Bullish for the Nasdaq
Semiconductor Stocks Broad-Based Rally
Stable
Steady attention in Nasdaq 100 coverage, without a clear trend.
Updated 13 October 2026
The bullish argument: Strength in semiconductor stocks is a bullish factor for the overall market.
How attention has changed
0% of Nasdaq 100 coverage
Rolling 3-day share · as of 13 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-14 | 0% |
| 2026-09-15 | 0% |
| 2026-09-16 | 0% |
| 2026-09-17 | 3.4% |
| 2026-09-18 | 3.3% |
| 2026-09-19 | 4.9% |
| 2026-09-20 | 0% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 0% |
| 2026-09-24 | 1.8% |
| 2026-09-25 | 1.5% |
| 2026-09-26 | 1.8% |
| 2026-09-27 | 0% |
| 2026-09-28 | 0% |
| 2026-09-29 | 0% |
| 2026-09-30 | 3.1% |
| 2026-10-01 | 2.4% |
| 2026-10-02 | 2.8% |
| 2026-10-03 | 0% |
| 2026-10-04 | 0% |
| 2026-10-05 | 0% |
| 2026-10-06 | 0% |
| 2026-10-07 | 0% |
| 2026-10-08 | 0% |
| 2026-10-09 | 0% |
| 2026-10-10 | 0% |
| 2026-10-11 | 0% |
| 2026-10-12 | 0% |
| 2026-10-13 | 0% |
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
Earlier coverage
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The Economic Times · Published 29 Sep 2026
US stock market today: Why Dow Jones falls while S&P 500 and Nasdaq climb as Nvidia, Oracle and Intel gain on oil retreat
In coverage record: 30 Sep 2026
“The contrast suggests investors are still willing to put money into areas tied to technology and artificial intelligence despite broader concerns about economic conditions.”
Read article -
Seeking Alpha · Published 23 Sep 2026
Don't Sell This Nasdaq Rally
In coverage record: 24 Sep 2026
“Semiconductors are the source of the earnings growth and the momentum.”
Read article -
Devdiscourse · Published 16 Sep 2026
Federal Reserve Hikes Interest Rates Amid Global Tensions
In coverage record: 17 Sep 2026
“tech stocks rebounded, bolstering the Nasdaq index”
Read article -
Devdiscourse · Published 16 Sep 2026
Wall Street Rollercoaster: Fed Hikes Interest Rates Amid Global Tensions
In coverage record: 17 Sep 2026
“The tech-heavy Nasdaq outperformed, aided by semiconductor gains”
Read article -
CNBC TV18 · Published 25 Aug 2026
US markets today: Dow futures gain as Treasury yields retreat; Wall Street awaits Nvidia earnings
In coverage record: 26 Aug 2026
“Nasdaq 100 futures advanced 0.9%, suggesting technology stocks could rebound after the sector weighed on Wall Street in the previous session. Chip stocks were among the strongest movers in premarket trading. Nvidia shares rose more than 1%, while Advanced Micro Devices and Micron Technology gained more than 2% each.”
Read article -
Australian Financial Review · Published 30 Jul 2026
Microsoft’s soars and revives the beleaguered AI trade
In coverage record: 31 Jul 2026
“Also revived, semiconductors. The Philadelphia Semiconductor Index was 8 per cent higher. Among the Nasdaq 100's biggest advancers: Nebius, up 27 per cent; Sandisk, up 24 per cent; and, CoreWeave, up 22 per cent.”
Read article -
Devdiscourse · Published 21 Jul 2026
Semiconductor Surge: AI, Stocks, and Global Tensions
In coverage record: 22 Jul 2026
“UBS Global Wealth Management suggests that earnings growth will likely continue to drive equity markets forward, despite semiconductor stocks recently experiencing a bear-market decline.”
Read article -
Devdiscourse · Published 21 Jul 2026
Semiconductor Surge: Wall Street Bounces Back Amid Market Dynamics
In coverage record: 22 Jul 2026
“Semiconductor stocks, which have recently been underperforming, provided robust support for the U.S. stock indexes. The Philadelphia SE Semiconductor Index witnessed a significant rally, marking a second consecutive rise after previously dipping over 20% from its late-June peak.”
Read article -
The Straits Times · Published 21 Jul 2026
Wall St ends higher on chip stocks recovery; earnings in focus
In coverage record: 22 Jul 2026
“Wall Street's main indexes closed higher on July 21, with the Nasdaq leading gains as a steep rally in semiconductor shares helped shift the focus away from the latest Middle East hostilities and tariff battles. Among the benchmark's 11 major industry sectors, nine advanced, with a 2.35 per cent rally in information technology leading the pack.”
Read article -
Devdiscourse · Published 21 Jul 2026
Semiconductors Rally: Wall Street Rises Ahead of Tech Earnings
In coverage record: 22 Jul 2026
“Wall Street's primary indexes experienced an upswing at the opening bell on Tuesday, driven by a resurgence in semiconductor stocks following a recent downturn.”
Read article -
CNBC · Published 20 Jul 2026
Tech stocks to buy after the big semiconductor pullback, according to UBS
In coverage record: 21 Jul 2026
“The recent pullback in semiconductor stocks may have created opportunities for investors willing to look beyond the market's short-term jitters. These companies have pulled back from recent highs, but show positive cash-flow return revisions and upside based on its valuation model, suggesting buying opportunities for investors.”
