Missed Out on the AI Memory Rally? These 3 Stocks Are Just Getting Started.

As AI demand for memory chips creates a supercycle, three semiconductor-related stocks offer alternatives to already-surged memory chip makers. Rambus licenses high-speed memory interface IP, Lam Research manufactures semiconductor equipment, and Teradyne provides testing systems—all positioned to benefit from years of continued AI-driven memory demand growth.

06/19/2026, 12:30 PM • The Motley Fool

The Nasdaq-100 Is Getting 5 New Members. Here's the List.

The Nasdaq-100 index is adding five new members on June 22, 2026: Astera Labs, CoreWeave, Nebius Group, Teradyne, and Rocket Lab. Four of these companies operate in AI infrastructure, networking, and computing capacity, while Rocket Lab is a space platform company. All five are significantly outperforming the market with year-to-date gains ranging from 53% to 242%, reflecting broader market trends favoring AI and infrastructure companies.

06/19/2026, 11:26 AM • The Motley Fool

Nasdaq-100 Index® June 2026 Quarterly Changes

Nasdaq announced the results of its June 2026 quarterly rebalance of the Nasdaq-100 Index, effective June 22, 2026. Five companies were added to the index: Astera Labs, CoreWeave, Nebius Group, Rocket Lab, and Teradyne. Five companies were removed: Charter Communications, Cognizant Technology Solutions, Insmed, Verisk Analytics, and Zscaler.

06/11/2026, 8:00 PM • GlobeNewswire

Roblox, Spotify, And Robinhood Are Among Top 10 Large-Cap Losers Last Week (April 27-May 1): Are The Others In Your Portfolio?

Multiple large-cap stocks experienced significant declines last week due to earnings misses and disappointing guidance. The top losers included Rambus (down 28.47%), Summit Therapeutics (down 27.82%), and Teradyne (down 17.85%), with notable declines also from Roblox, Spotify, and Robinhood. Weak financial results and lowered forward guidance across tech, fintech, and other sectors shook investor confidence.

05/03/2026, 9:16 AM • Benzinga

Here's Why This AI-Related Company's Stock Soared Today

Teradyne's stock surged over 15% as investors viewed a recent dip as a buying opportunity. The company reported that AI now drives 70% of its revenue (up from 60%), with 87% year-over-year revenue growth. However, second-quarter guidance disappointed with a sequential revenue decline expected, though analysts from Goldman Sachs and JPMorgan maintained positive outlooks, citing natural order timing lumpiness rather than fundamental weakness.

04/30/2026, 2:12 PM • The Motley Fool

Stock Market Today: Dow Jones Roars As Industrials Rescue Wall Street From Meta-Led Tech Slide

The Dow Jones surged 1.5% driven by industrial and healthcare stocks, while mega-cap tech faced pressure from concerns over AI capital spending. Meta and Microsoft declined on capex worries, but Alphabet gained on enterprise AI wins. Industrials like Caterpillar, Quanta Services, and Carrier rallied on data-center infrastructure demand. The S&P 500 gained 0.5% while the Nasdaq 100 remained flat.

04/30/2026, 1:09 PM • Benzinga

Why Teradyne Tumbled Today

Teradyne stock plunged 19.4% despite beating Q1 earnings expectations with 87% revenue growth and 241% EPS surge. The sell-off was driven by softer-than-expected margin guidance, a 2.5 percentage-point decline in gross margins, and expected lower second-half revenue due to lumpy quarterly results from customer concentration and fab build-out timing. The stock had already doubled in early 2026 and trades at a lofty 45x forward earnings.

04/29/2026, 5:13 PM • The Motley Fool

Oil Surges 6%, S&P 500 Wobbles Before Fed And Tech Earnings: Stock Market Today

U.S. stocks traded mixed on Wednesday as crude oil rallied 5-6% amid Iran tensions, pushing Treasury yields above 4.4%. The Federal Reserve is expected to hold rates steady at 3.75%, while investors await earnings from major tech companies. Big Tech stocks fell 1-2% on reports that OpenAI missed revenue targets, raising questions about AI spending sustainability.

