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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.
TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
What was working on Wall Street was pretty much a mirrored image of yesterday’s action. The Dow was up 64 points, or 0.1%. The top strategies were pure value, low volatility, and dividend stocks, while small-caps, growth, and momentum were lagging behind.
Texas Instruments will report earnings after the close. The growth of the chip maker’s data-center business could be a signal for the rest of the artificial-intelligence trade.
Burry says Hong Kong offers cheap stocks as AI-driven markets outperform and chip selloff deepens.
A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or the setup for a painful unwind?
Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
Micron's earnings report gave the Nasdaq the jumpstart it desperately needed on Thursday. The Nasdaq was up 0.9%. Micron not only reported blowout results but also gave a forecast that had Wall Street ready to pile back into the chip sector after a brief road bump.
A selloff in highflying semiconductor stocks gripped Wall Street Tuesday morning. The Nasdaq Composite tumbled 2.4%. The S&P 500 fell 1.6%. The Dow dropped 371 points, or 0.7%. The Nasdaq 100 was on pace to shed more than $1 trillion in market cap.
<p>Semiconductors and U.S. equities at large benefited in a week dominated by the SpaceX IPO. Meanwhile, investors quietly increased their hedges in ultra-short bonds in ongoing, complex markets. </p>
Chip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. Big gainers included AMD and Micron.