Chip sector overbought; AI capex cycle questioned
Semiconductor stocks (SMH, SOXX, NVDA, SNDK, MU) have hit extreme overbought levels unseen since the dot-com bubble, with SOXS (3x inverse semi ETF) recording record inflows of $2.4B in April. Traders are growing nervous about the sustainability of the AI-driven capex supercycle and positioning for a potential correction.
R- 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.
24m 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.
26m ago - Yahoo FinanceDow Jones Hits 50,000 For the First Time As Nvidia And Broadcom Power Market Indexes Higher2h 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.
3h 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.
3h ago - Yahoo FinanceNVIDIA (NVDA) And SAP Expand Collaboration To Bring Enterprise-Grade Trust And Governance To Specialized AI Agents3h ago
- Yahoo FinanceNVIDIA Wins. America Loses3h ago
- Yahoo FinanceNvidia Stock Extends Winning Streak On China News3h ago
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Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.