Tag: iShares Semiconductor ETF
-
Applied Materials is about to report earnings. How to trade the AI picks-and-shovels play ahead of results
Even as the stock has more than doubled in 2026, the outlook is still strong for the wafer fab equipment giant.
-
SK Hynix to invest $38 billion building new memory chip plants as demand soars
Memory prices have surged because of short supply and huge demand with investors watching closely for any changes to the supply-demand imbalance.
-
AMD buys chip startup that hardwires AI models into its silicon
Taalas’ current chip runs a small version of Meta’s Llama 3.1, though the company is working on chips for bigger and more advanced models.
-
Situational Awareness wasn’t the only one that had a bad July. Hedge funds took a historical hit last month
Tech-focused hedge funds lost 10.2% of their value in July, making it the worst month on record for the category, JPMorgan found.
-
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.
-
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.
-
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.
-
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
-
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.
-
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.
Latest News
Stay Connected
Categories
BBC News CNA CNBC CNN International Deutsche Welle (DW) Euronews France 24 General Global & European Specialized & Regional
Tags
amp Artificial intelligence Asia Breaking News: Business Breaking News: Markets Breaking News: Politics Breaking News: Technology Business business news cent china cup Donald J. Trump Donald Trump economy European Union fast football France germany india Investment strategy iran Iran war markets People per politics return russia S&P 500 Index said Singapore spain Sport Stock markets technology trump ukraine United States US-Israel attack on Iran 2026 video War in Ukraine World World Cup 2026
About the Author
AF themes
Easy WordPress Websites Builder: Versatile Demos for Blogs, News, eCommerce and More – One-Click Import, No Coding! 1000+ Ready-made Templates for Stunning Newspaper, Magazine, Blog, and Publishing Websites.
Search the Archives
Access over the years of investigative journalism and breaking reports
You May Have Missed
