Arm Holdings plc - American Depositary Shares (ARM)

Shares of Super Micro Computer (NASDAQ:SMCI) climbed higher on renewed investor enthusiasm surrounding artificial intelligence (AI) infrastructure. The surge comes amid escalating demand for AI-optimized server platforms, high-performance computing systems, and integrated hardware solutions designed to power the next wave of machine learning, large language models, and real-time inferencing.

The US has paused new tech export restrictions on China to support Trump's negotiations with Xi Jinping, benefiting chip stocks like Nvidia and Broadcom.

These artificial intelligence companies are just starting to reach their full stride.

Intel Corp shares tanked on Friday after disappointing Q2 earnings. Analysts have mixed views on the company's competitiveness.

Major AI chip manufacturers see stock decline amid disputes over control and execution of $500B Stargate project. Arm solidifies role in project.

Buy-and-hold investing only works if you choose the right companies. Here are some potential examples.

Trump to announce $70 billion in AI and energy investments in Pennsylvania near Pittsburgh.Trump to unveil $70B in AI & energy investments, boosting chip stocks like NVDA, AMD, TSM, AVGO, ARM, MRVL, MU.

Billionaire investor Chamath Palihapitiya warns that the US risks losing AI dominance due to a lack of electricity to power data centers.

These companies dominate today's AI landscape, from infrastructure and software to consumer-facing applications.

Goldman Sachs says Nvidia, Broadcom, Cadence and Synopsys are best positioned for the next phase of AI growth. AMD, Arm, and Marvell fall short.