| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-5-26 |
The Philadelphia Semiconductor Index was up just 0.3% as semiconductor stocks were mixed. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-29-26 |
Semiconductors strengthened late in the day and outperformed the wider technology sector. [audio] | — | — | — |
| 2026-09-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-28-26 |
Black says semiconductor stocks were a source of weakness, with the Philadelphia Semiconductor Index down 1.6%. [audio] | — | — | — |
| 2026-09-28 | MENTIONED | MEDIUM | Rob Black Show Markets Drop Weighed Down By Rising Oil Prices |
Black notes the semiconductor ETF jumped 5.9% last week even as breadth deteriorated. [audio] | — | — | — |
| 2026-09-25 | MENTIONED | LOW | Rob Black Show The Bond Market In September |
Black describes semiconductor stocks and mega-cap companies as the twin pillars of the AI trade supporting the market. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | MEDIUM | Rob Black Show Stocks Slide Again As Treasury Yields Push Higher |
Semiconductor ETF, called the AI proxy, got hammered 5.4-5.5% last week with selling continuing. [audio] | — | — | — |
| 2026-09-23 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-23-26 |
Rob and Patrick O'Hare described semiconductor leadership supporting the AI trade and market resilience despite the day's profit-taking. [audio] | +1.7% | — | — |
| 2026-09-23 | WATCH | MEDIUM | Rob Black Show Stocks Fall As Yields Shoot Higher |
Patrick O'Hare credited semiconductor strength with supporting the market and warned that failure of the AI trade would be a major risk. [audio] | +1.7% | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-22-26 |
Semiconductor strength supported the market as chip stocks reached fresh highs on continued AI investment. [audio] | -0.1% | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Semiconductors drove the rally, but Rob flagged narrow leadership and complacency after outsized gains. [audio] | -0.1% | — | — |
| 2026-09-21 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-21-26 |
Rob described semiconductors and AI infrastructure as beneficiaries of continued AI development and spending even if demand shifts away from ever-larger models. [audio] | +0.7% | — | — |
| 2026-09-21 | MENTIONED | LOW | Rob Black Show Stocks Rise As Oil Prices Ease |
Semiconductor and semiconductor-equipment companies were cited as direct AI beneficiaries. [audio] | +0.7% | — | — |
| 2026-09-14 | WATCH | MEDIUM | Rob Black Show Major Shakeup In Artificial Intelligence Amid Safety Concerns |
The semiconductor ETF was described as below its declining 50-day average with further downside possible. [audio] | +10.1% | — | — |
| 2026-09-10 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-10-26 |
Rob reports that high-beta chip stocks leading the bull market are falling as higher interest rates pressure fast-growing companies. [audio] | +0.1% | — | — |
| 2026-09-10 | WATCH | MEDIUM | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob discusses sharp semiconductor weakness, higher foundry costs and the benefit of diversifying AI exposure beyond the semiconductor cycle. [audio] | +0.1% | — | — |
| 2026-09-09 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-9-26 |
Rob says semiconductor sales are up about 66% year over year as AI spending benefits more parts of the economy. [audio] | -5.0% | — | — |
| 2026-09-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-4-26 |
The VanEck semiconductor ETF rose more than 2% as the semis rallied on the back of renewed AI infrastructure spending focus. [audio] | +0.3% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-3-26 |
The Philadelphia semiconductor index managed only a tenth of a percent, which Rob called not great on an otherwise strong day. [audio] | +1.4% | — | — |
| 2026-08-31 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-31-26 |
The Philadelphia Semiconductor Index rose 0.6% and late strength in semis helped the major averages recover from their lows. [audio] | +1.9% | +9.8% | — |
| 2026-08-27 | BUY | MEDIUM | Rob Black Show Nvidia Revenue Outlook Lifts Chip Stocks |
NVIDIA's results pushed the entire semiconductor complex higher, and TD Cowen called NVIDIA its top pick in semiconductors. [audio] | -3.6% | +5.9% | — |
| 2026-08-24 | SELL | MEDIUM | Rob Black Show Afternoon podcast 8-24-26 |
The Philadelphia Semiconductor Index fell 2.7% and semis remained the center of weakness all session. [audio] | +1.8% | +10.0% | — |
| 2026-08-24 | SELL | MEDIUM | Rob Black Show Attention Turning To Debt |
The semiconductor ETF, an AI proxy, got hammered 5.4% last week and selling continued today with the iShares version down nearly 2%. [audio] | +1.8% | +10.0% | — |
