US stocks: Semiconductor stocks seesaw between investment expansion and cost scrutiny 日経新聞 速報 07-22 06:56
Yen carry trades withstand turbulence amid accumulated 'yen-strength resistance' 日経新聞 速報 07-21 09:01
Nasdaq Composite Falls 1.4% as China AI Shock Hits; Semiconductor Stocks Enter Bear Market はてなブックマーク - 人気エントリー - テクノロジー 07-18 01:11
Nikkei 225 shows oversold signal, deviation rate from 25-day moving average exceeds 7% 日経新聞 速報 07-17 19:42
JPMorgan says semiconductor stock pullback is a buying opportunity *Walter Bloomberg (@DeItaone) / Twitter 07-06 20:09
Asia chip stocks slide on OpenAI efficiency gains, Meta cloud plan reports Stock Market News 07-02 10:32
CHIP STOCKS HIT RECORD SHARE OF S&P 500 Semiconductor stocks now make up a record 19.7% of the S&P 500, nearly four times their 2020 weighting, driven by the AI boom. The surge has fueled concerns over market concentration and stretched valuations, though strong ETF inflows continue to support the sector. Investors are watching whether AI spending can justify current chip stock prices. *Walter Bloomberg (@DeItaone) / Twitter 06-30 21:19
