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The supply chain shortage in Dynamic Random Access Memory (DRAM), and more specifically, in High Bandwidth Memory (HBM) chips…
Semiconductor ETFs have delivered some of the most explosive gains of the past decade, but the account you hold them…
If you own SPDR S&P Semiconductor ETF (NYSEARCA:XSD) because you wanted “semiconductor exposure,” the fund’s 0.35% expense ratio is the…
On July 1, 2026, holders of Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) watched the fund drop 16.38% in a…
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with…
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle…
The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is extending one of the year’s most explosive runs. Shares are up…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) was expected to lead semiconductors higher in 2026. Instead, it has watched the rest…
Morgan Stanley’s Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing…
The numbers behind the artificial intelligence boom have stopped feeling abstract. AI capital spending is now propping up large portions…
If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers…
Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that…
CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does…
On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88%…
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