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One Strategist Warned on Semiconductor Stocks Within a Day of Their Top","url":"https://stock-news.laohu8.com/highlight/detail?id=2664881198","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664881198?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:22","pubTimestamp":1788351720,"startTime":"0","endTime":"0","summary":"JPMorgan Asset Management chair could hardly have timed his semiconductors' commentary any betterOne investor correctly called the top of the semiconductor stocks trade.On June 23, Michael Cembalest rang the alarm on semiconductor stocks. 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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Chief Executive Jensen Huang's response: find a way to profit from them anyway. Nvidia just injected 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iPronics Raises $125 Million from Nvidia, Others for Data Center Networking Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2664381998","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664381998?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:00","pubTimestamp":1788350400,"startTime":"0","endTime":"0","summary":"Spain's iPronics raises $125 million from Nvidia, others for data center networking chipsSAN FRANCISCO, Sept 2 (Reuters)-Valencia, Spain-based startup iPronics said Tuesday that it has raised $125 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or SpaceX? Cathie Wood’s Biggest August Buy Offers Investors a Clue","url":"https://stock-news.laohu8.com/highlight/detail?id=2664191738","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664191738?lang=en_us&edition=fundamental","pubTime":"2026-09-02 19:49","pubTimestamp":1788349776,"startTime":"0","endTime":"0","summary":"Cathie Wood’s ARK Invest made a series of big bets on AI and space stocks in August. Nvidia ($NVDA) stood out as ARK’s largest purchase of the 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2 Shining Lights in Market's Bond-Yield Gloom","url":"https://stock-news.laohu8.com/highlight/detail?id=2664819627","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664819627?lang=en_us&edition=fundamental","pubTime":"2026-09-02 19:48","pubTimestamp":1788349680,"startTime":"0","endTime":"0","summary":"Good morning. I'm Rupert Steiner, Barron's London Bureau Chief. You might see my name pop up in your inbox occasionally to help you make sense of market moves when Callum Keown is otherwise engaged. So let's dive in!Dell boosts annual sales outlook on surging server demandDell Technologies raised its annual revenue forecast by $25 billion, to $192 billion, fueled by massive demand for servers that run AI tasks. The company exited the quarter with a record $95 billion backlog in its AI server business. COO Jeff Clarke noted that in the past 12 months, Dell has booked more than $130 billion in server orders as IT environments shift from cost centers to value drivers.&#128738;?Palo Alto results confirm AI is a tailwind for cybersecurityLike last week's earnings for its competitor CrowdStrike, Palo Alto Networks' results confirm that cybersecurity stands out as a likely winner from AI among e","market":"hk","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://dowjonesnews.com/newdjn/logon.aspx?AL=N","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":null,"symbols":["TTEQ","US30Y.BOND","US12M.BOND","VOTE","GXDW","US6M.BOND","PALD","VGFPF","PALU","BAI","PANW","VTHR","AVGU","US3Y.BOND","AVS","CVX","RGLO","US10Y.BOND","TRUN","AVGX","US2Y.BOND","GTLB","CGDG","SPTE","TMF","AVGW","GXPE","NULC","JOYT","CHAT","AIPO","PANG","AVGG","PMDE","USXF","DECU","AVGO","CGBL","DELL","HAKY","QTOC","TLTW","TRFK","US7Y.BOND","AGIX","AVL","ARTY","FEBU","US5Y.BOND","FXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664902198","title":"Micron Stock Can't Catch a Break. It Does Have This One Big Catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2664902198","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664902198?lang=en_us&edition=fundamental","pubTime":"2026-09-02 19:46","pubTimestamp":1788349610,"startTime":"0","endTime":"0","summary":"It's been a tough few months for Micron Technology stock but that doesn't mean the memory-chip boom is waning. All the signs are that shortages are only getting worse ahead of Micron's earnings later 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Shares of the maker of software-development tools soared premarket after its second-quarter result topped expectations both on revenue and earnings.Dell Technologies : Shares rose 9% premarket after it reported a big earnings and revenue beat thanks to demand for its servers.BP : The U.K. oil major said that its interim chairman Ian Tyler would take on the role permanently, succeeding Albert Manifold, who was removed in May.Volvo Car : The Swedish automaker posted lower global car sales in the three months through August compared with the previous quarter. Shares declined in Stockholm.Broadcom : The chip maker reports earnings after markets 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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. 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