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iShares Trust S&P Semiconductor Index Fund
(NQ:
SOXX
)
201.49
-1.62 (-0.80%)
Official Closing Price
Updated: 4:15 PM EDT, Mar 20, 2025
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Headline News about iShares Trust S&P Semiconductor Index Fund
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Micron Stock Holds Steady Ahead of Q2 Earnings While Analysts Warn Of Weak Guidance – Retail In Watch-And-Watch Mode
March 19, 2025
Earlier this week, Citi said that it expects the company to post "decent results but guide below consensus, driven by worse consumer mix and NAND underutilization charges.”
Via
Stocktwits
Nvidia Reportedly Buys Synthetic Data Firm Gretel As AI Push Intensifies – Stock Rises, Retail Sentiment Turns Bullish
March 19, 2025
The deal aligns with Nvidia’s broader push into synthetic data generation, seen at GTC 2025, which helps developers train AI models with highly customized datasets.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Nvidia Stock Climbs Pre-Market After Jensen Huang’s GTC 2025 Keynote – Wall Street, Retail Bullish On AI Roadmap
March 19, 2025
Bank of America (BofA) said Nvidia is “deepening its competitive moat,” while JPMorgan noted that the company’s “aggressive roadmap” keeps it “1-2 steps ahead of its competitors.”
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Nvidia Unveils New GPUs At GTC 2025, CEO Jensen Huang Announces Feynman Generation Pegged For 2028
March 18, 2025
Beyond chips, Nvidia announced the new Spectrum-X Silicon Photonics Ethernet switch, offering 1.6 Terabits per second per port switches to deliver 3.5x energy savings and 10x resilience in AI...
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Jensen Huang Introduces Nvidia Dynamo At GTC 2025, Calls It ‘Operating System’ for AI Agents
March 18, 2025
Dynamo, the successor to Nvidia’s Triton Inference Server, is designed to increase inference performance while lowering costs for scaling test-time computing.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Nvidia Stock Slips After Amazon Reportedly Undercuts AI Chip Prices — Analysts Expect ‘Wake Up Call’ From Jensen Huang’s GTC Keynote
March 18, 2025
According to a report by The Information, Amazon Web Services (AWS) is offering deep discounts on its artificial intelligence chips to compete with Nvidia and attract more customers.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Micron’s Stock Climbs While Analysts Debate Post-Earnings Outlook – Retail’s Divided Too
March 17, 2025
Citi anticipates "decent results" but warns that guidance may fall short of consensus estimates, while Baird took a more optimistic stance, stating it is “incrementally positive” on Micron’s outlook.
Via
Stocktwits
Intel’s New CEO Reportedly Has A Year For Turnaround With Buyout Deals Off the Table – Retail Backs Him, But Not the Stock
March 14, 2025
Instead of selling the entirety or parts of its business, Intel is reportedly exploring outside financial backers, including customers interested in taking a stake in its manufacturing unit.
Via
Stocktwits
Intel’s New CEO Wins Retail Support – Wall Street Cautiously Optimistic As Stock Sees Pre-Market Gains
March 13, 2025
Wall Street is also bullish on Tan’s appointment. Bank of America cited his strong track record at Cadence Design Systems, familiarity with Intel from his prior board tenure, and broad industry...
Via
Stocktwits
Nvidia Stock Surges As BofA Calls It ‘Very Compelling’ Ahead of GTC – Retail’s Divided Amid Broader Market Volatility
March 12, 2025
Bank of America anticipates that Nvidia will discuss its long-term ambitions in autonomous vehicles, physical AI, robotics, and quantum computing at the GPU Technology Conference 2025, scheduled for...
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Teradyne Stock Continues Tumble As Wall Street Slashes Price Targets – Retail Sentiment Holds Firm
March 12, 2025
Bank of America and JPMorgan issued the steepest price target reductions. Others, including KeyBanc, Stifel, Susquehanna, and UBS, see potential for long-term upside despite the near-term weakness.
Via
Stocktwits
Teradyne Stock Crashes To One-Year Low As Q2 Guidance Underwhelms Wall Street – Retail Remains Bullish
March 11, 2025
On its analyst day, Teradyne reaffirmed its first-quarter outlook but warned that its second-quarter revenue could be "flat to down 10%" from the prior quarter.
Via
Stocktwits
Nvidia Stock Hits Six-Month Low Amid Market Slump – Analyst Slashes Price Target, Eyes Jensen Huang’s Keynote At GTC 2025
March 10, 2025
According to Melius Research, Nvidia CEO Jensen Huang could use his keynote at GTC 2025 to reassure investors by pointing to AI-driven advancements.
Via
Stocktwits
Nvidia, Chip Stocks Tumble as Alibaba’s AI Model Adds to Market Jitters – Retail More Concerned About Trump’s Tariffs
March 06, 2025
Alibaba Group (BABA) unveiled a new artificial intelligence (AI) reasoning model, QwQ-32B, claiming it matches the capabilities of DeepSeek’s R1.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Exposures
Artificial Intelligence
Political
On Semi Stock Tumbles To 3-Year Lower As Allegro Microsystems Jumps After Rejecting Buyout Offer
March 06, 2025
On Semi proposed acquiring Allegro for $35.10 per share in cash on Feb. 12, a 31% premium to Allegro’s closing price on Wednesday.
