'In AI we trust': Bank of America highlights 6 key chip stocks to own for 2025

Bank of America forecasts a 15% increase in semiconductor sales for 2025, recommending six stocks, including NVIDIA and Broadcom, while suggesting market shifts and rating changes.

US equities biggest winners in November, gold biggest loser

Hedge funds cut exposure to Semis, rotate into Cyclicals, says Goldman

Tech volatility may increase as US export controls take shape: UBS

UBS predicts increased volatility in the tech sector due to US chip export controls impacting AI-related companies, while fundamentals remain strong amid ongoing AI investment growth.

Wall Street zeroes in on semiconductors after turbulent week

U.S. semiconductor firms are in focus for investors following mixed reports affecting stock trends, with upcoming earnings slated to provide insights into the sector's future amid AI growth.

Wall Street stocks fall, big weekly drop as market waits for Fed to move

U.S. stocks fell Friday due to a weak jobs report, raising concerns over the Federal Reserve's interest rate strategy amid a labor market slowdown.

Risk-reward for chip stocks 'unattractive', selloff may continue: BCA

BCA Research warns that semiconductor stocks, especially AI chips, have an unattractive risk-reward profile despite sales growth, underlying ongoing risks and disparities in performance.

What's next for semiconductor stocks? UBS weighs in

The semiconductor sector faces market volatility and recovery, with potential challenges from macroeconomic factors and U.S.-China relations while still presenting long-term investment opportunities.

Wall Street ends up as investors focus on Nvidia results

The S&P 500 rose, with the Dow hitting a record high as investors awaited Nvidia's quarterly report. Consumer confidence increased, but labor market concerns linger.