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
US chip and memory stocks slide in fresh bout of Wall Street tumult Financial Times: Markets 07-17 06:14
Asia stocks slide as South Korea chip stocks tumble; TSMC earnings in focus Stock Market News 07-16 12:17
S&P 500 and Nasdaq open lower as Iran tensions weigh on sentiment, chip stocks slide Stock Market News 07-13 22:42
S&P 500 and NASDAQ open higher as chip stocks gain; US-Iran tensions in focus Stock Market News 07-09 22:43
Hedge funds dump chip stocks for fourth straight week as AI shares sell off Stock Market News 07-06 20:18
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
OpenAI efficiency gains, Meta cloud move hammer chip stocks; SOX slides 6% Stock Market News 07-02 00:57
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
