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- 1VanEck's Frasse Says Semiconductor Rally Still Intact Despite Volatility▼MU, WDC, SKHY, AMD — VanEck’s Nicholas Frasse Downplays Volatility In Semiconductor Stocks, Says Chip Trade Is Still Very Strong
Nicholas Frasse, a portfolio manager at VanEck, is downplaying recent swings in semiconductor stocks including Micron, Western Digital, SkyWater and AMD, arguing the underlying chip trade remains very strong. His comments come as investors weigh whether recent turbulence in chipmakers signals a deeper slowdown or just noise in a still-booming sector driven by AI and memory demand.
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Real estate investment manager Redevco has purchased a retail park in Seville, Spain. The deal adds to the company's retail property portfolio in southern Europe. Details on the price and tenants involved have not been disclosed, but the purchase signals continued investor interest in Spanish retail real estate assets.
- 3Top US Stock Fund Managers Turn Defensive Amid Higher Rates▼Higher Rates Have These Top US Stock Fund Managers Taking a More Defensive Stance
Leading US stock fund managers are shifting toward more defensive positions as interest rates stay elevated. According to Morningstar, several top-performing managers are reducing exposure to rate-sensitive growth stocks and favoring sectors seen as more resilient, a sign that market professionals are reassessing risk as borrowing costs reshape equity valuations.
- 4AbbVie wins FDA approval for new Parkinson's drug Juvmo●AbbVie lands FDA approval for next-generation Parkinson’s drug, Juvmo
AbbVie has received US Food and Drug Administration approval for Juvmo, described as a next-generation treatment for Parkinson's disease. The decision adds a new option to AbbVie's neurology portfolio and gives patients and doctors an additional therapy for managing the progressive movement disorder.