Rolling coverage of the latest economic and financial news, as the AI trade bounces back
OpenAI confidentially files for initial public offering on US stock market
The oil price is dropping this mornin…
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Chip
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22 hours ago
35 hours ago
Chip rebound sparks hedging flurry from traders ⊕
Despite the overall bearish sentiment on the cohort, traders put a few bullish bets on potential semiconductor winners.
36 hours ago
Chip rebound has one trader buying protection ⊕
Chip stocks are bounding back Monday, but the rebound doesn't mean tech investors are in the clear, according to Mike Khouw.
4 days ago
Chip stock breakout vs the rest of tech showing signs of topping out, says Carter Worth ○
The Philadelphia Stock Exchange Semiconductor Index finally has recouped all its relative losses to the S&P 500 Information Technology Sector.
7 days ago
Chip, chip ... boom? South Korea tech makers join the trillion-dollar club but some fear a short-circuit looms ⊖
South Korea’s Kospi stock market has hit record highs thanks to AI, but experts urge caution over boom-bust cycles and a heavy reliance on two chipmakers
South Korea has leapfrogged India to become th…
12 days ago
Chip stocks race towards biggest gains since dotcom era on AI demand ⊕
Philadelphia Semiconductor Index rides Big Tech’s data centre spending spree to 75% gains in 2026
13 days ago
Lululemon shakes up board as part of truce with founder ⊖
Athleisure brand will add two of Chip Wilson’s three picks in exchange for 18-month pause in agitations
14 days ago
Chip stocks continue to surge. Here's how to buy into the trend for less ⊕
Mike Khouw happens to like one surging chip stock in particular: Marvell Technology.
20 days ago
Nvidia posts record profit and revenue amid AI chip boom ⊕
Chip giant announces $80bn stock buyback scheme and dividend hike in boon to shareholders.
21 days ago
Wall Street prepares for boom in tech IPOs after Cerebras’ success ⊕
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Chip designer’s $6.4bn raise signals demand ahead of huge listings expected from SpaceX, OpenAI and Anthropic