The alarm bells are not ringing yet, but keep your ears open.
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<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 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.
Broadcom is surging, and now, private credit behemoths are reportedly in talks to extend funding. See the potential implications of a massive debt deal.
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.
Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.
Modine Manufacturing has missed out on the recent semiconductor rally despite a pivotal role in data centers.
This inverse ETF lets you profit from a major decline in the S&P 500.
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
Semiconductor ETFs like SOXX offer broad exposure as AI-driven memory revenues are projected to nearly triple in 2026.
Ambiq Micro reports strong quarterly sales growth, driven by demand for remote artificial-intelligence solutions.
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.
Stocks hover at record highs as some strategists signal a melt-up.
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.
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
The AI semiconductor trade has a passport, and lately it has been stamped more often in Seoul than in San Jose. On a recent Reuters Morning Bid podcast segment titled Chip stock boom, the host pushed back on the assumption that the chip rally is a Wall Street phenomenon, pointing to Korea’s market surge as ... This Asian Stock Market Is up 75% This Year: ‘The Chip Boom Isn’t a Wall Street Story’
The blue-chip index was up just 11 points, or essentially flat, in Friday trading, compared to a 1.3% gain for the Nasdaq. The Dow only includes 30 stocks, has a higher weighting toward financials and industrials and a lower weighting toward tech, and only weighs individual members by stock price rather than market cap. Case in point: The iShares Semiconductor ETF is up 3.9% and the Roundhill Magnificent Seven ETF is up 1.1%.