The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly…
Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investment Management, delivered a two-sided message on CNBC this morning: the fundamentals underpinning technology stocks are the strongest she has ever seen, yet…
The VanEck Semiconductor ETF (NASDAQ:SMH) has ripped higher in 2026, gaining 64.47% year to date through July 2 and 111.24% over the trailing 12 months. Yet the fund fueling that run does…
The supply chain shortage in Dynamic Random Access Memory (DRAM), and more specifically, in High Bandwidth Memory (HBM) chips is a big reason why the memory chip “Big 3”: SK Hynix,…
Semiconductor ETFs have delivered some of the most explosive gains of the past decade, but the account you hold them in determines how much of that growth you actually keep. The difference…
Trey Thoelcke If you own SPDR S&P Semiconductor ETF (NYSEARCA:XSD) because you wanted “semiconductor exposure,” the fund’s 0.35% expense ratio is the least interesting number attached to your account. The real cost hides inside…
On July 1, 2026, holders of Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) watched the fund drop 16.38% in a single session, from $266.71 to $223.01. The underlying semiconductor basket, tracked by…
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and…
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined…
The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is extending one of the year’s most explosive runs. Shares are up 7% to $296.25 in midday trading on Tuesday, building on a parabolic…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) was expected to lead semiconductors higher in 2026. Instead, it has watched the rest of the group sprint away. CEO Jensen Huang calls the current moment…
Morgan Stanley’s Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing that should give every AI-chip investor pause. The 2026 semiconductor rally, in…
The numbers behind the artificial intelligence boom have stopped feeling abstract. AI capital spending is now propping up large portions of U.S. economic growth, hyperscalers are signing multi-year power contracts, and a…
If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers everyone else holds. SMH is the default vehicle for the trade: a…
