Chip stocks have been setting the tone in 2026. The VanEck Semiconductor ETF (NASDAQ:SMH) is up 66.69% year to date, and the iShares Semiconductor ETF (NASDAQ:SOXX) has done even better, rising 88.78%.

247wallst.com - 2026-07-15 14:46:52

The Trump administration is pressuring foreign memory chipmakers to expand their U.S.

247wallst.com - 2026-07-15 13:30:38

While Wall Street focuses on tech and AI stocks, many dividend ETFs are outperforming the S&P 500 this year while delivering meaningful income.

fool.com - 2026-07-14 14:10:00

If you're interested in broad exposure to the Technology - Semiconductors segment of the equity market, look no further than the VanEck Semiconductor ETF (SMH), a passively managed exchange traded fund launched on December 20, 2011.

zacks.com - 2026-07-14 07:21:12

Big tech hyperscalers like Amazon, Alphabet, Microsoft, and Meta are positioned for significant free cash flow growth as CapEx investments begin to yield returns post-2028. Semiconductor and memory stocks have led the market, but expectations are now high, making risk-to-reward more attractive in hyperscalers and select software names.

seekingalpha.com - 2026-07-13 17:00:19

SK Hynix stock slumped in its first full day of U.S. trading as jitters continued to weigh on chip and memory stocks.

investopedia.com - 2026-07-13 13:11:06

Semiconductor equipment makers outperformed chip designers like Nvidia. Diversification within the semiconductor sector can reduce risk and capture sector trends, such as a shift toward inference and CPU spending.

fool.com - 2026-07-11 10:51:07

Your feed is stuffed with NVIDIA takes. The most talked-about stock on Earth is up 13.25% year to date through July 10, 2026, and if you didn't own it, you probably feel like you missed the trade of the decade.

247wallst.com - 2026-07-10 19:00:44

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets.

247wallst.com - 2026-07-10 12:44:26

The Vanguard Information Technology ETF (VGT) is the way to invest in the sector as a whole. The VanEck Semiconductor ETF (SMH) invests in the narrow sector niche driving the AI build-out.

fool.com - 2026-07-10 04:45:00

Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investment Management, delivered a two-sided message on CNBC this morning: the fundamentals underpinning technology stocks are the strongest she has ever seen, yet the concentration those returns have created is rewriting the risk profile of nearly every diversified portfolio.

247wallst.com - 2026-07-09 14:47:50

The VanEck Semiconductor ETF (SMH) provides exposure to a sector that's driving the infrastructure build-out. The Global X Artificial Intelligence & Technology ETF (AIQ) offers more diversified exposure beyond core chip stocks.

fool.com - 2026-07-09 13:15:00

It's been brutal to be a semiconductor investor lately, with the iShares Semiconductor ETF (NASDAQ:SOXX) tanking 11% in the past week and around 16% from all-time highs seen at the end of June.

247wallst.com - 2026-07-08 11:04:53

Fresh tensions over the Strait of Hormuz, a vital maritime route for 20% of the world's oil, could keep gasoline from falling below the $3 mark.

nypost.com - 2026-07-08 10:32:13

Semiconductor have taken a hit this week — with indices such as the Philadelphia Semiconductor Index (SOX) down 10.8%, The VanEck Semiconductor Index (SMH) (-13% over ten sessions), and the iShares Semiconductor ETF (SOXX) down 8% in a single week. Meanwhile about $1.3 trillion in semiconductor stock market value was erased, per Reuters, with Intel (down 21%), Micron (-22%), AMD (-8%) and Samsung (-7%).

forbes.com - 2026-07-08 08:45:24

A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday.

benzinga.com - 2026-07-07 13:20:32

SK Hynix's blockbuster U.S. listing could reshape semiconductor investing. Here's how chip, Korea, Nasdaq and IPO ETFs stand to benefit.

zacks.com - 2026-07-07 13:01:29

The Roundhill Memory ETF (DRAM) dropped by over 6% in the premarket, reaching a low of $60.65, as memory shares tumbled following the latest Samsung earnings. DRAM has now dropped by over 25% from its highest point this year, and this trend may continue as a top analyst warns of a potential rotation from memory to hyperscalers.

invezz.com - 2026-07-07 06:54:25

The Russell 2000 has now lagged the broader market for many years. Small-cap stocks tend to perform well during periods of lower interest rates and economic expansion.

fool.com - 2026-07-06 15:45:00

The VanEck Semiconductor ETF (NASDAQ:SMH) has ripped higher in 2026, gaining 64.47% year to date through July 2 and 111.24% over the trailing 12 months.

247wallst.com - 2026-07-06 14:48:19

The supply chain shortage in Dynamic Random Access Memory (DRAM), and more specifically, in High Bandwidth Memory (HBM) chips is a big reason why the memory chip “Big 3”: SK Hynix, Samsung, and Micron Technology – have all been soaring with triple digit 1-year returns in 2026.

