Chart of the Day: Marvell Is Taking a Breather
The high-energy semiconductors may be undergoing a correction.
Memory Stocks Made Us Some Cash, Then Came Wednesday. Now What?
SanDisk, Micron, Western Digital and others got a Wednesday beating, so let’s take a look at the charts and see how to handle ’em now.
Stunning South Korea Stock Shock Triggers Circuit Breaker as Semi Names Strike FOMO
The Seoul market and select chipmakers around Asia saw wild volatility, but the chaos is highly sector-specific.
Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work
Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.
Looking Ahead After Wall Street’s Best Quarter Since 2020
The S&P 500 gained 15% and the Nasdaq 21% in Q2, but Q3 presents substantial challenges as three big issues come into play.
New Price Targets for 2 Chip-Related Holdings to Close the Quarter
This pair of stocks is on our radar as both names have entered overbought territory.
Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?
The Chip Story Just Got More Complicated
AI Is bouncing, but a significant shift in the market is building. Here’s what to watch.
When the ‘AI Inflation’ Hits the Fan
Rising costs associated with AI are weighing on stocks like Apple. But there’s a bigger question looming for hyperscalers.
Should U.S. Investors Buy Into a Wall Street Listing for SK Hynix?
The market-share leader in High Bandwidth Memory chips is preparing the largest-ever listing on Wall Street for an Asian company. Is it a buy?