Record weekly inflows into chip ETFs say retail and institutions treated the drawdown as an entry point, and Bloomberg's ETF analyst says that trade has usually paid.
CHIPS AND DIPS: Semiconductor ETFs saw record flows over the past week after an ugly drawdown. Buying the dip here has pretty good record of working and looks like this last one is no dif. $SOXL $SOXX $SMH $DRAM https://t.co/FZtSzGnqtk
MUheating up fast
Reddit traders are piling into individual chip names while turning cautious on the broad market, with Nvidia bullish on 645 comments and Micron heating up fast right behind it. The same crowd is souring on the S&P 500 tracker and the semiconductor ETF.
Source: RedditSOXX is splitting again, but the number that actually matters for your returns has nothing to do with share count or price. Knowing what to watch after November 5 could make the…
Invesco's semiconductor fund quietly beat the industry's most popular chip ETF over the past year, but the five-year scoreboard tells a very different story about which fund actually wins the chip race.
An investment boom can create real businesses and still leave shareholders paying too much for them. Artificial intelligence presents just that scenario: chip suppliers collect revenue today, while their customers must turn…
A single semiconductor ETF sounds like a spread bet across dozens of chip companies, but the math inside one popular fund tells a very different story about where your money actually lands.
Jim Cramer declared chips a broken trade and software the new king of AI, but the numbers behind his argument depend entirely on where you start the clock. One hedge fund collapse,…
A $21 million options bet just landed against one of the most valuable companies on earth, and whether it signals a coming crash or something far less dramatic changes everything for Nvidia…
BlackRock's semiconductor fund has been quietly outpacing the one most chip investors default to, but the longer you look back at the numbers, the more complicated the story gets.
Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.
Buyers are giving Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) a second look after the chipmaker’s renewed agreement with Apple (NASDAQ:AAPL) initially drew sellers. Qualcomm stock is up 6% to $205.21 in afternoon…
One rival semiconductor ETF has quietly lapped the most popular chip fund on the market over the past year, and the reason comes down to a single position that most investors never…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has been one of the year’s most striking stock stories, with a run that has left the semiconductor sector and the broader large-cap technology…
XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.
A brand-new ETF promises to carve pure Korean semiconductor exposure out of a market where most funds bury Samsung and SK Hynix under banks and automakers, but with three days of trading…
Every AI server board and electric vehicle runs on a tiny ceramic component most investors have never heard of, and a brand-new ETF just made it possible to bet directly on the…
Most semiconductor ETFs bury foundry exposure under layers of chip designers, equipment makers, and memory producers, which is exactly the problem a new fund called AIFR is built to fix. Whether its…
