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Jim Cramer is struggling to find reasons to buy, and the Nasdaq 100 sliding into correction territory is not helping. Before you dismiss his caution, consider which corners of the market could actually benefit from the pain hitting semi stocks hardest.
The NASDAQ correction is shaking up semiconductor rankings in a way that defies the usual AI playbook, and the names leading the surge carry valuations that raise serious questions about what happens next.
Intel's post-earnings pullback highlights tech ETFs with sizable exposure that can offer diversified access to its long-term potential.
Micron Technology has substantially outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.
Leverage is making the punishing semiconductor plunge even harder to recover from.
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
Stocks are mixed in early trading, with tech weak but other sectors hanging in. Crude oil, gold, and silver are all lower, while Treasuries are up modestly and the dollar is flat.
Two of the big stock market benchmarks were going in radically different directions Tuesday morning. The Dow Jones Industrial Average was up 320 points, or 0.6%. The Nasdaq Composite sank 1.3%. The S&P 500 was down 0.
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.
TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.
The S&P 500 is hugging the breakeven line, but most of the market is actually on the rise. The market benchmark is down 0.1% after turning higher a few times and losing steam. The Dow is also around breakeven.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
Nvidia’s new Spectrum-6 platform shows the AI race is no longer just about chips, but about the networking that ties them together.
A leaked investor call from a Chinese AI CEO contains a pointed argument about the one assumption holding up NVIDIA's entire valuation, and if the logic holds, the fallout reaches well beyond NVDA stock.
It's no surprise semiconductor ETFs are topping the charts this year — fueled by the AI boom. But long-term performance is also impressive.
The company could theoretically retire more than 40% of its outstanding shares. However, that is not as easy as many make it out to be.
What was working on Wall Street was pretty much a mirrored image of yesterday’s action. The Dow was up 64 points, or 0.1%. The top strategies were pure value, low volatility, and dividend stocks, while small-caps, growth, and momentum were lagging behind.
Texas Instruments will report earnings after the close. The growth of the chip maker’s data-center business could be a signal for the rest of the artificial-intelligence trade.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.
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