Tag: iShares Semiconductor ETF
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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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A sell-off like Friday’s is ‘rarely the top’ of a rally, says Wharton’s Jeremy Siegel
The artificial intelligence-driven rally is different from previous market bubbles, according to Siegel, who likened it to the Industrial Revolution.
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Chip stock breakout vs the rest of tech showing signs of topping out, says Carter Worth
The Philadelphia Stock Exchange Semiconductor Index finally has recouped all its relative losses to the S&P 500 Information Technology Sector.
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The midterms are approaching. What they could mean for the stock market — and the AI trade
The artificial intelligence trade that has powered U.S. stocks to record highs this year could face some headwinds from an unusual source: the midterm elections.
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Broadcom’s guidance sent the stock tumbling this week. A buying opportunity has emerged
Jeff Kilburg breaks down how he’s trading Broadcom after this week’s declines.
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Jim Cramer sees an opportunity in Broadcom’s 15% plunge, with one key caveat
“Every time there’s been this kind of huge break in the stock, you have to buy it,” Jim said.
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