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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…
Wall Street posted a downbeat performance in September. The S&P 500 was down 0.2%, the Dow Jones was off about 4.1%, the Nasdaq Composite was up 2.5%, and the Russell 2000 lost about 5.3%. The key theme of the market was a hawkish Fed and…
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…
With safety concerns and calls for a slowdown in AI development gaining momentum, questions surrounding the broader AI infrastructure trade have increased. Against this backdrop, Bank of America's BAC forecast that the global semiconductor…
[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…
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…
[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…
[3d rendering robotic arms with silicon wafers for semiconductor manufacturing] PhonlamaiPhoto/iStock via Getty Images INVESTORS SHOULD KNOW: Tightening U.S. export controls on advanced chips are reshaping competitive dynamics across the s…
[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…
Key Points Interested in Pason Systems Inc.? Here are five stocks we like better. Q2 results improved: Revenue rose 5% year over year to C$100.8 million, while adjusted EBITDA increased to C$35.7 million and net income reached C$14.1 milli…
In trading on Monday, the VanEck Oil Service ETF is outperforming other ETFs, up about 4.6% on the day. Components of that ETF showing particular strength include shares of Helmerich & Payne, up about 11.9% and shares of Patterson-uti Ener…
Shares of Advanced Micro Devices AMD dropped 7% on Aug. 5, despite the tech firm reporting better-than-expected second-quarter 2026 results the previous day. AMD's share price slump reflects that despite comfortably beating Wall Street's r…
Looking for broad exposure to the Technology - Semiconductors segment of the equity market? You should consider the Invesco Semiconductors ETF (PSI), a passively managed exchange traded fund launched on June 23, 2005. Retail and institutio…
In trading on Monday, the iShares Expanded Tech-Software Sector ETF is outperforming other ETFs, up about 3.9% on the day. Components of that ETF showing particular strength include shares of Asana, up about 14.2% and shares of Bitmine Imm…
Quick Read PSI has surged 92% year-to-date versus QQQ's 18%, and its decade-long outperformance shows the gap is not a 2026 anomaly. PSI deliberately underweights NVIDIA to roughly 4% and concentrates on mid-cap semiconductor equipment mak…
[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…
When a massive stock market boom starts to slow down, it rarely crashes overnight. What I am seeing now is not a crash, but the signs that a slow down is starting to take hold. Given the outsized weightings of artificial intelligence and s…
[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…
Semiconductor stocks have dominated every performance leaderboard in 2026, with memory and equipment makers delivering triple-digit gains that dwarf the broader market. Yet the fund capturing most of that upside is not the industry's large…
[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…
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…
Quick Read PSI has doubled in 2026 by owning chip designers like AMD and MaxLinear rather than their manufacturer, Taiwan Semiconductor. TSMC's ADR status bars it from PSI's US-focused index despite a $2.34 trillion market cap and a 49% ga…
In trading on Tuesday, the iShares US Pharmaceuticals ETF is outperforming other ETFs, up about 3.1% on the day. Components of that ETF showing particular strength include shares of Crinetics Pharmaceuticals, up about 98.8% and shares of T…
U.S. stocks just capped a strong first half of 2026 and a robust second quarter as semiconductor shares powered the market rally. The strength in semiconductors provided a major boost to the broader market and reinforced investor confidenc…
With one half of 2026 in the books, the year is shaping up to be another good one for stocks. Through the first six months, the Vanguard S&P 500 ETF (VOO) gained 10.2%, while the Invesco QQQ Trust (QQQ) doubled that with a 20.2% return. As…
In trading on Tuesday, the Invesco Semiconductors ETF is outperforming other ETFs, up about 3.6% on the day. Components of that ETF showing particular strength include shares of Maxlinear, up about 8.8% and shares of Onto Innovation, up ab…
[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…
[AI brain help business easier on technology algorithm investing secure invest in stockmarket on money digital] primeimages/iStock via Getty Images Artificial intelligence is “juicing up” inflation rather than delivering the cost savings m…
[close up view of person professional hand navigating complex digital analytics and financial charts on high resolution tablet display] primeimages IBM Vice Chairman Gary Cohn warned that the stock market would be floundering this year if…