S&P 500 At Highs, Hedge Funds Step Back—Semiconductor ETFs Test Limits

Hedge funds are cutting risk as the S&P 500 rally stretches valuations, putting semiconductor ETFs like SOXX and SMH at risk of sharper volatility.

Consumer Tech News (Apr 20-24): U.S. Warns China Over AI Theft, Big Tech Faces Political Scrutiny Over AI & More

U.S. administration accuses China-linked groups of stealing AI models, signaling tighter enforcement and rising geopolitical pressure on frontier AI development.

Taiwan Semiconductor Snub Wipes $16 Billion Off ASML

ASML shares fall after TSMC delays adoption of High-NA EUV machines. Analysts weigh in on demand impact and the stock's technical outlook.

Live On CNBC, Malcolm Ethridge Announces Sold ASML Holding

Taiwan Semiconductor Sees No Immediate Need For ASML's Priciest Gear

Taiwan Semiconductor advances A13 roadmap, scales AI packaging, and maintains cost discipline by leveraging existing EUV tools

ASML Shares Trending Overnight As AGM Approves Dividend, Buyback Plan: What You Should Know

ASML Holding shares rise 0.65% after approving a €2.70 ($3.16) final dividend, bringing its 2025 payout to €7.50 ($8.78) per share and authorizing up to 10% share buybacks.

What's Going On With Micron Stock Wednesday?

Micron (MU) defies caution as tech stocks recover. Get the latest analysis on MU's analyst moves, market trends, and recent price action.

Why Is Micron Tech Stock Surging On Tuesday?

MU stock falls as analysts warn of memory market softness and concerns grow over the U.S.-Iran deal status. Read the latest on Micron.

Why AI Momentum Is Crushing Geopolitical Fear: Munster's Tech Outlook

Deepwater Asset Management's Gene Munster predicts a 50% surge in hyperscaler AI capex for 2026, defying Wall Street's cautious consensus. Discover why he believes we are in year three of a five-year AI bull market led by Nvidia and a revamped Siri.

Broadcom–Meta AI Deal Signals Shift To 'Contracted' Chip Growth—What It Means For ETFs

The era of the “wild west” semiconductor cycle might be coming to a close, replaced by a more buttoned-down, predictable corporate landscape. What is causing this change?