Tag: iShares Semiconductor ETF
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CNBC Daily Open: ‘America First’ doesn’t mean ‘America alone’
America may be putting itself first, but it also needs partners if it wants to meet its goals.
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A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours
The bullish sentiment comes despite calls to slow down AI model development and rekindled investor enthusiasm for a competing part of the AI chip ecosystem.
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Qualcomm releases Android chip built for AI as memory shortage weighs on smartphone market
The overall smartphone market is expected to contract 14% in terms of units shipped in 2026.
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Nvidia options are doing something unusual ahead of two catalysts. Here’s how one trader is playing it
A curious dynamic is happening in shares of Nvidia ahead of two potential catalysts this month.
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Meta’s quick success with Muse puts consumers back in the driver’s seat of the AI trade
Consumer agentic “may power the next phase of the AI trade,” analysts at UBS said.
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Santoli: The S&P 500 is within striking distance of record as bull relies on familiar leadership
Rerun generation, Gen X, seems obsessed with finding parallels between today’s market and past cycles, Mike Santoli writes.
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Taiwan benchmark Taiex rises to record intraday high as tech stocks advance
Taiwan’s benchmark Taiex rose to a record intraday high Tuesday, driven by gains in the tech sector, following an AI-driven rally on Wall Street.
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AI stock valuations may have peaked. Trivariate Research thinks these shares can keep working
Revenue growth could more than offset anticipated contractions in stock multiples for some key AI stocks over the next few years
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AMD hits $1 trillion market cap as stock continues 5-day rally
Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuLisa Su, chairwoman and CEO of Advanced Micro Devices (AMD), delivers the opening keynote speech at Computex 2024, Taiwan’s premier tech
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This semiconductor stock is in the dumps. BMO says it can bounce back
Macom will gain ground as hyperscalers, cloud service providers and others allocate funds toward AI compute, per BMO.
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