Tag: SPDR S&P Semiconductors
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This semiconductor stock is not for the faint of heart. Here’s why I see opportunity
Lam Research shares have pulled back from their June high as AI demand boosts chipmaking equipment, memory and advanced packaging.
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‘The power of shrink’ — tour the little-known $25B company that chipmakers can’t live without
Here’s a deep dive into Qnity and how its products help build the AI semiconductors that power the world.
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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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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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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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Marvell just gave a bullish outlook. It led TD Cowen to upgrade the stock
The bank upgraded the chip stock to buy from hold.
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Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration
Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.
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Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold
Micron is up over 500% in the past year as the company benefits from soaring AI demand.
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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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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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