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What’s Driving the Insane Rally in Chip Stocks & ETFs?
Zacks Investment Research· 2026-04-27 19:23
A comprehensive look at trends, fund profiles, and more in exploring ETFs. Hi everyone, welcome to exploring ETFs. I'm Nina Mishra and today we are talking about chip stocks and ETFs which are among the hottest areas of the market currently.So on Friday, the semiconductor EDF posted its 18th conse consecutive gain for 18 consecutive days and that was its longest on record according to the Wall Street Journal. So on Friday the catalyst was Intel's better than expected earnings strong guidance. So Intel surge ...
Can the semiconductor rally last?
CNBC Television· 2026-04-27 19:23
So semis like you guys talked about are just still in the heater but they just may be taking a step back today. Profit taking for the first time in a while. Not only the socks ETF but just the socks Philadelphia indexes was on an 18-day win streak.Intel extending its big run. Nvidia still firm today. Memory names like Micron and SanDisk are both up.You can see Micron up over 4%. Same for SanDisk on the back of renewed AI demand and just really bullish analyst calls. Specifically a few notes that are reinfor ...
X @Bloomberg
Bloomberg· 2026-04-27 18:05
It's a worry that the market seems to be rewarding every chip company, as if a healthy industry backdrop will lift all boats, writes @shuli_ren (via @opinion) https://t.co/2q523sQjsi ...
X @Watcher.Guru
Watcher.Guru· 2026-04-27 16:31
Earlier this month, Senator John Fetterman disclosed a purchase of Micron Technology stock $MU.Micron was awarded $6.1 billion through the CHIPS Act, the largest grant made under the program.Fetterman serves on the Senate Commerce Committee, which has oversight authority related to CHIPS Act funding.The stock has increased more than 60% since his reported purchase. ...
Markets on Edge With Rates, Earnings, Iran in Focus | The Asia Trade 4/27/2026
Bloomberg Television· 2026-04-27 04:46
>> THIS IS THE ASIA TRADE. I'M SHERY AHN IN TOKYO. >> I'M HAIDI STROUD-WATTS IN SYDNEY.ASIAN STOCKS SET TO ADVANCE WHILE OIL GAINS AS TALKS -- PEACE TALKS HAVE STALLED. THE PATH SEEMS CLEAR CREEK KEVIN WARSH NOMINATION AS CHAIR. A 31-YEAR-OLD MAN IS TO FACE COURT MONDAY AFTER A WHITE HOUSE CORRESPONDENTS' DINNER SHOOTING.HE WAS SAID TO BE TARGETING TRUMP ADMINISTRATION OFFICIALS ALTHOUGH AN EXACT MOTIVE REMAINS UNCLEAR. WE SPEAK TO THE SOUTH KOREAN TRADE MINISTER ABOUT THE AI FUELED EXPORT BOOM AND THE IRAN ...
X @Bloomberg
Bloomberg· 2026-04-27 04:04
For stocks, the exuberance of semiconductors in the AI boom crowds out everything else, writes @johnauthers (via @opinion) https://t.co/PiqkeqDqCD ...
X @Bloomberg
Bloomberg· 2026-04-27 03:35
A Taiwanese court has sentenced a former Tokyo Electron employee to 10 years in prison for stealing TSMC's proprietary data, highlighting the growing threat of industrial espionage in the island’s most strategic sector https://t.co/pvriugp64j ...
X @Bloomberg
Bloomberg· 2026-04-27 00:27
In South and Southeast Asia, higher oil prices are straining trade balances and sending stocks tumbling. In North Asia, enthusiasm for chipmakers and AI is driving equity benchmarks to repeated record highs. https://t.co/uKErR2xYL8 ...
X @Zhu Su
Zhu Su· 2026-04-25 10:09
Semiconductor supply chains are mostly self financed now. The top of the chain (nvidia, tsmc) are so flush with cash that they just bankroll their own precision manufacturers. In the future they should probably just get into general merchant and sme banking, have venture arms for embodied AI, etc. ...
X @Bloomberg
Bloomberg· 2026-04-25 03:28
China said it is closely monitoring US legislative plans after the House Foreign Affairs Committee advanced export-control bills targeting semiconductors, which Beijing warned could disrupt global supply chains if passed https://t.co/Jj3Zo3j61Q ...