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AIRR, XLI, SMH, SOXX and ITA spotlight U.S. manufacturing, AI and defense themes as markets post a strong first half of 2026.

Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 ... Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks

Shares of Broadcom (NASDAQ:AVGO) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the AI chip complex has ripped higher. The U.S. markets are closed Friday for the Independence Day holiday, giving investors a clean moment to review the scoreboard heading into the second half. Advanced Micro ... Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now?

Sector ETF report for SOXX

The Dow closed out its fourth-straight week of gains at a record on Thursday while the Nasdaq and S&P 500 were dragged down by another chip selloff. The Dow rallied 594 points, or 1.1%. The S&P 500 was flat.

Intel (NASDAQ:INTC) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67, and the iShares Semiconductor ETF (NASDAQ:SOXX) is down 6% to $561.49. The moves are notable because the news flow into Thursday was constructive. Intel just picked up ... Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

Celebrate America's 250th birthday with ETFs tied to U.S. manufacturing, AI leadership and defense strength as domestic themes shine.

The Nasdaq is once again drowning in a chip stock selloff. The tech-heavy index tumbled 0.7%. The S&P 500 was up just 0.1%, even though 340 stocks in the index were higher. The Dow was up 431 points, or 0.

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

Stock Market Today; The Dow Jones index rose Thursday after a surprise jobs report. Tesla stock moved up with Q2 deliveries due.

Microsoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The shares started the second half of the year well, rising 3% Wednesday and pointing higher again in premarket trading Thursday, with the stock up 0.7%. The is little changed in premarket trading, while the is up .2%, and the is down 0.3%.

Microsoft stock is having a terrible year but it’s starting to get a boost for an unlikely reason. The shares started the second half of the year well, rising 3% Wednesday and pointing higher again in premarket trading Thursday. The iShares Expanded Tech-Software exchange-traded fund, has climbed for four consecutive days through Wednesday–and was pointing higher again ahead of the open Thursday.

<p>Investors are flocking to ETF.com's comparison tool — and the matchups they're running reveal a lot about where market curiosity is concentrated. Here are the three ETF pairings that generated the most organic traffic in the first half of 2026.</p>

Tech stocks now account for 39% of the S&P 500 and were the primary drivers of the $1.7 trillion Vanguard S&P 500 ETF’s 15% return.

If you own SPDR S&P Semiconductor ETF (NYSEARCA:XSD) because you wanted “semiconductor exposure,” the fund’s 0.35% expense ratio is the least interesting number attached to your account. The real cost hides inside the word “equal-weight,” and over the past decade it has quietly drained hundreds of percentage points of return versus two funds with nearly ... XSD’s 0.35% Fee Hides a Four-Figure Return Gap Against Cheaper Rivals

As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!” However, ... Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%

<p>The S&P 500 had a solid first half, but the real action was elsewhere. </p>

On July 1, 2026, holders of Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) watched the fund drop 16.38% in a single session, from $266.71 to $223.01. The underlying semiconductor basket, tracked by the iShares Semiconductor ETF, fell 5.68% the same day. That gap, roughly triple the index move, is the product you bought: a daily ... SOXL’s 16% Daily Collapse Exposes the Real Cost: $7.9 Billion in Hidden Swap Financing

Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.2%, and the actively t

The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a single week, closing near $590. That whipsaw, triggered by Broadcom’s softer AI chip sales forecast and ... This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question

Marvell Technology (NASDAQ:MRVL) stock is extending one of the year’s most explosive runs. Shares are up 7% to $296.25 in midday trading on Tuesday, building on a parabolic rally that has investors openly debating whether to trim or stay long. Marvell stock is up 45% over the past month, a figure that includes today’s continued ... Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?

Stocks are mixed in early trading, while crude oil is flat-lining at the end of a volatile quarter. Gold and silver are slightly higher along with the US dollar, while Treasuries and cryptocurrencies are losing ground.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up marginally, and the active

Tech stocks posted their strongest first half of the year since 2023, when the AI boom first drove equities higher.

Tech stocks are set to notch their strongest first half of the year since 2023, when the AI boom first drove equities higher.

A look under the hood reveals the semiconductor fund's impressive return was powered by a very small group of its holdings.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 1%, and the actively trade

Micron, AMD, Intel, Broadcom, and Nvidia are the new pop stars of the stock market.

The Nasdaq was down 1%, while the Dow was down 206 points, or 0.4%. The Invesco S&P 500 Equal Weight ETF, a proxy for breadth since it counts every single S&P 500 stock as if it had the same market capitalization, was rising. At the sector level, a rotation to health care, consumer staples, real estate, and utilities came at the expense of tech and industrials.