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Stock Market Today: The Dow Jones index rises Friday even as Apple dives on a weak sales forecast. Amazon stock surges on earnings.
The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.
The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]
US equity indexes fell this week as semiconductors headed toward a bear market and Iran's retaliatio
Wall Street futures were mixed pre-bell Tuesday as tech shares somewhat recovered from Monday's rout
Semiconductor stocks have dominated every performance leaderboard in 2026, with memory and equipment makers delivering triple-digit gains that dwarf the broader market. Yet the fund capturing most of that upside is not the industry's largest, and it manages a fraction of the assets held by the ...
Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investment Management, delivered a two-sided message on CNBC this morning: the fundamentals underpinning technology stocks are the strongest she has ever seen, yet the concentration those returns have created is rewriting the risk profile of nearly every diversified portfolio. Her framing captured the current market in ... Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.