The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio…
The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by…
Micron Technology (NASDAQ:MU | MU Price Prediction) is the stock everyone wants to talk about right now, with shares up 202.87% year to date on an AI memory supercycle narrative that has…
Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw…
BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks…
Memory and storage names are leading the tape in early Monday trading, snapping back hard from Friday’s brutal selloff. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 8% to $935,…
The cyclicality of the semiconductor industry might give some investors pause, even as the memory chip makers continue to skyrocket past expectations and the price targets set in place by sell-side analysts.…
Joey Frenette If you owned iShares MSCI South Korea ETF (NYSEARCA:EWY) on Friday morning, you had a roughly $204 share by the closing bell that was worth $175.19, a roughly 14% single-day decline that,…
If you held Direxion Daily MU Bull 2X Shares (NYSEARCA:MUU) into Friday’s close, you watched the fund shed 26.65% in a single session, which is what 2x daily leverage does when its…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, speaking from South Korea tonight after Friday’s brutal chip sell-off, told investors that “AI-related stocks are very cheap right now.” More importantly for…
If you owned Direxion Daily MSCI South Korea Bull 3X Shares (NYSEARCA:KORU) into the close on Friday, June 5, 2026, you watched $10,000 turn into roughly $5,811 in a single session, and…
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
The All-In podcast (hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg) recently hosted Coatue’s Thomas Laffont, surfacing an idea they called the “10X paradox.” The takeaway carries direct implications for…
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is down 5% to $942, SanDisk…
Live Updates Google Backfires 12:58pm ETAlphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is carrying some baggage into the weekend, with shares on track for a fourth straight weekly loss following a stretch that…
