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Michael Burry disclosed January 2027 puts on SOXX struck at $330. The chip ETF snapped its longest-ever rally — and 7 constituents report earnings this week.
Ross Gerber ranks his favorite Magnificent Seven stocks for Benzinga and shares another top tech stock pick.
BofA calls Nvidia its top semi pick and lays out why the chip giant's valuation looks dramatically out of step with its earnings power.
Major Triggers Ahead Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF
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.
Nvidia's $20T path faces a 2026 hurdle as its moat weakens, inference shifts reduce CUDA's edge, and custom chips plus delays add pressure.
Pony AI accelerates L4 autonomous driving with its new NVIDIA-powered compute platform, enhancing safety and commercial scalability.