Chip stocks are dragging Nasdaq futures lower while the Dow surges on strong blue-chip earnings, and with Big Tech reporting this week alongside a Fed decision, the market's split personality is about…
Oil's sharp drop gave bulls a reason to step back in Monday morning, but the rally hit a wall the moment a state-backed Chinese firm entered the chip equipment race, rattling Nvidia,…
Semiconductor stocks just took a bruising, but the companies powering every major AI buildout are nowhere near done growing. Three ETFs offer very different ways to position for the rebound, and the…
A 35-year-old institutional powerhouse just made its first move into the ETF market, betting that quality stock picking in developed markets abroad can justify a fee 23 times higher than its cheapest…
RSP is beating SPY for the first time in years, but two specific signals will determine whether equal-weight strategies keep their edge or surrender it back to the mega-caps before year end.
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date…
AI capex is pulling forward lithography demand faster than Wall Street expected, and ASML just raised guidance again, putting a price level few analysts have publicly named within striking distance.
Washington is leaning hard on foreign chipmakers to build memory fabs on American soil, and the pressure is creating a narrow window for investors who know where to look in the semiconductor…
Cooler wholesale prices hit the tape just as chipmakers are flexing their earnings muscle, and the combination is reshaping how traders are thinking about the Fed, the AI trade, and what PayPal…
Every quarter, ASML quietly raises its guidance while the world obsesses over AI software stocks, and its latest earnings report hints at something much bigger brewing beneath the surface of the chip…
Rich Duprey Own ASML Holding (NASDAQ:ASML | ASML Price Prediction) before the opening bell on July 15 when the company reports Q2 results and almost certainly reiterates a raised full-year outlook the market is…
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly…
Chip stocks just staged a vicious reversal that punished the shorts and rattled the bulls, and long-term investors now face a critical question: which semiconductor names actually deserve a spot in your…
Four mega-cap stocks with four-digit share prices and no split announcements in sight, but one operational metric for each name reveals exactly how close they actually are.
Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea’s KOSPI index. During CNBC’s Morning Call Sheet…
