Bond.az White LogoBond.az Black Logo
→
EN ▾
AZENRU
Defense Ministry releases weekly reviewCHP headquarters evacuated at Kilicdaroglu's requestQorvo SWOT analysis: semiconductor stock on merger pathMourinho's Real Madrid salary revealed: €6MAzerbaijani culture showcased in BucharestOpel car catches fire in BakuKura Oncology SWOT Analysis: Launch TestZangilan student wins scholarships from world’s top universitiesTourist bus overturns in Turkey: 46 injuredRepair starts on Khachmaz-Khudat-Yalama highwayDefense Ministry releases weekly reviewCHP headquarters evacuated at Kilicdaroglu's requestQorvo SWOT analysis: semiconductor stock on merger pathMourinho's Real Madrid salary revealed: €6MAzerbaijani culture showcased in BucharestOpel car catches fire in BakuKura Oncology SWOT Analysis: Launch TestZangilan student wins scholarships from world’s top universitiesTourist bus overturns in Turkey: 46 injuredRepair starts on Khachmaz-Khudat-Yalama highway
Personalize
Bond.az White LogoBond.az Black Logo
AZENRU
STOCK MARKETS

Goldman Sachs: Shift to Semiconductors

Goldman Sachs highlights hedge fund and mutual fund shift to semiconductors from software amid AI disruption. Semiconductor index SOX surges.

Zoe Allen
ByZoe Allen- Senior Editor
|
0
Goldman Sachs: Shift to Semiconductors
Photo: Prepared by Bond.az

Bond.az reports that Goldman Sachs notes a shift in fund positioning towards semiconductors and away from software.

The move is driven by AI disruption threats to legacy software firms.

Semiconductor index SOX rose 72.3% YTD, while software ETF fell 11.1%.

More News
5 big analyst AI moves: ASML, Dell, Nokia flagged as top picks
Today / 09:20
|
267

5 big analyst AI moves: ASML, Dell, Nokia flagged as top picks

This week's top analyst moves in AI: ASML, Dell, Nokia named as favorites, Salesforce downgraded, ZoomInfo downgraded.

STOCK MARKETS →
0
Nissan unit scraps UK EV powertrain plan
Today / 06:10
|
395

Nissan unit scraps UK EV powertrain plan

Nissan's subsidiary JATCO scraps plan to make EV powertrains in the UK due to weak European demand.

STOCK MARKETS →
0
South Korea to Launch Leveraged Stock ETFs on Samsung, SK Hynix
Today / 03:30
|
762

South Korea to Launch Leveraged Stock ETFs on Samsung, SK Hynix

South Korea launches first single-stock leveraged ETFs on Samsung and SK Hynix, targeting AI demand. Funds aim for 2x daily returns.

STOCK MARKETS →
0
TikTok Shop's Impact on European Retail
Today / 03:20
|
910

TikTok Shop's Impact on European Retail

Goldman Sachs report on TikTok Shop's impact on European retail. Social commerce growth and fashion sector insights.

STOCK MARKETS →
0
Airlines set for winter capacity cuts
Yesterday / 22:11
|
713

Airlines set for winter capacity cuts

European airlines face winter capacity cuts due to rising fuel prices and expiring hedges. Short and medium-haul flights will be most affected.

STOCK MARKETS →
0
Russia stocks lower, MOEX Index flat
Yesterday / 21:32
|
659

Russia stocks lower, MOEX Index flat

Russia stocks closed lower, MOEX Russia Index unchanged. MTSS, TATNEFT, VKCO gained; T, Rusal, Aeroflot declined.

STOCK MARKETS →
0
Embodied AI: Bullish or Bearish for Markets?
Yesterday / 20:31
|
509

Embodied AI: Bullish or Bearish for Markets?

Barclays analysts analyze Embodied AI's market impact: bullish or bearish? Find out their insights.

STOCK MARKETS →
0
How AI impacts concentration and profits
Yesterday / 17:42
|
347

How AI impacts concentration and profits

Goldman Sachs analysis: How AI affects competition and corporate concentration. Learn about the impact on industry leaders and profits.

STOCK MARKETS →
0
Uber and DoorDash in Talks to Buy Delivery Hero
Yesterday / 15:00
|
752

Uber and DoorDash in Talks to Buy Delivery Hero

Uber and DoorDash are in talks with Delivery Hero investors for a potential buyout. Price expected above EUR 40 per share.

STOCK MARKETS →
0
Uber bids to buy Delivery Hero
Yesterday / 14:51
|
781

Uber bids to buy Delivery Hero

Uber offers 33 euros per share to acquire Delivery Hero. Details on the takeover bid at Bond.az.

STOCK MARKETS →
0
DeepSeek cuts V4-Pro AI model price by 75%
Yesterday / 13:40
|
218

DeepSeek cuts V4-Pro AI model price by 75%

DeepSeek permanently reduces V4-Pro AI model price by 75%, dropping to a quarter of original cost.

STOCK MARKETS →
0
Uber and DoorDash Explore Delivery Hero Bid
Yesterday / 13:20
|
997

Uber and DoorDash Explore Delivery Hero Bid

Uber and DoorDash are exploring a bid for Delivery Hero, with investors seeking over 40 euros per share. Read more on Bond.az.

STOCK MARKETS →
0
...
Goldman Sachs: Shift to Semiconductors | Bond.az