Value stocks will gain whether inflation peaks or the Fed tightens enough to spark a recession, Goldman Sachs said.

“Our new leading-edge memory manufacturing fab will fuel U.S. technology leadership, ensuring a reliable domestic supply of semiconductors that is critical to economic and national security," said CEO Sanjay Mehrotra.

The short-term outlook for semiconductor manufacturers is not very encouraging.

Nvidia provided negative news on Monday and Micron followed up with more on Tuesday. Here's the trade.

Wall Street closed modestly lower Tuesday amid quiet August volumes as investors looked ahead to key inflation reading later in the week.

"In FQ1, bit shipments are now expected to decline sequentially, and we expect significant sequential declines in revenue and margins," Micron said.

Recession fears, alongside a pointed warnings on social media ad spending, send stocks lower Friday.

Stock futures steady amid renewed recession risk; Snap shares plunge after ad sector warning; Twitter shares lower with Q2 earnings in focus; Mattel shares dip after solid Q2 profits, price hikes and Seagate warning hits memory chip makers.

The chip stocks are in focus amid the recent rally. Here's how to trade AMD, Nvidia and Intel now.

Ford has recently cast a shadow over the auto industry.

Short sellers reversed course and sold $19 billion of shorts in September.

The parent company of Google and Youtube is preparing for a sharp deterioration in the health of the economy.