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finance.yahoo.comPOSITIVO

Should You Buy AMD Post-World Labs Deal or Still Favor NVIDIA ETFs?

Advanced Micro Devices AMD is acquiring Fei-Fei Li's World Labs for about $8.2 billion in an all-stock deal. The acquisition is expected to close by the end of 2026. World Labs specializes in spatial intelligence, 3D-world simulation and p…

finance.yahoo.comPOSITIVO

NVIDIA Bets Big on Hugging Face: ETFs to Win

NVIDIA NVDA has confirmed its plan to acquire Hugging Face, a New York-based startup known for its open-source artificial intelligence (AI) model repository. The deal, valued at $12.9 billion, represents NVIDIA's second-largest acquisition…

seekingalpha.comPOSITIVO

CXMT plans second Beijing DRAM plant as China boosts chip capacity - report

[Computer DRAM memory modules] scanrail Chinese memory chipmaker ChangXin Memory Technologies (CXMT) is planning to build a second memory chip plant in Beijing, _Reuters_ reported, citing sources familiar with the matter. China's largest c…

finance.yahoo.comPOSITIVO

The Zacks Analyst Blog Highlights NVDA, AMD, INTC, SMHX, GXPT, SMH and SHOC

For Immediate Release Chicago, IL – July 10, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial mar…

finance.yahoo.comPOSITIVO

NVIDIA Valuation Falls to Multi-Year Low: Value Play or Value Trap?

Despite being a key player in the artificial intelligence (AI) space, NVIDIA NVDA is now trading at one of its lowest valuation levels in years, per a Yahoo Finance article. The company's forward price-to-earnings (P/E) ratio has fallen to…

finance.yahoo.comPOSITIVO

This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC

Quick Read SMHX has surged 58% in 2026 and 90% over the past year by owning only AI chip designers like NVIDIA, AMD, and Qualcomm. TSMC, the $2.3 trillion foundry excluded from SMHX by design, is itself up 49% this year riding the same AI…

finance.yahoo.comPOSITIVO

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel

Quick Read SMHX has surged 54% year to date by targeting only fabless designers like NVIDIA and Qualcomm, excluding chip manufacturers by mandate. Intel (INTC) jumped 226% this year to $120 under CEO Lip-Bu Tan, outpacing SMHX despite bein…

seekingalpha.comPOSITIVO

AI-linked ETFs tumbled in Friday's tech selloff after months of outsized gains

[ETF investment money] zimmytws/iStock via Getty Images AI-linked ETFs were among the hardest-hit thematic funds during Friday's technology selloff, as investors dumped semiconductor and AI-related stocks following a Broadcom-driven rout a…

finance.yahoo.comPOSITIVO

VanEck Launches Data Center Supply Chain ETF (RACK) to Capture AI Infrastructure Buildout

RACK focuses on the companies supplying the semiconductors, power, cooling systems and grid equipment needed to support AI infrastructure demand. NEW YORK, June 02, 2026--(BUSINESS WIRE)--VanEck is today launching the VanEck Data Center Su…

seekingalpha.comPOSITIVO

Nvidia valuation falls to S&P 500 parity for first time in over a decade

[Moscow, Russia - April 7, 2019: NVIDIA video chip on the motherboard] Antonio Bordunovi/iStock Editorial via Getty Images Nvidia’s (NVDA [https://seekingalpha.com/symbol/NVDA]) forward price-to-earnings ratio has tumbled to match the broa…

finance.yahoo.comPOSITIVO

Billionaire Investor Doubles Down On AI, Boosts Stakes In Microsoft And Meta Despite 2025 Tech Volatility

Activist investor Dan Loeb’s Third Point LLC made major changes in its portfolio in the third quarter of 2025. Let’s look at the performance of some Magnificent Seven stocks in the second half of 2025 held by Dan Loeb. Strength in AI Drive…

finance.yahoo.comPOSITIVO

Billionaire Investor Adds To Nvidia Position As AI Conviction Builds

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Activist investor Dan Loeb's Third Point LLC boosted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 2% in the third quarter of 2025. Det…

finance.yahoo.comPOSITIVO

NVIDIA Up a Decent 34% in 2025: Why ETFs May Soar in 2026

The artificial intelligence (AI) behemoth and the chip giant NVIDIA Corp.’s NVDA stock has gained about 34% so far this year. The returns are solid but not great, as the stock has surged about 1150% since the start of 2023. Since then, the…

nasdaq.comPOSITIVO

The Zacks Analyst Blog Highlights NVIDIA, VanEck Semiconductor ETF, Strive U.S. Semiconductor ETF and VanEck Fabless Semiconductor ETF

