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NVIDIA Bets Big on Hugging Face: ETFs to Win
NVIDIA NVDA has confirmed its plan to acquire Hugging Face, a New York-based startup known for its open-source artificial intelligence (AI) model repository. The deal, valued at $12.9 billion, represents NVIDIA's second-largest acquisition…
ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027
The artificial intelligence (AI) boom is creating a bottleneck for the semiconductor industry. As hyperscalers continue spending billions of dollars on AI data centers, the demand for high-bandwidth memory (HBM) used alongside advanced AI…
Semiconductors are no longer just about smartphones, PCs and cars. Artificial intelligence (AI) has become a major growth driver for the chip industry, with cloud companies and data-center operators spending heavily on AI infrastructure. T…
Semiconductors are no longer just about smartphones, PCs and cars. Artificial intelligence (AI) has become a major growth driver for the chip industry, with cloud companies and data-center operators spending heavily on AI infrastructure. T…
ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28
Shares of NVIDIA NVDA dipped slightly in after-hours trading on Aug. 26, 2026, as investors digested the AI giant's second-quarter fiscal 2027 financial results, despite another top- and bottom-line beat. As NVDA continues to lead the AI l…
Micron's Surge: Here's Why $1,000 Mark Still Matters for ETFs
Micron Technology MU has emerged as one of the key stocks to watch in the U.S. memory-chip trade as investors assess whether tightening U.S. scrutiny of Chinese semiconductor suppliers could create opportunities for American memory compani…
Alphabet's Higher AI Spending Could Boost These ETFs
Alphabet GOOGL is raising the stakes in the artificial intelligence (AI) race. The company increased its 2026 capital expenditure guidance to $195-$205 billion from the $180-$190 billion given during the second-quarter earnings release, pe…
The Zacks Analyst Blog Highlights NVDA, AMD, INTC, SMHX, GXPT, SMH and SHOC
For Immediate Release Chicago, IL – July 10, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial mar…
NVIDIA Valuation Falls to Multi-Year Low: Value Play or Value Trap?
Despite being a key player in the artificial intelligence (AI) space, NVIDIA NVDA is now trading at one of its lowest valuation levels in years, per a Yahoo Finance article. The company's forward price-to-earnings (P/E) ratio has fallen to…
Micron meltdown: Chip giant sheds a quarter of its value in two weeks
[Micron office building in San Jose, California, USA - June 8, 2023.] JHVEPhoto Shares of Micron Technology (MU [https://seekingalpha.com/symbol/MU]) continued their recent decline Wednesday, falling approximately 2% in the current session…
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
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…
The Zacks Analyst Blog Highlights Micron, MUU, MULL, SHOC,CHPX and FTXL
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…
AI-linked ETFs tumbled in Friday's tech selloff after months of outsized gains
[ETF investment money] zimmytws/iStock via Getty Images AI-linked ETFs were among the hardest-hit thematic funds during Friday's technology selloff, as investors dumped semiconductor and AI-related stocks following a Broadcom-driven rout a…
Nvidia valuation falls to S&P 500 parity for first time in over a decade
[Moscow, Russia - April 7, 2019: NVIDIA video chip on the motherboard] Antonio Bordunovi/iStock Editorial via Getty Images Nvidia’s (NVDA [https://seekingalpha.com/symbol/NVDA]) forward price-to-earnings ratio has tumbled to match the broa…
ETFs to Buy as NVIDIA Shares Gain Following Q4 Earnings Beat
Shares of NVIDIA NVDA climbed as much as 3% in early after-hours trading yesterday (as cited by Yahoo Finance), after the artificial intelligence (AI) leader comfortably beat analysts’ expectations on both revenues and earnings. The compan…
Billionaire Investor Doubles Down On AI, Boosts Stakes In Microsoft And Meta Despite 2025 Tech Volatility
Activist investor Dan Loeb’s Third Point LLC made major changes in its portfolio in the third quarter of 2025. Let’s look at the performance of some Magnificent Seven stocks in the second half of 2025 held by Dan Loeb. Strength in AI Drive…
Global semiconductor sales hit record high in November
[Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.] SweetBunFactory Global semiconductor sales rea…
4 Top-Ranked ETF Areas That Beat the Market in 2025
The year 2025 began with post-election optimism and expectations of a strong first quarter. Instead, markets were hit by the rise of low-cost AI initiatives from China, the adverse impact on the U.S. Big Tech, Trump tariffs, sticky inflati…
Billionaire Investor Adds To Nvidia Position As AI Conviction Builds
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Activist investor Dan Loeb's Third Point LLC boosted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 2% in the third quarter of 2025. Det…
NVIDIA Up a Decent 34% in 2025: Why ETFs May Soar in 2026
The artificial intelligence (AI) behemoth and the chip giant NVIDIA Corp.’s NVDA stock has gained about 34% so far this year. The returns are solid but not great, as the stock has surged about 1150% since the start of 2023. Since then, the…
The Zacks Analyst Blog Highlights NVIDIA, VanEck Semiconductor ETF, Strive U.S. Semiconductor ETF and VanEck Fabless Semiconductor ETF
For Immediate Release Chicago, IL – November 21, 2025 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the…
Bulls vs. Bears: What's ahead for NVDA as earnings data looms
[Nvidia Corporation building in Taipei, Taiwan.] BING-JHEN HONG Earnings season has largely delivered positive results, but all eyes are on Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), the $5 trillion market-cap powerhouse, as it…
ETF Areas to Buy on Fed Cuts and Trade Truce Optimism
By a 10-2 vote, the Federal Reserve just cut interest rates by a quarter percentage point for the second consecutive meeting this year, bringing its benchmark rate down to a range of 3.75%–4.00% (per CNBC). The decision, though taken amid…
The AI Gold Rush: Do Semiconductor ETFs Hold the Key Opportunities?
