semiconductor stocks
Coverage of semiconductor stocks in the Nexus archive.
- Wall Street’s Favorite Bet Comes Undone as Chips Whipsaw Market
Semiconductor stocks, which have driven equity markets this year, are experiencing a decline, causing increased market volatility. Investors are growing concerned that sustained artificial intelligence spending may not continue at current levels.
- AMD and Micron surge, Lam Research climbs 17% as chip stocks rip higher
AMD and Micron stock prices surged, while Lam Research climbed 17% as semiconductor stocks rose due to strong earnings from Lam Research, Microsoft, and Arm.
- As semis sell off, rattled investors should heed last millennium’s lesson from Cisco Systems
Semiconductor stocks are selling off, prompting investors to consider lessons from Cisco Systems' past performance. Fundstrat's Tom Lee predicts market recovery within days.
- Chip Rout Deepens on Circular Funding, China Competition Fears
Global semiconductor stocks experienced a deeper selloff as investor sentiment worsened due to concerns over the sustainability of the artificial intelligence boom and fears related to competition with China.
- Chip rout weighs on oil optimism
US stocks were mixed as falling oil prices due to a US-Iran pause in strikes were overshadowed by concerns over AI-driven semiconductor market turmoil. Nvidia's large deals fueled worries about AI's financial sustainability, while ASML's stock dropped amid reports of Chinese state firms advancing in lithography technology.
- Mediators are pushing a 10-day ceasefire. Chips are rebounding. Earnings are beating
Mediators are pushing for a 10-day ceasefire. Semiconductor stocks led a market recovery, with S&P 500 and Nasdaq 100 futures rising and 87% of early S&P 500 companies beating earnings estimates.
- Jim Cramer's top 10 things to watch in the stock market Monday
Semiconductor stocks are rising, and Bristol Myers is purchasing new Nvidia chips for AI-driven drug discovery.
- AI Upheaval Crushes Retail Traders Crowding Into Leveraged Funds
A breakthrough from Chinese startup Moonshot caused AI and semiconductor stocks to decline, disrupting markets and echoing last year’s DeepSeek moment. The event highlights rapid market shifts and the volatility of assumptions about future industry leaders.
- As semiconductor stocks slump, one AI-adjacent sector is thriving — and these are the stocks to buy
Semiconductor stocks are experiencing a slump, but an AI-adjacent sector is thriving, offering investment opportunities in specific stocks. The article highlights potential gains for investors through this emerging sector.
- US Equity Futures Slide as Chip Selloff Prompts Sector Rotation
US equity futures declined due to a selloff in semiconductor stocks, prompting investors to shift focus to other market sectors. The slide reflects concerns over the chip sector's performance and its impact on broader market dynamics.
- Semiconductor stocks are on the verge of a bear market. Is the thrill in the chips trade gone?
The PHLX Semiconductor Index reached a record high in late June but has since declined nearly 20%, signaling potential entry into a bear market. The article questions whether the momentum in semiconductor stocks has faded.
- Memory and semiconductor stocks lose momentum, bitcoin rebounds in sign of changing investor focus
Memory and semiconductor stocks are losing momentum, while Bitcoin is rebounding, indicating a shift in investor focus. The market is showing changing priorities between traditional tech sectors and cryptocurrencies.
- AI computing stock panic over Meta cloud rumour ‘erroneous’, analysts say
A panic over excess AI computing capacity was labeled 'erroneous' by research firm SemiAnalysis after a global sell-off hit semiconductor stocks. Investors misinterpreted Meta Platforms' potential shift to cloud services as a sign of an AI hardware glut, fearing the company would flood the market with unused GPUs.
- This rare, widening gap between Big Tech and semiconductor stocks is flashing a warning for the broader market
Semiconductor stocks have surged over 80% this year due to AI demand from the 'Magnificent Seven,' while the companies responsible for that demand are experiencing a market correction.
- Wall Street's 'fear gauge' punches back as the 'crash up' in chip stocks finally reverses
The semiconductor stocks' rally reversed, and the VIX increased alongside other volatility metrics. Wall Street's 'fear gauge' saw a rise as the chip stock surge hit a barrier.
- If the semiconductor rally loses steam, it’s retail investors who could get hurt the most
Retail investors heavily purchased semiconductor stocks in May, which was the strongest month of the year for individual buying. The article warns that if the semiconductor rally loses momentum, retail investors may face significant losses.
- Wall Street’s red-hot momentum trade is still winning, as strategy delivers best 2-month gain on record
Wall Street's momentum trade is experiencing record-breaking performance, with the S&P 500 Momentum Index posting its best 2-month gain on record as semiconductor stocks drive market gains.
- Rally in chip stocks becomes the most hated in history. Here's the data
The semiconductor stock rally has become the most hated in history, with traders actively betting against it due to its unprecedented surge. Despite the incredible growth, market participants are showing bearish sentiment through short positions.
- Jim Cramer says the world of tech investing has changed and it's not going back
Jim Cramer states that semiconductor and AI infrastructure stocks have become the new technology leaders, replacing software stocks. This change is seen as a shift in the tech investing world. According to Jim Cramer, this change is permanent.
- The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst
The semiconductor stock index has reached its highest level since March 9, 2000, just before the dot-com bubble burst. This rapid rise in semiconductor stocks may indicate a potential bubble. The last time this happened, the dot-com bubble peaked and then burst.
- Intel and Micron are poised to break major milestones
Intel and Micron are approaching significant milestones, sparking interest among options traders in semiconductor stocks. This development indicates a growing confidence in the sector. The attention from options traders suggests a positive outlook for these companies.
- Tech’s ‘New Normal’ Trade Pair: Long Chip Stock, Short Software
The article discusses a shift in tech investment strategies where investors are increasingly favoring chip stocks while reducing bets on software. This 'new normal' trade pair reflects changing market dynamics and sector performance expectations in the technology industry.