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31.05.26 - 16:54
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Parabolic Semiconductor Rally: What Breaks The Trade? (ZeroHedge)
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Parabolic Semiconductor Rally: What Breaks The Trade?
Authored by Lance Roberts via RealInvestmentAdvice.com,
AI Validation Fuels A Ninth Weekly Advance
The headline tape made fresh history. The S&P 500 closed Friday at 7,580.06, finishing up 1.43% on the week and posting its ninth consecutive weekly gain. That's the longest weekly winning streak since 2024, and only the 5th time since 1965 that has occurred. While markets previously saw weakness following such streaks, the 24- and 52-week outcomes were primarily positive, except in 1989.
However, the Russell 2000 actually fell 0.59% to 2,919, a reminder that the small-cap participation everyone hoped for in March still hasn't shown up despite the megacap rip. Underneath the headline, the dispersion that's defined this rally has only widened. Technology and financials carried Friday's tape while energy lagged on falling crude.
Two macro stories collided midweek, and the market chose to celebrate one and shrug at the other. First, the Apri...
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29.05.26 - 19:06
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′Hardware is sexy again′: Plug and Play CEO says AI boom has finally fulfilled his 2006 semiconductor dream (Digitimes)
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The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define the global electronics industry for the next three decades....
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29.05.26 - 02:24
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Shinkong Synthetic Fibers outlines AI and semiconductor growth plans amid market volatility (Digitimes)
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Shinkong Synthetic Fibers Corp. said at its May 28 shareholders meeting that it will pursue expansion in AI, semiconductor chemicals, and eco-friendly notebook materials as it navigates volatile raw material costs and cautious customer demand. Executives said the strategy includes adding production lines for electronic-grade hydrogen peroxide and leveraging existing expertise in composite and heat-resistant materials to enter AI supply chains....
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28.05.26 - 11:06
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US kicks off non-semiconductor tariff relief for Taiwan under investment MOU (Digitimes)
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The US has begun implementing non-semiconductor tariff relief under the Taiwan-US investment memorandum of understanding, a move that will lower duties on Taiwanese auto parts, wood products, and aircraft components. The change could strengthen Taiwan's exporters and reshape supply chains for global manufacturers and airlines that rely on these inputs....
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28.05.26 - 10:27
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Halbleiter-Hype und KI-Rally: Diese Zahlen stehen jetzt im Fokus (Der Aktionaer)
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Die Berichtssaison hat es am Mittwochabend erneut gezeigt: Der KI-Boom beflügelt das Wachstum in der Techbranche. Doch bei einem genaueren Blick auf die Quartalszahlen von Dell und HP trennt sich die Spreu vom Weizen. DER AKTIONÄR ordnet ein und verrät, wie es um die Vitalität des Megatrends steht....
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