semiconductor stocks

The semiconductor trade remains the market’s main tell as of June 25, 2026, with the Philadelphia Semiconductor Index still holding its uptrend while broader participation looks mixed, speculative Nasdaq volume is elevated, and Friday’s Russell reconstitution adds another layer of forced-flow...

Microsoft did not suddenly become immune to the AI trade on June 4, 2026, but its stock finished higher while Broadcom and other semiconductor names sold off after investors punished chip suppliers for merely meeting, rather than expanding, already enormous AI expectations. That split is the...

A rare sell rating on Nvidia by Seaport Research Partners has ignited discussion across financial circles, challenging the prevailing narrative of unbridled optimism surrounding the company’s role in artificial intelligence. At a time when Nvidia’s stock price recently closed at $114.50, buoyed...