247wallst.com - 2026-07-06 11:10:36

The chip sector has had a rough start to the second half of the year but it's time to buy the dip, according to JPMorgan analysts.

barrons.com - 2026-07-06 09:45:00

Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market gains are broadening, with investors likely to turn ​toward AI "hyperscalers" as well as consumer discretionary, transport ‌and biotechnology shares.

reuters.com - 2026-07-06 09:30:38

U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according ​to a client note from Goldman Sachs on ‌Friday, in line with a recent decline in global chip shares and just before many of these companies will report earnings.

reuters.com - 2026-07-06 07:15:25

A $100,000 long-term capital gain harvested from a semiconductor exchange-traded fund (ETF) at the 24% federal bracket generates a $15,000 federal tax bill at the 15% long-term capital gains rate.

247wallst.com - 2026-07-03 08:15:40

Celebrate America's 250th birthday with ETFs tied to U.S. manufacturing, AI leadership and defense strength as domestic themes shine.

zacks.com - 2026-07-02 14:01:05

On July 1, 2026, holders of Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) watched the fund drop 16.38% in a single session, from $266.71 to $223.01.

247wallst.com - 2026-07-01 16:33:32

The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers.

247wallst.com - 2026-07-01 14:24:18

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.

247wallst.com - 2026-07-01 12:17:09

Investors looking to play the semiconductor boom no longer have to choose only between AI leaders such as NVIDIA Corp (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM).

benzinga.com - 2026-07-01 12:11:24

Nomura analysts offer a deep dive of the semiconductor industry and some bottlenecks that the market hasn't even woken up to.

marketwatch.com - 2026-07-01 07:08:00

The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history.

247wallst.com - 2026-07-01 05:55:59

Morgan Stanley's Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing that should give every AI-chip investor pause. The 2026 semiconductor rally, in his read, looks like the next leg of a commodity rotation set off by Fed money printing, with the AI structural story riding... Morgan Stanley's CIO: Chip Stocks Following Rare Earths and Gold As Next "Commodity Boom." Here's Why That Should Worry You.

247wallst.com - 2026-06-30 10:22:43

The numbers behind the artificial intelligence boom have stopped feeling abstract.

247wallst.com - 2026-06-29 18:59:01

While artificial intelligence and semiconductor stocks have dominated market headlines this year, two of the best-performing U.S.-listed ETFs over the past month made their gains by betting against one of Wall Street's biggest momentum names: Strategy Inc. (NASDAQ:MSTR).

benzinga.com - 2026-06-26 13:36:08

SK Hynix will be easier for investors to buy. Will that hurt demand for South Korean funds and the DRAM ETF?

barrons.com - 2026-06-24 15:15:00

Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers should welcome.

247wallst.com - 2026-06-24 14:09:26

Wall Street's AI trade is expanding beyond the Mag-7. Discover emergent players and the ETFs best positioned to benefit.

zacks.com - 2026-06-24 11:01:11

South Korean memory chip giant SK Hynix said on Wednesday that it plans to raise up to $29.4 billion through a US stock market listing, potentially marking the largest American Depositary Receipt offering ever and underscoring investor appetite for artificial intelligence-linked stocks. If completed at the upper end of the proposed range, the offering would surpass Alibaba's $25 billion US debut in 2014 and become the largest US listing by a Korean company.

invezz.com - 2026-06-24 09:24:50

A global selloff in the shares of chipmakers dragged US indexes sharply lower amid doubts about the sustainability of the AI-fueled tech rally. Katherine Kostereva, CEO, Creatio joined Bloomberg Businessweek Daily to discuss.

youtube.com - 2026-06-23 22:23:14

On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%.

247wallst.com - 2026-06-23 18:57:26

Semiconductor ETFs came under pressure Tuesday as a sharp sell-off in South Korea's technology sector spilled over into U.S. chip stocks, raising concerns about the durability of the artificial intelligence-driven rally ahead of a closely watched earnings report from Micron Technology Inc (NASDAQ:MU).

benzinga.com - 2026-06-23 13:10:16

U.S. stocks splintered Tuesday as a violent global sell-off in semiconductor shares hammered the Nasdaq, even as a rotation into defensive sectors and small caps kept the Dow Jones in positive territory through midday trading.

benzinga.com - 2026-06-23 12:45:55

Hyperscaler capex is approaching $700 billion in 2026, up more than 60% in a year, and most of it flows into chips, networking, and memory. AI spending still runs well below past technology cycles as a share of GDP, which leaves the build out room to keep growing rather than roll over. Longer term estimates point to trillions in AI infrastructure needed by 2030, suggesting the cycle is closer to its middle than its end.

seekingalpha.com - 2026-06-23 09:30:00

Prominent tech investor Dan Niles indicated that he is scaling back his investments in hyperscalers and chip stocks.

benzinga.com - 2026-06-23 06:55:43

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.

fool.com - 2026-06-20 13:00:00

Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years.

247wallst.com - 2026-06-17 06:53:32

They make much of the gear that goes into giant data centers. Demand for their products is shifting the balance of tech power.

nytimes.com - 2026-06-16 05:00:52

Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten years come to $60,500. Everything else is what a single-sector ETF did to your money while you ignored it. The math holds up... If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

247wallst.com - 2026-06-15 12:23:13

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.

fool.com - 2026-06-14 15:30:00