The Nasdaq 100 rebounded with a 1.5% rally after a volatile session, avoiding its worst sell-off since March. Despite spikes in individual tech stocks and semiconductor volatility, the S&P 500's VIX index fell, presenting a cheaper hedging opportunity that attracted options traders. Rising oil prices above $100 and climbing Treasury yields pressured tech stocks and bonds, with heavy put buying in long-term bond ETFs signaling bearish sentiment. This dynamic highlights investor caution amid market turbulence and inflation concerns.
Qualcomm has been upgraded to a buy rating due to its strategic shift towards data centers and a growing automotive segment, which are expected to drive future revenue growth. The company aims to double its non-handset revenue to $40 billion by fisca...
A simple tap on a smartphone triggers a complex AI-driven process that spans from touch sensors to cloud computing, cybersecurity, automated warehouses, and last-mile delivery technologies. Key companies like Nvidia, Qualcomm, and Ambarella provide t...
The global industrial semiconductor market, valued at $98.35 billion in 2025, is projected to grow to $329.73 billion by 2035, with a CAGR of 12.86%. Growth is fueled by increasing adoption of AI-powered industrial automation, electric vehicles, smar...
