Tag: SPDR S&P Semiconductors
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Chip stocks just had their worst week in over a year. Is now the time to buy?
There’s a lot of ‘gas left in the tank’ as capex trends and chip bottlenecks persist, Mizuho’s Vijay Rakesh said.
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TSMC is accelerating Arizona factory buildout to capitalize on AI ‘megatrend,’ CFO says
Speaking in an exclusive interview with CNBC, TSMC’s Wendell Huang said the fresh investment comes on the back of robust customer demand.
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We’re buying more of Jim Cramer’s favorite chip stock for the second time this week
We also added to our position on Monday.
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This AI chipmaker is a double in three months. UBS sees more momentum ahead
Advanced Micro Devices is likely to appreciate further as its semiconductor chip businesses expand and attracts more customers, according to UBS.
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ASML hikes sales forecast for second time this year on strong AI chip demand
ASML on Wednesday raised its guidance for a second time this year as its customers continue to ramp up their production capacity of AI chips.
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TSMC, the world’s largest contract chipmaker, reports 68% surge in June revenue
Ahead of its second-quarter earnings, TSMC reported its June and first-half revenue for 2026.
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Key chip stock index flashing ‘ominous signals,’ says BTIG
A fluttering after a big positive run could mean a major pullback is coming, Jonathan Krinsky, the firm’s chief market technician, wrote Thursday.
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Micron falls 5% in premarket, paring earlier gains amid tech rout
Micron Technology’s shares tumbled on Friday amid a global sell-off in technology stocks.
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Micron topped lofty earnings expectations. Wall Street sees even more momentum as chipmaker announces a slew of deals
Micron delivered a strong earnings beat on Wednesday in addition to unveiling a slew of new deals that have analysts even more excited about the stock’s future.
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CNBC Daily Open: Nvidia may still be tech’s king, but Micron just stole a scene
Micron overtakes Nvidia and Meta to be Wall Street’s new margin king
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