Key Takeaways The S&P 500 added 0.6% on Monday, Jan. 6, led by a surge in semiconductor stocks as the first full week of the new year began.Teradyne shares pushed higher as Northland Securities analysts highlighted upside potential for the company's electronic testing equipment.

Shares of artificial intelligence (AI) semiconductor stocks Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Arm Holdings (NASDAQ: ARM) rallied on Friday, up 4.5%, 3.5%, and 10.

Wall Street's main indexes rose to one-week highs driven by optimism in AI boosting semiconductor stocks. Reports suggested a less aggressive Trump tariff stance, favoring selective tariffs for critical sectors.

Palantir Technologies was the best-performing member of the S&P 500 ( ^GSPC 1.26%) in 2024. Its share price surged 340% last year as growing demand for its artificial intelligence platform excited investors. Palantir has grown into a $181.9 billion business, but I think semiconductor comany Arm Holdings ( ARM 10.05%) can top that figure in 2025.

Shares of Micron Technology Inc. ( MU, Financial) surged 11% on Monday as investor sentiment in the highly cyclical semiconductor sector blossomed. That jump is fueled by a burst of momentum across the market, including in artificial intelligence (AI) technologies, a telling sign of a strong future for so many companies, including Micron.

Goldman Sachs analyst maintains Buy rating on Taiwan Semiconductor, with $254 price target. Expect solid revenue growth, less competition, and potential acceleration of US expansion plans.

Sustained demand for cloud AI applications is powering cautious optimism in the semiconductor industry as the new year begins. While consumer market weakness persists as a key concern, major segments including smartphones and PCs show encouraging signs,

Since AI emerged as the world's next megatrend about two years ago, one product in particular has become the technology sector's holy grail.

DEEPX (CEO, Lokwon Kim), an on-device AI semiconductor company, announced that it will participate in CES 2025, the world's largest electronics expo in Las Vegas, USA, next January to showcase its AI semiconductor mass-production ready achievements with global leaders.

The chip specialist's share price was up 11.3% as of 2:15 p.m. ET. Meanwhile, the S&P 500 index was up 0.5%, and the Nasdaq Composite index was up 1%. The broader market is rallying today, and the semiconductor industry is seeing particularly strong gains thanks to news that bodes well for Nvidia and other players in the artificial intelligence (AI) space.

The S&P 500 and Nasdaq Composite rose, driven by gains in semiconductor stocks and reports of a potentially less aggressive tariff stance by the Trump administration. Tech and communication sectors performed well,