AI Leaders Keep Winning, but the Chip Rally May Not Be Over Yet
Not all AI trades are telling the same story.
$PLTR just delivered another blockbuster quarter, $ORCL continues to reward investors who bought the recent shakeout, while semiconductor stocks are finally bouncing after a sharp correction.
The question now isn't whether AI is strong—it's whether chip stocks have actually found a bottom.
1. $Palantir Technologies Inc.(PLTR)$ — Another Quarter, Another Beat
$PLTR once again crushed expectations.
U.S. commercial revenue surged 150% year over year, highlighting that enterprise AI adoption is still accelerating.
The market responded immediately, sending shares up more than 12% after hours.
Palantir continues to prove it's one of the strongest execution stories in AI software.
2. $Oracle(ORCL)$ — The Buy Zone Worked Again
Two weeks ago, Oracle's pullback looked like panic selling.
Instead, it turned out to be another classic stop hunt.
Since then, $ORCL has rallied more than 20%, rewarding investors who stayed focused on the long-term trend instead of short-term noise.
Sometimes the best opportunities appear when retail investors are forced out.
3. $VanEck Semiconductor ETF(SMH)$ — Is the Semiconductor Bounce Just a Relief Rally?
Semiconductor stocks are finally finding buyers.
$Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Intel(INTC)$ all corrected roughly 20% before staging a rebound.
The bounce is encouraging, but it doesn't necessarily mean the correction is over.
Unless the sector can reclaim key resistance levels, another leg lower remains a realistic possibility before a more durable bottom is established.
Patience may still be the better trade.
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