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<p>Chip funds have plunged since June 22, but the money keeps coming in.</p>

Seven of the worst performers for the month were still up by triple digits for 2026.

In early 2025, the release of DeepSeek’s R1 artificial-intelligence model sent tech stocks sliding. Moonshot AI, the Chinese lab backed by Alibaba Group on Thursday released its newest model, dubbed Kimi-K3. The model outperformed its most advanced peers from Anthropic and OpenAI across an array of coding tasks, according to model evaluator Arena AI.

SK Hynix stock just staged a dramatic reversal after touching a fresh low, but the forces behind the bounce raise as many questions as they answer about whether this is a genuine recovery or a technically driven squeeze running out of road.

A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Chip stocks sold off on Friday as AI jitters resurfaced.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.7%, and the actively t

Only a handful of funds are seeing their market edge accelerate this sharply; here are the ones leading the pack.

A steep tech rout on Wall Street and a interest-rate hike in Seoul signal a tougher road ahead for the market’s favorite trade.

Marvell has surged over 100% this year, but a sudden wave of AI spending fears is now erasing billions in market value across the entire chip sector. Whether this is a brief shakeout or the beginning of a deeper unwind depends on one crucial question.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.28%. September E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini Nasdaq futures...

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.3%, and the actively t

ASML says its high-end machines are helping investors make memory more quickly than expected. In the short term, that could weigh on memory prices.

A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge.

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.

The AI optics trade just handed back a chunk of its parabolic gains in a single afternoon, and the question now is whether the stocks leading this year's most crowded hardware rally are taking a breather or signaling something worse.

A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide buying opportunity or the start of something bigger?

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1%, and the actively tra

Many call buyers likely have no idea that the implied volatility of calls is so high that stocks must make huge moves for them to profit.

If the AI trade collapses, you do not have to just sit back and take it. Trade it for profits with inverse ETFs.

A Pearland, Texas groundbreaking sent shockwaves through the AI optics sector Tuesday, lifting three optical transceiver stocks simultaneously and reigniting a trade that has already handed early investors triple-digit gains this year.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or the setup for a painful unwind?

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3%, and the actively tra

A hot year is easy to find, but very few funds can sustain top-quartile performance over the long haul.

<p>Year-to-date inflows topped $1.1 trillion as fixed income led categories and SOXX led individual funds.</p>

The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...

A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a much bigger risk lurking beneath a historic rally.