Tag: iShares Semiconductor ETF
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AI trade rebound sparks flurry of unusually bullish options activity
Options traders stormed into tech trades on Thursday.
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Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity
Anthropic and OpenAI have announced a flurry of AI infrastructure deals over the past year as demand booms.
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Arm CEO says he’s more confident its new AI chip can meet a loftier $2B revenue goal
Arm Holdings CEO Rene Haas said Wednesday he is increasingly confident the chip designer can secure enough supply to meet $2 billion in customer demand.
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Intel is leading chip gains. A top analyst sees the stock hitting $200 in two years
Intel could hit as much as $200 per share in two years as it continues to strike lucrative deals with top chipmakers, per Melius Research.
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Intel, SK Hynix shares jump on report they’re discussing U.S. memory chip manufacturing
The deal could be a big win for Intel which has been looking to gain marquee customers for its manufacturing, or foundry, business.
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Cramer says these 2 stocks are still buys, warns against playing Fed rate ‘parlor game’
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
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Samsung backs Nvidia AI chip rival in $230 million funding round as GPU alternatives boom
Dutch startup Euclyd raised the funding in a round co-led by Samsung, Somerset Capital Partners, the Scaleup Europe Fund and Innovation Industries.
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Is a ‘SaaSpocalypse’-like sell-off coming for AI hardware stocks? Not so fast
Anthropic’s safety warning is crushing data center stocks, but demand for compute still outstrips supply.
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We’re making a small buy as hard-hit AI buildout stocks stabilize
We’re nibbling on one of the two semiconductor bounce-back candidates that Jim Cramer highlighted in his note on Monday’s AI selloff.
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Jim Cramer questions Anthropic CEO’s slowdown manifesto and puts forth an action plan
While I have grown tired of his endless proclamations, Dario Amodei does raise points that will impact many stocks if the spending curb proceeds.
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