Tag: SPDR S&P Semiconductors
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Micron is tech’s new margin king as memory crisis pushes company past Nvidia and Meta
Micron said in its earnings report that its gross margin jumped to 84.9% from 39% a year ago.
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Micron stock jumps 16% as soaring prices from memory crunch lead to quadrupling of revenue
Micron’s quarterly earnings report follows a 700% surge in the memory maker’s stock price over the past year.
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Broadcom stock needs a win. The new OpenAI co-designed Jalapeno chip might do the trick
The news involving OpenAI, the creator of ChatGPT, comes as Broadcom stock fights to get back on track.
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OpenAI unveils first chip as part of Broadcom deal in effort to ‘build the full stack’
Eight months after announcing a custom chip deal, OpenAI and Broadcom are revealing their first joint project: Jalapeño.
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Top-performing tech hedge fund manager Philippe Laffont explains his biggest AI trade
The founder of Coatue Management said one of the firm’s preferred ways to gain exposure to AI is through semiconductor manufacturers and equipment suppliers.
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The big questions the bull market faces right now as the S&P 500 hits some turbulence
Mike Santoli addresses the big questions facing the stock market right now.
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Micron quadruples year-to-date. Wall Street mostly thinks Wednesday’s earnings will live up to the hype
Several Wall Street firms are considerably above consensus estimates.
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This chip equipment giant has outperformed in 2026. Bank of America sees even more gains
The bank maintained its buy rating on the semiconductor-linked name.
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UBS traders say it’s time to ‘reduce risk meaningfully’ on tech
The dangers of being heavily exposed to tech are getting bigger, according to UBS traders.
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JPMorgan says clients should be ‘aggressive buyers’ of this chip stock
Broadcom is trading at a relative discount, according to JPMorgan.
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