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JPMorgan turns bullish on semis after steep sell-off, citing strong fundamentals and delayed supply additions until 2028. Barclays remains cautious, warning AI capex enthusiasm is cooling amid compet…
Tech/chip stocks rebound after entering bear market amid AI spending scrutiny ahead of Alphabet, Tesla, Intel earnings. Record S&P 500 profit margins despite tariffs suggest early AI ROI, though inve…
Nvidia shares rose 0.71% ahead of highly anticipated Q1 earnings. Semiconductor sector rebounded as investors rotated back into AI infrastructure stocks amid easing Treasury yields and lower oil pric…