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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…
Over the past few months, the semiconductor industry has been experiencing an impressive rally, driven by surging capital expenditure in artificial intelligence (AI) infrastructure, persistent demand from hyperscalers and resilient corpora…
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…
Designed to provide broad exposure to the Technology - Semiconductors segment of the equity market, the iShares Semiconductor ETF (SOXX) is a passively managed exchange traded fund launched on July 10, 2001. An increasingly popular option…
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…
Photo by manseok_Kim on Pixabay The chipmaker's AI business is booming, but the stock just hit a rough patch, forcing investors to weigh a powerful history against a pricey present. At Broadcom (AVGO), the story from management is one of a…
Broadcom Inc. AVGO has captured Wall Street's attention yet again with a financial maneuver of staggering proportions. The chip giant is reportedly in talks to raise between $70 billion and $80 billion in debt — a package that could eventu…
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Micron Technology, Inc. believes the memory market's violent boom-and-bust cycle is over—thanks to artificial intelligence. CEO Sanjay Meh…
Photo by wynpnt on Pixabay The chipmaker's stock performance gets all the attention, but behind the scenes it runs one of the largest cash-return machines on the market. NVIDIA (NVDA)'s stock, trading around $216.85 after a recent 4% pullb…
Micron Technology, Inc.(NASDAQ:MU) stock rose nearly 2% in Friday's premarket session as investors weighed another sign of strong AI-driven memory demand. The move came as broader market sentiment remained steady, with Nasdaq futures up 0.…
Micron Technology, Inc.(NASDAQ:MU) stock gained over a percent during Tuesday's premarket session as risk appetite stays steady into the open. Nasdaq futures are up less than half a percent while S&P 500 futures have gained 0.02%. The comp…
Micron Technology, Inc.(NASDAQ:MU) stock gained about 1% in Monday premarket trading as technology stocks moved higher ahead of the opening bell. Nasdaq futures rose 0.41%, while S&P 500 futures gained 0.17%. The move comes as investors we…
Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a thir…
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…
Quick Read SMH tilts toward mega-cap chips and equipment makers, while DRAM holds 73% in Samsung, SK Hynix, and Micron for direct HBM pricing exposure. Micron's fiscal Q3 revenue surged 346% year over year as AI workloads create a structur…
Photo by deeznutz1 on Pixabay The chipmaker's growth story is accelerating, but history offers a serious note of caution for anyone thinking of buying this pullback. Marvell Technology (MRVL) is in the business of building the high-speed p…
Photo by deeznutz1 on Pixabay The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story. That Price Tag Looks Steep. Or Does It? At a glance, Micron Technology (MU)…
Photo by ArtsyBee on Pixabay A fund's label tells you the category, but a look at the holdings ledger reveals the actual shape of your investment. While the Invesco PHLX Semiconductor ETF (SOXQ) holds 32 different stocks, the fund's portfo…
Micron Technology, Inc.(NASDAQ:MU) stock gained by more than 3% during Monday's premarket session as risk appetite improves alongside a firm overnight tape. Nasdaq futures are up 1.57% while S&P 500 futures have gained 0.93%. The broader m…
Intel Corp. (NASDAQ:INTC) delivered another painful reminder, after Tesla Inc.'s (NASDAQ:TSLA) rout, of the risks of leveraged single-stock ETFs. A dramatic post-earnings reversal erased nearly $90 billion in market value in less than 24 h…
Photo by deeznutz1 on Pixabay A historic run in memory chips has investors admiring the speed, but the real question is whether the ticket to ride now costs more than the remaining journey. Micron Technology (MU) makes the memory and data…
Quick Read SOXS surged ~10% and Micron dropped ~8% after Chinese DRAM maker CXMT announced an $8.55 billion IPO, nearly doubling its initial fundraising target. US sanctions block CXMT from producing HBM or supplying US customers, leaving…
Photo by deeznutz1 on Pixabay The company's historic AI boom is undeniable, but it's also reshaping the business in ways that could challenge its premium valuation. If you hold Broadcom (AVGO) stock, you've been rewarded for betting on one…
Image from Pixabay The secret to the memory chip maker's epic run lay hidden in plain sight: a simple piece of math the market completely overlooked. It's the oldest story in semiconductors: a pronounced cycle of boom and bust. For years,…
[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…
Photo by ArtsyBee on Pixabay A fund's label can be a useful starting point, but it rarely captures the full picture of your investment. The ten largest holdings in the Invesco PHLX Semiconductor ETF (SOXQ) make up 61.0% of the fund. That s…
Image by Cristian Ibarra from Pixabay The company's new long-term contracts are meant to tame its wild cycles, but they might also be putting a cap on its historic profitability. After a run of more than 700% in the last 12 months, it's fa…
The U.S. stock market may see explosive moves beneath the S&P 500 index's surface in July. - MarketWatch/iStockphoto U.S. stocks are set up for potentially dramatic rotations beneath the S&P 500 index's surface, with rumblings already unde…
Image by Cristian Ibarra from Pixabay Beyond surging demand, the stock's incredible run was powered by a new kind of deal designed to kill the company's cyclical curse. If you held Micron Technology (MU) over the last year, you did very, v…
Image from Pixabay Applied Materials didn't need to release earnings to add billions in value; all it took was a single Wall Street firm changing its tune. When a company like Applied Materials (AMAT) jumps +10.8% in a single day, you prob…
Designed to provide broad exposure to the Technology - Semiconductors segment of the equity market, the Invesco PHLX Semiconductor ETF (SOXQ) is a passively managed exchange traded fund launched on June 11, 2021. Passively managed ETFs are…
Big tech companies, including Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle, are committing hundreds of billions of dollars to capital expenditures in 2026. Most of it will go toward artificial intelligence (AI) infrastructure, w…
Key Points The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks. SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies. As long…
Quick Read SOXQ has surged 86% this year and returned 329% over five years by concentrating assets in AI chipmakers like NVIDIA and Broadcom. SOXQ's 0.19% expense ratio beats SOXX on cost for essentially the same holdings, while tripling Q…
Key Points The VanEck Semiconductor ETF (SMH) is more top-heavy and allocates the most to mega-caps. The iShares Semiconductor ETF (SOXX) is more spread out to smaller companies, but is one of the more expensive choices. The Invesco PHLX S…