Pomegra
Technology
MAJOR
2d ago4 min read
Broadcom (AVGO) Jumps 9% as Chip Stocks Rebound
Broadcom (AVGO) climbed 8.8% to $319.48 on Nov. 9 as AI stocks rebounded and the Philadelphia semiconductor index logged its best day since late July.
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SOXX stock news & analysis
Everything Pomegra has published on SOXX: 30 news articles and 6 market briefs, newest first.
Market briefs on SOXX
- Chip Stocks Plunge 12% After Democrats' Midterm Wins
Nvidia (NVDA) fell 9% as Democrats' wins in data-center states fueled fears for the AI infrastructure buildout
3d ago
- Dow Drops 3.4% as Chip Stock Crash Sends Nasdaq Into Correction
The Dow Jones (^DJI) lost 1,833 points as the S&P 500 fell 4.4% and Nasdaq slid 5.5% on AI data center fears.
6d ago
- Chip Stocks Fall 7% as AI Spending Doubts Grow
Philadelphia Semiconductor Index (SOX) fell 7.2% as SOXX lost 17% in October on AI spending doubts.
Nov 1
- Chip Stocks Fall 11.6% After China Memory Chip Claim
Semiconductor index (SOX) lost $1.64T in six sessions as China's CXMT and Broadcom's CEO rattled AI investors.
Oct 19
- Chip Stocks Fall 4.3% as RBC Downgrades Tech Sector
Nvidia (NVDA) fell 3.2% as RBC joined Deutsche Bank in trimming tech and favoring health care.
Oct 15
- SOXX Falls 2.1% as Burry Converts AI Shorts to Levered Puts
iShares Semiconductor ETF (SOXX) fell 2.1% Tuesday as Burry's $1.1B AI short bet moved to levered puts.
Sep 29
SOXX news
Technology
MAJOR
6d ago5 min read
AI Stocks Slide as Democrats Seek Data Center Moratorium
Sanders and top Democrats are pressing for a national data center moratorium, and AI stocks fell sharply on Thursday despite a likely Trump veto.
Technology
MAJOR
Oct 206 min read
Micron Technology Stock: Chip Rout Erases $2T in 2026
The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.
Technology
MAJOR
Oct 195 min read
Microsoft Exits Nscale Essex Deal as AI Stocks Slide
Microsoft's exit from Nscale's Essex data centre over grid delays lands ahead of a $3B IPO and deepens the strain on AI stocks and infrastructure funding.
Technology
NOTABLE
Oct 146 min read
Applied Materials Falls 7% as AI Stocks Hit Chip Tools
Applied Materials (AMAT) fell 7% for a sixth day as Lam Research and KLA lost 4%, with profit-taking and no WFE forecast hitting AI stocks in chip equipment.
Technology
MAJOR
Oct 124 min read
Apple Cuts iPhone 18 Pro Orders 15% as Demand Cools
Apple (AAPL) told suppliers to trim iPhone 18 Pro component orders by at least 15% for October as a $100 price rise and costly memory chips weigh on demand.
Business & Earnings
MAJOR
Oct 55 min read
Skyworks (SWKS) Closes Qorvo Deal, Creating RF Chip Giant
Skyworks (SWKS) completed its Qorvo combination on Oct. 5 after all approvals, forming a U.S. radio-frequency chipmaker with $500M+ in targeted synergies.
Technology
MAJOR
Sep 176 min read
Broadcom CEO Holds $230B AI Target Despite Slowdown Call
Broadcom CEO Hock Tan told CNBC that $115B FY2027 and $230B FY2028 AI chip targets are unchanged, citing durable inference demand as insulation from any training-pace reduction.
Technology
SEISMIC
Sep 16 min read
Nvidia's $2.9B Hugging Face Deal Stirs Antitrust Alarm
Nvidia's $2.9 billion acquisition of Hugging Face, its largest deal ever, triggers immediate scrutiny from U.S. and EU regulators over one company controlling AI chips and model distribution.
Technology
MAJOR
Aug 316 min read
Marvell Technology Stock Sinks on Margin Shock
Marvell Technology stock dropped roughly 10% on margin guidance despite record revenue, with contagion pulling Micron and SK Hynix more than 8% lower.
Technology
MAJOR
Aug 286 min read
Nvidia Q2 Blowout Fires Sharpest Chip Rally in Weeks
Nvidia's Q2 beat of $96.2B revenue and $108B Q3 guidance drove the sharpest chip sector rally since early August, with Marvell, Micron, and CoreWeave up 5-7%.
Technology
SEISMIC
Aug 257 min read
Broadcom Wipes $105B in Monday's AI Chip Rout
Broadcom sank 5.6% Monday, erasing $105 billion in market value to become the top drag on the S&P 500 and Nasdaq ahead of Nvidia's pivotal Wednesday earnings report.
Technology
MAJOR
Aug 235 min read
Marvell Technology Stock Surges 10% on Google AI Chip Deal
Marvell Technology stock jumped nearly 10% after Alphabet granted $12.2 billion in warrants, cementing a broad custom AI chip partnership just days before the August 27 earnings report.
