交易中 06-25 11:05:13 美东时间
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What goes up must come down. Silvant CIO Michael Sansoterra explains why Micron's massive multiple expansion means even a great earnings beat is already priced in.
06-24 02:52
Apple says AI-driven demand is spiking memory-chip costs, spotlighting semiconductor ETFs and Korea-focused funds as potential beneficiaries.
06-19 01:38
The S&P 500 gained 0.5% while the tech-heavy Nasdaq 100 rose 1.1% by midday Thursday, extending a rebound from one-month lows.
06-12 01:14
Qualcomm (QCOM) stock dips as near-term chip profit-taking clashes with a bullish JPMorgan target aiming for a $69B non-handset revenue boom.
06-11 00:18
Broadcom's earnings spotlight a growing shift from GPUs to custom AI chips. Here are some semiconductor ETFs that could benefit from the ASIC boom.
06-04 23:36
Defiance's QTUM ETF gained momentum after a $2 billion U.S. quantum push sparked a rally in IBM, D-Wave and other AI infrastructure plays.
05-22 22:32
International and emerging market ETFs are rallying in 2026 as Taiwan and Korea chip stocks help global markets keep pace with the S&P 500.
05-22 00:47
Leopold Aschenbrenner's AI fund just bet $8.5B against Nvidia (NVDA) and the chip complex two days before earnings.
05-18 23:13
Jim Cramer said he could "smell the reversal day." Unfortunately, he was right this time.
05-13 02:20
Jeffrey Gundlach warns fast-growing trades may be late-cycle "weeds" as AI ETFs and private credit continue surging.
05-09 02:38