Business

Semiconductor Stocks: Analysts See Long-Term Potential Despite Market Trends

Updated 2026-07-01 11:25 UTC 2 sources Neutral

Nomura analysts argue that semiconductor stocks are not yet at a peak, despite the broader market's performance. The report highlights ongoing bottlenecks in the industry.

Coverage timeline — 2 articles

MarketWatch

Why it’s too early to call a top on semiconductor stocks, according to these highly regarded analysts

Nomura analysts offer a deep dive of the semiconductor industry and some bottlenecks that the market hasn’t even woken up to.

2026-07-01 11:08 UTC

CNBC

Bulls are betting big on this global ETF that's deep in a bear market

U.S. stocks just keep winning, with the Nasdaq closing out its best quarter since 2020. Across the globe in China, things couldn't be more different.

2026-07-01 11:15 UTC