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The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 and has returned roughly 79% since inception, very nearly doubling investor capital in about seven weeks. That is the kind of performance you normally see from a single-stock momentum trade rather than a diversified fund. It happened because DRAM holds the three companies sitting on ... DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research
Nvidia stock opened in the green on Wednesday as Wall Street waited for the chip maker’s earnings to arrive after the stock market close. Shares were rising 0.7% to $222.05 in Wednesday morning trading, while the S&P 500 was up 0.
By promoting research on the possible next phase of AI, Jensen Huang is ensuring Nvidia is best placed to power the future revolution.
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 PHLX Semiconductor ETF (NASDAQ:SOXQ), which tracks the PHLX Semiconductor Sector Index and gives you concentrated exposure to the picks-and-shovels layer of artificial intelligence. ... Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF
The alarm bells are not ringing yet, but keep your ears open.
<p>Nvidia reports fiscal Q1 2027 earnings Wednesday after the close, with analysts expecting $79 billion in revenue. The result will ripple across <strong>QQQ</strong>, <strong>SMH</strong>, <strong>SOXX</strong>, and every other ETF with significant Nvidia exposure — and some have far more on the line than others.</p>
The semiconductor rally has taken a hiatus. The iShares Semiconductor exchange-traded fund--a common fund that invests in a bucket of stocks like Advanced Micro Devices and Nvidia--is down 6.34% over the last two trading days.
Broadcom is surging, and now, private credit behemoths are reportedly in talks to extend funding. See the potential implications of a massive debt deal.
The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.
Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.
Modine Manufacturing has missed out on the recent semiconductor rally despite a pivotal role in data centers.
This inverse ETF lets you profit from a major decline in the S&P 500.
For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro Devices (NASDAQ:AMD) has more than doubled, and Intel (NASDAQ:INTC) has been the comeback story of the cycle. But today, the bid disappeared. SOXX ... Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next
Semiconductor ETFs like SOXX offer broad exposure as AI-driven memory revenues are projected to nearly triple in 2026.
Ambiq Micro reports strong quarterly sales growth, driven by demand for remote artificial-intelligence solutions.
Intel and other semiconductor companies were falling back on Tuesday morning after a Monday rally that sent multiple chip stocks to all-time highs. Intel was down 3% in premarket trading after having more than doubled in the past month through Monday’s close. Demand for artificial-intelligence infrastructure has boosted chip stocks across the board.
Stocks hover at record highs as some strategists signal a melt-up.