Notícias

Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers should welcome. His core message: sharp one-day drops in the chip complex have historically marked mid-cycle dislocations inside bull markets. Lee’s framing matters ... Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it's worth paying attention.

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

The fund's big gain wasn't a tide that lifted all boats; it was a rocket powered by a handful of its holdings.

Wall Street's AI trade is expanding beyond the Mag-7. Discover emergent players and the ETFs best positioned to benefit.

Microchip stocks tumbled on Tuesday, but a look at similar one-day downturns in the semiconductor sector shows such declines are often fleeting.

Wall Street futures pointed moderately higher pre-bell Wednesday, as the Tuesday "chip-wreck" led to

Trump said 19 million barrels of oil flowed through the Strait of Hormuz on Monday, calling it an all-time record.

On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%. That gap is the product you bought. The marketing calls it “3X daily.” Your brokerage statement calls it a $2,300 hole per $10,000. What you are actually paying ... SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

Chipmaker stocks led declines on Tuesday, tracking broader tech weakness in Asian stocks, particularly South Korean equities.

Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, used a CNBC appearance on Tuesday, June 23, to push back against the idea that the recent pullback in AI and semiconductor stocks signals that something is broken in the sector. She believes the move looks like classic profit-taking after a vertical run, with the ... Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story

Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR) stock is off 9% to $387, while Lumentum (NASDAQ:LITE) stock has slipped 8% to around $825. The selloff is sharp, but it arrives without a fresh company-specific catalyst from Applied ... Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?

The Space X IPO contributed to a $83 billion inflow into U.S. equities. An Apollo private credit fund received redemption requests for 17% of its AUM, but the demand was largely driven by non-U.S. investors. These are among the investment must reads for financial advisors this week.

Prediction markets point to easing GPU costs.

Chip stocks led losses from South Korea to Europe, while oil prices steadied after the U.S. waived sanctions on Iranian crude

Wall Street futures sagged pre-bell Tuesday as traders went risk-off, and backed away from rich valu

<p>In the first full week of trading post-SpaceX IPO, and the first week for leveraged SpaceX ETFs, money into U.S. equity ETFs dominated the market, netting over $83 billion in flows. </p>

Chip stocks are still hot, but one ETF stands out as the better choice given current conditions.

<p>In a busy day for U.S. equities, VictoryShares netted $2.66 billion while VanEck drew in another $8.5 billion in net flows on ongoing semiconductor popularity. </p>

<p>The semiconductor trade continues to dominate thematics as the <a href="https://www.etf.com/smh"><strong>VanEck Semiconductor ETF (SMH)</strong></a> nearly breaks $7 billion in single-day net flows. </p>

JPMorgan issued a largely bullish note on Broadcom stock. Here’s why analyst Harlan Sur recommends buying AVGO shares at current levels.

Investing.com -- Shares of U.S. semiconductor companies climbed in premarket trading Thursday after President Trump said Apple has agreed to work with Intel to design and manufacture its chips domestically.

Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten years come to $60,500. Everything else is what a single-sector ETF did to your money while you ignored it. The math holds up ... If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit last Friday. The host of Stock Market Today With IBD said the ETF contains a lot of chips that are well into new ... Chips Up 8.8% in One Week: 5 Semiconductor Names Breaking Into New Highs

Wall Street futures pointed sharply higher pre-bell Monday, after oil prices declined on statements

Which semiconductor ETF to choose comes down to cost and portfolio construction. One wins on both counts.

Investing.com -- Retail investors poured into SpaceX-related trades this week as demand for exposure to the aerospace company’s public debut extended well beyond the IPO itself, according to a Bloomberg report.

<p>Semiconductor ETFs have been the defining investment story of 2026 — SOXX is up 90%, FTXL has doubled, and DRAM, the AI memory ETF, has grown from a niche fund to nearly $17 billion in assets. But the category has expanded far beyond "just buy SMH." This complete guide covers every major semiconductor ETF, from the AI memory pure-play to leveraged instruments built for traders only — and explains who each one is actually for.</p>

On a warm day in mid-July, some 80 scientists comprised of Nobel laureates and nuclear security experts gathered in a 10th-floor conference room at the University of Chicago. They were then asked to imagine their own deaths… A presenter guided the group’s attention out of the window, past the gothic spires of campus, and traced which neighborhoods could vanish from differently sized nuclear blasts. The exercise, recently chronicled in Popular Mechanics, is part of the process behind one of the m

Stock Market Today: The Dow Jones index rose Friday on U.S.-Iran peace deal hopes. The SpaceX stock IPO will start trading shortly.