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A Korean brokerage downgrade lit a fuse under chip stocks Monday, sending a controversial leveraged ETF surging while NVIDIA, AMD, and Broadcom shed billions in market cap. Here is what connected those two moves and why the math behind the trade is more treacherous than the single-day gain suggests.
The fund that tracks the 30 biggest U.S.-listed chip companies no longer has the biggest one on top.
(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz
Nvidia's and AMD's businesses differ more than one might think.
These three stocks are trading at expensive valuations.
Dow Jones futures: An Iran attack killed two U.S. service members. Google earnings and capex guidance will be key this week. Tesla, Intel, GE Vernova also report.
China’s Moonshot Kimi K3 AI model, described as the largest open AI model so far, has been launched and is positioned as a lower cost alternative that scores strongly on coding benchmarks. The announcement has raised questions about US leadership in AI technology and added pressure to US chip stocks, including NasdaqGS:AMD. The development highlights changing competitive pressures for global semiconductor and AI hardware suppliers. For AMD, which sells CPUs and GPUs that are used in AI...
Here's the one I would buy right now.
Bears keep recycling the same China narrative about Nvidia, but each earnings report dismantles it faster than they can rebuild it. Here is why the loudest argument against the stock keeps pushing me to buy more.
SMH has turned semiconductor investing into a mainstream trade, but most holders have never done the math on what they quietly surrender each year just for the privilege of owning it.
Moonshot's Kimi K3 tops coding charts and hits chip stocks as investors question America's AI lead over China.
Readers weigh in on the 2026 Midyear Roundtable, SK Hynix and Micron, Travelers, and Berkshire, and the Dow.
MARKETS PM NEWSLETTER This is an edition of the Markets P.M. newsletter, a recap of the day’s most important markets moves, delivered after the closing bell. If you’re not subscribed, sign up here. What Happened in Markets Today The chip-stock selloff deepened, dragging the tech-heavy Nasdaq down 1.
Investors want customers, chips and stronger deal economics
New customer announcements could become the biggest catalyst for the stock.
A freshly launched ETF packages the ten biggest AI and growth stocks into a single trade, then layers a daily options strategy on top to generate income. Whether that combination can outperform simpler alternatives depends on a trade-off most investors overlook.
The chipmaker's stock has gotten way too overheated.
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) hosts its Advancing AI 2026 event next week in San Francisco, its first dedicated AI day since June 2025 when it launched its MI350 series GPUs and previewed its Helios rack system. Jefferies analysts expect AMD to raise its addressable...
SK Hynix stock just staged a dramatic reversal after touching a fresh low, but the forces behind the bounce raise as many questions as they answer about whether this is a genuine recovery or a technically driven squeeze running out of road.
Advanced Micro (AMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Intel is expanding its Google Cloud partnership to deploy generative AI across its workforce and speed chip development with advanced cloud computing.
AMD Gains Momentum as Wall Street Raises the Bar on AI Expectations
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