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While the S&P 500 just hit a record high and the AI trade roars back to life, one famous short seller is keeping his bearish bets intact and warning that the market's own mechanics could turn a celebration into a collapse.
SOXL rewarded patient semiconductor bulls with one of the most explosive yearly returns on U.S. exchanges, then erased a fifth of that gain in a single month. Understanding exactly why reveals the hidden engine that makes this fund a wealth builder and a wealth destroyer at the same time.
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here is what is actually driving the move.
A reported U.S. ban on Chinese data center optical hardware sent a handful of domestic suppliers rocketing higher, but the proposal is still a draft and could be softened or dropped entirely before the year-end enforcement target.
<p>Investors added nearly $42 billion to U.S.-listed ETFs during the week ending Friday July 31.</p>
Optics stocks are surging well past the broader semiconductor rally as AI data center demand sends valuations into triple-digit territory, but the gap between growth excitement and financial reality may be wider than investors realize.
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.
The chip slide has created a buying opportunity for momentum investors. But there’s more to momentum than tech and AI.
The chip slide has created a buying opportunity for momentum investors. But there’s more to momentum than tech and AI.
Semiconductor stocks just staged one of their sharpest single-day reversals of the year, but the real question is whether the buyers rushing back into Intel, AMD, and Taiwan Semiconductor are riding a genuine recovery or setting themselves up for another painful whipsaw.
Jim Cramer is struggling to find reasons to buy, and the Nasdaq 100 sliding into correction territory is not helping. Before you dismiss his caution, consider which corners of the market could actually benefit from the pain hitting semi stocks hardest.
The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens next.
Intel's post-earnings pullback highlights tech ETFs with sizable exposure that can offer diversified access to its long-term potential.
Micron Technology has substantially outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
Leverage is making the punishing semiconductor plunge even harder to recover from.
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
Stocks are mixed in early trading, with tech weak but other sectors hanging in. Crude oil, gold, and silver are all lower, while Treasuries are up modestly and the dollar is flat.