Read article -
Benzinga · Published 16 Jul 2026
Semiconductor Selloff: Are Chips Cheap Enough To Buy Now?
In coverage record: 17 Jul 2026
“Read plainly: semiconductors are now expected to grow faster than the broader tech index, while costing less per unit of that growth. The market is pricing chips as the cheaper growth story for the first time in a decade.”
Read article -
The Atlanta Journal-Constitution · Published 10 Jul 2026
World shares mostly climb and oil prices slip as traders monitor Iran war developments
In coverage record: 11 Jul 2026
“Micron Technology Inc. jumped after the chipmaker cited strong demand for memory chips.”
Read article -
The Atlanta Journal-Constitution · Published 10 Jul 2026
Asian stocks climb and oil prices slip as traders monitor Iran war developments
In coverage record: 11 Jul 2026
“Shares in memory chipmaker SK Hynix... climbed 2.2% in Seoul... citing increased investments in memory demand.”
Read article -
Benzinga · Published 10 Jul 2026
Nasdaq Jumps Over 300 Points as Semiconductor Stocks Gain: Investor Sentiment Improves, Fear & Greed Inde
In coverage record: 11 Jul 2026
“U.S. stocks settled higher on Thursday, with the Nasdaq Composite gaining more than 300 points during the session amid a surge in semiconductor stocks.”
Read article -
Barchart · Published 9 Jul 2026
Strength in Chipmakers Boosts Stock Indexes
In coverage record: 10 Jul 2026
“Stock indexes are climbing today, led by chipmakers, after South Korea's SK Hynix saw its American depositary receipts (ADRs) listing more than seven times oversubscribed, signaling strong investor demand.”
Read article -
Moneycontrol · Published 9 Jul 2026
US stocks get boost from chipmakers as oil steadies
In coverage record: 10 Jul 2026
“While semiconductor shares just wrapped up their best quarter on record, volatility has intensified amid questions over rising competition, potential overcapacity and the payoff from massive investments.”
Read article -
Barchart · Published 9 Jul 2026
Stocks Settle Higher as Chipmakers Rally and Crude Prices Fall
In coverage record: 10 Jul 2026
“Stock indexes settled higher on Thursday, led by a rally in chipmakers, after South Korea's SK Hynix saw its American depositary receipts (ADRs) listing more than seven times oversubscribed, signaling strong investor demand.”
Read article -
Barchart · Published 7 Jul 2026
Stock Indexes Fall as Chipmakers Retreat
In coverage record: 8 Jul 2026
“However, strength in software stocks is a supportive factor for the overall market.”
Read article -
Devdiscourse · Published 6 Jul 2026
Chip Stocks Surge, Fueling Nasdaq and S&P 500 Rally
In coverage record: 7 Jul 2026
“The S&P 500 and Nasdaq saw gains on Monday, driven by a resurgence in chip stocks. Broadcom led the charge, rising 4% following the renewal of its partnership with Apple to develop custom chips through 2031. The information technology sector of the S&P 500 climbed by 1.9%, while the Philadelphia SE Semiconductor index rebounded by 3.8%.”
Read article -
Benzinga · Published 6 Jul 2026
MU, AMD, SNDK, IREN, RIVN: 5 Trending Stocks Today
In coverage record: 7 Jul 2026
“Investors are showing renewed interest in semiconductor stocks, and Micron is benefiting from this trend. Despite recent consolidation, Micron remains in a strong long-term uptrend, trading significantly above its 50-day and 200-day simple moving averages.”
Read article -
The Economic Times · Published 19 Jun 2026
Holiday Halt: S&P 500, Nasdaq to remain closed for Juneteenth today after busy 'triple witching' session
In coverage record: 20 Jun 2026
“Corning 194.92(11.13%), Intel 133.99(10.64%), Super Micro Computer 30.66(10.37%), KLA 259.56(8.73%)”
Read article -
The Atlanta Journal-Constitution · Published 10 Jun 2026
Wall Street drifts after tech stocks keep swinging
In coverage record: 11 Jun 2026
“Semiconductor services were among the strongest, pushing products higher.”
Read article -
Livemint · Published 26 May 2026
US Stock Market Today Live Updates: US stock futures positive amid peace deal hopes, AI-led rally
In coverage record: 27 May 2026
“Sentiment was further supported by continued strength in artificial intelligence–driven semiconductor stocks.”
Read article -
Livemint · Published 22 May 2026
US Stock Market Today Live Updates: S&P 500 set for best weekly run since 2023; US-Iran peace talks in focus
In coverage record: 23 May 2026
“Semiconductor shares—key contributors to recent market gains—rose, with Intel, AMD, Marvell Technology and Broadcom climbing between 0.9% and 3.2%.”
Read article -
The Economic Times · Published 9 Mar 2026
Why Nasdaq is rising while Dow and S&P 500 fall today: US stock market in complete mayhem as even metals fail to rally amid rising volatility
In coverage record: 9 Mar 2026
“Semiconductor stocks lifted the Nasdaq today. Nvidia, Intel, AMD, and Broadcom gained as investors rotated back into AI and tech stocks.”
Read article