David Tepper’s Appaloosa cut exposure to several semiconductor stocks, but bought into one well-known ETF

David Tepper’s Appaloosa Management trimmed positions in multiple semiconductor stocks during the fourth quarter, while buying…

China-Taiwan tensions could grip 2024 election as top Musk, Buffett and Dalio sound alarms

Chinese tourists walk past an installation depicting Taiwan (R) and mainland China at a tourist area…

Tiger-cub hedge fund Coatue drastically increases Big Tech holdings, doubles down on chip stocks

Coatue Management’s Philippe Laffont significantly hiked his bets on Big Tech in the first quarter while…

The U.S. and its allies are joining forces on chips. That could stop China reaching the next level

Leading chipmaking nations including the U.S. are forming alliances, in part to secure their semiconductor supply…

Stocks making the biggest moves midday: Ford, Snap, Virgin Galactic and more

Newly manufactured Ford Motor Co. 2021 F-150 pick-up trucks are seen waiting for missing parts in…

Goldman says to buy these 4 chip stocks ahead of a green investing boom

A Goldman Sachs Group Inc. logo hangs on the floor of the New York Stock Exchange…

The global chip industry has a colossal problem with carbon emissions

A man walks past TSMC’s logo at the company’s headquarters in Hsinchu, Taiwan. Sam Yeh |…

Goldman Sachs upgraded Taiwan stocks. Its top APAC strategist explains why

People wearing protective masks order food at a restaurant in Taipei, Taiwan, on Thursday, May 27,…

Cramer’s week ahead: The impact of inflation and the reopening as earnings season accelerates

Jim Cramer Scott Mlyn | CNBC CNBC’s Jim Cramer said Friday that the “real earnings” season…

Tough road ahead for U.S. firms trying to cut reliance on Taiwan chipmakers

Taiwanese chipmakers are ahead of their international rivals and it will be tough for U.S. tech…