Intel shares jumped 15% after Apple held exploratory talks for chip manufacturing. The potential partnership may ease advanced node shortages, indirectly freeing up TSMC capacity for crypto mining ASICs and lowering hardware costs.
SOXX and SMH fell from recent highs as AI bubble concerns, elevated valuations, and post-earnings selling weighed on semiconductor stocks. Investors are now watching Qualcomm and Nvidia results for clues on whether the sector can rebound.
SOXX and SMH retreated after earnings-driven volatility, rising AI bubble concerns, and stretched valuations. Near-term direction may depend on Qualcomm and Nvidia results, while the longer-term outlook hinges on whether AI spending can generate sustainable returns.
SOXX and SMH fell sharply as AI bubble concerns, rich valuations, and post-earnings selling hit semiconductor stocks. Near-term direction now hinges on upcoming Qualcomm and Nvidia results and whether AI spending can translate into sustainable revenue growth.
The iShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) suffered a harsh reversal this week, with top companies losing over $500 billion in value. AI bubble fears, Burry's short positions, and weak earnings from Palantir and AMD triggered the selloff. The downturn may spill over to AI-related cryptocurrencies. Key catalyst: Nvidia earnings on Nov 19.
IShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) crashed as AI bubble concerns wiped over $500B from top stocks. Analysis covers earnings impact, Michael Burry's short positions, and potential rebound catalysts. The panic also affects AI-related crypto tokens.
The iShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) suffered a harsh reversal this week, losing over $500 billion in market cap. This article analyzes the causes, including AI bubble fears and earnings reports, and discusses the rebound outlook.
The iShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) plunged this week as over $500 billion in market value evaporated. Fears of an AI bubble, Michael Burry's short positions, and disappointing earnings from Palantir and AMD drove the selloff. This article analyzes the crash and prospects for a rebound.
