Tag: iShares Semiconductor ETF
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OpenAI unveils first chip as part of Broadcom deal in effort to ‘build the full stack’
Eight months after announcing a custom chip deal, OpenAI and Broadcom are revealing their first joint project: Jalapeño.
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These chip stocks are surging due to sky-high CPU demand. UBS sees more gains ahead
Advanced Micro Devices and ARM Holdings could see their shares appreciate further as hyperscalers order more CPUs to power their AI models, according to UBS.
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Top-performing tech hedge fund manager Philippe Laffont explains his biggest AI trade
The founder of Coatue Management said one of the firm’s preferred ways to gain exposure to AI is through semiconductor manufacturers and equipment suppliers.
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The Club’s top 10 things to watch in the stock market Tuesday
The Nasdaq is set for a sharply lower open, as the plunge in South Korean stocks bleeds into the U.S.
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The big questions the bull market faces right now as the S&P 500 hits some turbulence
Mike Santoli addresses the big questions facing the stock market right now.
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Micron quadruples year-to-date. Wall Street mostly thinks Wednesday’s earnings will live up to the hype
Several Wall Street firms are considerably above consensus estimates.
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Dan Niles says he’s backing away from hyperscalers, trimming chip stocks
‘I kind of see a speed bump coming,’ the investor said.
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This chip equipment giant has outperformed in 2026. Bank of America sees even more gains
The bank maintained its buy rating on the semiconductor-linked name.
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Massive bonuses for South Korea’s chip workers puts central bank on inflation alert
Workers from tech industries receive bonus worth millions of won, prompting the Bank of Korea to warn of the upward pressure to inflation.
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The AI trade could shift back in Nvidia’s favor. Here’s why
Physical infrastructure is likely to take up a smaller share of capital expenditures in coming years relative to the core component of all that hardware – chips.
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