Registration
 
All news
Top Stories
Editors' Picks
Stocks
Crypto
Economics
Currencies
Commodities
Business & Wealth
Market Voices
Pavlo Kot
Pavlo Kot

Tech sector sees outflows driven by semis and hardware, Ivana Delevska notes

Tech sector sees outflows driven by semis and hardware, Ivana Delevska notes
Tech stocks see outflows led by semis

Last week, stocks experienced a sell-off, with the technology sector emerging as the main source of outflows, particularly among semiconductor and hardware companies.

Ivana Delevska, founder and CIO of SPEAR Invest, commented on the situation, noting that after such a move, she reviews what has changed in the earnings outlook. Delevska also highlighted that two important suppliers to the AI buildout provided updates during the same week.

Earlier this year, Ivana Delevska noted that CXMT is set to launch DDR5 by year end, a move she said is not favorable for the DRAM sector (full story). She also reported that MRVL raised its fiscal 2028 revenue target to $20 billion, projecting a $400 billion market opportunity by 2030 driven by memory and photonic technologies (full details). Both updates came as investors are closely tracking developments among key hardware and semiconductor suppliers.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Editor's Picks for You

Trump’s stablecoin: Does the market need USD1?
  • By Anastasiia Chabaniuk
  • 14 hours ago
Trump’s stablecoin: Does the market need USD1?
Editors' Picks
Mega deal ahead of IPO: How Nscale is preparing to go public
  • By Mikhail Vnuchkov
  • 18 hours ago
Mega deal ahead of IPO: How Nscale is preparing to go public
Editors' Picks
Coldcard and Ledger attacks raise questions about hardware wallet security
  • By Kyle Torpey
  • 19 hours ago
Coldcard and Ledger attacks raise questions about hardware wallet security
Editors' Picks
All Editors' Top Picks

Latest Ivana Delevska News

Ivana Delevska: CXMT set to launch DDR5 by year end
  • By Oksana Koneva
  • 13.10.2026
Ivana Delevska: CXMT set to launch DDR5 by year end
Market Voices
#Ivana Delevska
MRVL raises FY28 revenue projections and eyes $400B market by 2030, Ivana Delevska notes
  • By Eugene Komchuk
  • 06.10.2026
MRVL raises FY28 revenue projections and eyes $400B market by 2030, Ivana Delevska notes
Market Voices
#Ivana Delevska
Ivana Delevska: Optics stocks surge as AI sector draws analyst attention
  • By Elena Nikulina
  • 01.10.2026
Ivana Delevska: Optics stocks surge as AI sector draws analyst attention
Market Voices
#Ivana Delevska
All Ivana Delevska News
  • Anastasiia Chabaniuk
  • 14 hours ago
Trump’s stablecoin: Does the market need USD1?
  • Mikhail Vnuchkov
  • 18 hours ago
Mega deal ahead of IPO: How Nscale is preparing to go public
  • Kyle Torpey
  • 19 hours ago
Coldcard and Ledger attacks raise questions about hardware wallet security
  • Olena Litvinenko
  • Yesterday
Who is Richard Heart, the HEX founder wanted by Interpol?
  • Eugene Komchuk
  • Yesterday
Kaiko CEO: European stablecoins still cannot compete with USDT
  • Igor Krasulya
  • 28 min ago
JPMorgan moves deeper on-chain while CEO criticizes Bitcoin, David Gokhshtein notes
  • Mykhailo Ihnatenko
  • 33 min ago
Nik Bhatia: Signal on credit defaults, money markets and bitcoin trading dynamics
  • Yaroslav Dmytrenko
  • 38 min ago
GSR leaders analyze drop in token launches, Frank Chaparro reports
  • Hanna Syniavska
  • 43 min ago
Sandeep Nailwal: Polygon vision for Agglayer involves trillions in ledger settlements within months
  • Alena Volkova
  • 48 min ago
Anas Alhajji: Brent crude trades above $109 as oil prices rise
Top News
  • Eugene Komchuk
  • 12 hours ago
Stablecoin transfers exceed $400 million per hour
Stablecoin transfers exceed $400 million per hour
  • Igor Krasulya
  • 12 hours ago
Brent oil price tops $111 as Middle East tensions escalate
Brent oil price tops $111 as Middle East tensions escalate
  • Eugene Komchuk
  • 16 hours ago
Trump's approval rating falls to a record low
Trump's approval rating falls to a record low
  • Pavlo Kot
  • 17 hours ago
JPMorgan predicts Bitcoin will outperform U.S. stocks and gold over the next 15 years
JPMorgan predicts Bitcoin will outperform U.S. stocks and gold over the next 15 years
  • Ivan Andriyenko
  • 18 hours ago
Gold prices fall as rising oil costs fuel inflation concerns
Gold prices fall as rising oil costs fuel inflation concerns
Live News
  • Hanna Syniavska
  • Now
Qualcomm plans global layoffs after performance reviews
  • Ivan Andriyenko
  • Now
Kazakhstan bans Coinbase, BingX, HTX and three other unlicensed crypto platforms
  • Mélissa Bac
  • Now
Eight Ukrainians arrested in Poland over alleged $90 million crypto laundering scheme
  • Anton Kharitonov
  • Now
EUR/USD consolidates near 1.1215 as Treasury yields and U.S. macroeconomic data shape tight trading range
  • Mykhailo Ihnatenko
  • Now
Intel stock tests $90 as JPMorgan upgrades rating to Neutral
Who We Are
Business Solutions
For Users
TU News
Popular Sections
Disclosures
CONTACT US
Legal
We are in Social Media
© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186
  • Risk disclosure:

    Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

    That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.

  • Disclaimer:

    Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

    Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.

  • Disclosure of advertisers and revenues:

    All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

    Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.

onepercentfortheplanet.org https://gdpr.eu/ GDPR World Association of News Publishers