Tag: iShares Semiconductor ETF
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Michael Burry believes the AI bubble ‘may burst’ sooner than he first believed
The famed short seller is switching to puts with expiries in June for his major tech short bets.
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AMD acquiring Fei-Fei Li’s World Labs AI firm in deal worth $8.2 billion
The chipmaker had previously invested in World Labs.
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Jim Cramer says Nvidia’s record buyback could ‘change the trajectory’ of the stock
Nvidia’s $150 billion worth of additional buyback firepower is a major step in the right direction.
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Muse AI agent led Meta Platforms into the Best Stocks in the Market list. What Josh Brown thinks
Meta made it into Josh Brown’s list after last week’s surge.
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Jensen Huang says AI distillation is ‘competition.’ Scott Bessent has called it ‘theft’
Nvidia CEO Jensen Huang argued that AI model distillation is “competition”. U.S. Treasury Secretary Scott Bessent has called it “theft.”
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Nvidia share buyback plan gets $150 billion boost
Nvidia said the buyback boost marks the largest share repurchase authorization increase in history.
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Agentic AI will drive Micron to new heights, says Baird
The firm reiterated its outperform rating on the memory chipmaker and raised its price target on the stock.
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What we want to see next week from one of Jim Cramer’s 6 stocks to buy
Micron has all the leverage heading into earnings as memory supply constraints persist. But how long will this favorable cycle last?
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Chip stocks are firming up after a tough summer. Katie Stockton likes the trend in this name
Katie Stockton breaks down the charts on Arm Holdings.
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Michael Burry adds to shorts as Nasdaq-100 hits all time high. Why he’s betting against chips
Chinese production capacity could determine whether cyclicality returns to the memory sector after a historic boom.
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