Tag: iShares Semiconductor ETF
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Buy AMD shares as graphics chip sales boost earnings, says Citi
The bank thinks Advanced Micro Devices is set to see an improving AI outlook, with both a stronger GPU business and increasing demand for CPUs.
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Intel soars on double upgrade from BofA. Here’s what Jim Cramer says investors must do
Jim Cramer said investors who don’t own any Intel need to get in.
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Ahead of SpaceX IPO, Elon Musk addresses ASML employees as part of push into chip manufacturing
Elon Musk called ASML a great company in a fireside chat with CEO Christophe Fouquet, as the SpaceX CEO gears up to go big in chip manufacturing.
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Investors are fleeing tech stocks in record numbers
Bank of America clients sold a record $14.2 billion in single stocks last week
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Semiconductor shorts pile on as winning trade reverses
Investors’ favorite trade is suddenly the one they can’t stop betting against.
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There’s still plenty of runway on the tech boom, analysts say
Low credit spreads and strong profits are among the factors that have been holding off a peak.
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BTIG says tech stocks are still broken, watch for Friday’s low to be taken out
The Nasdaq Composite slumped 4.18% Friday, its worst day since April 2025.
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Upstart chipmakers keep challenging Nvidia. This time it’s Microsoft-backed D-Matrix
Nvidia challenger D-Matrix is entering full production of an AI chip it says is 10 times faster than a GPU and bypasses the memory shortage.
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OpenAI’s IPO filing, Apple updates Siri, new screwworm cases and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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Inflation inside the electronics you buy may soon become a bit more sticky
Most consumers are not familiar with the role resin plays inside electronics like smartphones. A current shortage of the materials may push up prices.
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