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One Strategist Warned on Semiconductor Stocks Within a Day of Their Top","url":"https://stock-news.laohu8.com/highlight/detail?id=2664881198","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664881198?lang=en_us&edition=fundamental","pubTime":"2026-09-02 20:22","pubTimestamp":1788351720,"startTime":"0","endTime":"0","summary":"JPMorgan Asset Management chair could hardly have timed his semiconductors' commentary any betterOne investor correctly called the top of the semiconductor stocks trade.On June 23, Michael Cembalest rang the alarm on semiconductor stocks. June 22 turned out to be the all-time high on both the iShares semiconductor exchange-traded fund and SK Hynix, perhaps the sector bellwether after its meteoric rally of the previous year.Michael Cembalest examines what he got right and what he got wrong in his latest note.Within five weeks, the SOXX ETF SOXX tumbled almost 30%, SK Hynix  more than halved and other chip companies like Taiwan Semiconductor Manufacturing Company  and Micron Technology  dropped sharply in value.How did Cembalest, the chairman of market and investment strategy at JPMorgan Asset Management, manage to time the peak of the memory trade so 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Executive Says AI Demand Surge Is Unprecedented in 30 Years, Even With Factory Build Speed Quintupled, Supply Still Falls Short","url":"https://stock-news.laohu8.com/highlight/detail?id=1110528728","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110528728?lang=en_us&edition=fundamental","pubTime":"2026-09-02 19:44","pubTimestamp":1788349491,"startTime":"0","endTime":"0","summary":"According to a report from Taiwanese media, Taiwan Semiconductor Manufacturing Senior Deputy General Manager Hou Young-ching stated that both the magnitude and the frequency of demand 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The Philadelphia Semiconductor Index rose 1.98% in August, staging a modest recovery from a sharp 20.61% correction in 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Files HKEX Next-Day Disclosure Return, Issues 870 New Shares Under Stock Option Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=2664837627","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664837627?lang=en_us&edition=fundamental","pubTime":"2026-09-01 17:25","pubTimestamp":1788254754,"startTime":"0","endTime":"0","summary":"Tencent files HKEX next-day disclosure return, issues 870 new shares under stock option planTencent filed a next-day disclosure return dated Sept. 1, 2026, reporting 870 new shares issued via option 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