Chip stocks are reclaiming market leadership. Here’s why analysts are optimistic. - MarketWatch

1. Semiconductor stocks saw 14.8% gains in June, boosting the S&P 500. 2. Nvidia's market cap has surged, overtaking Microsoft as most valuable company. 3. Micron Technology reports record revenue, driven by AI demand. 4. Analysts predict continued strength for semiconductor stocks, driven by AI growth. 5. AMD added as a recommended stock, indicating further upside potential.