Global semiconductor stocks fell sharply overnight across major markets, dragging Nasdaq 100 futures lower ahead of the U.S. open. Despite strong earnings like Samsung's record profit, chip stocks including SK Hynix, Tokyo Electron, and Taiwan Semiconductor declined, signaling heavy selling pressure. This selloff tests the recent gains in tech indexes after Monday's rally, with the Nasdaq 100 approaching its 50-day moving average support at 29,590.29. Traders will watch if buyers step in to hold these levels or if selling extends, potentially pushing the index toward lower support levels. The U.S. trade balance report released Tuesday will also influence market direction.
Recent volatility in AI-related stocks has unsettled investors, but demand for AI infrastructure and tools remains robust, supported by strong earnings from companies like ASML, Samsung, and TSMC. Neuberger advises a neutral stance on credit markets ...
Taiwan Semiconductor (TSM) retains a hold rating following a 110% stock price rally, as its current valuation surpasses aggressive fair value estimates. The easing of geopolitical tensions, including relaxed U.S. export restrictions and restored acce...
Taiwan Semiconductor Manufacturing Company (TSMC) is rated Buy due to its unmatched resilience and dominant position in global chip production. Its business model focuses on physical volume growth and long-term B2B contracts, insulating it from AI-re...
The semiconductor sector, which outperformed in early 2026, is experiencing a pullback in July due to profit-taking, high valuations, and unwinding of leveraged trades following a strong AI-driven rally. Despite declines, major semiconductor ETFs lik...
Taiwan Semiconductor Manufacturing Company (TSMC) posted impressive Q2 results, with earnings per share rising 74% and revenue up 34%. Despite this strong performance, TSMC's shares fell due to market worries over its elevated capital expenditure gui...