The artificial intelligence (AI) boom is proving to be a powerful and enduring force, driving a massive rally in semiconductor stocks and subsequently the exchange-traded funds (ETFs) that track them. Despite concerns of a potential bubble…
Broadcom-OpenAI collaboration sends these ETFs higher
[Broadcom headquarters in San Jose, California, United States] JHVEPhoto Shares of Broadcom (NASDAQ:AVGO [https://seekingalpha.com/symbol/AVGO]) popped on Monday after the tech giant announced a collaboration with OpenAI (OPENAI [https://s…
Nvidia is the best-performing stock in the S&P 500 over the last 10, 15, and 20 years
[Nvidia headquarters in Santa Clara, California, USA] Nvidia (NASDAQ:NVDA [https://seekingalpha.com/symbol/NVDA]) has been the best-performing stock in the benchmark S&P 500 index (SP500 [https://seekingalpha.com/symbol/SP500]) over the la…
Should You Buy Nvidia ETFs as the Stock Slips From Record Valuation?
Tech powerhouse Nvidia (NVDA) recently made history when its market valuation reached a staggering $4.5 trillion on Sept. 30, 2025, making it the first company to hit this milestone. The following day, its stock price touched a new 52-week…
Nvidia stock has seen an average earnings reaction move of 8.5% since late 2022's AI boom
[Nvidia Corporation building in Taipei, Taiwan.] BING-JHEN HONG The ongoing boom in the artificial intelligence (AI) industry was sparked by the launch of OpenAI's ChatGPT in November 2022, and since then, Nvidia (NASDAQ:NVDA [https://seek…
All eyes are on Nvidia as key earnings could impact hundreds of ETFs
[ETF - Exchange Traded Funds] AlexSecret Nvidia (NASDAQ:NVDA [https://seekingalpha.com/symbol/NVDA]) is scheduled to report its quarterly results on Wednesday after the closing bell, a release that could send waves through both the technol…
Nvidia’s $4.5T valuation now tops the entire Russell 2000 Index by $1.5T
[Nvidia Corporation building in Taipei, Taiwan.] BING-JHEN HONG/iStock Editorial via Getty Images Nvidia’s (NASDAQ:NVDA [https://seekingalpha.com/symbol/NVDA]) market power continues to expand, underscoring its place among the most dominan…
NYSE Texas Lists First ETFs With Strive Asset Management
Five months after its launch, NYSE Texas is debuting its first exchange-traded funds. On Thursday, the NYSE named the 13 funds that will be listed on the Dallas-headquartered exchange and dual-listed by Strive Asset Management. The funds w…
DALLAS, July 24, 2025--(BUSINESS WIRE)--The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of technology and data, today announced that NYSE Texas has listed its first exchange trade…
NVIDIA Hits $4 Trillion Market-Cap Milestone: ETFs in Focus
On July 9, 2025, NVIDIA NVDA became the first publicly traded company to reach a $4 trillion market capitalization, surpassing tech titans such as Microsoft MSFT and Apple AAPL. The company’s stock has surged 17.8% so far this year and cli…
NVIDIA NVDA shares surged over 4% on Jun 25, 2025, reaching an all-time closing high of $154.31. The stock also set a new intraday high during the trading session, surpassing its previous record close of $149.43 set on January 6. Post-Earn…
Taiwan Semiconductor Strengthens Europe's Semiconductor Base
Taiwan Semiconductor Strengthens Europe's Semiconductor Base Taiwan Semiconductor Manufacturing Co’s (NYSE:TSM) semiconductor fab construction in the German city of Dresden won accolades from Taiwan and German officials. The 12-inch plant,…
What's Going On With Taiwan Semiconductor Stock On Friday?
What's Going On With Taiwan Semiconductor Stock On Friday? Taiwan Semiconductor Manufacturing Co (NYSE:TSM) is ramping up its 2nm technology development at home and beyond despite odds ranging from geopolitical tensions to supply chain con…