Markets
MAJOR
Aug 166 min read
Momentum Stocks Chart a Stealth Bear Market Beneath Record Highs
Momentum stocks have shed as much as 25% from June peaks while the S&P 500 touches all-time highs, exposing a deepening factor-level bear market invisible to headline index watchers.
Markets
MAJOR
Aug 106 min read
$15.3B ETF Inflows: SPY, GLD Lead as Semis Retreat
Single-day ETF creations reached $15.3 billion on August 7 as investors rotated from semiconductor names into broad equities and gold amid macro and geopolitical uncertainty.
Markets
MAJOR
Aug 56 min read
Nvidia Rises as Musk's SpaceX Bet Hits Intel, Broadcom Chip Peers
Elon Musk's vow to build SpaceX's AI infrastructure exclusively on Nvidia's Vera Rubin platform sent Nvidia stock higher Wednesday while weighing on Intel, Broadcom, and Marvell — underscoring how…
Technology
MAJOR
Aug 57 min read
Cuban, Burry Warn AI Trade Rests on Nvidia Debt
Mark Cuban and Michael Burry both warn that Nvidia's $750 billion circular financing machine underpins the AI boom and poses a systemic risk if it cracks.
Markets
MAJOR
Aug 37 min read
SOXX: 15.8% Gap as AI Infrastructure Trade Revives
SOXX, the benchmark semiconductor ETF, trades 15.8% below its July 2026 high of $598 as a $725 billion hyperscaler capex cycle re-accelerates chip demand into year-end.
Markets
NOTABLE
Aug 37 min read
Chips: the Odd Sector Out as SOX Drops 1.9%
Semiconductors tumbled while the broader market rallied Monday, with Micron and Broadcom both retreating as the Philadelphia Semiconductor Index fell 1.9% in a session marked by a stark divergence…
Markets
NOTABLE
Aug 35 min read
S&P 500 July 2026: First Monthly Loss in 12 Years
S&P 500 closed July 2026 with a -0.12% loss, ending an 11-year winning streak as mega-cap AI and chip stocks dragged the calendar july market lower.
Markets
SEISMIC
Aug 38 min read
Markets Week: AI Surge, Iran Talks, Yen Intervention
A $1.5 trillion AI stock surge, Iran war de-escalation hopes, and a landmark U.S.-Japan yen defense reshaped global markets in the week ending August 1, 2026.
Markets
Jul 287 min read
NVDA, AMD Chip Rout: Cramer Flags 'Monstrous' Margin Sellers
Jim Cramer warned that intraday reversals in semiconductor stocks are difficult to arrest when leveraged holders are forced to exit, as Nvidia fell 4.9%, AMD dropped 8.3%, and the SMH ETF slid…
Markets
Jul 267 min read
NVDA, Semiconductor Stocks Rise on Big Tech AI Spending Wave
Wall Street views $725 billion in 2026 Big Tech AI spending as a structural tailwind for semiconductor stocks, with NVDA stock leading a broad rally across the sector.
Markets
Jul 197 min read
AMD Stock Tops SOXX, Edges Nvidia in $45B ETF
Advanced Micro Devices dethroned Nvidia as the largest holding in the iShares Semiconductor ETF after a 200%-plus twelve-month rally reshaped the AI chip trade.
Markets
Jul 187 min read
S&P 500, Nasdaq Post Weekly Losses as Tech Sell-Off Deepens
The S&P 500 and Nasdaq Composite closed lower for the week ended July 18, 2026, as a fresh Chinese AI model release reignited AI bubble concerns and drove a sharp tech stock sell-off across…
Markets
Jul 177 min read
Nasdaq Futures Tumble 2% as Global Chip Sell-Off Hits
Nasdaq-100 futures slid nearly 2% on July 17, 2026, as a widening global chip sell-off erased more than a trillion dollars in semiconductor market value amid deepening AI capex concerns.
Markets
Jul 147 min read
US Futures Waver as Oil Surge and Iran War Rattle Sentiment
Wall Street's premarket picture turned murkier on July 14, 2026, as a third consecutive night of U.S. military strikes on Iran, a renewed naval blockade, and Brent crude pushing toward $87 a…
Markets
Jul 47 min read
Nasdaq Slips as Late Tech Slide Erases Chip Gains
The Nasdaq Composite fell 0.7% on July 2 as a late-session selloff in semiconductor stocks erased early gains, even as the Dow Jones Industrial Average touched a fresh all-time high ahead of the…
Markets
Jul 17 min read
Polymarket Traders Flag Weak S&P 500 H2 2026 Open
Polymarket S&P 500 prediction markets assigned two-to-one odds against a higher open today as chip-stock profit-taking clouds the S&P 500 H2 2026 outlook after a historic first half.
Markets
Jun 247 min read
NVDA Cheaper Than Semis: How to Play the Gap
Nvidia (NVDA), the company that effectively defined the AI hardware market, now trades at a meaningful discount to the very semiconductor sector it propelled.