AI will continue to drive chip stocks and is “an area of relative certainty” against a changing geopolitical and economic backdrop, Cantor analysts say.

Despite China's ongoing property crisis and its trade war with the US, the Hang Seng Tech Index has surged over 60% in 2025.

MU is seeing an uptick in bullish attention in the options pits, too. So far today, 249,000 calls have been exchanged, compared to 189,000 puts, activity that's double the expected volume. The September 170 call is the most active contract, with new positions being opened there.

Analog Devices was the biggest faller in the S&P 500 in premarket trading, down 2.6% to $238.90. Texas Instruments, ON Semiconductor and NXP Semiconductors weren’t far behind, falling between 2.4% and 1.9% each.

Artificial intelligence chipmakers saw strong momentum this week as corporate earnings, cloud computing contracts, and surging demand for AI infrastructure fueled gains across the sector. Nvidia (NASDAQ:NVDA),

Chips stocks slid Friday, dragging on the major U.S. equities indexes in the last trading session of August as China concerns weighed on the sector.

These five artificial intelligence stocks cover every angle of AI -- from chips and the cloud to quantum breakthroughs and clean power.

Four blue-chip stocks stand out even as the STI hovers above 4,300. The post 4 Blue-Chip Stocks to Watch as the STI Hits Record Levels appeared first on The Smart Investor.

The investment comes weeks after the Trump administration engineered an extraordinary deal to assume a 10 percent stake in the struggling chipmaker.