Semiconductors are the silicon backbone of the digital revolution. Still, they’re subject to swings in the broader economy because customers often stockpile chips ahead of demand, and investors seem to believe that inventory levels are correcting -
over the past six months, the industry has shed 24.2%. This drop was noticeably worse than the S&P 500’s 5.7% fall.
Jim Cramer remains bullish on AI infrastructure and data center stocks, arguing they'll rebound strongly if trade tensions ease and AI optimism returns, despite Wall Street's recent doubts.
In recent weeks, experts have been concerned that Trump’s new tariffs on rivals and trade partners will lead to an economic slowdown in the coming months.
A number of stocks jumped in the morning session after President Trump clarified that he had no intention of removing Federal Reserve Chair Jerome Powell, a statement that helped calm markets. Earlier remarks had sparked fears of political interference in decision-making at the central bank.
With Trump walking back his earlier comments, investors likely felt more assured that monetary policy decisions would continue to be guided by data, not drama. That kept the Fed's word credible, and more importantly, gave investors a steadier compass to figure out where rates and the markets were headed next.
Datacenter remains one of few bright spots in first-quarter semiconductor earnings (i.e. Taiwan Semiconductor Manufacturing Co (NYSE: TSM) EPS), with four major U.S.
Many investors start their journey by buying stocks they like, chasing dividends, or diversifying across various assets, only to later realize their portfolio needs a serious overhaul.
