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    Home » Semiconductors

    Browsing: Semiconductors

    Global fund managers all in on rally
    Education

    Global fund managers ‘all in’ says latest survey

    By Ian ConwayMay 19, 20260

    Global fund managers raised their equity allocation by the most on record in May, according to Bank of America. In…

    AI investing
    Featured

    AI investing: Bubble or start of new economic supercycle?

    By Steven FrazerMay 19, 20260

    The debate around artificial intelligence investing has become the defining market argument of the decade. Bulls see AI as the…

    News

    Intel surges +23% overnight: AI infrastructure winner… or market mania?

    By Steven FrazerApril 24, 20260

    Intel’s (INTC) +23% overnight surge isn’t random. The stock is +70% YTD and +210% in a year, but the after-hours…

    AVI Global Trust’s (AGT)
    ETFs/Funds

    ETFs that could rally if Trump strikes Iran peace deal

    By Steven FrazerMarch 25, 20260

    A potential diplomatic breakthrough between the US and Iran could unlock a significant shift in sector leadership, according to analysts…

    beat its benchmark again in 2025
    Investment Trusts

    Allianz Tech Trust beats benchmark again as AI/chips drive returns

    By Steven FrazerMarch 16, 20260

    Allianz Technology Trust (ATT) beat its benchmark again in 2025. This was supported by strong gains in semiconductor stocks and…

    News

    Stock analysis: Broadcom (AVGO)

    By Steven FrazerMarch 5, 20260

    Broadcom delivered a robust fiscal 2026 Q1 performance (to end Jan), beating Wall Street expectations across revenue, earnings, and forward…

    News

    Analysts bemused after Nvidia smashes forecasts again

    By Steven FrazerFebruary 26, 20260

    AI chip champ Nvidia (NVDA) smashed it again, outstripping Q4 2026 forecasts and upping guidance for Q1 2027. Yet the…

    News

    Why Dell is a stock to watch this week

    By Steven FrazerFebruary 23, 20260

    IT hardware stock Dell Technologies (DELL) has gone nowhere for two years, but that could be about to change. The…

    News

    Intel stock a recovery star, but warning signs flashing red

    By Steven FrazerFebruary 17, 20260

    Intel (INTC) has been one the big story stocks of the past year, but sentiment is starting to sour and…

    Popular
    Synectics slides on energy sector slowdown fears
    News

    Synectics slides on energy sector slowdown fears

    By James Crux — May 18, 2026
    S&U rallies as turnaround continues apace
    S&U rallies as turnaround continues apace
    May 20, 2026
    Diploma ups revenue and profit guidance
    Diploma ups revenue and profit guidance
    May 19, 2026
    Popular
    Investment Trusts

    Schroder UK Mid Cap launches tender offer

    By James CruxMay 20, 20260
    aircraft carrier (Serco)
    News

    Serco lifts outlook on defence orders

    By Ian ConwayDecember 17, 20250
    Games Workshop
    News

    Games Workshop ups dividend again

    By Ian ConwayDecember 17, 20250
    Cheers (pubcos)
    News

    Investors toast Fuller’s interims

    By Ian ConwayNovember 12, 20250
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