Semiconductor Stocks Are Overbought, Morgan Stanley's Shalett Warns Bloomberg Technology · 07-10 23:21
Micron lifts U.S. spending to $250 billion — company takes $500 million position in America's only 300 mm wafer plant Tom's Hardware · 07-10 19:40
This new chip stacking technique could be the key to unlocking faster AI performance Digital Trends · 07-10 07:03
RBC's Janet Mui Sees Semiconductor Stock Pullback as Healthy Consolidation Bloomberg Technology · 07-07 02:44
JPM: AI CHIP RALLY MAY BE HARD TO SUSTAIN JPMorgan says AI chip stocks may struggle to keep outperforming hyperscalers over the long term. The bank expects either stronger AI monetization will help cloud providers catch up, or heavy AI spending could eventually curb hyperscaler capex and weaken chip demand. While JPM favors the positive scenario, slowing capex forecasts remain a key risk for semiconductor stocks. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 20:08
GOLDMAN: INVESTORS TRIM BIG TECH EXPOSURE Goldman Sachs says investors are reducing exposure to the Magnificent Seven as they favor AI beneficiaries, such as semiconductor companies, over hyperscalers funding heavy AI spending. The bank believes markets are rewarding companies generating returns from AI investments while questioning those bearing the costs. Until hyperscalers show stronger earnings growth, caution toward mega-cap tech is likely to persist. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 19:47
Jefferies raises ASML, STMicro price targets on European semiconductor re-rating Stock Market News · 07-02 19:30
