Tag: VanEck Semiconductor ETF
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The semiconductor trade tumbled this week. Why UBS and Barclays are still bullish
Some stress earnings growth for chipmakers and argue that the sector still has room to run to support the broader market.
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Chip stock sell-off, Netflix earnings, Trump’s approval rating and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
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SoftBank sinks 8% as Japanese chip stocks track Wall Street AI sell-off
Japanese AI-linked stocks tumbled as a fresh rout in U.S. semiconductor shares spread across Asia after Taiwan Semiconductor Manufacturing’s outlook failed to reassure investors.
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Early chip earnings reporters showing how high the bar really is
Wall Street will have to buckle up this earnings season, based on the early reports tied to the artificial intelligence trade.
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SK Hynix options begin trading. But another group of stocks is stealing its thunder
One explanation for the lack of notable call-buying is that the surge in single-stock ETFs and leveraged funds stole a big chunk of the speculative limelight.
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Next week brings earnings and inflation data amid resumption of U.S.-Iran hostilities. Here’s what’s ahead
Investors are anticipating the start of earnings season and the release of June inflation data, just as the U.S-Iran war threatens to reassert itself.
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A crowded tech trade is starting to unwind. Charts suggest two stocks to play the move
The most one-sided trade in tech — long chips, short software — is likely starting to unwind. These two software stocks might be worth buying, Todd Gordon says.
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As chip sector takes it on the chin, traders bet on a big Nvidia rally
Shares of Nvidia fought into the green despite a 5% sell-off in chip stocks tracked by the VanEck Semiconductor ETF (SMH).
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Why the stock market is taking the chip washout in stride
Chipmakers are going through a rough patch, though you wouldn’t know it just by looking at the broader market.
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Semiconductor stocks are flashing warning signs of a possible top. What to watch
A reckoning may be on the horizon for semiconductor manufacturers.
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