Maintain a Sell rating on iShares Semiconductor ETF amid rising Chinese semiconductor competition and slowing AI capex risk. Click for this SOXX update.
Wall Street opened strong on a sharp oil selloff but faded as a report on Chinese progress in advanced lithography rattled ASML and the entire semi complex. Apple leapfrogged Nvidia to reclaim its tit
The company still holds a significant edge in production capabilities compared with Chinese counterparts, an analyst says.
FEATURE Chip stocks were selling off and weighing on major indexes following reports that a state-backed Chinese company has begun mass producing chip-making machines. Those same semiconductor compa
Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest rivals can match right now. Three factors separate this semiconductor equipment nam
FORM heads into Q2 earnings with AI, HBM and advanced packaging momentum, but valuation and trade risks temper the upside.
Earnings event puts KLA stock in focus KLA (KLAC) is set to announce quarterly earnings this Tuesday after the bell, with the market expecting 13.7% year on year revenue growth, compared with 23.6% gr
Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions i
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