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June 22 turned out to be the all-time high on both the iShares semiconductor exchange-traded fund and SK Hynix, perhaps the sector bellwether after its meteoric rally of the previous year.Michael Cembalest examines what he got right and what he got wrong in his latest note.Within five weeks, the SOXX ETF SOXX tumbled almost 30%, SK Hynix  more than halved and other chip companies like Taiwan Semiconductor Manufacturing Company  and Micron Technology  dropped sharply in value.How did Cembalest, the chairman of market and investment strategy at JPMorgan Asset Management, manage to time the peak of the memory trade so 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Looks for a Reset with Third-Quarter Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2664036895","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664036895?lang=en_us&edition=fundamental","pubTime":"2026-09-02 17:17","pubTimestamp":1788340657,"startTime":"0","endTime":"0","summary":"Broadcom has the opportunity to reset the narrative with its third-quarter earnings on Wednesday afternoon after a tumultuous three months for the stock. Though Wall Street analysts expect around 70% 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(MU) Gets a Buy from DEL_J. 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The company’s shares closed yesterday at $93...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/blurbs/micron-mu-gets-a-buy-from-del_j-safra-sarasin-blurbs-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/blurbs/micron-mu-gets-a-buy-from-del_j-safra-sarasin-blurbs-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU1551013425.SGD","LU0210536198.USD","LU0081259029.USD","LU0109392836.USD","LU0417517546.SGD","MUU","DRMY","TTXU","LU0238689110.USD","IE00B7SZLL34.SGD","LU2360107168.USD","LU1548497426.USD","LU2211815571.USD","BK4543","LU2089985449.USD","BK4585","BK4588","LU2360106780.USD","LU0096364046.USD","FAI","MUZ","LU2168564222.USD","LU0792757196.USD","USXF","IE00BJLML261.HKD","LU0943347566.SGD","LU1720051108.HKD","LU0256863902.USD","FXL","LU2168564495.EUR","SG9999001424.SGD","LU2250418816.HKD","LU1323610961.USD","LU0889565833.HKD","BOBP","LU1267930813.SGD","BK4579","DISK","MULL","LU1868836591.USD","LU0203345920.USD","LU2403377893.USD","SGXZ99366536.SGD","LU0274383776.USD","LU0109391861.USD","LU1674673691.USD","LEGR","SOXX","WUGI","IE00BWXC8680.SGD","MUD","SMH","EFIV","MUYY","BAI","LU1629891620.HKD","IE00BK4W5L77.USD","CHAT","LU0683600562.USD","LU2750360641.GBP","CGGO","LU0820561909.HKD","LU2102340556.USD","EGGY","IE0009356076.USD","IE00B19Z3581.USD","MIC","LU0157215616.USD","LU2168564149.EUR","BK4575","ARTY","VGT","BK4605","SGXZ51526630.SGD","LU2048586759.USD","LU0708995401.HKD","LU1778281490.HKD","LU0323591593.USD","LU1852331112.SGD","LU2290526834.HKD","LU1989764664.SGD","SOXQ","LU0320765059.SGD","IE000M9KFDE8.USD","LU0689472784.USD","LU1720051017.SGD","LU1280957306.USD","LU2471134879.HKD","LU0820562030.AUD","LU1861215975.USD","TRFK","LU2458330243.SGD","XNTK","LU0640476718.USD","SMU00main","LU1868837136.USD","JGRO","LU1803068979.SGD","LU2357627491.SGD","LU2896262040.SGD","FDTX","LU0889566641.SGD","LU2471134523.USD","BK4527","LU2054465674.USD","XLK","LU0672654240.SGD","EMSF","BK4566","LU0061475181.USD","IE00B1XK9C88.USD","LU0642271901.SGD","SHOC","LU2471134796.USD","LU1989764748.USD","LU0719512351.SGD","LU1868836914.USD","LU2931357623.SGD","IE00BKDWB100.SGD","PTF","AIS","LU1868836757.USD","