Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through…
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2.…
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the AI chip complex has ripped higher.…
Intel (NASDAQ:INTC | INTC Price Prediction) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67,…
If you own SPDR S&P Semiconductor ETF (NYSEARCA:XSD) because you wanted “semiconductor exposure,” the fund’s 0.35% expense ratio is the least interesting number attached to your account. The real cost hides inside…
As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU | MU Price Prediction) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250…
On July 1, 2026, holders of Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) watched the fund drop 16.38% in a single session, from $266.71 to $223.01. The underlying semiconductor basket, tracked by…
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined…
The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is extending one of the year’s most explosive runs. Shares are up 7% to $296.25 in midday trading on Tuesday, building on a parabolic…
Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers…
On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%. That gap is the product…
Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, used a CNBC appearance on Tuesday, June 23, to push back against the idea that the recent pullback in AI and semiconductor…
Michael Burry may have made one of the greatest trades of all time when he bet against the housing market in the wake of the Great Financial Crisis. Still, Dr. Burry isn’t…
I keep buying Taiwan Semiconductor and I am not going to stop, because every dip the market hands me looks like a gift I refuse to refuse. Taiwan Semiconductor Manufacturing (NYSE:TSM |…
