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Qualcomm is selling off sharply on a day when the broader chip fund is climbing, and the disconnect between those two moves points to something specific happening inside one of the market's most closely watched semiconductor names.
MACOM Technology Solutions stock has more than doubled over the past year. BMO is the latest Wall Street firm to turn bullish on the chip maker.
XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.
The stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.
Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...
A brand-new ETF promises to carve pure Korean semiconductor exposure out of a market where most funds bury Samsung and SK Hynix under banks and automakers, but with three days of trading history and a fee premium over established rivals, the real question is whether the precision is worth the price.
BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.
Every AI server board and electric vehicle runs on a tiny ceramic component most investors have never heard of, and a brand-new ETF just made it possible to bet directly on the handful of Asian manufacturers who control the global supply.
Qualcomm just posted its best month in a while, but its two closest peers beat it handily during the same rally. Whether that gap signals a buying opportunity or a warning depends entirely on what actually drove the move.
Semiconductor stocks are posting a third straight session of gains, but one chip name is running so far ahead of the pack that it raises an uncomfortable question about whether the move reflects genuine conviction or something riskier.
Korea's newest chip ETF bets almost everything on two memory giants at the exact moment HBM pricing and AI capex commitments could swing either way, and the fund is young enough that most investors have no idea what they are actually buying.
Coherent, Lumentum, and Applied Optoelectronics are surging together this morning with no shared headline, no analyst upgrade, and no product news to explain it, and the reason behind the correlated pop reveals something more telling than a simple good day for optics stocks.
A brand-new ETF just gave U.S. investors a single-ticker shortcut into South Korea's semiconductor giants, but a 0.65% fee, zero performance history, and a heavily concentrated basket raise real questions about whether the tradeoff is worth it.
A Reuters report about SK Hynix possibly producing memory chips on Intel's Ohio campus sent shares of both companies surging, but the real story is what the deal's structure could mean for Micron and the future of U.S. chip manufacturing.
Software stocks have outperformed over the past three months as the sector.
Energy stocks were pretty much the only thing working on Tuesday. The Dow Jones Industrial Average was down 430 points, or 0.8%. The S&P 500 was down 0.5%. The Nasdaq Composite was down 0.8%. Only about 160 stocks in the S&P 500 were rising, and only two of the 11 major sectors were up on the day.
Three handset chip names are surging while the rest of large-cap tech slides lower, and no earnings release or analyst note explains the divergence. The reason behind the rotation tells you something important about where semiconductor money is quietly moving.
The stock market picked a direction: down. The Dow Jones Industrial Average fell 500 points, or 1%, after oil prices and bond yields spiked. The S&P 500 fell 0.5%. The Nasdaq Composite dropped 0.6%. The move followed a jump in WTI crude oil futures, which rose 1.
Advanced Micro Devices' strong earnings outlook and AI growth keep investors interested, while SOXX, GAMR and IGPT offer diversified exposure to its upside.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.08%. E-mini S&P futures (ESU26 ) are down -0.21%, and September E-mini...
Hock Tan told CNBC that demand for AI compute infrastructure remains strong and durable, even as Broadcom stock fell 4.8% Monday
