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All SMH news ›The Midterms Are Over. Here's What Chip Stocks Did in the Year After Each of the Last 8.
Chip stocks have normally risen after midterm votes. But how many of those years began like this one? Tuesday's midterm vote is behind us, and chip stocks came into it bruised. The VanEck Semiconductor ETF (SMH -2.75%) ended Election Day…
Worried About AI Stocks? Your Best Move Might Be: Do Nothing.
Despite worries about a looming stock market correction or crash, many long-term investors are likely better off sticking with their plan. Lots of investors right now are feeling antsy about the stock market being too top heavy with…
Premarket: AI stocks, oil fall as investors bet on change after U.S. election ‘blue wave’
Chip stocks and the dollar fell on Thursday, while oil steadied around recent lows and broader share prices, gold and other assets rose after a sweeping Democratic victory in U.S. midterm elections raised hopes for an end to the U.S.-Iran…
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Uber Q3: Great Print And Great Guidance - I Remain Optimistic
Uber's asset-light model, healthy balance sheet, and improving margins position it well for long-term growth. Read more on the Strong Buy thesis of UBER stock. Uber Technologies (UBER) just reported its Q3 numbers, so I wanted to go into…
Apollo’s Torsten Slok says AI is paying off for Big Tech, not the rest of the S&P 500
Revenue per worker is climbing at the Magnificent Seven while the other 493 companies in the index are stuck in place Corporate America has spent the past few years telling shareholders that artificial intelligence will change everything.…
BMO initiates Astera Labs at outperform with a $375 price target
The bank argues the AI connectivity chipmaker's recent pullback is an opening, setting one of Wall Street's most bullish targets on the stock BMO Capital Markets has started covering Astera Labs with an outperform rating and a $375 price…
Microsoft Is Executing an Irreproducible Balance-Sheet-Backed Infrastructure Pre-Sale at Scale
Microsoft sells AI capacity years before it exists, then pays for the build with its own cash. One investor keeps buying despite a $170 billion spending plan, and explains why Amazon and Oracle never earn his money. Each time I have new…
BIMB says buy the dip in Malaysian tech stocks as AI demand remains intact
KUALA LUMPUR (Nov 5): Any pullback in technology stocks following the US midterm elections could present a buying opportunity, said BIMB Securities, which expects long-term demand for artificial intelligence (AI) infrastructure to persist.…
The Most Undervalued Asset In Critical Infrastructure
Over the past 18 months, tens of billions of dollars in announced transactions have involved spectrum licenses. Yet most conversations about spectrum focus on what it costs rather than what it enables. That’s a mistake. Spectrum is no…
4 Reasons I Won't Be Touching the Anthropic IPO With a 10-Foot Pole
The developer of the Claude large language model filed its public registration statement (S-1) on Oct. 26, starting the clock on its initial public offering (IPO). Since May 2012, tech-focused IPOs have a track record of face-planting not…
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Finance and business coverage in the 4SEARCH.business news index: articles that name it in the headline, or in the text beside its ticker. Sentiment is the index's own reading of the latest 30 articles, not a forecast.