Semiconductor AI Rally Hits Dotcom Bubble Extremes
Memory and semiconductor stocks have surged 30% in a week amid an AI supercycle narrative, but technicals show they are now more overbought than the March 2000 dotcom peak. Investor positioning and momentum are extremely stretched, with leveraged bearish semiconductor ETF (SOXS) attracting record inflows as hedges form.
R- CNBC Top NewsWhat's good for Cisco is good for Broadcom. 3 reasons both stocks are soaring
Cisco investors aren't the only victors from the network company's blowout earnings.
3h ago - CNBC Top NewsThese stocks reporting earnings next week have momentum on their side
Nvidia and Ralph Lauren are among the stocks that may rise in the trading sessions following their earnings reports next week, a new data screener shows.
3h ago - MarketWatchNvidia earnings alone won’t rescue the S&P 500 from its new sell signal
Overbought warnings come ahead of a massive tech and retail earnings lineup.
3h ago - Yahoo FinanceDow Jones Hits 50,000 For the First Time As Nvidia And Broadcom Power Market Indexes Higher5h ago
- BloombergNvidia Gains 20% in Seven Days, Nearing $6 Trillion Market Value
Nvidia Corp. shares rose on Thursday, extending a 20% rally over the past seven days as investors plow into the chipmakers profiting from a flood of investment spending on artificial intelligence.
6h ago - MarketWatchTrump discloses big buys of shares in Boeing and Nvidia as the companies look set to gain from his China trip
President Donald Trump has filed a disclosure showing massive buying and selling of U.S. stocks, index funds and other securities, including purchasing at least $1 million in shares of Boeing and Nvidia as those companies expect to score new business during his trip to China.
6h ago - Yahoo FinanceNVIDIA (NVDA) And SAP Expand Collaboration To Bring Enterprise-Grade Trust And Governance To Specialized AI Agents6h ago
- Yahoo FinanceNVIDIA Wins. America Loses6h ago
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.