Noticias financieras organizadas para conectar titulares, símbolos, fuente, fecha y sentimiento con tu análisis y operativa.
SMHX
Si escribes ticker, YENOM prioriza ese instrumento. Si lo dejas vacío puedes explorar el feed general o por tema.
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…