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One rival semiconductor ETF has quietly lapped the most popular chip fund on the market over the past year, and the reason comes down to a single position that most investors never think to question.
Shares of Coherent Corp. (NYSE:COHR) are up 59% year to date (YTD) in 2026, a striking run for a stock leveraged to the shift from copper to optical connectivity inside AI data centers. Coherent stock trades at $294.37, and the gain looks substantial in isolation. Yet, the same optical-components trade that lifted Coherent lifted its […]
The S&P 500 Index ($SPX ) (SPY ) is down by -0.36% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.55%. December E-mini S&P futures (ESZ26 ) are down -0.36%, and December E-mini...
After one of the most jaw-dropping runs among large-cap tech names this year, Intel shares are pulling back hard this morning alongside AMD and the broader chip sector, raising a question every holder needs to answer right now.
The vote is likely a “non-event for S&P 500 fundamentals” but could slow down the AI trade, equity strategist Scott Chronert said.
AMD briefly joined the $1 trillion club on Sept. 21 as shares surged nearly 10% to a record above $616, making it the fourth U.S. chipmaker to reach that mark.
One pillar of the semiconductor rally is coming under scrutiny
TE Connectivity and Amphenol make things that let power move through an electronic system. Bernstein rates both stocks Buy.
Michael Burry has expanded his short positions in Micron Technology Inc (NASDAQ:MU), Palantir Technologies Inc (NYSE:PLTR), Nebius Group (NASDAQ: NBIS) and the iShares Semiconductor ETF (SOXX), deepening his bearish bets against parts of the artificial intelligence (AI) and semiconductor...
Michael Burry just disclosed short positions in Palantir, Nebius, and Micron, but the market is not reading his trade as a single unified bet, and at least one of his targets is moving in the wrong direction for him this morning.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.27% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.43%. December E-mini S&P futures (ESZ26 ) are down -0.36%, and December E-mini...
Burry added to short positions in Micron, Nebius, Palantir and the iShares Semiconductor ETF.
Stock futures were little changed Wednesday after the tech-focused Nasdaq Composite registered its second consecutive record-high close, as oil prices and Treasury yields wavered.
Burry also advised shorting equipment makers Applied Materials and Lam Research at current prices.
SOXX and IYW offer distinct approaches to the technology sector. Here's how the two compare.
Momentum in radio frequency chips has a clear name this month. Skyworks Solutions (NASDAQ:SWKS) stock has been the standout story, running past its merger partner, its larger listed peer, and the broader semiconductor complex on the way up. That kind of move, in a name that spent much of the prior year drifting, raises a […]
The Nasdaq Composite is on track to close at another record with the AI trade driving gains. The tech-heavy index gained 0.4% while the S&P 500 was roughly flat and the Dow Jones Industrial Average dropped 0.
In a Substack note, Michael Burry cited Acer CEO Jason Chen’s warning about rising Chinese memory production as a potential sign that the current supply crunch may not last.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.09% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.52%. December E-mini S&P futures (ESZ26 ) are up +0.05%, and December E-mini...
A trade show demonstration quietly repositioned Qualcomm inside one of the market's most coveted growth stories, and the divergence from its closest chip peers reveals exactly what investors think the moment is worth.
Meta's new Muse AI agent just triggered a violent repricing across processor names, and the three companies catching the biggest moves share almost nothing in common except a suddenly crowded bull thesis.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.61% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.33%. December E-mini S&P futures (ESZ26 ) are up +0.70%, and December E-mini...
A supply-chain report lit a fuse under AMD shares Monday morning, but the move hinges on whether the chip giant is flexing pricing power or simply handing a supplier's bill to its customers.
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