The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF (NASDAQ:), closed Friday at $509.77 after touching a fresh intraday high of $511.68. That’s a gain of roughly 244% from the April 2025 low of $148.31. Most of that move has been compressed into the last two months alone. Since mid-March, ...
Key Points CoreWeave continues to see triple-digit revenue growth and a growing project backlog. However, it is taking on a lot of debt to fund its growth and now it is getting squeezed by higher component prices. 10 stocks we like better than CoreWeave › Shares of CoreWeave (NASDAQ: CRWV) sank following the company’s first-quarter ...
One fintech may already be ahead of the trend. Listen to the audio version of this article (generated by AI). Hello, Reader. Vines are often a visual symbol of overgrowth. They can wrap around a building’s exterior, growing and clinging to worn, cracked stone, creating fractures that let further destruction in. In a similar way, ...
Every meaningful AI model trained this year runs on hardware that passed through ’s fabs. While investor attention has rotated toward memory and CPU suppliers, the foundry that enables them all trades at a discount to its semiconductor index peers. $414.15 TSM Close May 8, 2026 $420.00 52-Wk High NYSE ADR +130% 1-Year Return vs. ...
The old adage of “sell in May and go away” is rooted in fact. Since the index was constructed in 1958, the average returns for the May through September period haven’t been anything to brag about. The average monthly return is 0.73%, which means every month, with the exception of July, has average returns that ...
Key Points Netflix bought a company that provides AI tools to filmmakers. This acquisition may somewhat move the needle for the company down the road. Given Netflix’s competitive edge and massive addressable market, the stock is still a buy. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has underperformed broader equities over ...
Things started getting a bit ridiculous toward the end of last week. Say what you want, but the concentration in daily activity in the is increasingly centered around semiconductors. In fact, based on my internal estimates, Micron (NASDAQ:) was the single largest contributor to the index move on Friday, followed by , , , , ...
Quantum Computing Inc. (QUBT) Mid-Long Term Company Analysis Recommendation: Sell Detailed Recommendation: Reduce position size over a longer time horizon (e.g., several weeks) using reverse dollar-cost averaging to hedge against temporal price movements. The opportunity cost of holding QUBT appears too high relative to other potential allocations. Company Introduction Quantum Computing Inc (NASDAQ:QUBT) is a Delaware-incorporated ...
Key Points With the national average gas price at more than $4.40 a gallon, according to AAA, it now costs more than $100 to fill the 23-gallon tank of America’s best-selling vehicle, the F-150, produced by Ford Motor Company (NYSE: F). That’s a worrying development, given that the biggest engine of economic growth in the ...
Since ChatGPT was introduced in late November 2022, the AI trade has been mostly focused on the Magnificent-7, especially the big cloud companies, i.e., the “hyperscalers” (chart). For a while, they were all viewed as AI dominators until DeepSeek was released by a Chinese software company in late January 2025. Increasing confidence that US Large ...
