Sleeping Semiconductor Giant Will Be the Biggest Winner of the AI Inference Era (Hint: …

Nasdaq · May 29, 2026
Bearish

2 AI Infrastructure Stocks That Could Rise 25% and 80% Despite Overdone Spending Fears

Nasdaq · May 29, 2026
Mixed

Is Qualcomm Inc. (QCOM) a Top tech Stock in Ken Fisher Portfolio on Data Center …

Yahoo Finance · May 22, 2026
Mixed

Intel, Micron, and other semiconductor stocks extend bounce ahead of Nvidia earnings

Yahoo Finance · May 21, 2026
Mixed

Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips

Yahoo Finance · May 15, 2026
Mixed

Cisco CEO says tech is entering a 'networking supercycle' as stock pops 14% on strong …

CNBC · May 14, 2026
Mixed

Jim Cramer's approach to rallying AI stocks, plus updates on our breakup plays

CNBC · May 11, 2026
Mixed

Markets 'love chasing bottlenecks': Wall Street weighs epic run in AI stocks

Yahoo Finance · May 11, 2026
Bearish

2 Semiconductor Stocks to Own in May

Yahoo Finance · May 06, 2026
Mixed

Alphabet Is Dropping $190 Billion on AI Infrastructure: 3 Semiconductor Stocks Set to Win Big

Nasdaq · May 03, 2026
Mixed

5 Top Stocks to Double Up on Right Now

Nasdaq · Nis 28, 2026
Mixed

Is Nova Ltd. (NVMI) A Good Stock To Buy Now?

Yahoo Finance · Nis 28, 2026
Mixed
🤖

AI Genel Bakış

Ne Olduğu: Yarı iletken hisse senetleri 20 Nisan'da yükseldi; Qualcomm (QCOM) ön piyasa işleminde %9 artışla, benzerleri Broadcom (AVGO), Intel (INTC) ve AMD (AMD) de yükseliş gösterdi. Bu ralli, Meta Platforms (META) ve Microsoft (MSFT) gibi büyük teknoloji şirketlerinden gelen güçlü kazançlar tarafından yönlendirildi ve bu da yarı iletken ürünlere yönelik güçlü talebi gösterdi. Ek olarak, AMD, Arm Holdings ve Micron, GPU'lar, CPU'lar ve yüksek bant genişliğine sahip bellek çipleri için artan talep nedeniyle temel yapay zeka altyapı oyuncuları olarak ortaya çıktı.

Piyasa etkisi: Yarı iletken sektörü, yapay zeka altyapısıyla ilgili şirketlerden faydalanarak geniş tabanlı bir ralli yaşadı. Apple'ın yapay zeka gelir elde etme stratejileri de sektöre olumlu etki yaptı. Yarı iletken ekipman tedarikçisi Nova Ltd. (NVMI)'nin hisse senedi fiyatı 532,17 dolara ulaştı ve boğa piyasası hissiyatı, yapay zeka ve 5G trendlerine maruz kalmasından kaynaklandı.

Sonraki neye dikkat etmek: Yatırımcılar, yapay zeka odaklı yarı iletken ürünlere yönelik talebe ilişkin daha fazla fikir sağlayacağı 2 Mayıs'ta AMD'nin kazanç duyurusunu yakından takip etmelidir. Ek olarak, 3 Mayıs'taki yaklaşan Apple etkinliği, şirketin yapay zeka stratejileri hakkında daha fazla ayrıntı sunabilir ve bu da daha geniş yarı iletken sektörünü etkileyebilir.
Yapay Zeka Genel Bakışı (Bugün itibarıyla) Haz 17, 2026

Zaman Çizelgesi

Son GüncellemeNis 28, 2026