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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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Chief Executive Jensen Huang's response: find a way to profit from them anyway. Nvidia just injected 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CEO Greg Abel Discusses Japan, Google and AI, Housing, Consumers","url":"https://stock-news.laohu8.com/highlight/detail?id=2664815569","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664815569?lang=en_us&edition=fundamental","pubTime":"2026-09-02 18:55","pubTimestamp":1788346519,"startTime":"0","endTime":"0","summary":"BRIEF-Berkshire CEO Greg Abel discusses Japan, Google and AI, housing, consumersSept 2-Abel says berkshire still envisions raising debt in japan as appropriateAbel confirms buffett initiated berkshire's investment in alphabetGreg abel interview endsBerkshire hathaway ceo greg abel says his company intends to hold investments in japanese trading houses for many decadesAbel says berkshire viewed the housing market as a 'bumpy road' for a while, doesn't see a quick recoveryAbel says berkshire chairman warren buffett loves berkshire's japanese investments, says he provided buffett an update this morningAbel says he was approached in may about making what became berkshire's $10 billion investment in alphabet, discussed it with buffettAbel views alphabet's google as a 'significant player' in aiAbel says he views ai data centers as a significant opportunity for berkshire hathaway energyAbel says berkshire took a very long term view of the housing market when it acquired the taylor morrison 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Could More Than Double, Says JPMorgan. 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