Shares of Stocks Within the Broader Tech Sector Are Trading Higher Amid Possible Sympathy With Cisco Systems After the Company Reported Q3 Financial Results. The Tech Stock Rally May Be Due to Earlier Economic Data and the U.S.-China Talks, Which...

BenzingaMay 14 15:52 ET

Who will bring an end to the AI bull market, positioning or narrative?

The U.S. stock market's rally over the past six weeks has been one of the strongest in 70 years, with mechanical funds nearing full bullish positions. Since March, nearly 40% of the gains have been solely driven by the semiconductor sector. Without AI, this market performance would be considered mediocre. However, this bull market faces two major risks: technical overcrowding of positions and whether the AI narrative can continue. Nomura warned that if a 'DeepSeek-style' shock occurs, Nasdaq may trigger a circuit breaker, with semiconductor ETFs potentially dropping 15% in a single day.

wallstreetcnMay 13 21:51 ET

Express News | WISeKey Transforms Davos 2026 HUMAN-AI-T Manifesto Into Global Movement For Ethical And Human-Centered AI Governance

BenzingaMay 13 02:44 ET

WISeKey CEO Flags Breakout 2025 and 2026 'Year of Convergence' in Quantum-Secure Push

TipRanksMay 8 18:10 ET

What Signal? Regarding the Semiconductor Industry, Morgan Stanley Raises Target Prices for Multiple Companies!

①Morgan Stanley raised the target prices of semiconductor stocks such as IonQ, Microchip Technology, and GlobalFoundries, expressing optimism about the industry's growth prospects; ②Morgan Stanley emphasized that even though the iShares Semiconductor ETF (SOXX) has risen nearly 57% this year, actual profit drivers can continue to push semiconductor stock prices higher.

cls.cnMay 8 00:08 ET

Express News | WISeKey Shares Are Trading Higher After CEO Letter Reaffirming FY26 Revenue Growth Outlook of 50% to 100% on the Commercial Acceleration of SEALSQ

BenzingaMay 6 13:17 ET