Tag: iShares Semiconductor ETF
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Top-performing tech hedge fund manager Philippe Laffont explains his biggest AI trade
The founder of Coatue Management said one of the firm’s preferred ways to gain exposure to AI is through semiconductor manufacturers and equipment suppliers.
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The Club’s top 10 things to watch in the stock market Tuesday
The Nasdaq is set for a sharply lower open, as the plunge in South Korean stocks bleeds into the U.S.
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The big questions the bull market faces right now as the S&P 500 hits some turbulence
Mike Santoli addresses the big questions facing the stock market right now.
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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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Dan Niles says he’s backing away from hyperscalers, trimming chip stocks
‘I kind of see a speed bump coming,’ the investor said.
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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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Massive bonuses for South Korea’s chip workers puts central bank on inflation alert
Workers from tech industries receive bonus worth millions of won, prompting the Bank of Korea to warn of the upward pressure to inflation.
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The AI trade could shift back in Nvidia’s favor. Here’s why
Physical infrastructure is likely to take up a smaller share of capital expenditures in coming years relative to the core component of all that hardware – chips.
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Jim Cramer’s No. 1 stock pick just got another reason to rally
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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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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