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TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.
What was working on Wall Street was pretty much a mirrored image of yesterday’s action. The Dow was up 64 points, or 0.1%. The top strategies were pure value, low volatility, and dividend stocks, while small-caps, growth, and momentum were lagging behind.
Texas Instruments will report earnings after the close. The growth of the chip maker’s data-center business could be a signal for the rest of the artificial-intelligence trade.
A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.
Micron's earnings report gave the Nasdaq the jumpstart it desperately needed on Thursday. The Nasdaq was up 0.9%. Micron not only reported blowout results but also gave a forecast that had Wall Street ready to pile back into the chip sector after a brief road bump.
<p>Semiconductors and U.S. equities at large benefited in a week dominated by the SpaceX IPO. Meanwhile, investors quietly increased their hedges in ultra-short bonds in ongoing, complex markets. </p>
Nvidia stock opened in the green on Wednesday as Wall Street waited for the chip maker’s earnings to arrive after the stock market close. Shares were rising 0.7% to $222.05 in Wednesday morning trading, while the S&P 500 was up 0.
<p>Nvidia reports fiscal Q1 2027 earnings Wednesday after the close, with analysts expecting $79 billion in revenue. The result will ripple across <strong>QQQ</strong>, <strong>SMH</strong>, <strong>SOXX</strong>, and every other ETF with significant Nvidia exposure — and some have far more on the line than others.</p>
If the upcoming initial public offering of artificial-intelligence chip maker Cerebras is any measure, the bull market in semiconductors is still on. When Cerebras filed its IPO paperwork earlier this month, the company intended to sell 28 million shares at a price between $115 and $125, raising $3.5 billion at the top end of the range. It was up 0.7% in premarket trading Monday.
The rolling 25-day performance for one index of semiconductor stocks has reached its highest level since March 9, 2000 —the day before the dot-com bubble peaked.
Risk assets and momentum plays were shining on Tuesday. Exchange-traded funds focused on momentum, growth, risk, and small-caps were among the top performing strategies, posting gains of 1.6% or more.
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