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Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF
24/7 Wall St.129d agoneutral
Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF

Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ), which tracks the PHLX Semiconductor Sector Index and gives you concentrated exposure to the picks-and-shovels layer of artificial intelligence. ... Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF

Chip Stocks Face Worst Two-Day Decline Since October
Barrons.com129d agoneutral
Chip Stocks Face Worst Two-Day Decline Since October

The semiconductor rally has taken a hiatus. The iShares Semiconductor exchange-traded fund--a common fund that invests in a bucket of stocks like Advanced Micro Devices and Nvidia--is down 6.34% over the last two trading days.

This Memory Chip ETF Is Off the Charts. The Chip Stock Boom Is Only Part of It.
Barrons.com132d agoneutral
This Memory Chip ETF Is Off the Charts. The Chip Stock Boom Is Only Part of It.

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.

Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next
24/7 Wall St.135d agobearish
Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro Devices (NASDAQ:AMD) has more than doubled, and Intel (NASDAQ:INTC) has been the comeback story of the cycle. But today, the bid disappeared. SOXX ... Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

Intel and Other Chip Stocks Drop After Hitting Records
Barrons.com136d agoneutral
Intel and Other Chip Stocks Drop After Hitting Records

Intel and other semiconductor companies were falling back on Tuesday morning after a Monday rally that sent multiple chip stocks to all-time highs. Intel was down 3% in premarket trading after having more than doubled in the past month through Monday’s close. Demand for artificial-intelligence infrastructure has boosted chip stocks across the board.

Cerebras Raises IPO Price. Chip Stocks Are Still Hot.
Barrons.com137d agoneutral
Cerebras Raises IPO Price. Chip Stocks Are Still Hot.

If the upcoming initial public offering of artificial-intelligence chip maker Cerebras is any measure, the bull market in semiconductors is still on. When Cerebras filed its IPO paperwork earlier this month, the company intended to sell 28 million shares at a price between $115 and $125, raising $3.5 billion at the top end of the range. It was up 0.7% in premarket trading Monday.

History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now
24/7 Wall St.137d agoneutral
History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now

Market pullbacks can happen when investors least expect it, when there are fewer risks on the radar or complacency about the existing slate of risks on the table. While market corrections can be scary to move through, I think that the most horrific thing about corrections is the potential to impair one’s returns by attempting ... History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now