AMD stock jumps over 25% in a month as AI chip sales to China resume and analysts raise price targets. Here's what’s driving the rally today.

Advanced Micro Devices, Inc. gains momentum with China expansion, AI adoption, and OpenAI ties. Click for my updated look at AMD stock ahead of Q2 earnings.

China has leveraged its dominance over rare earths for Nvidia chips; however, this expert says world isn't decoupling, it is just bartering.

The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's outlook but also lifting sentiment across the AI semiconductor ecosystem.

SOXX offers the best balance of AI exposure and diversification among semiconductor ETFs. Read why I rate SOXX a buy seeking AI exposure.