Tag: iShares Semiconductor ETF
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China’s reported chip breakthrough comes with some big caveats
China is reportedly producing a key chip tool in a market dominated by ASML. But analysts questioned China’s ability to compete with the Dutch giant.
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Jim Cramer warns AI’s circular financing frenzy echoes the dot-com bubble
CNBC’s Jim Cramer said reports of Nvidia backing OpenAI’s data center expansion revived memories of the financing arrangements that preceded the dot-com crash.
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Apple ends day as world’s most valuable company, passing Nvidia
Nvidia had held the top spot as the most valuable company since June 2025, when it took the crown from Microsoft.
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Nvidia’s potential $250B backstop for OpenAI is another strike against the AI trade
This is yet another sign that investors need to look beyond AI stocks.
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We’re buying more of a slumping industrial stock and a hard-hit chipmaker
We’re putting money to work in Monday’s market as oil prices fall.
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China memory chipmaker CXMT skyrockets 470% in blockbuster Shanghai debut
The Hefei-based company raised 57.92 billion yuan ($8.6 billion) after pricing its IPO at 8.66 yuan per share.
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CNBC Daily Open: Markets finally get a calm weekend; Nvidia and SK Hynix announce massive memory deal
It’s been a relatively calm weekend. Finally, there was a pause in the fighting in the Middle East instead of an escalation.
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This semi stock just struck a deal with Nvidia. UBS sees big gains ahead
The investment bank upgraded shares to buy from neutral.
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Michael Burry’s short bets on Tesla, Caterpillar pay off in big July pullback
Burry disclosed on June 30 that he had opened short positions in Caterpillar, Nvidia, Applied Materials and Tesla after each scored strong rallies.
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Intel reported a huge earnings beat. Analysts are on the fence regarding the chipmaker
By and large, analysts kept their ratings on Intel intact after a massive second-quarter earnings beat. Here’s what analysts are saying about the stock now.
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