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Today Is All About Chip Stocks—Again
The Wall Street Journal94d agoneutral
Today Is All About Chip Stocks—Again

Look at the most actively traded stocks on the S&P 500 this morning and you'll find some of the past few days' usual suspects: After powering the index to a fresh record Friday, chipmakers are the stocks changing hands the most this morning, extending their breakneck run-up.

Retail Floods Into ‘Silly’ Chipmaker Rally as Moves Get Extreme
Bloomberg94d agobullish
Retail Floods Into ‘Silly’ Chipmaker Rally as Moves Get Extreme

(Bloomberg) -- Retail traders largely sat out a record-setting advance in chip stocks in April. Now they’re diving in just as worries mount that the group’s rally may be losing steam. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in

Fed’s Eyes Turn to Inflation: Heard on the Street Weekly Recap
The Wall Street Journal94d agoneutral
Fed’s Eyes Turn to Inflation: Heard on the Street Weekly Recap

The U.S. economy added 115,000 jobs in April, the Labor Department said, far exceeding expectations. The unemployment rate stayed unchanged at 4.3%. The jobs report puts the Federal Reserve’s focus squarely on inflation data when it comes to determining its next move on interest rates.

What’s Next for the Chip-Stock Juggernaut
The Wall Street Journal94d agoneutral
What’s Next for the Chip-Stock Juggernaut

Welcome to the great chip-stock melt-up of 2026. Intel is now up 239% this year. Sandisk shares have surged 558%. South Korea’s largest stock index has nearly doubled. And the S&P 500’s semiconductor companies have added roughly $3.

Goldman Sachs resets Broadcom stock forecast
TheStreet95d agoneutral
Goldman Sachs resets Broadcom stock forecast

Broadcom (AVGO) is a semiconductor giant with a vast product portfolio spanning wired infrastructure, wireless communications, enterprise storage, and industrial end markets. The company positioned itself as a major player in enterprise infrastructure software following its 2023 acquisition of ...

Fed’s Eyes Turn to Inflation: Heard on the Street Recap
The Wall Street Journal97d agoneutral
Fed’s Eyes Turn to Inflation: Heard on the Street Recap

The U.S. economy added 115,000 jobs in April, the Labor Department said, far exceeding expectations. The unemployment rate stayed unchanged at 4.3%. Intel shares rose 14% after The Wall Street Journal reported that the chip maker struck a preliminary deal to supply chips to Apple.