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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 […]
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.
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 stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.
Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.
BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.
Qualcomm just posted its best month in a while, but its two closest peers beat it handily during the same rally. Whether that gap signals a buying opportunity or a warning depends entirely on what actually drove the move.
Semiconductor stocks are posting a third straight session of gains, but one chip name is running so far ahead of the pack that it raises an uncomfortable question about whether the move reflects genuine conviction or something riskier.
Coherent, Lumentum, and Applied Optoelectronics are surging together this morning with no shared headline, no analyst upgrade, and no product news to explain it, and the reason behind the correlated pop reveals something more telling than a simple good day for optics stocks.
A Reuters report about SK Hynix possibly producing memory chips on Intel's Ohio campus sent shares of both companies surging, but the real story is what the deal's structure could mean for Micron and the future of U.S. chip manufacturing.
Three handset chip names are surging while the rest of large-cap tech slides lower, and no earnings release or analyst note explains the divergence. The reason behind the rotation tells you something important about where semiconductor money is quietly moving.
Advanced Micro Devices' strong earnings outlook and AI growth keep investors interested, while SOXX, GAMR and IGPT offer diversified exposure to its upside.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.08%. E-mini S&P futures (ESU26 ) are down -0.21%, and September E-mini...
A wave of worry among top executives about the speed of artificial intelligence development had Wall Street selling shares of chip firms and buying software stocks. The Nasdaq Composite fell 0.6%. The selling was mostly limited to stocks tied to the AI trade, after Anthropic’s Dario Amodei pushed for top AI upstarts to work together on setting guardrails on development.
A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or is simply charging scarcity rent that evaporates the moment supply loosens.
Nvidia and Micron Technology trade at P/Es of 16.6 and 6.3, respectively. They’re not as cheap as they look.
Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.
Shares of GoPro (NASDAQ:GPRO) are up 11% to $1.57 in late-morning trading Thursday, extending a rerating that has lifted the action camera maker 124% over the past month. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.43% on the session. Also, the iShares Semiconductor ETF (NASDAQ:SOXX) is off 2%, so today’s green tape is […]
Semiconductor ETFs are riding AI-driven demand and rising chip investment, with four funds offering diversified exposure to the industry's next growth phase.
A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of tech behind.
Broadcom's AI revenues are surging, but softer guidance has weighed on shares, highlighting ETFs that offer diversified exposure to its growth.
NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is actually flowing.
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