Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
Jim Cramer says the chip sector selloff gripping NVIDIA, AMD, and Intel has nothing to do with their fundamentals, and the type of seller driving it makes a quick recovery far harder than most investors expect.
Look out below for semis?
Semiconductor stocks have made investors’ fortunes over the past four years, and by extension, semiconductor ETFs turned into the best-performing names. Names like the VanEck Semiconductor ETF (NASDAQ:SMH), Corgi Lithography & Semiconductor Photonics ETF (BATS:EUV), and the iShares MSCI Taiwan ETF (NYSEARCA:EWT) delivered solid gains earlier this year, only to take a breather in the past ... AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On
The chart tells me this is nothing more than a bounce, and definitely not a true market bottom.
It's no surprise semiconductor ETFs are topping the charts this year — fueled by the AI boom. But long-term performance is also impressive.
Fear has surged in chip stocks while remaining remarkably contained across the broader market.
The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.
Wall Street futures pointed higher pre-bell Tuesday as tech traders toggled risk-on switches despite
Asian stocks mostly rebounded after days of losses on Tuesday led by technology shares, while oil prices eased slightly even as Iran said it had struck hit US military targets in Bahrain and Kuwait.Iran's Revolutionary Guards said on Tuesday they hit US military targets including air defence systems in Bahrain and Kuwait, state news agency IRNA reported.
The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]
As semiconductors and AI trade leaders sell off, cybersecurity stocks like CrowdStrike, Fortinet, and Palo Alto Networks hold near highs, hinting at a market rotation.
AI chip stocks hit a sharp correction, but strong earnings and AI demand suggest the pullback may be a dip-buying opportunity for semiconductor ETFs.
Two seemingly similar semiconductor ETFs aren't as similar as they seem. One small detail gives SOXX the advantage for the rest of 2026.
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.