04/29/2026, 12:34 PM • Benzinga

Michael Burry Just Did Another 'Big Short' — As Historic Chip Stock Rally Finally Snaps

Michael Burry disclosed new short positions on semiconductor stocks, purchasing January 2027 puts on the SOXX semiconductor ETF at a $330 strike price, implying a 27% drawdown. The disclosure coincided with SOXX snapping its historic 18-day winning streak with a 2% decline on Monday. Burry attributes the rally to technical factors rather than fundamentals, noting the index was trading 43% above its 200-day moving average with RSI near 85. The selloff occurred as seven semiconductor companies prepare to report earnings this week.

04/27/2026, 3:20 PM • Benzinga

Could Investing $500 a Month in ARKQ Make You a Millionaire?

The Ark Autonomous Technology & Robotics ETF (ARKQ) has delivered 17.53% average annual returns over 11 years, outpacing the S&P 500's 10% long-term average. Investing $500 monthly could grow to $1 million in 22 years if returns continue. However, the actively managed tech ETF carries risks due to its narrow focus on 30-50 companies and tech sector volatility.

04/13/2026, 8:30 AM • The Motley Fool

Cathie Wood Redefines 'Defense Stock' With Space, Semis And Drones

ARK Invest argues that modern defense stocks should focus on space infrastructure, semiconductors, drones, and AI platforms rather than traditional defense contractors. The firm's ARKX ETF targets companies in launch technology, sensing, AI, software and networks, positioning space as the backbone of future national security rather than capex-heavy platforms like tanks and fighter jets.

03/11/2026, 12:52 PM • Benzinga

Here's Why Aehr Test Systems Stock Slumped Today (Hint: It's AI Related)

Aehr Test Systems stock declined ~15% following a broader AI sector sell-off triggered by AMD's guidance of a sequential sales decline in Q1 2026, despite 32% year-over-year growth. However, the author argues the market is overreacting, noting that Teradyne reported strong AI-related demand the day prior, suggesting continued momentum in semiconductor testing demand that could benefit Aehr's wafer-level burn-in solutions.

02/04/2026, 5:24 PM • The Motley Fool

Nvidia Stock Investors Got Great News From Palantir and Teradyne

Palantir Technologies and Teradyne reported strong fourth-quarter results that exceeded Wall Street expectations, signaling robust demand for AI-related products and services. Since both companies are Nvidia partners and customers, their positive performance is viewed as a favorable indicator for Nvidia ahead of its earnings report on February 25, 2026.

02/03/2026, 9:09 PM • The Motley Fool

Stock Market Today: Dow Futures Pare Losses, S&P 500 Gain Amid Gold, Silver Rebound— Palantir Technologies, SanDisk, PepsiCo In Focus (UPDATED)

U.S. stock futures advanced on Tuesday following Monday's positive close, with major indices gaining ground. Gold and silver rebounded while crude oil declined. Key movers included Palantir Technologies jumping 10.84% on strong earnings, Teradyne surging 22.23% with impressive guidance, and SanDisk gaining 4.24% on blockbuster results. A U.S.-India trade agreement lowering tariffs and analyst forecasts for continued bull market momentum supported sentiment.

02/03/2026, 8:44 AM • Benzinga

Stock Market Today: S&P 500, Nasdaq 100 Futures Gain Amid Gold, Silver Rebound—Palantir Technologies, SanDisk, PepsiCo In Focus

U.S. stock futures rose on Tuesday following Monday's positive close, with major indices gaining ground. Gold and silver rebounded while Bitcoin remained below $80,000. Key movers included Palantir Technologies jumping 10.84% on strong earnings, Teradyne surging 22.23% with impressive guidance, and SanDisk gaining 4.24% on blockbuster results. PepsiCo and Advanced Micro Devices were set to report earnings. LPL Financial forecasts the bull market will extend with S&P 500 fair value between 7,300-7,400 by year-end, driven by AI enthusiasm and potential Fed rate cuts.

02/03/2026, 5:32 AM • Benzinga