| 2026-08-17 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 8-17-26 |
Semiconductor stocks extended recent gains early and softened index-level losses, but the fading rally combined with weakness in other large tech names pulled the IT sector down two-tenths of a percent. [audio] | -8.0% | -8.2% | — |
| 2026-08-17 | BUY | MEDIUM | Rob Black Show Investors Weigh AI Optimism |
Semiconductor stocks extended recent gains and softened index-level losses, and Rob directed investors to the chips and computing layer where value continues to accrue. [audio] | -8.0% | -8.2% | — |
| 2026-08-14 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-14-26 |
Rob noted expectations around semiconductors and AI spending remain enormous, so the market is now asking whether companies are growing fast enough rather than simply growing. [audio] | -4.7% | -3.3% | — |
| 2026-08-06 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-6-26 |
Rob said the recovery in the memory names helped spark an early rebound across the broader semiconductor group. [audio] | +3.1% | -0.8% | — |
| 2026-08-05 | BUY | HIGH | Rob Black Show Afternoon podcast 8-4-26 |
Semiconductors rebounded sharply, posting their largest four-day rally since COVID at 16% after being in a 30% drawdown a week ago, though BTIG's Krinsky thinks the rally ultimately fails. [audio] | +2.7% | -0.5% | — |
| 2026-08-04 | BUY | HIGH | Rob Black Show Oil Prices Dropped Amid Optimism |
The semiconductor index surged 5.9%, pushing information technology up 3.5%, and Rob highlighted that semis, software and hyperscalers rallied together for the first time in months. [audio] | -0.5% | -4.0% | — |
| 2026-07-28 | MENTIONED | HIGH | Rob Black Show Dow Rises But Semiconductors Slide |
SMH is down 2.8% this morning amid weakness in semiconductor stocks. [audio] | +8.7% | +8.2% | — |
| 2026-07-14 | BUY | HIGH | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Vantek Semiconductor ETF, ticker symbol SMH, is higher by about 2% as semiconductor stocks rally. [audio] | -2.7% | -1.9% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
SMH ETF is up 3.7 percent, reflecting strong buy orders for semiconductor stocks. [audio] | -6.4% | -4.1% | — |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
VanEck Semiconductor ETF up 65% this year; cited as measure of semiconductor sector performance. [audio] | -11.3% | -17.8% | -8.5% |
| 2026-06-24 | WATCH | HIGH | Rob Black Show Afternoon podcast 6-24-26 |
SMH fell over 6% in a single session; Tom Lee's commentary suggests buy-the-dip opportunity. [audio] | +0.2% | -9.3% | -1.9% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Global Chip Rout |
Semiconductor index is referenced for performance and concentration risk. [audio] | +5.4% | -6.7% | -4.2% |
| 2026-06-12 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-12-26 |
VanEck Semiconductor ETF (SMH) up about 2% as semiconductors rally. [audio] | +6.4% | -1.4% | -9.6% |
| 2026-06-04 | MENTIONED | MEDIUM | Rob Black Show Broadcom Problems |
VanEck Semiconductor ETF lost more than 2%. [audio] | -2.9% | -5.6% | -12.3% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Markets Start The Day With Highs |
The host states they are in a semiconductor index to capture gains from companies like Marvell, rather than owning individual stocks. [audio] | -6.5% | -6.3% | -12.0% |
| 2026-05-29 | MENTIONED | LOW | Rob Black Show Thinking About A Shopping List |
Host mentions memory makers signing deals with hyperscalers for semiconductors, implying the sector. [audio] | -4.9% | +2.1% | -4.3% |
| 2026-05-20 | MENTIONED | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Host notes that the VanEck ETF, with ticker symbol SMH, is up 3.1%. [audio] | +5.5% | +16.9% | +0.9% |
| 2026-05-12 | BUY | MEDIUM | Rob Black Show Afternoon podcast 5-12-26 |
Host states the next three to five years look 'pretty good' for the semiconductor index, implying a long-term bullish view. [audio] | -3.1% | +8.6% | +1.5% |
| 2026-05-12 | BUY | MEDIUM | Rob Black Show Stocks Move After High Inflation Reading |
Speaker notes the Philadelphia Semiconductor Index has soared 38% over the past month, indicating a strong sector. [audio] | -3.1% | +8.6% | +1.5% |
| 2026-05-11 | MENTIONED | LOW | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host notes the NASDAQ Philadelphia Semiconductor Index has soared 38%. [audio] | -5.2% | -0.9% | +1.1% |
| 2026-05-06 | MENTIONED | LOW | Rob Black Show Earnings Jump |
Host refers to the semiconductor index and sector hitting an all-time high, implying SMH or similar. [audio] | +4.1% | +3.6% | +4.7% |
| 2026-05-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-4-26 |
Host mentions the Philadelphia Semiconductor Index was down six-tenths of 1%. [audio] | +13.7% | +25.9% | +6.7% |