Tag: iShares Semiconductor ETF
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AMD has more than doubled in 2026. It has more room to run, UBS says
Advanced Micro Devices looks poised to continue rallying after it provided investors with several promising updates at its AI event earlier this week, per UBS.
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Intel’s turnaround under CEO Lip-Bu Tan gains steam with another strong quarter
It’s hard not to be impressed by Tan, who, in a little more than a year, has transformed the company.
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Intel’s stock jumps 11% as chipmaker rides AI boom to fastest revenue growth in almost 15 years
Intel rallied after the company reported blowout earnings and guidance.
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Cerebras stock gains on AMD partnership
Cerebras and AMD agreed to work together, pairing their technology for AI systems.
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Alphabet’s decline happening at crucial time for stock, raises stakes for next megacap earnings
Shares in the parent of Google and YouTube fell more than 5% in the premarket. That move put Alphabet around $324.
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Moonshot AI accessed Nvidia’s chips despite Chinese export ban, White House official says
A White House official said Moonshot AI, which released the powerful Kimi K3 model last week, accessed Nvidia’s GB300 chips in Thailand.
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Hold or sell Nvidia is a popular question, but there’s a better one investors should ask
Inside Edge Capital’s Todd Gordon ponders the question of whether investors should sell-off their Nvidia stock after the chipmaker’s historic run.
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Trump’s push for American-made AI chips hits TSMC’s margins
The Taiwan-based chipmaker has announced $200 billion in investment into U.S. manufacturing since Trump returned to power in 2025.
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How to use options to play ‘a sizable reversion move’ in Micron over the next few days
The memory chip maker rocketed nearly 70% in five weeks, peaking above $1,250 in late June, only to surrender 35% of that value in the 22 days since.
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Nebius stock surges as Nvidia discloses 9.3% stake in neocloud
Nvidia said it would invest $2 billion into Nebius in March.
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