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Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.
The Aura AI Photonics ETF just launched with no trading history and a narrow thematic bet on light-based data center tech, and four upcoming hyperscaler earnings calls will determine whether that bet pays off or collapses before year-end.
Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for this week.
AMD slides after beating Q2 estimates, but strong AI and data center growth outlooks may steer investors toward ETFs with meaningful exposure to this chipmaker.
Stocks are rallying further this morning after a solid day on Thursday. Crude oil is higher along with the dollar, while gold and silver are pulling back. Treasuries are under modest pressure.
Intel's post-earnings pullback highlights tech ETFs with sizable exposure that can offer diversified access to its long-term potential.
TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
What was working on Wall Street was pretty much a mirrored image of yesterday’s action. The Dow was up 64 points, or 0.1%. The top strategies were pure value, low volatility, and dividend stocks, while small-caps, growth, and momentum were lagging behind.
Texas Instruments will report earnings after the close. The growth of the chip maker’s data-center business could be a signal for the rest of the artificial-intelligence trade.
A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.
Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
Broadcom shares tumble despite a Q2 earnings beat as software revenues miss estimates, putting semiconductor ETFs with AVGO exposure in focus.
Nvidia stock opened in the green on Wednesday as Wall Street waited for the chip maker’s earnings to arrive after the stock market close. Shares were rising 0.7% to $222.05 in Wednesday morning trading, while the S&P 500 was up 0.
<p>Nvidia reports fiscal Q1 2027 earnings Wednesday after the close, with analysts expecting $79 billion in revenue. The result will ripple across <strong>QQQ</strong>, <strong>SMH</strong>, <strong>SOXX</strong>, and every other ETF with significant Nvidia exposure — and some have far more on the line than others.</p>
AMD surges 15% after Q1 beat and strong outlook, boosting appeal of ETFs like SMH as investors seek growth with lower single-stock risk.
Risk assets and momentum plays were shining on Tuesday. Exchange-traded funds focused on momentum, growth, risk, and small-caps were among the top performing strategies, posting gains of 1.6% or more.
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