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.
Intel reported a 25.42% year-over-year revenue increase in Q2 2026, its best in over 15 years, fueled by a 59% rise in Data Center and AI revenue. Despite a recent share price pullback to $97.71, the outlook remains positive with a 24/7 Wall St. pric...
Wall Street analysts are increasingly bullish on ASML Holding, raising price targets to over $2,800 as AI fuels growth in advanced semiconductor manufacturing. Bank of America and Bernstein both maintained 'Buy' ratings, citing ASML's strong competit...
Semiconductor stocks are expected to face further downside in the second half of the year due to supply chain-driven price corrections and weakening end demand, especially in the memory sector led by companies like Micron. The AI infrastructure boom ...
Investors who missed the AI rally led by NVIDIA can still participate safely through diversified ETFs like Global X AIQ, VanEck SMH, and Invesco QQQ. These funds spread risk across multiple companies in the AI ecosystem, from chipmakers to tech giant...
Microsoft, TSMC, and AMD represent key layers in the AI buildout with different investment outlooks. Microsoft is a buy at $502.03 due to strong Azure growth, high contracted future revenue, and expanding Copilot adoption, trading at a reasonable P/E...
