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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.
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...
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.
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 ($IUXX ) (QQQ ) is up +0.52%. December E-mini S&P futures (ESZ26 ) are up +0.05%, and December E-mini...
The S&P 500 Index ($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.
When Anthropic CEO Dario Amodei wrote a weekend essay proposing that the AI industry should deliberately restrict its pace of progress, few companies were more dependent on the market’s reaction than Broadcom. Anthropic is more than just a name in the conversation for Broadcom Inc. (NASDAQ:AVGO), it’s poised to become the chipmaker’s single largest custom […]
MACOM Technology Solutions stock has more than doubled over the past year. BMO is the latest Wall Street firm to turn bullish on the chip maker.
XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...
A brand-new ETF promises to carve pure Korean semiconductor exposure out of a market where most funds bury Samsung and SK Hynix under banks and automakers, but with three days of trading history and a fee premium over established rivals, the real question is whether the precision is worth the price.
Every AI server board and electric vehicle runs on a tiny ceramic component most investors have never heard of, and a brand-new ETF just made it possible to bet directly on the handful of Asian manufacturers who control the global supply.
A brand-new ETF just gave U.S. investors a single-ticker shortcut into South Korea's semiconductor giants, but a 0.65% fee, zero performance history, and a heavily concentrated basket raise real questions about whether the tradeoff is worth it.
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