Semiconductor News & Analysis Feed

The semiconductor sector is experiencing an unprecedented surge, with the SOX index registering nine single-day gains of at least 5% over the past 60 trading days—a level last seen during the 2000 Dot-Com Bubble era. While the market is not in a bear phase, such extreme volatility is historically as

Despite the surge in AI-driven demand, Micron Technology remains undervalued according to Legato Financial Chief Investment Officer Ryan Kelly, who asserts this market expansion is not reminiscent of the dot-com bubble. Kelly emphasizes that current momentum is grounded in solid corporate earnings r