U.S.-China summit revived hopes for trade, AI chip access and Boeing deals, lifting prospects for China tech, semis and aerospace ETFs.
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U.S.-China summit revived hopes for trade, AI chip access and Boeing deals, lifting prospects for China tech, semis and aerospace ETFs.
Several hot stocks get hit with the sell button.
The higher the mountain, the more treacherous the backside. Thus, investors should be wary of treating a cyclical peak like this one as a permanent plateau.
<p>A new ETF targeting the photonics theme launched last week and has pulled in just $3 million in assets. Here's why the design doesn't match what investors are asking for, and which upcoming filings come closer.</p>
The U.S. might be facing a testy economic backdrop, with the Iran War, worries about oil rationing, and a return of inflation, but the market continues to soldier onward and upward. The market has clung onto one balloon in particular: chipmakers. From its March lows, the VanEck Semiconductor ETF ...
<p>Here are the daily ETF fund flows for May 11, 2026.</p>
Picture a first-time investor who sinks $200 into Intel shares and watches the position climb to $850, a 280% gain. The instinct is to feel like a genius and let it ride. According to Robert Croak and Austin Hankwitz of the Rich Habits Podcast, that instinct is the single biggest mistake beginner investors make. The ... The Biggest Mistake Beginner Investors Make, According to the Rich Habits Podcast
<p>Investors poured $39.6 billion into US-listed ETFs last week, but the standout was the Roundhill Memory ETF (DRAM), which hauled in $2.7 billion on its own.</p>
The fear of missing out, or FOMO, has hit a new high. On May 7, $2.6 trillion of S&P call options were bought, the most ever in one day, driving prices higher. Some market pundits say we are in a bubble, while others say we are still in the early innings of AI productivity gains. The ...
<p>Table below reflects daily flows on May 7, 2026 and asset totals as of that date.</p>
Yes, rallies aren’t meant to last forever. But this one is being driven by a superstrong earnings season.
Investors can’t get enough of Nvidia, AMD, Intel, and Micron as earnings season widens the divide between chip and software stocks.
AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.
For years now, Wall Street pundits have been talking about the “AI trade.” But exactly what they’re referring to isn’t always clear.
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand
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