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XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom
24/7 Wall St.103d agoneutral
XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

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

Broadcom’s New Wi-Fi 8 Push Adds Another Leg To Growth Story
Simply Wall St.104d agoneutral
Broadcom’s New Wi-Fi 8 Push Adds Another Leg To Growth Story

Broadcom launched its fourth wave of Wi-Fi 8 chips and a new 10G PON chip, expanding its broadband product lineup. The release aims to support wider deployment of high-capacity, lower-latency Wi-Fi 8 and fiber services to mass-market users. The new chips are designed to cut cost and complexity for service providers rolling out next generation broadband networks. Broadcom, listed as NasdaqGS:AVGO, is adding this broadband-focused launch to a story that has recently centered on AI and cloud...

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg104d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge
24/7 Wall St.104d agoneutral
Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months
24/7 Wall St.104d agoneutral
The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations
24/7 Wall St.104d agobullish
SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after returning roughly 141% over the past year against the S&P 500’s 29%. That gap is the entire reason this fund exists in a portfolio: it concentrates exposure to a small group of companies that capture an outsized share of ... SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Is Broadcom (AVGO) One of the Best American Tech Stocks to Buy?
Insider Monkey104d agobullish
Is Broadcom (AVGO) One of the Best American Tech Stocks to Buy?

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best American Tech Stocks to Buy. On April 30, Broadcom Inc. (NASDAQ:AVGO) reported that it is launching its fourth wave of Wi-Fi 8 chips and an optimized 10G PON chip. These new products strengthen the company’s position as a leader in the broadband market by extending the […]

How Investors Are Reacting To Broadcom (AVGO) Embedding AppNeta Observability Inside Google Cloud
Simply Wall St.105d agoneutral
How Investors Are Reacting To Broadcom (AVGO) Embedding AppNeta Observability Inside Google Cloud

In April 2026, Broadcom and Google Cloud expanded their partnership with the launch of Cloud Network Insights, a first-party Google Cloud service powered by Broadcom’s AppNeta technology that provides end-to-end observability across multi‑cloud, hybrid and agent‑based environments. This move embeds Broadcom’s network intelligence directly inside Google Cloud, deepening its role in how enterprises monitor performance for complex AI and cloud applications. We’ll now examine how embedding...

Stocks Recover From Tuesday OpenAI Selloff
The Wall Street Journal106d agobearish
Stocks Recover From Tuesday OpenAI Selloff

Shares of Oracle, CoreWeave, SoftBank and other firms tied to OpenAI have largely recovered losses from Tuesday, when they slumped after The Wall Street Journal reported that the ChatGPT maker had missed its own targets for revenue and users.

Shares Up 110% In April, New Director and High-Power AI Solutions Bolsters Navitas Semiconductor (NVTS)’s Bullish Case
Insider Monkey106d agoneutral
Shares Up 110% In April, New Director and High-Power AI Solutions Bolsters Navitas Semiconductor (NVTS)’s Bullish Case

After surging 108.67% so far in April, Navitas Semiconductor Corporation (NASDAQ:NVTS) secures a spot on our list of the mid-cap stocks with the highest gains in April. The most recent spark occurred on April 13, 2026, when Gregory M. Fischer, a seasoned semiconductor engineer, was named an independent director by Navitas Semiconductor Corporation (NASDAQ:NVTS) with […]

Is Broadcom (AVGO) The Best AI Chip Stock in Billionaire Philippe Laffont’s Portfolio?
Insider Monkey106d agoneutral
Is Broadcom (AVGO) The Best AI Chip Stock in Billionaire Philippe Laffont’s Portfolio?

We just covered Here is How Billionaire Philippe Laffont’s Top 10 Picks Crushed The Market. Broadcom Inc. (NASDAQ:AVGO) ranks #8 (see the Here is How Billionaire Philippe Laffont’s Top 5 Picks Crushed The Market). YTD Stock Performance: +22% Philippe Laffont’s Stake: $1.90 Billion Broadcom Inc. (NASDAQ:AVGO) is up about 22% so far this year amid rising demand […]

S&P Is Thinking About Changing Its Rules for the S&P 500. What It Means for SpaceX, OpenAI.
Barrons.com106d agoneutral
S&P Is Thinking About Changing Its Rules for the S&P 500. What It Means for SpaceX, OpenAI.

SpaceX, Anthropic and OpenAI could all be fast-tracked into the S&P 500 after their potential IPOs under new rules proposed late Thursday. S&P Dow Jones Indices unveiled a number of potential changes to its eligibility criteria and rules for so-called Megacap companies, in a document published late Thursday. Megacap companies would also be exempt from financial viability criteria requiring them to be profitable before being included in S&P indexes.