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On a banner day for semiconductor stocks, Skyworks Solutions was on pace for its worst session in more than a year. The a sector benchmark also referred to as the Philadelphia Semiconductor Index, recorded its largest 25-day rally since the 2000 dot-com bubble through Tuesday’s close. One stock was missing out from the rally: Skyworks fell 11% to $64.46 on Wednesday, heading for its largest single-day decline since a 12% drop in April 2025.

Fresh off a record close on Tuesday, the Nasdaq was soaring to fresh highs on Wednesday after Advanced Micro Devices’ earnings report kept the chip rally rolling. The Dow was up 461 points, or 0.9%. The S&P and Nasdaq only need to close above yesterday’s level to establish new record closing highs.

Semiconductors had a very good month on the back of several earnings blowouts and a tentative U.S.-Iran ceasefire.

AVGO and AMAT tend outperform in May over the last decade

The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

Semiconductors have rewarded patient investors more than nearly any other sector bet. Anyone who held the iShares Semiconductor ETF (NASDAQ:SOXX) for the past decade is sitting on a 1,608% gain, and the past twelve months alone delivered 148%. That kind of return is what a sector ETF is supposed to provide when the underlying ... Semiconductor ETF SOXX Delivers 50% YTD—Reddit Retail Cautious Despite Record-Breaking Run

<p>US equity ETFs pulled in $103 billion in April, flipping Q1's script when international stocks led the way.</p>

Earnings for State Street Technology Select Sector SPDR members are expected to be up 43% this year from last and rise another 24% in 2027.

The index’s advance is driven by an almost 35% rise this year for the The companies in that ETF have benefited from undying chip demand from the big internet and software companies that are building data centers. Also, the is up more than 10%, driven by several manufacturers that supply products for data centers. The reason: the data center-exposed stocks are vulnerable to steep declines if one of the large internet or software companies signals it will slow down the growth of its investments in data centers.

NVIDIA tops $5T market cap again as AI chip demand surges, lifting semiconductor ETFs like SMH, XLK, QQQ and SOXX into focus.

(Bloomberg) -- In a choppy year for tech investors, one trade has stood out as a success: buy chip stocks, sell software shares. And the divide between winners and losers is getting bigger as 2026 moves along.Most Read from BloombergUAE Quits OPEC as War Upends Oil Markets and Gulf Tensions RiseTrump Being ‘Humiliated’ in Iran Talks, German Leader SaysNorth Korea Confirms Suicide Rule for Soldiers Ukraine CapturesSergey Brin Confronted Gavin Newsom — Then Launched a Political WarThe Billion-Barr