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Advanced Micro Devices Inc. (NASDAQ:AMD) fell 5% Tuesday, with Broadcom Inc. (NASDAQ:AVGO) and Meta Platforms Inc. (NASDAQ:META) both around 3% and NVIDIA Corp. (NASDAQ:NVDA) off 2%, as the 30-year Treasury yield hit its highest level since 2007. This is not...
Stock Market Today: Tech futures slide Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.
Wall Street futures pointed lower pre-bell Tuesday as interest rates and crude prices rose, followin
SiTime's strong Q2 2026 earnings beat highlight rising AI infrastructure demand for enabling technologies, also lifting comparable niche semiconductor firms FormFactor and Cognex.
Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.
Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.
Trump's 15% polysilicon tariff may boost smaller U.S.-focused solar and semiconductor stocks but raise costs for import-dependent firms.
Wall Street futures were muted pre-bell Tuesday, as traders weighed a generally good earnings season
<p>High-bandwidth memory is sold out for all of 2026. SK Hynix has warned the shortage could last past 2030. Automakers are cutting production of budget models, and PC and smartphone prices are set to rise 10-20% by year-end. The chip supply chain crisis is the defining market story of 2026 and it is reshaping which ETFs win and which get squeezed. Here are the funds most exposed, on both sides of the trade.</p>
Software stocks are staging a comeback in the second half of the year, according to Jefferies analysts, who pointed to strong results from ServiceNow Inc (NYSE:NOW, XETRA:4S0), SAP, Roper Technologies, Atlassian (NASDAQ:TEAM) and Cloudflare as evidence the sector is shaking off fears of...
GOOGL boosts 2026 capex to $205B, signaling stronger AI demand. Read on to explore ETFs poised to benefit from the next wave of AI spending.
Two semiconductor ETFs hold nearly identical stocks, yet one has left the other in the dust this year by a staggering margin. The difference has nothing to do with which chips are inside and everything to do with how the fund is built.
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.
Wall Street futures pointed moderately higher pre-bell Friday as traders awaited the national jobs r
Record ETF inflows are rewriting the rules of passive investing, but the money flooding into funds isn't spreading across the market the way most investors assume. What's hiding inside your index fund may be a far more concentrated bet than you bargained for.
Applied Materials has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
HBM supply remains rationed, Micron's margins have reshaped what a memory cycle can look like, and three very different ETFs are competing for the same investor dollars flowing into this trade.
Chip stocks may be primed for a rebound as AI spending stays strong, technical signals improve and Wall Street sees the recent semiconductor selloff easing.
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.
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