Tag: iShares Semiconductor ETF
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Hold or sell Nvidia is a popular question, but there’s a better one investors should ask
Inside Edge Capital’s Todd Gordon ponders the question of whether investors should sell-off their Nvidia stock after the chipmaker’s historic run.
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Trump’s push for American-made AI chips hits TSMC’s margins
The Taiwan-based chipmaker has announced $200 billion in investment into U.S. manufacturing since Trump returned to power in 2025.
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How to use options to play ‘a sizable reversion move’ in Micron over the next few days
The memory chip maker rocketed nearly 70% in five weeks, peaking above $1,250 in late June, only to surrender 35% of that value in the 22 days since.
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Nebius stock surges as Nvidia discloses 9.3% stake in neocloud
Nvidia said it would invest $2 billion into Nebius in March.
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CNBC Daily Open: Trump revives his tariff playbook with Canada
U.S. President Donald Trump has revived his signature solution to many of his perceived problems: tariffs.
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Tech stocks to buy after the big semiconductor pullback, according to UBS
UBS listed companies with share prices that have fallen sharply even as underlying fundamentals remain resilient.
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Chip stocks just had their worst week in over a year. Is now the time to buy?
There’s a lot of ‘gas left in the tank’ as capex trends and chip bottlenecks persist, Mizuho’s Vijay Rakesh said.
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There’s a buying opportunity in this semiconductor name with strong fundamentals, says Barclays
The bank upgraded the optical and photonic technologies maker to overweight from equal weight.
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TSMC is accelerating Arizona factory buildout to capitalize on AI ‘megatrend,’ CFO says
Speaking in an exclusive interview with CNBC, TSMC’s Wendell Huang said the fresh investment comes on the back of robust customer demand.
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These are the most oversold stocks after a rough week on Wall Street
The major averages posted weekly losses, but a few tech stocks — such as Oracle and IBM — sold off especially hard.
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