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[Trading charts background] da-kuk/E+ via Getty Images A sharp decline [https://seekingalpha.com/news/4648050-consumer-confidence-unexpectedly-declines-in-september] in U.S. consumer confidence signals an impending political rout for Repub…
Intel INTC has risen 37.4% over the past month, comfortably beating the broader market's rally with the S&P 500 index inching up 0.4%. This momentum might attract investors toward Intel-heavy exchange-traded funds (ETFs), with Intel's acce…
[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images The Bank for International Settlements is warning that the artificial intelligence-driven equity rally is exhibiting growing vulnerabilities as investors increasin…
Amazon Whether or not Qualcomm is on a run depends entirely on your time frame. QCOM's 2026 performance has been a rollercoaster rather than a straight-line rally. The stock bottomed near $122 in April, then surged to an all-time high of r…
Shares of Broadcom Inc. AVGO slid almost 1% during the extended trading session yesterday despite delivering solid third-quarter fiscal 2026 results that beat Wall Street's expectations. Its net revenues surged 86% year over year to $29.59…
[Marvell Technology Group operating headquarters in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images Marvell Technology (MRVL [https://seekingalpha.com/symbol/MRVL]) shares came under pressure on Friday after the semico…
Quick Read CHPS crushed SMH's 88% one-year return with 135%, while PSI delivered 114% by capping single-stock concentration. FTXL returned 124% and SOXX 106% by overweighting Intel, Micron, and Marvell instead of NVIDIA. SMH's five-year 32…
[Robotic hand pressing a keyboard on a laptop 3D rendering] Guillaume/iStock via Getty Images A striking technical pattern is emerging as midterm elections approach: the fate of artificial intelligence (AIQ [https://seekingalpha.com/symbol…
iShares Semiconductor ETF (NASDAQ: SOXX) and VanEck Semiconductor ETF (NASDAQ: SMH) have a lot in common. Both track the semiconductor industry and are passively managed. Despite these similarities, SOXX is up roughly 68.37% YTD, while SMH…
[Stock Market Data] blackred/E+ via Getty Images The leveraged trading community has engineered a historic inverse trade that Goldman Sachs's Tony Pasquariello on Tuesday characterized as a "photographic negative." Prime brokerage data spa…
Quick Read FTXL beat SOXX over one year (134% vs 115%), but SOXX's 10-year return of 1,497% still tops FTXL's 1,099%, suggesting factor screens outperform only in AI cycles. Retirement investors already holding SPY or QQQ own NVIDIA and Br…
[Processor chip on circuit board with copy space for design] Alexander Sikov The iShares Semiconductor ETF (SOXX [https://seekingalpha.com/symbol/SOXX]) decisively rejected its 50-day moving average on Monday, reversing lower after testing…
[Close-up electronic circuit board. technology style concept.] Jay_Zynism/iStock via Getty Images Global semiconductors remained the most crowded trade among fund managers in August, although conviction in the position fell sharply from a…
In trading on Tuesday, the First Trust Nasdaq Semiconductor ETF is outperforming other ETFs, up about 7.3% on the day. Components of that ETF showing particular strength include shares of Coherent, up about 15.1% and shares of Advanced Ene…
etf.com Top 10 Creations (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change< SOXX iShares Semiconductor ETF 3,572.24 44,773.53 7.98 SMH VanEck Semiconductor ETF 3,518.48 67,893.93 5.18 SPY SPDR S&P 500 ETF Trust 2,971.37 776…
Shares of Intel Corp. INTC slid 7.9% in a single trading session on July 24, 2026, despite announcing better-than-expected second-quarter results. Impressively, this marked the fastest revenue growth rate for any period in almost 15 years…
etf.com Top 10 Creations (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust 1,662.32 785,043.13 0.21% VOO Vanguard S&P 500 ETF 1,467.23 983,726.96 0.15% QQQ Invesco QQQ Trust Series I 1,197.42 453,…
Photo by manseok_Kim on Pixabay Your diversified ETF may have quietly made a concentrated bet on a single, high-flying semiconductor stock. Many investors buy ETFs for instant diversification, but a single hot stock can quietly grow into a…
Photo by manseok_Kim on Pixabay Your diversified semiconductor fund may be leaning more heavily on this one chipmaker's sharp run-up than you realize. The First Trust Nasdaq Semiconductor ETF (FTXL) holds about 12% of its assets in a singl…
[Man looking at currency trading app on his smart phone from his home office] Alistair Berg Despite a tough week for high-beta technology stocks, Seeking Alpha analyst Alex King of Cestrian Capital Research [https://seekingalpha.com/author…
[AI Chips at the Core of Modern Devices] mikkelwilliam Semiconductor stocks (SMH [https://seekingalpha.com/symbol/SMH]), (SOXX [https://seekingalpha.com/symbol/SOXX]), (SOXL [https://seekingalpha.com/symbol/SOXL]), (FTXL [https://seekingal…
Chip and memory stocks tumbled for a third consecutive day as investors reacted to the debut of Moonshot AI's Kimi-K3 [https://seekingalpha.com/news/4614754-alibaba-backed-moonshot-debuts-kimi-k3-worlds-largest-open-weight-ai-model], but m…
[Close-up electronic circuit board. technology style concept.] Jay_Zynism/iStock via Getty Images As investors debate the outlook for semiconductor stocks, Brent Donnelly, president of Spectra Markets, says the sector has reached a pivotal…
[Close-up electronic circuit board. technology style concept.] Jay_Zynism/iStock via Getty Images The Bank of America Global Fund Manager Survey for July 2026 reveals a powerful consensus among investors, identifying "long global semicondu…
[Abstract CPU with flowing data representing machine learning, artificial intelligence, and large language model LLM digital concepts.] With much of the market's positioning reset now behind us, the key question facing investors is whether…
Astrid Stawiarz Famed investor Michael Burry on Friday voiced strong criticism of the current trajectory of AI development, arguing that the industry is caught in a fundamentally flawed approach. In a Substack note on his "Cassandra Unchai…
[AI text inside transparent bubble. Artificial Intelligence, quantum computing. Machine Learning Concepts. Abstract program code. Digital transformation and big data. Ai powered] The artificial intelligence sector (AIQ [https://seekingalph…
[AI stock market graph trading analysis investment financial, stock exchange financial forex graph stock market graph chart business crisis crash grow up profits win up trend server digital] panida wijitpanya A stark divergence has emerged…
[Inflation increases. Commodities with financial data. Crude oil, wheat and gold with price change. Inflation in yellow letters.] Torsten Asmus Inflation concerns and the prospect of Federal Reserve rate hikes are back at the forefront of…
[Abstract business graph of AI growth. market growth, analysis, and future projections.] MF3d Julian Emanuel, chief equity and quantitative strategist at Evercore, is urging investors to recognize the pervasive dominance of the AI theme ac…
Key Points The First Trust Nasdaq Semiconductor ETF might be the most underrated chipmaker ETF on the market. The ETF has returned some 161% over the past 12 months. It has screens that aim to ensure it features high-quality chip stocks wi…
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. If it was really Mark Twain who said, "History doesn't repeat itself, but it does rhyme," he was right on the money. Hist…
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an a…
Image from Pixabay Your diversified semiconductor fund may have quietly become a concentrated position in one of the market's most stretched stocks. The First Trust Nasdaq Semiconductor ETF (FTXL) holds about 13.1% of its assets in a singl…
[Artificial intelligence circuit board 5] Jonathan Kitchen Market sentiment regarding AI's (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/symbol/AIEQ]) impact on employment remains largely pessimistic—yet a str…
For Immediate Release Chicago, IL – June 26, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial…