Chip Sector
Coverage of Chip Sector in the Nexus archive.
- Apple tops $5tn valuation for first time
Apple has reached a $5 trillion valuation for the first time, driven by its minimal spending on AI and investor preference for safe havens amid a sell-off in the chip sector.
- The chip sector’s recent calm is masking a turbulent outlook in the options market
The chip sector's recent calm is hiding turbulence in the options market, with high volatility readings signaling potential further downside. Analysts warn that buying dips in the sector remains risky based on current market conditions.
- Lumentum’s stock just got a lot more interesting — and Barclays has turned bullish
A Barclays analyst has turned bullish on Lumentum's stock following its underperformance relative to the broader chip sector. The analyst now recommends the stock after a period of substantial underperformance.
- As SK Hynix lands in the U.S., here’s why investors should be wary of the chip sector’s ‘bubblelike’ volatility
SK Hynix's entry into the U.S. market has raised concerns among investors about the chip sector's volatile performance, drawing comparisons to turbulence seen in South Korea. Traders are cautious about potential instability spreading to Wall Street.
- As chip sector takes it on the chin, traders bet on a big Nvidia rally
Nvidia shares rose despite a 5% decline in chip stocks tracked by the VanEck Semiconductor ETF (SMH). Traders are betting on a significant rally in Nvidia's stock amid the broader sector downturn.
- Elon Musk’s Terafab could give a major boost to this corner of the chip sector
Elon Musk’s Terafab could significantly impact the chip sector. SpaceX is projected to invest $135 billion in wafer-fab equipment over the next five years, according to UBS.
- Micron’s stock gains, signaling a ‘return to optimism’ about the chip sector
Micron's stock is rising, reflecting renewed optimism in the chip sector. Investors are anticipating Samsung's earnings and SK Hynix's ADR listing, according to experts.
- Nvidia mostly sat out the chip sector's best quarter ever. What needs to change?
Nvidia underperformed during the chip sector's best quarter ever, according to the article title. The content states the problem cannot be explained by Nvidia's reported results.
- Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector
Micron and other memory makers are fueling a 'supercycle' in the chip sector. Chip-equipment companies are gaining unprecedented visibility into companies' supply plans, according to a UBS analyst.
- Marvell, Micron shares tumble as the chip sector suffers its worst day in 6 years
Marvell and Micron shares declined as the chip sector experienced its worst day in six years. Investors are reducing enthusiasm for momentum stocks amid a strong jobs report.
- Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom
Tech investors are pleased with this earnings season despite the Iran war putting pressure on companies driving the AI boom. Stocks continue to rally amid the AI boom, but the chip sector is facing challenges. The Iran war is affecting access to key materials and rising costs.
- An under-the-radar AI stock just delivered the best quarter of the chip sector
Qnity delivered a strong quarter in the chip sector and is well-positioned to continue gaining market share as chips get smaller and the industry shifts towards stacking. This growth is expected to persist due to the company's favorable position. The company's success can be attributed to its ability to adapt to changes in the industry.