Tag: iShares Semiconductor ETF
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CNBC Daily Open: Trump revives his tariff playbook with Canada
U.S. President Donald Trump has revived his signature solution to many of his perceived problems: tariffs.
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Chip stocks just had their worst week in over a year. Is now the time to buy?
There’s a lot of ‘gas left in the tank’ as capex trends and chip bottlenecks persist, Mizuho’s Vijay Rakesh said.
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There’s a buying opportunity in this semiconductor name with strong fundamentals, says Barclays
The bank upgraded the optical and photonic technologies maker to overweight from equal weight.
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TSMC is accelerating Arizona factory buildout to capitalize on AI ‘megatrend,’ CFO says
Speaking in an exclusive interview with CNBC, TSMC’s Wendell Huang said the fresh investment comes on the back of robust customer demand.
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These are the most oversold stocks after a rough week on Wall Street
The major averages posted weekly losses, but a few tech stocks — such as Oracle and IBM — sold off especially hard.
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Apple dethrones Nvidia as world’s most valuable company, ending the chipmaker’s long run at the top
Nvidia shares have underperformed as Wall Street shifts to companies powering the infrastructure AI buildout
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The semiconductor trade tumbled this week. Why UBS and Barclays are still bullish
Some stress earnings growth for chipmakers and argue that the sector still has room to run to support the broader market.
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U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics
ASML is set to make around a fifth of its 2026 net sales from China, but geopolitical headwinds present a delicate situation.
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