Two semiconductor ETFs hold nearly identical stocks, yet one has left the other in the dust this year by a staggering margin. The difference has nothing to do with which chips are…
HBM supply remains rationed, Micron's margins have reshaped what a memory cycle can look like, and three very different ETFs are competing for the same investor dollars flowing into this trade.
A Chinese memory chip company just raised a war chest nearly double what Wall Street expected, and it sent shockwaves through a semiconductor sector that has been one of the biggest winners…
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…
The Japanese yen’s slide is testing the patience of both traders and policymakers. On a recent episode of Bloomberg’s The Asia Trade, strategist Mark Cranfield and Expert Director Jesper Koll walked through…
Thomas Richmond 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 Commerce Department’s $2 billion in planned CHIPS R&D funding for nine quantum companies, announced in May, gave the quantum computing trade something it lacked for a decade: a federal balance sheet…
Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has roughly doubled this year, and that single fact is the reason to slow down rather than chase. SOXQ is up 89% year to date and 157%…
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index,…
If you put $10,000 into Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) on the last trading day of 2025, you are sitting on about $19,400 this morning. The same $10,000 in the S&P 500…
A position in the Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) bought at the close on May 29, 2025 for $38.08 was worth $101.03 on May 29, 2026, a 165% twelve-month gain on a…
Austin Smith South Korea’s KOSPI has gone from emerging-markets afterthought to the best major equity story of 2026, and the engine is sitting inside every advanced AI server on Earth. Samsung Electronics and SK…
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco…
Live Updates Oil Prices Soaring1:28pm ETWTI crude is up 2.8% to $97.07/barrel. Brent Crude is gaining 3.7% to almost $110 per barrel. The Nasdaq Composite is managing to eke out fractional gains.…
Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing growth in the chip industry. The backdrop is hard to ignore: Deloitte…
