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Aehr Test Systems is one of the market's hottest stocks, but even after a new order announcement, investors should stay aware of valuation risk.
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) is the one foundry that virtually every advanced chip designer on earth has to call before they can ship silicon, and I am tired ... Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
<p>Semiconductors and U.S. equities at large benefited in a week dominated by the SpaceX IPO. Meanwhile, investors quietly increased their hedges in ultra-short bonds in ongoing, complex markets. </p>
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 the most-traded ETFs on that day (that was at the start of June) were related to the semiconductor industry. Balchunas has his fair ... Semiconductor ETFs Now Dominate the Most‑Traded List — A Signal You Can’t Ignore
Chip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. Big gainers included AMD and Micron.
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% over the past year, which is what happens when an industry projected to clear $1.3 trillion in annual revenue this year runs into ... Why This Semiconductor ETF Is the Only Bet You Need Before the Next AI Wave
J.P. Morgan released a bullish note on Qualcomm despite its core business facing headwinds in the short term.
<p>Semiconductor ETFs have been the defining investment story of 2026 — SOXX is up 90%, FTXL has doubled, and DRAM, the AI memory ETF, has grown from a niche fund to nearly $17 billion in assets. But the category has expanded far beyond "just buy SMH." This complete guide covers every major semiconductor ETF, from the AI memory pure-play to leveraged instruments built for traders only — and explains who each one is actually for.</p>
ASML (NASDAQ:ASML) 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 central bank liquidity is punishing overextended growth multiples, and ASML now trades at a trailing P/E of 60 with a forward multiple of 48. That is a ... Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy
The Nasdaq Composite tumbled again today after the latest inflation reading and higher oil prices failed to stop the bleeding. Chips were at the heart of the downturn, with the iShares Semiconductor ETF sinking another 3.7%, putting the chip stock benchmark 12% off its June 3 closing high. Industrials were the biggest laggard on Wednesday, dragged down by a swirl of other factors including rising oil prices, and expectations of a Fed interest rate hike.
KKR’s Henry McVey sees earnings and economic growth concentrated in a handful of areas—and everything else left in the dust.
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 ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a ... SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?
Shares of Qualcomm (NASDAQ:QCOM) 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 as mobile and edge-compute chip names lag the broader semiconductor tape. The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness ... Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff
Government involvement in artificial intelligence could be a net positive for companies like OpenAI.
The PHLX Semiconductor Sector Index, or Sox, sank 7%. The Sox sank 10% on Friday but a round of dip-buying on Monday pushed it back up 5%. Mizuho’s Daniel O’Regan believes the slide is just a continuation of the AI spending fears that sent the index tumbling on Friday after the sector went parabolic and appeared “oversold” based on technical indicators.
Chip stocks are leading a sharp midday pullback Tuesday, with Advanced Micro Devices (NASDAQ:AMD) down 9% and Intel (NASDAQ:INTC) sliding 8%. AMD shares are trading near $446, while Intel stock is hovering around $101.50. The selling is broad-based. The Invesco QQQ Trust (NASDAQ:QQQ), which tracks the NASDAQ 100, is off 3% on the day as ... AMD Sinks 9%, Intel Slides 8% as Chip Stocks Pull the NASDAQ 100 Down
The Nasdaq turned suddenly lower Tuesday morning. The Dow was down 276 points, or 0.5%. A majority of S&P 500 stocks were rising, but highflying semiconductor and optical networking stocks were suddenly dragging down the index, rather than lifting it.
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 fitting name for the new leadership group leading tech and the indices higher. But that’s not to say investors should neglect the Magnificent ... Meet the Parabolic 7. The Group Leaving the Mag 7 in the Dust
TSMC's 2nm process node is progressing well and may not yet be priced into its future earnings.
Uber and Netflix are spotlighted as non-AI tech stocks after the Nasdaq slide, with growth outlooks and analyst targets suggesting sizable upside.