Tag: iShares Semiconductor ETF
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Asian tech stocks drop with SK Hynix plunging 10% after Wall Street AI names fall
Despite heightened volatility analysts remain optimistic over the outlook of the tech sector, with J.P. Morgan saying the tech sell-off had not derailed the AI investment cycle.
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Asia tech sell-off has not derailed AI investment cycle, J.P. Morgan says
The recent 25%-30% correction in Asian tech stocks and the Philadelphia Semiconductor Index marks the third major drawdown since the upcycle began in late-2022.
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The earnings boom is only getting stronger. Here’s what that means
The S&P 500 is now on track to deliver second-quarter earnings growth of 47%, according to FactSet data.
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SpaceX’s earnings are not helping its stock, but Nvidia is getting a boost
Hyperscalers’ pain at the level of capex is a chipmaker’s potential gain
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Chipmaker Broadcom is breaking out. How Tony Zhang is trading it
Broadcom is growing AI semiconductor revenue at triple-digit rates, converting nearly half of revenue into free cash flow, writes Tony Zhang.
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AMD to outperform despite post-earnings slide, Wall Street analysts say
Advanced Micro Devices’ shares traded lower after its strong second-quarter earnings report, but the stock should have more room to run, per several analysts.
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AMD plummets 8% in premarket trading despite beating expectations
The chip giant has been a big beneficiary of the AI boom, with stock trading 132% up so far in 2026.
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SoftBank jumps 10% as Asia tech stocks track Wall Street AI rally
Asian technology stocks rallied on Wednesday after Wall Street’s record-setting session fueled optimism around artificial intelligence and growth stocks.
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Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
“I continue to believe it is possible we are near a major top, and possible a 1987-type fall,” Burry said in a Tuesday Substack post.
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AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD’s Data Center unit is driving the company’s growth, up 107% over last year.
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