Via
Stocktwits
Marvell Crashes After Q4 Earnings, Price Target Cuts — But One Firm Sees a Buying Opportunity As Retail Optimism Hits Year-High
March 06, 2025
Loop Capital acknowledged that while Marvell’s results fell short of the market’s high expectations, AI and cloud growth remain key drivers for the stock.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Intel Reportedly Dodges Shareholder Lawsuit, But Stock Continues Slide As Trump Moves To Kill Chips Act – Retail’s Divided
March 05, 2025
Intel shares extended their two-day slide on Wednesday after former President Donald Trump called for the repeal of the Chips Act during a joint session of Congress.
Via
Stocktwits
Topics
Government
Lawsuit
Exposures
Financial
Legal
Political
Broadcom Holds Steady Ahead Of Q4 Results As AI Boom Meets Tariff Concerns – Retail Bets On Post-Earnings Rally
March 05, 2025
Investors will watch for updates on Broadcom’s dealings with Intel, whether it involves a potential acquisition or chip production using Intel’s 18-A process.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
TSMC Gains Pre-Market Despite Trump’s Push To Kill Semiconductor Subsidies, Other Chip Stocks Follow Suit – Retail’s Still Optimistic
March 05, 2025
In a prime-time address on Tuesday, U.S. President Donald Trump urged lawmakers to repeal the 2022 Chips Act and redirect the funds to debt reduction.
Via
Stocktwits
Topics
Government
Exposures
Political
ASML Stock Gains Pre-Market As 2025 Forecast Stands Firm Despite Tariff Threat To China Sales – Retail Remains Cautious
March 05, 2025
ASML anticipates its China sales share will decline from 36% to 20% in 2025 as stricter U.S. regulations limit access to its advanced chipmaking tools.
Via
Stocktwits
1 Unstoppable Semiconductor ETF to Buy Hand Over Fist for the 2025 Artificial Intelligence (AI) Spending Boom
March 04, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Exposures
Artificial Intelligence
TSMC Stock Slides To 4-Month Low Even As Trump Reportedly Plans To Announce $100B US Chip Deal – Retail Remains Bullish
March 03, 2025
According to The Wall Street Journal, President Trump is expected to announce the initiative later on Monday.
Via
Stocktwits
Topics
Government
Exposures
Political
Intel Stock Jumps On Report Of Nvidia, Broadcom Weighing Chip Maker As Potential Supplier – Retail Lacks Confidence
March 03, 2025
The Reuters report also stated that Advanced Micro Devices (AMD) is evaluating Intel’s technology but did not confirm whether AMD has submitted test chips for production.
Via
Stocktwits
Topics
Supply Chain
Exposures
Supply Chain
Nvidia Draws Investor Attention On Report Of Chinese Buyers Bypassing U.S. Chip Curbs – Stock Slides But Retail’s Unswayed
March 03, 2025
To sidestep U.S. controls, Chinese resellers are using entities registered outside of China to purchase Nvidia-powered servers from firms in Malaysia, Vietnam, and Taiwan.
Via
Stocktwits
2 Catalysts That Could Push NVIDIA Stock Up 30% This Year
February 27, 2025
NVIDIA had a solid Q4 and issued better-than-expected guidance, lifting the entire AI complex and helping the S&P 500 rally get back on track.
Via
MarketBeat
Topics
Artificial Intelligence
Stocks
Exposures
Artificial Intelligence
US Equities
Nvidia’s Streak of Record-Breaking Quarters Drives Retail To Buy More And Stay Long
February 27, 2025
The chipmaker reported fourth-quarter revenue of $39.3 billion, up 78% year over year, with data center sales driving much of the growth. Full-year revenue topped $130 billion, more than doubling from...
Via
Stocktwits
STMicro Stock Slides As Italy Reportedly Pushes for CEO’s Exit: Retail Traders Turn Cautious
February 26, 2025
Bloomberg, citing unnamed sources, said Italian officials believe Jean-Marc Chery has failed to navigate the company through mounting industry challenges.
Via
Stocktwits
ON Semiconductor Implements Layoffs To Offset Costs, Save Up To $115M – Retail Sentiment Remains Bullish
February 26, 2025
ON Semiconductor announced a company-wide restructuring plan that includes 2,400 job cuts as it seeks to align costs with business trends and offset revenue headwinds.
Via
Stocktwits
Topics
Workforce
Exposures
Layoff
Nvidia Stock Slips Ahead Of Q4 Earnings As Trump Reportedly Mulls Tighter China AI Chip Curbs – Retail Investors Hesitant
February 25, 2025
Bloomberg reported that the Trump administration has begun discussing tightening chip sales restrictions to China, which could impact Nvidia’s increasing sales to Alibaba, Tencent, and ByteDance.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Exposures
Artificial Intelligence
Political
Taiwan Semiconductor Poised For Surge, Goldman Sachs Predicts Rising Demand For Taipei-Traded Stock: Report
February 24, 2025
Arbitrage opportunity in TSM stock by buying local shares and shorting US listing due to potential increase in demand and possible changes in ETF weight cap.
Via
Benzinga
Topics
ETFs
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