How the chip trade has come to resemble silver — a warning from Morgan Stanley’s Wilson
Top LineInvestors should shift away from popular momentum trades, says veteran W. Source: MarketWatch.com – Top Stories. Read original report via source…
Tag: Chip
Traders are getting worried the chip stock bull market is cracking. How to protect yourself
OverviewOptions traders were buying a lot of protection on the iShares Semiconducto. Source: US Top News and Analysis. Read original report via source l…
Massive bonuses for South Korea's chip workers puts central bank on inflation alert
Top LineWorkers from tech industries receive bonus worth millions of won, prompting. Source: US Top News and Analysis. Read original report via source l…
Apollo and Blackstone raise $35bn in chip financing deal for Anthropic
Transaction is one of the largest private credit fundraisings, fuelling Claude maker’s AI growth plans. Source: World. Read original report via source l…
Asia chip-linked shares recover after U.S. peers bounce back
In the U.S., chip stocks powered gains on Monday, helping the S&P 500 gain 0.3%. Source: US Top News and Analysis. Read original report via source l…
Nvidia unveils new chip to bring AI directly to personal computers
OverviewNvidia's new chip will power new Windows laptop and desktop compute. Source: Al Jazeera – Breaking News, World News and Video from Al Jazee…
US says ban on AI chip shipments applies to Chinese firms outside China
At a GlanceDepartment of Commerce issues guidance on chip restrictions amid conc. Source: Al Jazeera – Breaking News, World News and Video from Al Jazee…
Want an alternative to chip stocks? This sector with an AI angle is breaking out.
OverviewThe transportation sector has benefited from hopes of a Iran peace deal. Source: MarketWatch.com – Top Stories. Read original report via source …
Rally in chip stocks becomes the most hated in history. Here's the data
OverviewThe rally in semiconductor stocks is so incredible, traders can't help. Source: US Top News and Analysis. Read original report via source l…
Anthropic, Microsoft in talks for AI chip deal after $5 billion investment
Microsoft has not made the Maia 200 chips available to customers, but it is used in. Source: US Top News and Analysis. Read original report via source l…