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Semiconductor stocks surged as declining Treasury yields, falling oil prices, and robust AI demand boosted market sentiment. Nvidia CEO Jensen Huang reaffirmed projections of $3 trillion to $4 trilli…
U.S. stocks fell as Middle East tensions, rising Treasury yields, and weak Chinese economic data outweighed strong gains in AI and semiconductor shares. Investors remain cautious ahead of major retai…
Nvidia and chipmakers rallied on multi-billion-dollar AI data center expansion, while Brent crude rose on Middle East supply disruption risks. However, major U.S. indexes lagged as Meta faced a major…
S&P 500 flat near record highs as tech/chip strength offsets macro risks. Inflation concerns and Iran sanctions comments weigh, while industrials and banks lag.
S&P 500 futures flat near record highs amid mixed sentiment. Chip stocks rallied on AI infrastructure spending, while inflation risks and Iran oil tensions weighed on broader sentiment. Industrials a…
Tech, chip, and software stocks are surging in early August, with breadth data showing 93% of chip stocks higher. Meme stocks rally too, but Bitcoin lags, and 2021 comparisons hint at possible overex…
S&P 500 hit a record, up 0.5%, as soft PPI data reinforced Fed rate-hold expectations. Chip stocks surged on AI optimism, while banks and industrials lagged, keeping the Dow near flat.
US stocks rose after soft PPI data reinforced expectations of no Fed rate hike next month. S&P 500 hit a record high, boosted by AI-related optimism and strong chip stock performance amid Anthropic I…
Oil prices rose on Iran war and Red Sea shipping fears while Asian markets mostly gained, led by chipmakers. Wall Street slipped ahead of key U.S. inflation data expected to show cooling to 3.4%.
Oil and gold rose on Iran war tensions and Houthi attacks near Bab el-Mandeb, while Wall Street pulled back from record highs. Korean chipmakers surged over 4% ahead of a critical US inflation report.
Article compares SOXX and FTEC tech ETFs, highlighting semiconductor sector's strong 1-year returns (119%) versus broader tech ETF's diversification and lower volatility. Both funds hold Nvidia; SOXX…
Nvidia stock rose after securing over $500 billion in third-party capital from major financial institutions to fund AI infrastructure buildout, signaling strong investor confidence in AI growth.
NVDA reported strong Q1 FY27 earnings, 85% YoY revenue growth, dominant AI accelerator market share, and guided Q2 to $91B despite China export restrictions, reinforcing bullish outlook.
Chip stocks staged a significant intraday comeback, reversing early losses to close slightly higher. Positive earnings reports from Macom and SiTime boosted the broader semiconductor sector, reflecte…
US stocks fell as Middle East tensions over the Strait of Hormuz sent oil prices surging over 3%. Investors await Friday's jobs report for Fed rate cues. Chipmakers like AVGO and AMD gained, while GO…
Marvell (MRVL) plunged 11% then rebounded 25% on profit-taking, not sector weakness—AVGO (+16%) and NVDA (+9%) outperformed. KeyBanc's $400 MRVL target implies strong AI-chip demand, benefiting the b…
Applied Materials (AMAT) rebounds 22% in a week after a China-driven selloff, with Susquehanna's $900 target and raised 2026 guidance signaling a bullish AI capex cycle for semiconductor equipment ma…
US stocks hit record highs on Palantir's blowout earnings and AI optimism, while Iran-Hormuz de-escalation hopes crushed oil prices. Chip stocks surged, though AMD's after-hours results disappointed …
Sandisk and Marvell Technology surged sharply, signaling renewed investor appetite for chip and AI infrastructure stocks after July's position unwind, with analysts citing strengthening earnings outl…
Micron's stock, though pricey on trailing earnings, appears deeply discounted against 2027 AI-driven earnings forecasts. Strong DRAM/NAND demand and new long-term supply contracts support a bullish g…