Jim Cramer says the chip sector selloff gripping NVIDIA, AMD, and Intel has nothing to do with their fundamentals, and the type of seller driving it makes a quick recovery far harder…
Semiconductor stocks just took a bruising, but the companies powering every major AI buildout are nowhere near done growing. Three ETFs offer very different ways to position for the rebound, and the…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
Micron's CEO just made a bold claim about memory supply staying tight well past 2027, and if he's even half right, a handful of ETFs could be sitting at the start of…
SMH has turned semiconductor investing into a mainstream trade, but most holders have never done the math on what they quietly surrender each year just for the privilege of owning it.
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,…
