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If the market maintains its all-time highs, DIA is poised to catch up as investors seek out the relatively cheaper pockets of the large-cap universe.
Micron's big AI run has some investors looking at ETFs instead of betting on one stock.
The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 as the first U.S.-listed fund built entirely around memory chip makers, and it has already returned 85% since inception. For a retiree screening DRAM as an inflation hedge or AI-themed growth sleeve, that headline number is the wrong place to start. DRAM is a concentrated, ... DRAM ETF’s 85% Surge Masks a Dangerous Bet: Why This Memory Play Doesn’t Belong in Retirement Portfolios
<p>Thematic ETFs now manage over $256 billion across 393 funds, with AI memory, nuclear energy, and space leading 2026 performance. Here's what's driving the boom and which themes have staying power.</p>
Equal-weight portfolios are beating high-risk bets in 2026, as commodities, TIPS and cash cushion volatility while equities deliver steady gains.
AMD surges 15% after Q1 beat and strong outlook, boosting appeal of ETFs like SMH as investors seek growth with lower single-stock risk.
Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after returning roughly 141% over the past year against the S&P 500’s 29%. That gap is the entire reason this fund exists in a portfolio: it concentrates exposure to a small group of companies that capture an outsized share of ... SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations
<p>ETF flows were broadly positive, led by large-cap U.S. equity exposure and a continued concentration in core index products.</p><p>Here are the daily ETF fund flows for April 29, 2026. </p>
INTC stock jumps 24% after Q1 earnings beat, as AI-driven growth and product launches fuel momentum, making semiconductor ETFs an attractive play.
Chip stocks are finally taking a dip—a signal to look elsewhere in the market. The VanEck Semiconductor exchange-traded fund has surged about 32% this year, while many industrial manufacturers have also soared on hardware demand from Big Tech artificial-intelligence companies that are building their data centers.
Chip stocks are among the biggest beneficiaries of the AI boom.
