<p>The imminent SpaceX IPO will have both immediate and longer-ranging impacts on markets. Find out why one ETF Zoo crew member cautions investors to “hold onto your butts”, the risks of such a tech-dominant stock market, and more on this episode. </p>
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It's time for investors to buy some best-in-class beaten-down tech stocks that aren't related to AI, as Wall Street finally starts taking profits on soaring AI and chip stocks.
The Nasdaq is already on pace for its worst day since March. The tech-heavy index tumbled nearly 1.7%, which would be its biggest daily decline since it fell nearly 2.2% on March 27, according to Dow Jones Market Data.
Broadcom shares tumble despite a Q2 earnings beat as software revenues miss estimates, putting semiconductor ETFs with AVGO exposure in focus.
<p>AIS is up 119% in 2026, ahead of the big semiconductor funds. </p>
ASML Holdings (ASML) is a global leader in advanced semiconductor manufacturing systems, recently reaching an all-time high of $1,743.27. ASML demonstrates robust technical momentum. Shares are up 133% over the past 52 weeks. Despite strong performance, some analysts consider ASML overvalued and suggest diversification via ETFs like the iShares Semiconductor...
Although 2026 has been a roller coaster year for the markets so far, certain sectors have remained strong. Ironically, while the Magnificent 7 stocks have been volatile due to mixed perception about AI, industries that make AI happen from a mechanical aspect have still remained relatively bullish. These include: Raw materials needed for data centers, ... The Memory Chip ETF That Quietly Returned 134% in 2026 While Investors Chased Nvidia
The Dow opened higher, but the S&P 500 and Nasdaq were on pace to fall for a second day in a row. The Dow rose 503 points, or 1%. The S&P 500 fell 0.3%. The Nasdaq tumbled 1.1%. A majority of stocks in the Dow and S&P were rising, but the chip stock slide was overpowering the latter.
SOXX recently crossed the 10,000 mark for the first time. But at the same time, the underlying stocks in SOXX have an internal rift. Some semiconductor stocks have gone parabolic, while others are much flatter.
The company’s recent partnership with Samsung Foundry will help test and simulate the 2nm process designs better and faster.
<p>The first half of 2026 produced dramatic divergence across ETF categories. Energy ETFs surged as much as 96% on Middle East conflict, semiconductor funds gained up to 100%, and South Korean memory chip ETFs became surprise standouts — while crypto sank, long bonds went nowhere, and gold rested after its monster 2025 run. Here's where the money was made and lost through May 2026, and what to watch for the rest of the year.</p>
Shares of Texas Instruments (NASDAQ:TXN) are up 4% at midday Tuesday, trading near $304, while NVIDIA (NASDAQ:NVDA) stock is down 1% near $222. The intraday divergence is small, but the year-to-date gap is wide. Texas Instruments stock is up 76% year to date, while NVIDIA stock has climbed 19%. That spread, with the analog veteran ... Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift
Suddenly the stock market is back to its record-setting ways. The Dow was up 175 points, or 0.3%. The S&P 500 was up 0.2%. The Nasdaq was up 0.3%. The Dow, S&P, and Nasdaq were on pace to close at a record together for a fifth day in a row, their longest such streak since Feb.
The Nasdaq was up 0.2%, while the S&P 500 was flat. The Dow was down 100 points, or 0.2%. Only eight of the Dow’s 30 stocks were rising, but big ones like Caterpillar, Nvidia, International Business Machines, and Goldman Sachs Group were carrying the index, which weighs members by stock prices rather than market caps.
Ten thousand dollars in Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 27, 2025 was worth about $131,000 thirteen months later, and almost nobody you know actually held it the whole way. That is the punchline and the problem. The fund closed at $225.79 on May 26, 2026 against a $17.24 starting price on ... $10,000 in SOXL Became $131,000 in 13 Months, but Almost Nobody Held It
A resurgence in software stocks is carrying the S&P 500 and Nasdaq to fresh highs despite the latest Iran war worries. The Nasdaq was up 0.5%, while the S&P 500 was up 0.2%. The Dow was down 102 points, or 0.2%.
A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties. Your brother-in-law at Goldman is up 10.07% in the S&P 500. Your friend who only buys the Nasdaq 100 ... The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names
Shares of chip-industry stalwart Synopsys continue to struggle. However, analysts expressed confidence after earnings, increasing their price targets.
After three years of hyperscaler capital spending feeding through to chip designers, foundry capacity, and lithography backlogs, the semiconductor ETF complex has separated into distinct buckets. iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) are the three broad U.S.-listed vehicles that capture the trade in clean, liquid form. ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Si
<p>ETF.com's Comparison Tool logged nearly 97,000 user sessions over the past 28 days, revealing four dominant investor themes: semiconductor ETFs (led by the SMH vs. SOXX matchup with 2,478 users), large-cap growth ETF selection (SCHG, VUG, QQQM, and QQQ), nuclear and uranium energy, and momentum factor investing via SPMO. T-bill ETFs and core portfolio fundamentals round out the most-searched comparisons, painting a picture of a highly engaged, research-driven investor base thinking hard about
High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books for those modules are reportedly stretching past 2027. Investors trying to express that thesis through a single ticker have three obvious vehicles: the ... The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain
UBS raised its MU price target to $1,625, lifting semiconductor stocks broadly. These 3 stocks rallied in sympathy, but are the gains warranted?