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Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss
One hundred thousand dollars dropped into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 28, 2025 was worth around $1.28 million by the close on May 27, 2026. People who bought a 3x leveraged semiconductor fund into the back half of the AI capex cycle and held are laughing their way to the bank, ... ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again
AMD’s ROCm software may not match Nvidia’s CUDA, but it does just enough to be a serious threat.
Micron's surge past a $1 trillion market value is lifting semiconductor and AI-focused ETFs tied to memory-chip demand.
The chip stock rally stalled on Wednesday, but the Dow, S&P 500, and Nasdaq hit records anyway. The S&P 500 rose slightly. The Nasdaq rose 0.1%. Both only needed to close higher for a fresh record after hitting closing highs on Tuesday.
The AI trade is really starting to take off, but much of the gains, at least of late, have been concentrated within the same old, same old. The semiconductor trade has continued to melt up at a staggering pace. Just when you thought that the trade was going to implode and Dr. Michael Burry, who’s ... Google Gemini 3.5 Looks Like a Legit Flex, Yet Alphabet Stock Keeps Slipping — Is This a Glorious Buying Opportunity?
Micron's trillion-dollar milestone is boosting tech ETFs as AI-driven memory demand fuels gains across semiconductor funds.
Semiconductors have been the trade of 2026, and the Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) has been the vehicle retail traders keep reaching for. SOXL is up about 291% year to date and roughly 792% over the past year, and inflows have followed the chart. The same math that produced those gains produced a ... SOXL Lost 90 Percent in 2022 While Semiconductors Themselves Fell 35 Percent, And the Daily Reset Math Hasn’t Changed
Shares of Micron Technology (NASDAQ:MU) are up 12% to $843 after UBS raised its price target on MU stock to $1,625 from $535. The firm maintained its Buy rating, and the new figure now stands as the most bullish target on Wall Street. The magnitude of the raise is the story. UBS analyst Timothy Arcuri ... Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here’s What’s Driving Wall Street’s Most Bullish Target
Korea has two large memory companies: Samsung and SK Hynix. Meanwhile, the Roundhill Memory ETF (BATS:DRAM) has done what hot launches do: rip. The fund is up 90% since its April 2, 2026 inception, and it has $10.38 billion in fund assets under management, and added more than $1 billion in a single day on ... DRAM’s 49 Percent Korea Weighting Means Half the Fund Trades While New York Is Closed
<p>SMH and SOXX are the two biggest semiconductor ETFs on the market — but they're not the same fund. Here's exactly how they differ, which one has outperformed, and which deserves a spot in your portfolio in 2026.</p>
Chip stocks are back to hitting intraday record highs as investors rotate across the semiconductor complex.
Now software stocks are scraping themselves off the floor—but are still behind the curve as big investors stick with what has worked. Jefferies software analyst Brent Thill calls the rebound a correction from an overblown selloff. While semi stocks rode the wave of the AI data center investment boom last year, sentiment soured on enterprise software makers like Atlassian, Workday and Salesforce.
A popular semiconductor ETF is readying to close at a record level. Nvidia isn't helping. On Friday, iShares Semiconductor ETF traded at a new intraday record of $539.64. At its current pace, it's ready to surpass its record close of $532.
Explore the shifting landscape of global markets and international relations in this special double-length episode from the 2026 MoneyShow Masters Symposium Dallas.
The Roundhill Memory ETF (CBOE:DRAM) launched on April 2, 2026 and has returned roughly 79% since inception, very nearly doubling investor capital in about seven weeks. That is the kind of performance you normally see from a single-stock momentum trade rather than a diversified fund. It happened because DRAM holds the three companies sitting on ... DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research
Nvidia stock opened in the green on Wednesday as Wall Street waited for the chip maker’s earnings to arrive after the stock market close. Shares were rising 0.7% to $222.05 in Wednesday morning trading, while the S&P 500 was up 0.
By promoting research on the possible next phase of AI, Jensen Huang is ensuring Nvidia is best placed to power the future revolution.
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make advanced chips physically possible. That is the entire thesis behind Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ), which tracks the PHLX Semiconductor Sector Index and gives you concentrated exposure to the picks-and-shovels layer of artificial intelligence. ... Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF
The alarm bells are not ringing yet, but keep your ears open.
<p>Nvidia reports fiscal Q1 2027 earnings Wednesday after the close, with analysts expecting $79 billion in revenue. The result will ripple across <strong>QQQ</strong>, <strong>SMH</strong>, <strong>SOXX</strong>, and every other ETF with significant Nvidia exposure — and some have far more on the line than others.</p>
The semiconductor rally has taken a hiatus. The iShares Semiconductor exchange-traded fund--a common fund that invests in a bucket of stocks like Advanced Micro Devices and Nvidia--is down 6.34% over the last two trading days.