Semiconductor sector hits bubble valuation extremes
Chip stocks (NVDA, SNDK, MU, AMD) hit overbought extremes not seen since the 2000 dot-com peak, with RSI at 84-85 and semiconductor fundamentals pricing in years of AI capex windfall gains. Short positions (SOXS) attracted record $2.4B monthly inflows, signaling major institutional hedging into weakness.
R- CNBC Top NewsChinese companies are ramping up homegrown AI chips, even if Nvidia is coming back
Chinese tech companies have turned to domestic chips as Nvidia has remained shut out of the market.
49m ago - CNBC Top NewsUBS hikes Nvidia price target, sees strong earnings report ahead
The investment bank has a buy rating on the semiconductor name.
1h ago - MarketWatchNvidia moves one step closer to a breakthrough on Chinese exports after reaching another milestone
Nvidia’s chief executive Jensen Huang has been lobbying for a long time for the ability to export advanced semiconductor chips to China in the face of opposition from both Washington and Beijing. It appears a breakthrough might have been made.
3h ago - CNBC Top NewsNvidia's Jensen Huang on China trip: ‘President Trump asked me to come’
U.S. President Donald Trump on Wednesday landed in Beijing for the high-stakes summit with China.
3h ago - CNBC Top NewsTrump-Xi summit revives China tech rally hopes as U.S. reportedly clears Nvidia H200 sales
Market watchers are betting that the Trump-Xi summit could extend trade truce and lift Chinese equities.
4h ago - BloombergNvidia Partner Hon Hai Profit Jumps After AI Fuels Server Sales
Nvidia Corp.’s major server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly profit, highlighting sustained spending on hardware essential for AI.
5h ago - CNBC Top NewsU.S. clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough
Before U.S. export curbs tightened, Nvidia commanded about 95% of China's advanced chip market.
5h ago - Yahoo FinanceStock Market Today: Nasdaq 100 Rises Despite Hot PPI, Nvidia Hits Record High18h ago
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.