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The Most-Compared ETFs Right Now — And What They Reveal
etf.com76d agoneutral
The Most-Compared ETFs Right Now — And What They Reveal

<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

The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain
24/7 Wall St.76d agoneutral
The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain

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

After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss
24/7 Wall St.77d agobearish
After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

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

ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again
24/7 Wall St.77d agoneutral
ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again

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

Google Gemini 3.5 Looks Like a Legit Flex, Yet Alphabet Stock Keeps Slipping — Is This a Glorious Buying Opportunity?
24/7 Wall St.78d agobullish
Google Gemini 3.5 Looks Like a Legit Flex, Yet Alphabet Stock Keeps Slipping — Is This a Glorious Buying Opportunity?

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?

SOXL Lost 90 Percent in 2022 While Semiconductors Themselves Fell 35 Percent, And the Daily Reset Math Hasn’t Changed
24/7 Wall St.78d agoneutral
SOXL Lost 90 Percent in 2022 While Semiconductors Themselves Fell 35 Percent, And the Daily Reset Math Hasn’t Changed

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

Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here’s What’s Driving Wall Street’s Most Bullish Target
24/7 Wall St.79d agobullish
Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here’s What’s Driving Wall Street’s Most Bullish Target

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

DRAM’s 49 Percent Korea Weighting Means Half the Fund Trades While New York Is Closed
24/7 Wall St.79d agoneutral
DRAM’s 49 Percent Korea Weighting Means Half the Fund Trades While New York Is Closed

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

Salesforce, Other Software Stocks Are Scraping Themselves Off the Floor
Barrons.com82d agoneutral
Salesforce, Other Software Stocks Are Scraping Themselves Off the Floor

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.

Chip Stocks Rise to Record Level. Don't Thank Nvidia.
Barrons.com83d agoneutral
Chip Stocks Rise to Record Level. Don't Thank Nvidia.

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.

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
24/7 Wall St.84d agoneutral
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

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 Opens Higher Ahead of Earnings
Barrons.com85d agoneutral
Nvidia Stock Opens Higher Ahead of Earnings

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.

Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF
24/7 Wall St.86d agoneutral
Your Portfolio Isn’t Invested in the Right Kind of AI Unless You Hold This ETF

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