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Chip Stock Bounce or Lasting Rally?
Barrons.com13d agobullish
Chip Stock Bounce or Lasting Rally?

Chip stocks have seen a strong run-up in today's tech-led rebound rally. The Philadelphia Semiconductor Index is up 7.5%, with names such as Sandisk, Micron, and AMD among the S&P 500's best performers.

Financial Sector ETF Hits Record High on Fintech Gains
ETF Trends15d agobullish
Financial Sector ETF Hits Record High on Fintech Gains

Shares of the State Street Financial Select Sector SPDR ETF (XLF) touched a fresh all-time high Tuesday. That gain is part of a broader shift in the market. Money has moved out of high-flying tech names and into more traditional corners of Wall Street. Key Takeaways: XLF hit an all-time high of $57.33 Tuesday, lifting [...]

AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On
24/7 Wall St.20d agobullish
AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On

Semiconductor stocks have made investors’ fortunes over the past four years, and by extension, semiconductor ETFs turned into the best-performing names. Names like the VanEck Semiconductor ETF (NASDAQ:SMH), Corgi Lithography & Semiconductor Photonics ETF (BATS:EUV), and the iShares MSCI Taiwan ETF (NYSEARCA:EWT) delivered solid gains earlier this year, only to take a breather in the past ... AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On

Is Intel (INTC) Stock a Buy Before Q2 Earnings?
Insider Monkey23d agobullish
Is Intel (INTC) Stock a Buy Before Q2 Earnings?

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 […]

Overlooked chip ETF is beating biggest AI names
TheStreet34d agobullish
Overlooked chip ETF is beating biggest AI names

Semiconductor stocks have dominated every performance leaderboard in 2026, with memory and equipment makers delivering triple-digit gains that dwarf the broader market. Yet the fund capturing most of that upside is not the industry's largest, and it manages a fraction of the assets held by the ...

Can SanDisk Outperform the Semiconductor Sector in 2026?
24/7 Wall St.35d agobullish
Can SanDisk Outperform the Semiconductor Sector in 2026?

SanDisk (NASDAQ:SNDK | SNDK Price Prediction) has become the strangest stock in the S&P 500. Shares are up 634.87% year to date, dwarfing the 67.8% gain on the VanEck Semiconductor ETF. Behind the move is a genuine business transformation. Q3 FY26 revenue hit $5.95 billion, up 251.03% year over year, with datacenter revenue exploding 645%. ... Can SanDisk Outperform the Semiconductor Sector in 2026?