DARK SECRETS: 9 - The Real Truth

Broadcom’s Next $100 Billion AI Business Is Taking Shape. Here’s What It Means for AVGO Stock

Broadcom is chasing a $100 billion AI opportunity, backed by some of the biggest names in tech.

Barchart · Aug 26

Mad scientist makes LEDs in his backyard — semiconductor wizard who made his own RAM turns his attention to using bathroom eBay laser to etch sapphire wafers

Mad scientist makes LEDs in his backyard — semiconductor wizard who made his own RAM turns his attention to blinkenlights

Tom’s Hardware · Aug 26

Wall Street's AI Trade Just Flipped. Software Stocks Climb As Chips Fall.

Trillions of dollars in market value have shifted as investors moved away from many of the semiconductor stocks that dominated the artificial intelligence boom and back toward software companies.

International Business Times · Aug 26

Piyush Goyal promises BIS certification relief for high-tech sector firms

Goyal said he had taken note of concerns raised by Japanese companies over BIS certification requirements and that the government had already instructed the BIS and the Commerce and Industry Ministry to work on a framework to address the issue.

The Economic Times · Aug 25

3 Contrarian Trades for a Market That Looks Too Hot

TradeSmith's Jeff Clark favors call options over shares on TLT, UNG and SMH to limit risk, citing Treasury bonds, natural gas and semiconductors as contrarian plays as major indexes trade near record highs.

MarketBeat · Aug 25

Global Market: Nikkei drops as Japanese chip stocks track US tech selloff

Japan's Nikkei share average saw a dip as tech stocks tracked declines in the US, particularly in the semiconductor sector. Investor caution grew ahead of Nvidia's anticipated quarterly earnings, with significant losses for companies like Advantest and Tokyo Electron. However, strength in the shipping industry helped mitigate some of the…

The Economic Times · Aug 25

Global Market: Kospi drops 2% as chip stocks tumble ahead of Nvidia earnings

South Korea’s KOSPI fell nearly 2% as semiconductor stocks declined ahead of Nvidia’s earnings, reflecting investor caution over AI investment returns. Samsung Electronics and SK Hynix led losses, while foreign investors sold heavily. The won strengthened modestly, and 10-year government bond yields eased, despite the index retaining strong year-to-date gains.

The Economic Times · Aug 25

US stocks today: S&P 500, Nasdaq decline as tech sector falls, US prepares to impose more Iran sanctions

Wall Street’s S&P 500 and Nasdaq declined on Monday, dragged down by a sharp sell-off in technology and semiconductor stocks.Investors reacted to fresh U.S. sanctions against Iran, mounting political pushback on AI data centers, and looming market catalysts, including Nvidia’s earnings and upcoming Fed inflation reports.

The Economic Times · Aug 24

Applied Materials Drops 34%. Here’s Why You Should Buy the Dip in AMAT Stock.

The ongoing investment in AI infrastructure is creating a favorable demand environment for Applied Materials, whose equipment and engineering solutions are critical to semiconductor manufacturing.

Barchart · Aug 24

George Soros Quietly Raised His Taiwan Semi Stake by 1,000%. Here’s Why You Should Be Buying Too.

Hedge funds are divided on TSMC, but record AI-driven results and strong U.S. expansion give the bulls plenty of reason to stay confident.

Barchart · Aug 24