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How Much of Your Portfolio Should Actually Be in FTXL
24/7 Wall St.35d agoneutral
How Much of Your Portfolio Should Actually Be in FTXL

Semiconductor exposure is the most concentrated bet most retirement investors already own without realizing it, because chipmakers dominate the top of both the S&P 500 and Nasdaq-100. That reality is what makes sizing the First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) a genuine portfolio decision rather than a simple allocation. FTXL is designed for investors who ... How Much of Your Portfolio Should Actually Be in FTXL

Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
24/7 Wall St.39d agoneutral
Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

The ETFs Most Exposed to the 2026 Chip Supply Chain Crisis — Winners and Losers
etf.com45d agoneutral
The ETFs Most Exposed to the 2026 Chip Supply Chain Crisis — Winners and Losers

<p>High-bandwidth memory is sold out for all of 2026. SK Hynix has warned the shortage could last past 2030. Automakers are cutting production of budget models, and PC and smartphone prices are set to rise 10-20% by year-end. The chip supply chain crisis is the defining market story of 2026 and it is reshaping which ETFs win and which get squeezed. Here are the funds most exposed, on both sides of the trade.</p>