SOXPhiladelphia Semiconductor Index
Wall Street strategist explains how to navigate an ’AI Bubble’
Investing.com -- The latest Sevens Report on Friday warned that a divergence between AI chipmakers and the broader equity market may be signaling early risks of an “AI bubble,” advising investors to monitor the semiconductor sector for signs of a market peak.
investing.com·2mo ago
Buy gold, crypto and China, tread carefully on rich U.S. tech: BofA’s Hartnett
Investing.com -- Global equities took in $19.6 billion and bonds added $19.2 billion in the week through July 30, continuing one of the strongest flow years on record, according to Bank of America (BofA).
investing.com·2mo ago
Semiconductor cos to likely posts earnings beat, says Oppenheimer as it bumps PT
Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth. It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon. Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and Monolithic Power Systems Inc (NASDAQ:MPWR).
investing.com·3mo ago
Tech rally has legs amid rising AI adoption, says UBS
Investing.com -- The rally in tech stocks still has room to run as adoption of AI continues to spread across industries, UBS said citing a sharp rise in enterprise AI usage.
investing.com·4mo ago
Cantor bullish on analog stocks near-term, but challenges remain through year-end
Investing.com -- Cantor Fitzgerald has turned bullish on analog semiconductor stocks in the near term, pointing to improving cyclical indicators and favorable investor positioning.
investing.com·4mo ago
Chip stocks slide on Trump plan to expand China tech restrictions
Investing.com -- Chip stocks slid lower on Monday on reports that the Trump administration is preparing to tighten restrictions on China’s tech sector by expanding existing rules to include subsidiaries of sanctioned firms.
investing.com·4mo ago
Equity flows: U.S. large caps, gold see records; small caps, real estate hit lows
Investing.com -- U.S. equity funds recorded their first inflow in five weeks, while money market funds saw sizable outflows, suggesting a risk-on shift among investors.
investing.com·5mo ago
Bernstein on Trump changing AI diffusion rules: ’Nothing is surprising anymore’
Investing.com -- The Trump administration is reportedly considering changes to the Biden-era AI export rules, a move that Bernstein analysts say could worsen an already problematic framework for chipmakers like Nvidia (NASDAQ:NVDA).
investing.com·5mo ago
Nvidia stock dips amid Reuters report on AI chip export rule review
Investing.com -- Shares of Nvidia (NASDAQ:NVDA) edged lower, but remained higher by 0.5% as the market responded to a report from Reuters that Trump administration officials are considering changes to a Biden-era AI chip export rule. The potential revision could impact how advanced semiconductors are distributed globally, stirring a cautious reaction among investors.
investing.com·5mo ago