Analysts are turning selective on chip stocks as the supply crunch eases. Here are their top picks.
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Analysts name their top semiconductor stocks as the supply crunch eases
World
Cleveland Fed’s Hammack warns of ‘challenging time’ amid inflation worries
Federal Reserve Bank of Cleveland President Beth Hammack attends the Federal Reserve Bank of Kansas City’s 2025 Jackson Hole Economic Policy Symposium, “Labor Markets in Transition: Demographics, Productivity, and Macroeconomic Policy”, in Jackson Hole, Wyoming, U.S., August 21, 2025. Jim Urquhart | Reuters Cleveland Federal Reserve President Beth Hammack on Monday said the U.S. central […]
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World
France’s sovereign wealth chief has a warning for Europe: We’re being ‘doubly colonized’
Key Points Nicolas Dufourcq, the head of France’s state investment bank Bpifrance, warned that Europe is becoming “doubly colonized” by Chinese industry and U.S. tech. “It’s not in the future; the consequences are now,” he warned an audience at private capital conference IPEM. Bpifrance manages assets worth around 100 billion euros ($117 billion). The head […]
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World
China’s stock market has been on a roll — is it a boom or a bubble?
Investors talk at a stock exchange hall on February 3, 2017 in Hangzhou, Zhejiang Province of China. VCG | Getty Images China’s stock market has seen a sharp rally this year as progress on artificial-intelligence, steps aimed at gaining chip self-sufficiency and Beijing’s campaign to rein in price wars fuel investor optimism. But as retail […]
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