等待開盤 03-26 09:30:00 美东时间
+4.230
+1.24%
Helium shock exposes a flaw in semiconductor ETFs: overexposed to AI, under-hedged on supply risks.
03-25 04:44
AMD eyes massive deal with Korean AI startup Upstage for 10,000 MI355 chips as the firm looks to diversify beyond Nvidia hardware.
03-23 17:39
The market sellers have finally showed up, said Ross Gerber, co-founder, president and CEO of Gerber Kawasaki Wealth and Investment Management. “Hard to be bullish at the moment,” he said. “Inflation ...
03-21 04:30
$MU Update: Micron CEO flags persistent AI memory shortages, noting the company can only fulfill a fraction of current customer orders.
03-21 01:05
Paul Meeks, head of technology research at Freedom Capital Markets, believes the recent pullback in Micron Technology (MU) shares presents a prime buying opportunity, calling it potentially “the best ...
03-19 23:11
Marko Kolanovic, former chief strategist and co-head of Global Research at J.P. Morgan, argued that semiconductors (SMH), (SOXX), (XSD) could see a quick 30% drop. About a week ago, when the S&P 500 (...
03-18 23:55
Micron trades near 52-week highs with a bullish MACD. Analysts at Rosenblatt and RBC raise price targets to $500+ as AI memory demand surges.
03-17 18:02
Anticipation is building across the technology and semiconductor sectors ahead of this afternoon’s keynote address at the NVIDIA GTC 2026, where CEO Jensen Huang is set to outline the company’s latest...
03-16 21:18
Oracle reported a $553 billion AI backlog, highlighting strong compute demand and putting tech and semiconductor ETFs in the spotlight.
03-11 22:46
The semiconductor sector roared back today, led by the iShares Semiconductor ETF (SOXX) which surged 3.9% to close at $336.25, outpacing broader markets amid relief from Middle East tensions. Early se...
03-10 04:56