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MACOM Technology Solutions stock has more than doubled over the past year. BMO is the latest Wall Street firm to turn bullish on the chip maker.

XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

A brand-new ETF promises to carve pure Korean semiconductor exposure out of a market where most funds bury Samsung and SK Hynix under banks and automakers, but with three days of trading history and a fee premium over established rivals, the real question is whether the precision is worth the price.

Every AI server board and electric vehicle runs on a tiny ceramic component most investors have never heard of, and a brand-new ETF just made it possible to bet directly on the handful of Asian manufacturers who control the global supply.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 1.3% and the actively trad

A brand-new ETF just gave U.S. investors a single-ticker shortcut into South Korea's semiconductor giants, but a 0.65% fee, zero performance history, and a heavily concentrated basket raise real questions about whether the tradeoff is worth it.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4%, and the actively tra

Technology stocks were rising pre-bell Wednesday, with the State Street Technology Select Sector SPD

Software stocks have outperformed over the past three months as the sector.

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

Hock Tan told CNBC that demand for AI compute infrastructure remains strong and durable, even as Broadcom stock fell 4.8% Monday

ON Semiconductor has underperformed the Semiconductor industry over the past year, but analysts are cautiously optimistic about the stock’s prospects.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.6%, and the actively t

AI safety push sparks fresh debate even as investors weigh its potential impact on the massive infrastructure spending cycle.

Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is a strength or a liability ahead of a high-stakes October roadmap event is the real question.

Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one of the biggest chip deals of the decade.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.8% and the actively trad

Burry Pulls the Trigger on Nvidia and Palantir Put Options as Market Risks Rise

After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving the selloff and whether the weakness signals a broader chip sector crack.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.6%, and the actively t

<p>The ETF industry appears to be partially shifting gears, from expansive growth to a greater focus on scale if recent acquisitions are any indicator. The ETF Zoo crew talks this emerging trend, as well as the ongoing innovation happening from leveraged funds to new filings for farmland, and what the AI chokepoints really mean for ETFs and investors in an episode you don't want to miss.</p>

Chip stocks were on a roll despite broad weakness in the rest of the market. The PHLX Semiconductor Index was up 0.5%, marking its fifth- straight day of gains. The chip index hasn't seen a win streak that long since early June.

AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's biggest hopes.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.4% and the actively tr

<p>Qualcomm has been one of the wildest rides in the chip sector this year. QCOM bottomed near $122 in April but popped again in early September when it named Amazon as a customer for custom AI data center silicon. Is Qualcomm worth buying? The answer is nuanced, and it matters for the millions of investors who own the stock without realizing it through ETFs. Here's the story, and the funds that hold the most QCOM.</p>

The S&P 500 Index ($SPX ) (SPY ) is down -0.32% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.04%. E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures (NQU26...

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1% and the actively tr

AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.