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<p>The largest ETFs by assets aren't necessarily the most profitable for issuers.</p>

<p>For most of 2026, one trade beat everything: semiconductors. Chip ETFs soared while software funds were left for dead. Then, over the past month, the script flipped. Software stocks staged one of the sharpest rotations in years while chip stocks rolled over, wiping roughly $1.1 trillion off the group. Suddenly, software ETFs are beating semiconductors. Here's why the rotation is happening, and how the top funds on each side stack up.</p>

Wall Street futures pointed moderately lower pre-bell Tuesday as higher interest rates and oil price

Wall Street futures pointed modestly lower pre-bell Monday, as traders weighed fresh hostilities in

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

SMH delivered a jaw-dropping year, yet three semiconductor funds quietly left it in the dust by betting on corners of the chip market that most investors completely ignored.

<p>Table below reflects daily flows on August 26, 2026 and asset totals as of that date.</p>

NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.

Wall Street futures pointed moderately higher pre-bell Thursday, after semiconductor-industry bellwe

Gold and Bitcoin ETFs drew a record $7 billion as Matt Hougan warns 60/40 portfolios are fully exposed to fiat risk.

A single wire report about a government cash account nobody was watching sent AMD, Marvell, and Micron surging overnight, and the reason explains exactly why the same trade can unwind just as fast.

Stocks were wobbling after another hot inflation report, but the real event for markets on Wednesday is yet to come. The Nasdaq Composite was down 0.2%. Nvidia is set to report results after the close.

While SOXX and SMH both track the semiconductor industry, their portfolios are balanced very differently.

Treasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.

TradeSmith's Jeff Clark favors call options over shares on TLT, UNG and SMH to limit risk, citing Treasury bonds, natural gas and semiconductors as contrarian plays as major indexes trade near record highs.

Wall Street futures pointed moderately higher pre-bell Tuesday as global oil prices eased on media r

The U.S. Treasury chief threatened economic sanctions against any country doing business with Iran.

<p>US-listed ETFs took in more than $56 billion last week.</p>

Broadcom's massive debt plan raises balance-sheet concerns, but semiconductor ETFs offer diversified exposure to its AI growth opportunity.

Nvidia stock is reacting to news of the company making major AI investments and a potential price hike.

Wall Street futures pointed moderately lower pre-bell Monday as traders awaited a thinner week of ea

Wall Street futures pointed moderately higher pre-bell Friday as bond yields and crude prices largel

President Donald Trump, in a Truth Social post, threatened Iran with “economic warfare.”

Semiconductor exposure is the most concentrated bet most retirement investors already own without realizing it, because chipmakers dominate the top of both the S&P 500 and Nasdaq-100. That reality is what makes sizing the First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) a genuine portfolio decision rather than a simple allocation. FTXL is designed for investors who ... How Much of Your Portfolio Should Actually Be in FTXL

FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio event.

<p>The biggest inflows didn't go into funds with "AI" in the name.</p>

Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.

Wall Street futures pointed largely sideways pre-bell Wednesday, as a global bond sell-off eased, an

Chip equipment stocks have surged far ahead of the broader tech market in 2026, but a single week of doubts about AI spending just wiped billions in gains across the group. Here is what the gap between Applied Materials, Lam Research, and KLA signals about where the trade goes next.