Wall Street saw a distinct tactical shift in July as institutional capital pivoted away from high-momentum AI and mega-cap technology stocks into defensive sectors.Broader equity market volatility, fueled by mounting geopolitical friction and disappointing earnings reactions to massive technology i…
Taiwan Semiconductor Manufacturing NYSE:TSM, the world's largest contract chipmaker, jumped approximately 7% in Thursday's U.S. regular-session trading as Microsoft's results renewed investor confidence in AI infrastructure demand. The Philadelphia Semiconductor Index increased approximately 6.7…
Advanced Micro Devices NASDAQ:AMD, a semiconductor company producing processors and AI accelerators, fell approximately 5.7% in Wednesday's regular-session trading as investors assessed a broader AI-chip selloff alongside its new infrastructure partnership. Reuters reported that semiconductor stock…
Asian equities fell for a second consecutive session Friday as a deepening chipmaker selloff raised mounting concern that massive AI investments may not justify current valuations. The MSCI Asia Pacific Index dropped 1.2% and Japan's Nikkei 225 retreated approximately 3% — its second severe session…
What Happened? Shares of semiconductor testing company FormFactor NASDAQ:FORM jumped 4.7% in the afternoon session after Cantor Fitzgerald reiterated its "Overweight" stock rating and $175.00 price target, citing a robust demand outlook, while the company also benefited from a broader rally in semi…
U.S. stock indices ended lower on Tuesday as investors sold off high-growth tech and chipmaker stocks as Treasury yields spiked owing to a jump in oil prices after Iran attacked a Qatari shipment in the Strait of Hormuz.The S&P 500 ended 0.5% lower, while the Nasdaq 100 lost 1.8% and the Dow Jones…
Nvidia (NVDA, Financials), the semiconductor company best known for graphics processors and AI chips used in data centers, gaming and advanced computing, lagged a broader chip rally Monday as investors weighed reports of delays to its next-generation AI server systems.Nvidia shares gained just 0.8…
Semiconductor stocks beat both Big Tech and crypto in the first half of 2026. The Philadelphia Semiconductor Index gained 102%, while the Magnificent Seven fell 2% and Bitcoin BITSTAMP:BTCUSD lost 33%, according to Deutsche Bank and CoinGecko data.Wall Street banks now disagree about the second hal…
By Jack PitcherThe Korean market frenzy is coming stateside.SK Hynix, a South Korean chip maker and the latest global company to surpass $1 trillion in market value, kicked off the process for a U.S. listing on Monday that seeks to raise $28 billion in fresh capital.The deal would rank among the bi…
By Noel Randewich and Ragini MathurThe S&P 500 and Nasdaq ended sharply higher on Monday, with Broadcom and other chip stocks rallying as investors bought shares in companies related to artificial intelligence that are expected to drive a strong second-quarter earnings season.Broadcom NASDAQ:AVGO j…
By Noel Randewich and Ragini MathurThe S&P 500 and Nasdaq ended sharply higher on Monday, with Broadcom and other chip stocks rallying as investors bought shares in companies related to artificial intelligence that are expected to drive a strong second-quarter earnings season.Broadcom NASDAQ:AVGO j…
By Noel Randewich and Ragini MathurWall Street climbed on Monday, with Broadcom and other chip stocks rallying as investors bought shares in companies related to artificial intelligence that are expected to drive a strong second-quarter earnings season.Broadcom NASDAQ:AVGO jumped 3.8% after the chi…
By Ragini Mathur and Avinash PThe S&P 500 and the Nasdaq rose on Monday as chip stocks rebounded, with Broadcom advancing after extending its partnership with Apple, while investors looked ahead to the start of the second-quarter earnings season.The Dow DJ:DJI briefly hit a fresh intraday record e…
What Happened? A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.Broadcom (AVGO) gained about 4.2% after it disclosed in an 8-K that it signed multi-year agreements with Apple…
What Happened? A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates. Broadcom (AVGO) gained about 4.2% after it disclosed in an 8-K that it signed multi-year agreements with Apple…
What Happened? Shares of semiconductor testing company FormFactor NASDAQ:FORM jumped 3.4% in the morning session after it received a $24 million grant from the Texas IC fund for its new probe card site.Probe cards are used to test semiconductor wafers during the manufacturing process. This grant su…
NASDAQ, S&P 500 CLIMB EARLY WITH CHIPS, TECHThe Nasdaq TVC:IXIC and S&P 500 CBOE:SPX are higher in early trading on Monday after the long holiday weekend as chip and other technology stocks gain. The Dow DJ:DJI is lower.An index of semiconductors NASDAQ:SOX is up 4.8% after recent sharp losses, whi…
By Ragini Mathur and Avinash PThe S&P 500 and the Nasdaq rose on Monday, extending the previous week's rally as chip stocks recovered while investors looked ahead to minutes from the central bank's last meeting and the start of second-quarter earnings season later in the week.The Dow DJ:DJI briefl…
Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market gains are broadening, with investors likely to turn toward AI "hyperscalers" as well as consumer discretionary, transport and biotechnology shares.In a note dated Monday, the brokerage said hyperscalers —…
AN INDEX OF AI HEALTH JUST FELL INTO A BEAR MARKETWhile some - starting with SoftBank boss Masayoshi Son - may consider it "blasphemy" to call the AI trade a bubble, markets, more often than not, will offer a reality check for that kind of fervour.Semiconductor stocks around the world are still up…
