Tag: iShares Semiconductor ETF
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A second major Wall Street bank this week is telling clients to cash in tech stocks. Here’s why
Multiple banks are now expecting a down leg for the tech trade, which could broaden out performance in a healthy way.
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ASML says it’s getting order interest through 2030 as profit smashes expectations
ASML said some customers are “expressing an interest” in placing orders with the company in 2029 and 2030, giving investors a view into longer-term demand.
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Meta shares rise for a second straight day as new AI model family impresses
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Intel, Broadcom CEOs warn capital crunch could become AI’s biggest bottleneck
The CEOs of Intel and Broadcom warned that access to capital could emerge as a major constraint on the artificial intelligence boom.
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This Chinese memory chip maker has global potential and is poised to outperform
The stakes are rising for China’s memory chip maker CXMT ahead of its earnings release, expected Oct. 31.
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TSMC’s September sales jump more than 50% year over year
TSMC’s September net revenue came in at 511.86 billion New Taiwan dollars
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SpaceX’s plans to buy more Nvidia GPUs is keeping Jim Cramer bullish on the chip stock
SpaceX shows that companies are making a return on their AI compute investments, according to Jim Cramer.
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Another Micron triple? Where we agree with this wildly bullish call and where we don’t
Micron shares are too cheap. But the debate around the sustainability of the cycle isn’t ending anytime soon.
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Apollo, banks in talks to finance SpaceX’s $40 billion Nvidia GPU purchase
Since SpaceX’s record-breaking IPO in June, rates have sold off, and yields on its bonds have risen, along with other AI-related bonds.
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Micron to nearly triple as investors wake up to value, D.A. Davidson says: ‘If you don’t buy it, they will’
Micron Technology is poised for more gains. The chipmaker is in future sales for memory and storage solutions, one analyst says.
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