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✕ clear all filtersticker: SOXXSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions
24/7 Wall St.68d agoneutral
Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions

The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by the cash that hyperscalers are physically wiring into AI data centers. If you own SOXX today, you are betting that the AI capex ... Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions

Why EWT Investors Should Watch for a Dollar Reversal Before Q3
24/7 Wall St.68d agoneutral
Why EWT Investors Should Watch for a Dollar Reversal Before Q3

The iShares MSCI Taiwan ETF (NYSEARCA:EWT) has done something most country funds rarely do: it has more than doubled in a year. Shares closed near $103 on May 29, up 103% over the past 12 months and 62% year to date, with a 18% push in May alone. After a run like that, the relevant ... Why EWT Investors Should Watch for a Dollar Reversal Before Q3

Market Minute 6-8-26- Tech Stocks Steady After Friday Rout
MoneyShow68d agoneutral
Market Minute 6-8-26- Tech Stocks Steady After Friday Rout

Stocks are stabilizing in the early going, with the tech sector steadying after a rough patch of trading. Crude oil is modestly higher, while gold and silver are off a bit. Treasuries and the dollar are also losing some ground.

SOXX Surged 190% in a Year but XSD Only Returned 180% — Here’s Why the Difference Matters
24/7 Wall St.68d agobullish
SOXX Surged 190% in a Year but XSD Only Returned 180% — Here’s Why the Difference Matters

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the iShares Semiconductor ETF (NASDAQ:SOXX) look like interchangeable ways to own the chip cycle, but they differ in one fundamental way. XSD spreads capital across the industry on an equal-weight basis, while SOXX concentrates it in the largest names. That single design choice has produced a meaningful gap ... SOXX Surged 190% in a Year but XSD Only Returned 180% — Here’s Why the Difference Matters

SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
24/7 Wall St.68d agobullish
SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD

The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching ... SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD

USD Implodes 17% And June 8th Could Be Worse
24/7 Wall St.69d agoneutral
USD Implodes 17% And June 8th Could Be Worse

A 2x leveraged semiconductor ETF will eventually give you a day like June 5, 2026. ProShares Ultra Semiconductors (NYSEARCA:USD), which seeks twice the daily return of the Dow Jones U.S. Semiconductors Index, closed at $88.68 on Friday, down roughly 17% from $106.64 the day before. A holder who walked in Friday morning with $10,000 walked ... USD Implodes 17% And June 8th Could Be Worse

ASML Stock Is Hot, But Please Don’t Go Too Overweight on Chip Stocks
Barchart72d agoneutral
ASML Stock Is Hot, But Please Don’t Go Too Overweight on Chip Stocks

ASML Holdings (ASML) is a global leader in advanced semiconductor manufacturing systems, recently reaching an all-time high of $1,743.27. ASML demonstrates robust technical momentum. Shares are up 133% over the past 52 weeks. Despite strong performance, some analysts consider ASML overvalued and suggest diversification via ETFs like the iShares Semiconductor...

The Memory Chip ETF That Quietly Returned 134% in 2026 While Investors Chased Nvidia
24/7 Wall St.72d agoneutral
The Memory Chip ETF That Quietly Returned 134% in 2026 While Investors Chased Nvidia

Although 2026 has been a roller coaster year for the markets so far, certain sectors have remained strong. Ironically, while the Magnificent 7 stocks have been volatile due to mixed perception about AI, industries that make AI happen from a mechanical aspect have still remained relatively bullish. These include: Raw materials needed for data centers, ... The Memory Chip ETF That Quietly Returned 134% in 2026 While Investors Chased Nvidia

The Dow Is Up 500 Points. Why the Nasdaq Is Sinking.
Barrons.com72d agoneutral
The Dow Is Up 500 Points. Why the Nasdaq Is Sinking.

The Dow opened higher, but the S&P 500 and Nasdaq were on pace to fall for a second day in a row. The Dow rose 503 points, or 1%. The S&P 500 fell 0.3%. The Nasdaq tumbled 1.1%. A majority of stocks in the Dow and S&P were rising, but the chip stock slide was overpowering the latter.

Best ETFs for H1 2026: Winners, Losers, and What to Watch
etf.com74d agoneutral
Best ETFs for H1 2026: Winners, Losers, and What to Watch

<p>The first half of 2026 produced dramatic divergence across ETF categories. Energy ETFs surged as much as 96% on Middle East conflict, semiconductor funds gained up to 100%, and South Korean memory chip ETFs became surprise standouts — while crypto sank, long bonds went nowhere, and gold rested after its monster 2025 run. Here's where the money was made and lost through May 2026, and what to watch for the rest of the year.</p>

Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift
24/7 Wall St.74d agoneutral
Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift

Shares of Texas Instruments (NASDAQ:TXN) are up 4% at midday Tuesday, trading near $304, while NVIDIA (NASDAQ:NVDA) stock is down 1% near $222. The intraday divergence is small, but the year-to-date gap is wide. Texas Instruments stock is up 76% year to date, while NVIDIA stock has climbed 19%. That spread, with the analog veteran ... Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift

Why the Dow Is Lagging the S&P and Nasdaq
Barrons.com74d agoneutral
Why the Dow Is Lagging the S&P and Nasdaq

The Nasdaq was up 0.2%, while the S&P 500 was flat. The Dow was down 100 points, or 0.2%. Only eight of the Dow’s 30 stocks were rising, but big ones like Caterpillar, Nvidia, International Business Machines, and Goldman Sachs Group were carrying the index, which weighs members by stock prices rather than market caps.