More than 80% of the AI infrastructure buildout projected through 2028 has yet to happen, and three ETFs are quietly positioning investors to capture what comes next.
Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four…
Washington is leaning hard on foreign chipmakers to build memory fabs on American soil, and the pressure is creating a narrow window for investors who know where to look in the semiconductor…
SOXL just shed 30% after a stunning run, and two very specific pressure points will decide whether holders walk away with gains or get wiped out over the next year.
When Taiwan Semiconductor reports earnings on July 16, its commentary on CoWoS packaging and advanced-node capacity will ripple through five chip giants with billions of dollars riding on what the world's largest…
Every investor who skipped Nvidia this year assumes they left money on the table, but one overlooked semiconductor fund quietly tells a very different story about who actually won the AI trade.
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…
