Semiconductor News & Analysis Feed
24 articles
2026-07-10
www.etf.com
2026-07-10
ETF.com
2026-07-06
news.google.com
2026-07-06
24/7 Wall St.
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
David Beren
Wed, July 1, 2026 at 9:17 AM PDT 6 min read
NVDA
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MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
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+0.75%
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SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory makers, and lithogra
2026-07-01
www.msn.com
2026-07-01
MSN
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 absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro Devices AMD and Intel INTC, also con
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU 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 absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU 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 absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, 1 July 2026 at 5:13 am GMT-7 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approxi
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, July 1, 2026 at 5:13 AM PDT 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
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Trading disclosure
Micron Technology MU delivered a historic rally in the second quarter of 2026, with it
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Aparajita Dutta July 01, 2026
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2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
The semiconductor rally has continued to act as a trader’s playground. In a recent comment on X, Eric Balchunas, a senior ETF analyst, remarked on a snapshot of his that half of the most-traded ETFs on that day (that was at the start of June) were related to the semiconductor industry.
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Balchunas has his fair share of experience, yet he said he’s never seen anything like that. That’s
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Semiconductor ETFs Now Dominate the Most‑Traded List — A Signal You Can’t Ignore
Joey Frenette
Mon, June 15, 2026 at 9:00 AM PDT 4 min read
NVDA
+3.48%
SOXS
-15.25%
SNDK
+6.45%
SOXX
+4.92%
SOXL
+15.17%
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Eric Balchunas said half of the most-traded ETFs in early June were semiconductor-related, a phenomenon he noted having never witnessed befo
2026-06-14
www.chosun.com
2026-06-14
조선일보
By Yoo Jane
Published 2026.06.14. 13:38
Updated 2026.06.14. 15:10
Illustration by Jeong Da-un
Seohak ants, Korean retail investors buying foreign stocks, individual investors investing in U.S. stocks, have returned to net buying in the U.S. stock market after two months, having previously shifted from U.S. stocks to domestic stocks amid the domestic market boom.
According to the Korea Securitie
2026-06-13
www.etf.com
2026-06-13
ETF.com
www.etf.com
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2026-06-12
www.kiplinger.com
2026-06-12
Kiplinger
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush
Tony Dong, MSc, CETF
Fri, June 12, 2026 at 6:57 AM PDT 10 min read
MU
+0.13%
ARM
+10.92%
TXN
+1.18%
NVDA
+0.18%
AVGO
-1.25%
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Trading disclosure
When you buy through links on our articles, Future and its syndication partners may earn a commission.
Credit: Getty Images
A practical way to think about artificia
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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