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The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]
As semiconductors and AI trade leaders sell off, cybersecurity stocks like CrowdStrike, Fortinet, and Palo Alto Networks hold near highs, hinting at a market rotation.
AI chip stocks hit a sharp correction, but strong earnings and AI demand suggest the pullback may be a dip-buying opportunity for semiconductor ETFs.
Two seemingly similar semiconductor ETFs aren't as similar as they seem. One small detail gives SOXX the advantage for the rest of 2026.
SMH has turned semiconductor investing into a mainstream trade, but most holders have never done the math on what they quietly surrender each year just for the privilege of owning it.
<p>Chip funds have plunged since June 22, but the money keeps coming in.</p>
US equity indexes fell this week as semiconductors headed toward a bear market and Iran's retaliatio
Moonshot AI's 2.8-trillion-parameter open-weight model sent chip stocks tumbling and gave Wall Street a Friday it would rather forget.
Wall Street futures pointed lower pre-bell Friday as traders again weighed heavy chip-sector capital
More than 80% of the AI infrastructure buildout projected through 2028 has yet to happen, and three ETFs are quietly positioning investors to capture what comes next.
Wall Street futures pointed moderately lower pre-bell Thursday, as traders weighed tech issues and n
Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four AI-chip names at the center of it, the valuation spread between them tells a very different story for each.
Wall Street futures pointed moderately higher pre-bell Wednesday, after ASML (ASML) the giant Dutch
If the AI trade collapses, you do not have to just sit back and take it. Trade it for profits with inverse ETFs.
SOXL just shed 30% after a stunning run, and two very specific pressure points will decide whether holders walk away with gains or get wiped out over the next year.
Wall Street futures were mixed pre-bell Tuesday as tech shares somewhat recovered from Monday's rout
Sector ETF report for SMH