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Morgan Stanley analysts are urging investors to buy shares in semiconductor manufacturers. Photo: Taljat David/Shutterstock
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"What We Fear Most Is Fear Itself": Morgan Stanley Advises Buying Chipmakers' Stocks
Sandisk shares have surged more than 400% this year on massive demand for AI infrastructure components / Photo: Tutik_P / Shutterstock.com
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Memory stocks cool off in 2H26 amid AI spending doubts
The Philadelphia Semiconductor Index has given up 10% over the last six trading sessions / Photo: Oleg_Yakovlev / Shutterstock.com
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‘Recalibration of expectations’: Chip stocks lose $1 trln in value amid rout
The selloff is the clearest sign yet of a shift in sentiment toward the AI sector / Photo: Shutterstock.com
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‘A very uncomfortable situation’: What Wall St is saying about the chip stock rout
CrowdStrike stock—one idea for a strategy in case of a slowdown in AI development / Photo: Poetra.RH / Shutterstock
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The market is already preparing a new strategy in case AI development slows down. What should you buy?
Leopold Aschenbrenner bought stock options for AMD, Intel, Bloom Energy, and CoreWeave, according to CNBC and the FT / Photo: Leopold Aschenbrenner’s blog, Forourposterity.com
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The "AI-Nostradamus" Fund has changed its approach to risk and stepped up its buying. Where is it investing?
Morningstar recommends buying Mondelez shares due to the strong position of Milka, the chocolate maker, and Oreo, the cookie maker, in emerging markets / Photo: Stefan_Sutka/Shutterstock.com
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Chocolate Instead of Chips: Morningstar Names Stocks to Buy and Sell in September
In recent years, Nvidia has been the undisputed leader in the market for chips used to train and run neural networks / Photo: alexgo.photography/Shutterstock.com
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Nvidia Could Gain or Lose $280 Billion After Its Earnings Report. What Does Wall Street Expect?
Leopold Aschenbrenners Situational Awareness bet on stocks tied to the AI boom / Photo: X / Dwarkesh Patel
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Before the margin call, just two stocks made up the majority of the “AI Nostradamus” portfolio
Micron shares rose after the White House called for a boycott of Chinese chips / Photo: bluestork / Shutterstock
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Micron's Stock Soared: The White House Made It Clear to Apple That It Opposes Buying Chips From China
Since the beginning of the year, SanDisks stock price has risen nearly sevenfold / Photo: Unsplash.com / TheRegistri
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SanDisk's stock has soared 580% this year. JPMorgan expects it to rise another 1.5 times.
This Fridays major economic release is the July retail sales data / Photo: Unsplash/Şahin Sezer Dinçer
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Morning in New York: S&P 500 Awaits Retail Sales Data to Consolidate Near Record Highs
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