Here’s What Scares Me About Semiconductor Stocks
Investor response is very different to earnings announcements from Samsung Electronics and SK Hynix. Here’s why, and what investors should really be watching.
Three Key Industries to Watch This Week
These areas could define much of what happens next with the economy and the markets.
Why a Little-Known Korean Company Is Sending Markets South
Elice differs from the likes of CoreWeave even as its shares descend 32.0% on IPO day.
Rebound in Chip Stocks Lifts Nasdaq Into the Green
The Philadelphia Semiconductor index ($SOX) +1.2% is now up on the session pulling the Nasdaq-100 ($QQQ) +0.6% into the green as well.
Is the Bottom Falling Out of the AI Trade?
We’re seeing equity valuations collapse for semiconductor stocks, and bond yields for CoreWeave soar to distressed levels. Is the AI bubble bursting?
Here’s Why the Simple Explanation for the Chip Selloff Makes No Sense
Chip stocks have sold down hard in the last couple of days. While Chinese competition is often cited as the motive, that’s a simplification that doesn’t add up.
Why Are Asia’s Chipmakers Selling Down on Sunny Forecasts?
Share prices of the two biggest Asian companies by market cap are down despite optimistic updates. Here’s what investors should watch heading into earnings season.
What’s Next for Asian Stocks as Year Ends?
There was a sharp turnaround in Asia’s top-performing sector in Q3. Here’s why that’s unlikely to last.
Following Tariff Truce Update, Investors Can Expect More From Trump-Xi Summit
We’ve already got a market-relevant impact on tariffs, but what are the other main points of contention as the “G2” gather?
As Semis Soar, I’m Upping Price Targets for AMD, Intel
INTC and AMD ran up big Monday on the sudden popularity of Meta’s Muse AI agent. Let’s chart where these two stocks could be headed.