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History suggests software stocks are poised for a rebound

The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a single week, closing near $590. That whipsaw, triggered by Broadcom’s softer AI chip sales forecast and ... This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question

Marvell Technology (NASDAQ:MRVL) stock is extending one of the year’s most explosive runs. Shares are up 7% to $296.25 in midday trading on Tuesday, building on a parabolic rally that has investors openly debating whether to trim or stay long. Marvell stock is up 45% over the past month, a figure that includes today’s continued ... Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?

<p>The VanEck China Semiconductor ETF (SMHC) gives U.S. investors exposure to China's chip companies. Just don't expect to find the country's biggest chipmaker inside.<br> </p>

NVIDIA (NASDAQ:NVDA) was expected to lead semiconductors higher in 2026. Instead, it has watched the rest of the group sprint away. CEO Jensen Huang calls the current moment “the buildout of AI factories, the largest infrastructure expansion in human history”, and the financials back him up. Nvidia’s Q1 2027 data Center revenue hit $75.246 billion, ... NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.

The S&P 500 is also up 14% for the quarter, while oil prices hold near $71 a barrel on the last trading day of the half

Morgan Stanley’s Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing that should give every AI-chip investor pause. The 2026 semiconductor rally, in his read, looks like the next leg of a commodity rotation set off by Fed money printing, with the AI structural story riding ... Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.

The numbers behind the artificial intelligence boom have stopped feeling abstract. AI capital spending is now propping up large portions of U.S. economic growth, hyperscalers are signing multi-year power contracts, and a handful of chipmakers have added trillions in market value while you watched from the sidelines. If that sounds painfully familiar, four exchange traded ... AI Just Minted $10 Trillion and You Own None of It. These 4 ETFs Put You in the Game

Google parent, Alphabet, made its debut in the Dow Jones Industrial Average.

Wall Street futures pointed moderately higher pre-bell Monday as last week's tech rout receded and t

NVIDIA Corporation (NASDAQ:NVDA) is among the Best Brain-Computer Interface Stocks. On June 22, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) shares have underperformed in 2026. The firm rose about 12% compared with the VanEck Semiconductor ETF’s nearly 85% gain while slipping roughly 3% over the past month as investors are focusing on memory chips and infrastructure. The […]

If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers everyone else holds. SMH is the default vehicle for the trade: a concentrated basket led by NVIDIA, Taiwan Semiconductor, and Broadcom that has produced the headline gains of the AI cycle. The case for owning ... Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers

The Dow Jones ended its third consecutive week higher amid cooling oil prices and strength in pharma and materials stocks.

ServiceNow, WorkDay, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around software changing?

Wall Street futures pointed moderately lower pre-bell Friday as traders again toggled risk off on ri

icron stock soared 16% on strong Q3 earnings, while Apple slipped after increasing prices of Macs and iPads.

SK Hynix will be easier for investors to buy. Will that hurt demand for South Korean funds and the DRAM ETF?

Micron's stronger forecast and Qualcomm's AI data-center outlook pushed semiconductor stocks higher in early trading.

Wall Street futures pointed solidly higher pre-bell Thursday after memory-chip maker Micron Technolo

Broader tech sell-off continued on Wednesday as investors awaited Micron earnings to judge the demand for AI and memory chips.

<p>It’s never been more important to look before you leap, at least for everyday investors looking to chase the most recent thematics-based trade. The real truth is that thematic ETF popularity isn’t translating into performance, and this week’s ETF Zoo crew digs into why. </p>

Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers should welcome. His core message: sharp one-day drops in the chip complex have historically marked mid-cycle dislocations inside bull markets. Lee’s framing matters ... Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it's worth paying attention.

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

The fund's big gain wasn't a tide that lifted all boats; it was a rocket powered by a handful of its holdings.

Wall Street's AI trade is expanding beyond the Mag-7. Discover emergent players and the ETFs best positioned to benefit.

Microchip stocks tumbled on Tuesday, but a look at similar one-day downturns in the semiconductor sector shows such declines are often fleeting.

Wall Street futures pointed moderately higher pre-bell Wednesday, as the Tuesday "chip-wreck" led to

Trump said 19 million barrels of oil flowed through the Strait of Hormuz on Monday, calling it an all-time record.

On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%. That gap is the product you bought. The marketing calls it “3X daily.” Your brokerage statement calls it a $2,300 hole per $10,000. What you are actually paying ... SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage