Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the…
Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and…
Live Updates High Water Mark11:56am ETJPMorgan is offering a measured read on Wednesday’s inflation print, characterizing May’s 4.2% CPI reading as the high-water mark for this cycle, according to Bloomberg. The bank…
Gerelyn Terzo The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH…
Chip stocks are leading a sharp midday pullback Tuesday, with Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) down 9% and Intel (NASDAQ:INTC) sliding 8%. AMD shares are trading near $446, while…
Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at…
Jeremy Phillips 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…
The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action?…
Lisa Su is running one of the cleanest AI infrastructure stories on the market right now. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) just delivered a quarter where Data Center revenue…
Vandita Jadeja Warren Buffett has a great deal to worry about at Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction). Among them is that his net worth has dropped by $5 billion this year…
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…
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index,…
On a recent Earn Your Leisure segment, co-host Rashaad Bilal quoted investor Barry Atlas with a claim that stops you mid-scroll: “these companies are going to make more money than all of…
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)…
