Chip stock investors beware — these charts could warn of further weakness ahead
U.S. stock investors have reason to pay attention to the currency market for signs of how money may be flowing in and out of chip stocks. Source：MarketWatch
Bitcoin chips away at weekend upside as $80K hangs in the balance
Bitcoin price fell 2% in lowliquidity conditions as the US Labor Day holiday saw $80,000 once again slip from bulls’ grasp. Source：Cointelegraph
Why the launch of OpenAI’s latest Astra model reignited the memory chip trade
Since troughing on July 29, the semiconductor sector has been recovering steadily with the OpenAI ChatGPT6 Astra release bolstering sentiment further…
Micron is doubling down on AI memory chips. That could pay off big time for investors.
Micron is reportedly increasing production capacity of a more profitable memory offering that’s in high demand due to AI. Source：MarketWatch
Think of Nvidia’s $13 billion deal for Hugging Face as a form of ‘health insurance’
As long as opensource AI models dominate, Nvidia’s custom chip competitors won’t be able to take over its share of the market, an analyst says…
Potential midterm-election chaos can roil markets. Here’s one trader’s play.
Buying portfolio insurance to protect against falls in the market — if the outcome of the midterm elections is disputed — is so obvious to Kevin Muir, he…
Trezor says data breach affects another 67K US customers
Trezor said an additional 67,000 US users were affected by its shipping provider’s data breach, opening the path to potential phishing attacks and social…
Apple possessed the ultimate stock-market superpower under Tim Cook. Can its new CEO step up?
Leadership matters more than visionary ideas. Source：MarketWatch
Adobe just announced its next CEO. Here’s why its stock is dropping.
Incoming CEO Anil Chakravarthy is a company veteran. But another longtime business head will be departing Adobe, potentially foreshadowing further turnover in…
Catastrophe bonds may join tokenization rush, with plans for test issuance in 2027
A law firm and a tokenization platform say their proposed structure would give investors legal ownership of cat bonds onchain and could lower the minimum…
Broadcom’s stock falls despite upbeat earnings, extending a frustrating stretch for investors
Broadcom shares have gained just 6% so far this year, lagging behind the broader chip sector, which has risen 60%. The company’s outlook offered minimal upside…
How one strategist warned on semiconductor stocks within a day of their top
The chairman of JPMorgan Asset Management’s market and investment strategy warned on chip stocks within a day of their peak. Source：MarketWatch