While mainstream retail investors spent the first half of 2026 hyper-focused on Nvidia, chip legacy giants AMD and Intel (INTC) stock quietly engineered a stunning regime change. Leaving NVDA’s relatively muted H1 performance in the dust, both processing underdogs capitalized on massive rotational capital and a critical broadening of the artificial intelligence (AI) infrastructure narrative.
Nvidia stock (NVDA) edged higher on Monday but continued to lag the broader semiconductor rally as investors remained cautious about the company’s ability to capture the next wave of artificial intelligence infrastructure spending. The stock rose 0.5% to $195.86 in early trading, well behind the wider chip sector. The iShares Semiconductor ETF gained 4.3%, led
All eyes are on Terawulf (WULF) shares this morning after the digital infrastructure firm revealed a monumental $19 billion contracted revenue deal with Anthropic. But it’s not all about WULF only; neocloud provider IREN Ltd (IREN) is soaring this morning as well, and it also has the same artificial intelligence (AI) research lab to thank.
Shares of Palo Alto Networks Inc. (PANW) climbed more than 5% on Monday after analysts at BTIG and Wells Fargo raised their price targets on the cybersecurity company. The analysts raised prices citing improving business momentum and continued demand for AI-driven security solutions. The stock rose as much as 5.7% during morning trading to a