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Dell Technologies (NYSE:DELL) shares closed up 8.92% at $467.27 on August 4, near 52-week highs, as a broad risk-on rally swept through AI server infrastructure names including Super Micro Computer (NASDAQ:SMCI) and Hewlett Packard Enterprise (NYSE:HPE), fueled by bullish read-across from strong AI memory …
Intel (NASDAQ:INTC) shares closed up 10.92% at $100.94 on August 4, as a broad risk-on rally lifted semiconductor stocks industry-wide amid easing U.S.-Iran tensions and falling oil prices. The move reflected significant short covering and dip-buying after Intel's shares had fallen roughly 24% over …
Marvell Technology (NASDAQ:MRVL) shares closed up 12.80% at $218.59 on August 4, after the company announced new innovations across its AI memory infrastructure portfolio at the FMS 2026 conference, spanning server-level AI storage, rack-scale memory expansion and pooling, and pod-level optical shared memory.
Micron (NASDAQ:MU) shares closed up 7.62% at $892.67 on August 4, as a broad risk-on rally swept semiconductor stocks amid easing Middle East tensions and falling oil prices. The Philadelphia Semiconductor Index jumped over 6%, with peers like Intel (NASDAQ:INTC), AMD (NASDAQ:AMD), and Broadcom …
Astera Labs (NASDAQ:ALAB) shares closed up 12.65% at $361.67 on August 4, as part of a broad semiconductor rally fueled by strong AI capex commentary and peer beats from AMD (NASDAQ:AMD), ON Semiconductor (NASDAQ:ON), and Entegris (NASDAQ:ENTG), ahead of the company's own second-quarter results …
Arm Holdings (NASDAQ:ARM) American Depositary Shares closed up 17.36% at $280.56 on August 4, rebounding sharply after a brutal month-long slide that had seen shares fall roughly 34% in July amid broader AI-chip valuation concerns.
Broadcom (NASDAQ:AVGO) shares closed up 6.61% at $418.16 on August 4, extending gains after climbing more than 6% intraday, as a broad risk-on rally swept semiconductor stocks. The Philadelphia Semiconductor Index jumped over 6% amid easing U.S.-Iran tensions, falling oil prices, and strong Big …
Backblaze (NASDAQ:BLZE) shares closed up 26.94% at $19.79 on August 4, after the company reported second-quarter 2026 results that topped guidance across the board, driven by accelerating cloud storage growth and a landmark new enterprise agreement. The stock hit a fresh 52-week high, and …
Cisco Systems (NASDAQ:CSCO) shares closed up 5.08% at $121.74 on August 4, after UBS said the company is likely to deliver fourth-quarter revenue and earnings-per-share upside, citing accelerating hyperscaler and neocloud demand for AI infrastructure ahead of the company's August 12 earnings report.
Kratos Defense & Security Solutions (NASDAQ:KTOS) shares surged 5.41% following second-quarter results that topped Wall Street estimates by a wide margin, with revenue rising 30.5% year over year to 458.8 million dollars, above the 410.4 million dollar consensus and above the company's own guidance …
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