LU2023250330.USD","LU2286300806.USD","LU0820561818.USD","LU2357305700.SGD","LU2543165471.USD","LU0082616367.USD","IE00BK4W5M84.HKD","LU0127658192.USD","LU0964807845.USD","BK4141","GB00BDT5M118.USD","LU2458330169.SGD","IE0034235303.USD","CHPX","HBMX","LU1674673428.USD","LU1914381329.SGD","AIQ","LU2168564065.EUR","BK4533","BK4532","LU1551013342.USD","PSI","LU2756315318.SGD","IE0002270589.USD","FTEC","WLDR","LU2168563687.JPY","LU2213496289.HKD","RULE","IETC","BK4553","LU0056508442.USD","LU2471134952.CNY","LU2750360997.AUD","SGXZ81514606.USD","MU","AIFD","IE00B19Z3B42.SGD","LU0787776722.HKD","LU1366333091.USD","LU0256863811.USD","MUG","LU1316542783.SGD","LU1861220033.SGD","LU0859254822.USD","FTXL","CHPS","IE00B5949003.HKD","IE00BSNM7G36.USD","BK4554","LU0133085943.USD","LU0203347892.USD","LU1145028129.USD","BK4512","LU1267930730.SGD","LU0154236417.USD","LU1868837300.USD","IXN","LU2756315664.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664773899","title":"Dell, Broadcom And 3 Stocks To Watch Heading Into Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2664773899","media":"Benzinga Earnings","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664773899?lang=en_us&edition=fundamental","pubTime":"2026-09-02 14:43","pubTimestamp":1788331400,"startTime":"0","endTime":"0","summary":"US stock futures mixed. OLLI to post earnings. PANW reports strong results and buys Console. AVGO and DELL also report earnings. HPE to post 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Chatter: Micron Technology Workers Back Strike Over Profit-Sharing Demands","url":"https://stock-news.laohu8.com/highlight/detail?id=2664893708","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664893708?lang=en_us&edition=fundamental","pubTime":"2026-09-02 11:50","pubTimestamp":1788321016,"startTime":"0","endTime":"0","summary":"A potential strike by Micron Technology workers in Taiwan could disrupt the US memory-chip maker's largest manufacturing base, as unions push for a bigger share of record profits, Reuters reported Tuesday.Unions in Taoyuan and Taichung said they have nearly 10,000 members and that over 80% of those surveyed supported strike action. They are demanding an additional bonus for fiscal 2026 and a new profit-sharing scheme from fiscal 2027 that will direct 15% of operating profit to employees, according to the report.The unions argue Micron Technology's current incentive plan does not adequately reflect the company's profitability and leaves workers behind their counterparts. The dispute arose after the company posted record fiscal third-quarter revenue of $41.5 billion and net income of $28.2 billion, driven by strong AI-related memory demand, the news agency said.Micron Technology did not immediately respond to MT Newswires' request for a comment.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["MUU","LU2471134879.HKD","SGXZ81514606.USD","SHOC","LU1366333091.USD","WUGI","SGXZ51526630.SGD","LU0859254822.USD","LU1145028129.USD","LEGR","LU1267930813.SGD","LU2543165471.USD","IE0034235303.USD","IE00B19Z3581.USD","LU1914381329.SGD","MUYY","LU1280957306.USD","HBMX","PSI","LU0154236417.USD","LU0203345920.USD","LU0889565833.HKD","LU2750360997.AUD","FTEC","LU1868836591.USD","LU2211815571.USD","LU0323591593.USD","PTF","BK4579","IE00B19Z3B42.SGD","IE00BK4W5L77.USD","LU0640476718.USD","LU1868836757.USD","EGGY","LU0133085943.USD","LU1674673428.USD","LU0689472784.USD","AIQ","CHPX","XNTK","LU1323610961.USD","BK4566","LU2750360641.GBP","SOXX","