Tag: SPDR S&P Semiconductors
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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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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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UBS traders say it’s time to ‘reduce risk meaningfully’ on tech
The dangers of being heavily exposed to tech are getting bigger, according to UBS traders.
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JPMorgan says clients should be ‘aggressive buyers’ of this chip stock
Broadcom is trading at a relative discount, according to JPMorgan.
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Micron has more than tripled in 2026. Deutsche Bank says the rally isn’t over
Micron Technology is poised to see even more upside as a memory shortage continues to be a boon for its business, per Deutsche Bank.
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Intel begins production of most-advanced chip, inching closer to possible Apple deal
Intel is entering production of 18A-P, its most-advanced chip node that could be the target of a coming deal with Apple
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This will be the summer of the ‘everything rally’, says Wells Fargo
It won’t just be tech and artificial intelligence stocks driving gains over the next several months, according to Wells Fargo.
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Intel soars on double upgrade from BofA. Here’s what Jim Cramer says investors must do
Jim Cramer said investors who don’t own any Intel need to get in.
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Ahead of SpaceX IPO, Elon Musk addresses ASML employees as part of push into chip manufacturing
Elon Musk called ASML a great company in a fireside chat with CEO Christophe Fouquet, as the SpaceX CEO gears up to go big in chip manufacturing.
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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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