Tag: SPDR S&P Semiconductors
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Micron has more than tripled in 2026. Deutsche Bank says the rally isn’t over
Micron Technology is poised to see even more upside as a memory shortage continues to be a boon for its business, per Deutsche Bank.
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Intel begins production of most-advanced chip, inching closer to possible Apple deal
Intel is entering production of 18A-P, its most-advanced chip node that could be the target of a coming deal with Apple
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This will be the summer of the ‘everything rally’, says Wells Fargo
It won’t just be tech and artificial intelligence stocks driving gains over the next several months, according to Wells Fargo.
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Intel soars on double upgrade from BofA. Here’s what Jim Cramer says investors must do
Jim Cramer said investors who don’t own any Intel need to get in.
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Ahead of SpaceX IPO, Elon Musk addresses ASML employees as part of push into chip manufacturing
Elon Musk called ASML a great company in a fireside chat with CEO Christophe Fouquet, as the SpaceX CEO gears up to go big in chip manufacturing.
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There’s still plenty of runway on the tech boom, analysts say
Low credit spreads and strong profits are among the factors that have been holding off a peak.
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Upstart chipmakers keep challenging Nvidia. This time it’s Microsoft-backed D-Matrix
Nvidia challenger D-Matrix is entering full production of an AI chip it says is 10 times faster than a GPU and bypasses the memory shortage.
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Jim Cramer sees an opportunity in Broadcom’s 15% plunge, with one key caveat
“Every time there’s been this kind of huge break in the stock, you have to buy it,” Jim said.
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Broadcom sparks a chip stock sell-off. Is this the start of a bigger turn?
Signs pointed to this move being more about about taking profits off extreme highs than moderating AI demand.
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Micron, Marvell, and Broadcom lead chipmakers’ premarket losses
U.S. chipmakers plunged in premarket trading after Broadcom earnings disappointed investors.
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