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EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance
24/7 Wall St.97d agoneutral
EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

MoneyShow98d agoneutral
MoneyMasters Podcast 5-7-26- As 60-40 Investing Fails, Expect a "Great Migration"

In this episode, Larry McDonald joins the MoneyShow MoneyMasters Podcast to discuss what he calls the "Great Migration" of capital from tech and growth stocks into hard assets. The founder of The Bear Traps Report explains why the traditional 60/40 portfolio is failing – and why investors should consider a significant allocation to commodities like gold, silver, base metals, and energy.

What Kamikaze Dolphins Mean for Defense Stocks—and Other News of the Weird
Barrons.com98d agoneutral
What Kamikaze Dolphins Mean for Defense Stocks—and Other News of the Weird

On Tuesday, Defense Secretary Pete Hegseth and Joint Chiefs Chair Dan Caine held a morning press conference to review “Project Freedom,” which was America’s latest attempt to open the Strait of Hormuz to commercial shipping by using naval escorts. Restricted shipping amid the Iran-U. S. conflict sent global benchmark crude oil prices up more than $30 per barrel. Investors got their update, although President Donald Trump suspended “Project Freedom” on Wednesday.

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand
24/7 Wall St.98d agoneutral
Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom
24/7 Wall St.101d agoneutral
XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

Semiconductor ETF SOXX Delivers 50% YTD—Reddit Retail Cautious Despite Record-Breaking Run
24/7 Wall St.103d agoneutral
Semiconductor ETF SOXX Delivers 50% YTD—Reddit Retail Cautious Despite Record-Breaking Run

Semiconductors have rewarded patient investors more than nearly any other sector bet. Anyone who held the iShares Semiconductor ETF (NASDAQ:SOXX) for the past decade is sitting on a 1,608% gain, and the past twelve months alone delivered 148%. That kind of return is what a sector ETF is supposed to provide when the underlying ... Semiconductor ETF SOXX Delivers 50% YTD—Reddit Retail Cautious Despite Record-Breaking Run

Nasdaq Gains Steam as Best Month Since 2020 Winds Down
Barrons.com104d agoneutral
Nasdaq Gains Steam as Best Month Since 2020 Winds Down

The stock market was gaining steam as a chip stock rally overcame some Mag 7 woes. The Nasdaq was up 0.9%. The S&P 500 was up 1%. The Dow was up 822 points, or 1.7%. The Roundhill Magnificent Seven ETF was still down 1%, but the iShares Semiconductor ETF surged 2.

The Semiconductor Pop Was Violent — the Pullback Could Be Too
24/7 Wall St.105d agoneutral
The Semiconductor Pop Was Violent — the Pullback Could Be Too

It didn’t take long for the semiconductor stocks to start melting up again. It’s been quite the roller-coaster ride, but if investors held on to something like the iShares Semiconductor ETF (NASDAQ:SOXX), my preferred gauge of the semis and a renewed short (in the form of bearish put options) of the great Dr. Michael Burry, ... The Semiconductor Pop Was Violent — the Pullback Could Be Too

The Chip Stock Rally Was 'Like Stretching a Rubber Band.' Will It Snap Back?
Barrons.com106d agobullish
The Chip Stock Rally Was 'Like Stretching a Rubber Band.' Will It Snap Back?

Chips were on pace to fall a second day in a row after the sector’s benchmark ETF ended its longest winning streak on record yesterday. The iShares Semiconductor ETF was down 3.6% on Tuesday, which would be its biggest daily decline since it fell 4.2% on March 30. “The move in the SOX is like stretching a rubber band,” Jonathan Krinsky, BTIG’s chief market technician, wrote on Monday.

Risk Assets Are Finally Struggling After Huge April
Barrons.com107d agoneutral
Risk Assets Are Finally Struggling After Huge April

Wall Street’s April affair with risk and momentum was on the skids so far this week. The S&P 500 fell 0.6%. The Nasdaq fell 0.9%. The Dow dropped 37 points, or 0.1%. Chip stocks were a big drag, with the iShares Semiconductor ETF down 4.