For Immediate Release Chicago, IL – November 21, 2025 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the…

seekingalpha.comPOSITIVO

Bulls vs. Bears: What's ahead for NVDA as earnings data looms

[Nvidia Corporation building in Taipei, Taiwan.] BING-JHEN HONG Earnings season has largely delivered positive results, but all eyes are on Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), the $5 trillion market-cap powerhouse, as it…

seekingalpha.comPOSITIVO

Broadcom-OpenAI collaboration sends these ETFs higher

[Broadcom headquarters in San Jose, California, United States] JHVEPhoto Shares of Broadcom (NASDAQ:AVGO [https://seekingalpha.com/symbol/AVGO]) popped on Monday after the tech giant announced a collaboration with OpenAI (OPENAI [https://s…

seekingalpha.comPOSITIVO

Nvidia is the best-performing stock in the S&P 500 over the last 10, 15, and 20 years

[Nvidia headquarters in Santa Clara, California, USA] Nvidia (NASDAQ:NVDA [https://seekingalpha.com/symbol/NVDA]) has been the best-performing stock in the benchmark S&P 500 index (SP500 [https://seekingalpha.com/symbol/SP500]) over the la…

cnbc.comPOSITIVO

Wall Street bets on chip boom are getting more concentrated, and it could be good thing for investors

The AI boom and success of Nvidia, now the U.S. market's largest stock, have made the semiconductor sector one of the most closely watched corners of the market. Nvidia's rise to a market cap over $4 trillion has led to concerns about the…

nasdaq.comPOSITIVO

Friday's ETF with Unusual Volume: SMHX

The VanEck Fabless Semiconductor ETF is seeing unusually high volume in afternoon trading Friday, with over 727,000 shares traded versus three month average volume of about 92,000. Shares of SMHX were off about 3% on the day. Components of…

seekingalpha.comPOSITIVO

Nvidia stock has seen an average earnings reaction move of 8.5% since late 2022's AI boom

[Nvidia Corporation building in Taipei, Taiwan.] BING-JHEN HONG The ongoing boom in the artificial intelligence (AI) industry was sparked by the launch of OpenAI's ChatGPT in November 2022, and since then, Nvidia (NASDAQ:NVDA [https://seek…

seekingalpha.comNEGATIVO

All eyes are on Nvidia as key earnings could impact hundreds of ETFs

[ETF - Exchange Traded Funds] AlexSecret Nvidia (NASDAQ:NVDA [https://seekingalpha.com/symbol/NVDA]) is scheduled to report its quarterly results on Wednesday after the closing bell, a release that could send waves through both the technol…

finance.yahoo.comPOSITIVO

NVIDIA Hits $4 Trillion Market-Cap Milestone: ETFs in Focus

On July 9, 2025, NVIDIA NVDA became the first publicly traded company to reach a $4 trillion market capitalization, surpassing tech titans such as Microsoft MSFT and Apple AAPL. The company’s stock has surged 17.8% so far this year and cli…

finance.yahoo.comPOSITIVO

NVIDIA Shares Hit New Record High: ETFs in Focus

NVIDIA NVDA shares surged over 4% on Jun 25, 2025, reaching an all-time closing high of $154.31. The stock also set a new intraday high during the trading session, surpassing its previous record close of $149.43 set on January 6. Post-Earn…

finance.yahoo.comPOSITIVO

Synopsys Delivers Earnings Win As US Tech Export Curbs Loom Over Industry

Synopsys, Inc. (NASDAQ:SNPS) shares are trading higher premarket on Thursday after the company reported second-quarter 2025 after market close on Wednesday. The company reported revenue of $1.60 billion, in line with the consensus estimate…

finance.yahoo.comPOSITIVO

Synopsys Q1 Profit Tops Estimates, Sees Strong AI-Fueled Chip Design Demand

Synopsys Q1 Profit Tops Estimates, Sees Strong AI-Fueled Chip Design Demand Synopsys Inc (NASDAQ:SNPS) shares are trading higher premarket reported first-quarter financial results after the market close on Wednesday. Revenue: $1.455 billio…