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Chipmakers are having a terrible day in the stock market

Super Micro Computer fell as much as 34% after its auditor resigned, while AMD slid 10% on a disapp…

Filip De Mott   


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Stock market today: Indexes slide as chipmaker rout drags tech ahead of key earnings

AMD and SMCI dragged chip shares lower on Wednesday. Investors are awaiting more big tech earnings …

Filip De Mott   


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Stock market today: Indexes gain after strong retail sales data

Stocks rose Thursday as investors digested strong retail sales data for September. Upbeat earnings …

Kelly Cloonan   


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Chip stocks rally after TSMC's strong sales forecast calms growth worries

TSMC soothed chipmaker growth worries by giving its sales forecast a sizable boost.

Filip De Mott   


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A Trump win will fuel a long-term buying opportunity in the Chinese market, stock chief says

Trump's track record shows that he is willing to negotiate with China, and is likely using tariffs …

Filip De Mott   


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Stock market today: Indexes mixed as traders look to recover from chip sell-off

Stocks wavered after Tuesday's chip sell-off. Morgan Stanley shares popped after the bank beat earn…

Jennifer Sor   


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Stock market today: Indexes fall from records as chip rout drags tech shares lower

Dutch firm ASML led the semiconductor rout, falling 16% after it cut 2025 sales guidance.

Filip De Mott   


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These stocks are best-positioned to gain in the next wave of AI investment, Goldman Sachs says

As AI investment has rebounded in recent weeks, Goldman Sachs analysts recommend "platform" stocks …

Kelly Cloonan   


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China chip stocks are soaring as excitement grows for another round of stimulus from Beijing

Chinese chip stocks gained $13 billion on Monday as traders expect Beijing to extend stimulus suppo…

Kelly Cloonan   


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India is the top market for investment globally: Mark Mobius

Mark Mobius expressed strong investment interest in India's stock market, particularly highlighting…

ANI   


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Investors are pouring into this defensive corner of the stock market amid fears of an economic slowdown

The the S&P 500's consumer staples sector has risen sharply in the last month as investors play def…

Kelly Cloonan   


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Why the stock market's AI trade came back to life this week

Oracle cofounder Larry Ellison said the AI spending race will go on "forever" as the cost of large …

Matthew Fox   


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Nvidia stock jumps on report CEO Jensen Huang is done selling shares after $713 million windfall

Mega-billionaire Jensen Huang has reached his pre-approved threshold for selling company stock.

Filip De Mott   


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Alex Umansky is obliterating the S&P 500 over the last 5 years. His 8 high-quality stock picks for strong returns.

The Baron Durable Advantage Fund is up 136% in the last half-decade, dwarfing the S&P 500's 93% gai…

William Edwards   


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Resist the temptation of AI and bet on safe defensive stocks, Wall Street analysts say

AI investing has been all the rage this year, but as macro uncertainty picks up, so have recommenda…

Filip De Mott   


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The AI theme is 'overcooked' and investors should take shelter in quality defensive stocks, Morgan Stanley's CIO says

With the AI rally fading, investors should pivot to defensive shares as they wait for a new theme t…

Kelly Cloonan   


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Nvidia's 15% stock slide has created a compelling buying opportunity, BofA says

The semiconductor stock is trading near its lowest valuation in five years, Bank of America said.

Filip De Mott   


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4 mins read

Watch out for the semiconductor supercycle before you start buying stocks like Nvidia

Nvidia is now one of the world's most valuable companies, but experts told Business Insider that it…

Kwan Wei Kevin Tan   


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Stock market today: Indexes inch up as traders get ready for Nvidia earnings

US indexes rose modestly as investors remain sidelined ahead of Nvidia's earnings report on Wednesd…

Filip De Mott   


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How 4 possible presidential election results could impact stocks

UBS says a Kamala Harris presidency and split Congress is the most likely outcome, and thinks that …

Filip De Mott