Noteworthy ETF Outflows: SMH

SMH: Is It A Buy After The Recent Semi/Gen-AI Correction

AI Frenzy Cools, Yen Hammers Gold And Bitcoin, First Ever Joint Air Threat From Russia And China

Stronger than expected Q2 GDP data is bringing buying into the stock market. The yen is experiencing a stunning rise against the U.S. Dollar. The Arora Report says investors should not buy on strong GDP data as it is a lagging indicator. The Japanese yen is hammering gold, bitcoin, and oil.

Alphabet Bursts The Gen AI Bubble

Nasdaq has dropped 7% in two weeks as the tech selloff picks up steam

The Nasdaq Composite has dropped 7.1% in two weeks as the tech selloff picks up steam. The tech-focused index is now trading below its 50-day moving average for the first time since early May. Wednesday's 3.6% drop in the Nasdaq is the worst single day performance for the index since July 11.

Chip Stocks Nvidia, AMD And Others See More Selloff On Wednesday - What's Going On?

U.S. Chip stocks led by Nvidia Corp and AMD are trading lower on Wednesday. Tesla Inc and Google parent Alphabet Inc’s second-quarter earnings on Tuesday failed to impress the Street. The growing geopolitical tensions between the U.S and China are hurting the semiconductor sector.

Semiconductor Supply Chain Q3 2024 Outlook: Multispeed Recovery

New Economy Groundwork: The U.S. Future Is Also An Energy Future

Oil demand is tight and expected to remain so until the end of 2024, with record global demand projected for 2025. The U.S. Is achieving record oil production, and natural gas prices are expected to firm up. Renewable energy growth, reshoring, and infrastructure investments are robust investment themes. The energy transition is still largely a fossil fuel-driven world.

SMH: Let Your AI Winners Run Further

VanEck Semiconductor ETF (SMH) experienced downside volatility recently, attributed to intensified geopolitical risks and profit-taking. SMH is a high-quality semiconductor ETF that has benefited from the AI gold rush. Nvidia, TSMC, and Broadcom are SMH's top three holdings. The ETF is well-positioned to capitalize on the long-term growth of the semiconductor industry.

MTUM: There Are Better MOMO Strategies Than This Momentum ETF

Asia's AI Chip Trade Growth Continues To Boom

SMH: Time To Lock In Your Profit

US Stocks Rebound As Tech Surges, CrowdStrike Continues Selloff, Oil Hits 1-Month Lows: What's Driving Markets Monday?

All major indices in the green on Monday, with the Nasdaq 100 up 1% and the S&P 500 up 0.7%. Semiconductor stocks, which plunged last week, rallied on the start of the tech earnings season. President Joe Biden's withdrawal from the reelection campaign boosted investor sentiment.

ETFs in Focus Post TSMC's Q2 Earnings Beat

Broadcom: I Was So Wrong On This Semiconductor AI Leader (Rating Upgrade)

I've been too cautious on Broadcom recently. I failed to recognize the AI growth drivers in its bullish thesis. AVGO's growth prospects in AI networking and custom AI chips could spur a multi-year revenue opportunity. Broadcom's solid profitability and momentum justify the market's confidence.

Weekly Report: what happened at SMH last week (0715-0719)?

Is Invesco Semiconductors ETF (PSI) a Strong ETF Right Now?

EXCLUSIVE: Market Strategist Predicts 4 Winning Sectors Based On Trump Or Biden 2024 Election Victory

Market strategist Jay Woods sees a potential "Trump bump" for financials and healthcare stocks if Donald Trump wins the 2024 presidential election. Woods says a potential win by Joe Biden could be good for industrials and chip stocks. The market strategist says investors should consider sectors that could benefit under the 2024 election winner.

Nasdaq set for its worst week in 3-months, see how some names have performed

Cadence Design, Synopsys declines could be 'good buying opportunities,' Baird says

Tech Cadence Design, Synopsys declines could be 'good buying opportunities,' Baird says. The decline could wind up being a "good buying opportunity" for investors, research firm Baird said. The focus seems to be on manufacturing, not design, the analyst says.