LU0082616367.USD","IE0009356076.USD","BK4527","BK4512","LU0683600562.USD","LU2102340556.USD","LU1316542783.SGD","JGRO","LU2458330243.SGD","VGT","IE00B5949003.HKD","MU","CHAT","LU0787776722.HKD","LU0820561818.USD","FXL","XLK","LU2756315318.SGD","LU0820562030.AUD","LU1861220033.SGD","TRFK","IXN","BK4141","LU1551013425.SGD","LU2360107168.USD","FDTX","LU0061475181.USD","LU0203347892.USD","LU1868836914.USD","LU2286300806.USD","IE00B1XK9C88.USD","LU2168564065.EUR","LU0096364046.USD","LU2471134796.USD","LU2168564495.EUR","BK4588","LU0210536198.USD","LU0672654240.SGD","DISK","LU2896262040.SGD","LU0056508442.USD","LU1989764748.USD","IE00BSNM7G36.USD","LU1868837300.USD","LU2213496289.HKD","LU2357305700.SGD","MUZ","IE00BK4W5M84.HKD","LU0320765059.SGD","AIFD","FTXL","IE00BKDWB100.SGD","LU2048586759.USD","LU2360106780.USD","LU0417517546.SGD","BK4532","LU0127658192.USD","LU0256863902.USD","LU1548497426.USD","IE00BWXC8680.SGD","LU1861215975.USD","BK4605","LU0943347566.SGD","LU0642271901.SGD","LU2290526834.HKD","MUD","LU0964807845.USD","CHPS","LU1551013342.USD","IE0002270589.USD","LU2458330169.SGD","SG9999001424.SGD","LU2756315664.SGD","LU1674673691.USD","DRMY","AIS","BK4543","MULL","FAI","LU0109392836.USD","TTXU","BOBP","EMSF","LU2471134523.USD","LU2168563687.JPY","LU0274383776.USD","LU1267930730.SGD","LU0792757196.USD","LU2168564149.EUR","LU0238689110.USD","RULE","MIC","LU0157215616.USD","BK4553","LU1852331112.SGD","BK4575","LU2357627491.SGD","SGXZ99366536.SGD","LU2471134952.CNY","LU2931357623.SGD","LU0719512351.SGD","LU1803068979.SGD","LU0708995401.HKD","BK4585","LU1720051017.SGD","LU2250418816.HKD","LU1868837136.USD","IE00B7SZLL34.SGD","IE00BJLML261.HKD","LU2168564222.USD","LU0256863811.USD","LU1989764664.SGD","LU2403377893.USD","CGGO","EFIV","LU2089985449.USD","MUG","LU0889566641.SGD","LU2054465674.USD","BK4533","IETC","LU2023250330.USD","IE000M9KFDE8.USD","BK4554","ARTY","BAI","LU0820561909.HKD","LU0081259029.USD","SMH","USXF","WLDR","SMU00main","SOXQ","LU1629891620.HKD","GB00BDT5M118.USD","LU1720051108.HKD","LU1778281490.HKD","LU0109391861.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664862350","title":"Review & Preview: September Blues","url":"https://stock-news.laohu8.com/highlight/detail?id=2664862350","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664862350?lang=en_us&edition=fundamental","pubTime":"2026-09-02 07:55","pubTimestamp":1788306900,"startTime":"0","endTime":"0","summary":"Another week, another chip giant is up to bat.Just days after Nvidia reported earnings, rival Broadcom will do the same on Wednesday. Given the Nasdaq's difficult start to November, the news could provide a much-needed boost to the tech sector.However, the bar is high: Nvidia is projecting 70% top-line growth next year, so investors will be expecting similar bullishness from Broadcom.\"Nvidia proved the AI party isn't over. Now Broadcom has to prove it's getting a bigger invitation,\" writes Jay Woods, chief market strategist at Freedom Capital Markets. \"Will they keep raising the bar?...investors will want another strong outlook showing that AI growth carries into fiscal 2027 while margins remain healthy.\"Yet perhaps the bigger question is whether or not the market will even care. Despite its huge weighting in the S&P 500, Nvidia's earnings barely moved stocks last week.The CalendarBroadcom, Brown-Forman, C3.Ai, Five Below, Gold.com, Hewlett Packard Enterprise, NetApp, Phreesia, PVH, 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