The Latest Breaking News from Semiconductor

Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?

Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and valuations remain elevated. His Asia portfolio retains exposure to semiconductor companies while avoiding heavy AI capex spenders, with India, China and other Asian markets featuring prominently in…

The Economic Times · 8h ago

With Cathie Wood Warning of a Vicious Cycle in Memory Chipmakers, Here’s How You Should Play SKHY Stock Now

Cathie Wood warned memory chip cycles could get worse as China adds capacity, even after SK Hynix posted record Q2 revenue.

Barchart · 23h ago

Wall Street Week Ahead: As AI rally wobbles, stock market's spotlight turns to earnings

Investor confidence in the market is wavering due to recent declines in AI-linked stocks and semiconductor firms. Upcoming quarterly results from major players, including Meta Platforms, are being closely monitored by investors. Analysts are watching whether hyperscalers can sustain profitability amid significant capital expenditures on AI infrastructure. The performance of…

The Economic Times · Oct 17

Stock Indexes Mostly Lower as Chipmaker Weakness Persists

The S&P 500 Index ($SPX ) (SPY ) is down by -0.06% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. December E-mini S&P futures (ESZ26 ) are down -0.10%, and December E-mini...

Barchart · Oct 16

Stocks are Mixed on Rotation Out of Chipmakers and AI Stocks

The S&P 500 Index ($SPX ) (SPY ) is up by +0.03% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.82%. December E-mini S&P futures (ESZ26 ) are up +0.05%, and December E-mini...

Barchart · Oct 16

US stocks: S&P 500 muted as AI concerns hit chip stocks; bank gains lift Dow

The S&P 500 showed little movement as semiconductor stocks decreased due to AI-related concerns and market pressures. Gains in banking stocks such as Goldman Sachs and JPMorgan Chase helped offset broader losses on the index. Concerns about debts of companies like CoreWeave intensified following steep declines in AI stocks. Additionally,…

The Economic Times · Oct 16

AI Chip Stocks Lose $1 Trillion as Intel and Broadcom CEOs Warn of a Looming Funding Crisis

Semiconductor shares have fallen sharply as investors question AI spending returns, while industry executives warn that expensive borrowing and tighter financing could delay infrastructure projects.

International Business Times UK · Oct 16

'I told you so': China's chip sector is making breakthroughs—and U.S. export controls are the reasons why

Rakesh Kumar says the controls spurred China to build its own chip ecosystem—and that Chinese AI models are now "very, very close" to America's.

Fortune · Oct 16

Stock Indexes Rebound as Investors Rotate Out of Chip Stocks

The S&P 500 Index ($SPX ) (SPY ) is up by +0.13% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. December E-mini S&P futures (ESZ26 ) are up +0158%, and December E-mini...

Barchart · Oct 15

Apple Cut iPhone 18 Orders; What Does It Mean For Suppliers?

Apple's reported iPhone 18 Pro component order cuts raise questions for suppliers Skyworks Solutions and Broadcom, which face differing levels of exposure to Apple's business.

MarketBeat · Oct 15