Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers…
On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%. That gap is the product…
Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, used a CNBC appearance on Tuesday, June 23, to push back against the idea that the recent pullback in AI and semiconductor…
Michael Burry may have made one of the greatest trades of all time when he bet against the housing market in the wake of the Great Financial Crisis. Still, Dr. Burry isn’t…
I keep buying Taiwan Semiconductor and I am not going to stop, because every dip the market hands me looks like a gift I refuse to refuse. Taiwan Semiconductor Manufacturing (NYSE:TSM |…
The semiconductor rally has continued to act as a trader’s playground. In a recent comment on X, Eric Balchunas, a senior ETF analyst, remarked on a snapshot of his that half of…
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%…
ASML (NASDAQ:ASML | ASML Price Prediction) is the name dominating every chip-equipment headline this month after its shares rose 78.18% year to date on AI-driven lithography demand. The setup deserves scrutiny. Tighter…
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come…
David Moadel Chip stocks are leading a sharp midday pullback Tuesday, with Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) down 9% and Intel (NASDAQ:INTC) sliding 8%. AMD shares are trading near $446, while…
The broad stock market is really taking things into overdrive, and that’s thanks primarily to the new class of heavy-lifters referred to by Ben Emons as the “Parabolic 7.” Indeed, it’s a…
Joey Frenette The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by…
The iShares MSCI Taiwan ETF (NYSEARCA:EWT) has done something most country funds rarely do: it has more than doubled in a year. Shares closed near $103 on May 29, up 103% over…
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the iShares Semiconductor ETF (NASDAQ:SOXX) look like interchangeable ways to own the chip cycle, but they differ in one fundamental way. XSD spreads capital across…
