<p>ETF.com's Comparison Tool logged nearly 97,000 user sessions over the past 28 days, revealing four dominant investor themes: semiconductor ETFs (led by the SMH vs. SOXX matchup with 2,478 users), large-cap growth ETF selection (SCHG, VUG, QQQM, and QQQ), nuclear and uranium energy, and momentum factor investing via SPMO. T-bill ETFs and core portfolio fundamentals round out the most-searched comparisons, painting a picture of a highly engaged, research-driven investor base thinking hard about
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books for those modules are reportedly stretching past 2027. Investors trying to express that thesis through a single ticker have three obvious vehicles: the ... The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain
The artificial intelligence (AI) revolution has expanded to include many tech companies. But the industry's leaders are likely to drive growth over the next several years.
Shares of Micron Technology (NASDAQ:MU) are up 12% to $843 after UBS raised its price target on MU stock to $1,625 from $535. The firm maintained its Buy rating, and the new figure now stands as the most bullish target on Wall Street. The magnitude of the raise is the story. UBS analyst Timothy Arcuri ... Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here’s What’s Driving Wall Street’s Most Bullish Target
NVDA posted record Q1 revenue growth and earnings beats, lifting focus on ETFs with heavy exposure to the AI chip giant.
The United States Oil Fund, along with semiconductor-focused funds like iShares Semiconductor ETF and VanEck Semiconductor ETF, as well as leveraged tech fund ProShares UltraPro QQQ, have all outperformed the SPDR S&P 500 ETF Trust in 2026.
<p>Fixed income ETFs also saw strong demand.</p>
<p>Table below reflects daily flows on May 25, 2026 and asset totals as of that date.</p>
<p>Here are the daily ETF fund flows for May 22, 2026.</p>
<p>SMH and SOXX are the two biggest semiconductor ETFs on the market — but they're not the same fund. Here's exactly how they differ, which one has outperformed, and which deserves a spot in your portfolio in 2026.</p>
ChatGPT plans to turn its premium artificial intelligence offering into a financial counselor, of sorts. Parent company OpenAI says that premium users, who pay a monthly subscription rate of $100 to $200, will be able to link their financial accounts to its chatbot and receive insights on how they might handle their money. Have chip stocks flown too close to the sun? Semiconductor stocks have been on a tear, but will it last, or is a correction at hand?
NVIDIA's post-earnings dip spotlights ETFs loaded with NVDA exposure as investors weigh booming AI demand against supply-chain risks.
Semiconductors have been the hottest sector in the market for three years. The rally doesn't look like it's over yet.
Bank of America’s May Global Fund Manager Survey landed this week with a finding that should give every semiconductor bull pause. A record 73% of professional investors now call “long global semiconductors” the most crowded trade on the planet, up from 24% in April, the steepest one-month jump on record in the survey’s history of tracked positioning. Nvidia Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology (NASDAQ:MU) and Intel Corp. (NASDAQ:INTC) anchor that crowd
<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 Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.
Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.
The Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF) is up roughly 58% year to date in 2026, which is what happens when a rules-based momentum fund collides with the largest data center buildout in corporate history. PTF markets itself as a technology momentum strategy that mechanically rotates into whatever tech stocks have been winning, and ... This Is the Only AI ETF You Need to Hold During the Capex Boom
U.S.-China summit revived hopes for trade, AI chip access and Boeing deals, lifting prospects for China tech, semis and aerospace ETFs.
Micron's big AI run has some investors looking at ETFs instead of betting on one stock.
Wall Street futures pointed lower pre-bell Friday as rising oil prices and interest rates tempered o
The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first U.S.-listed fund built entirely around memory chip makers, and it has already returned 85% since inception. For a retiree screening DRAM as an inflation hedge or AI-themed growth sleeve, that headline number is the wrong place to start. DRAM is a concentrated, ... DRAM ETF’s 85% Surge Masks a Dangerous Bet: Why This Memory Play Doesn’t Belong in Retirement Portfolios
<p>Thematic ETFs now manage over $256 billion across 393 funds, with AI memory, nuclear energy, and space leading 2026 performance. Here's what's driving the boom and which themes have staying power.</p>