Market news
SMH extends a 6-day slide as chip stocks cool on AI hype and costs—yet analysts stay bullish, citing Korea exports as a signal.
Michael Burry shifts bearish bets to Nasdaq-100 and SMH puts. Here's how Nvidia's 19.6% ETF weighting puts 4 ETFs in focus.
Nvidia is the chip fund's top position. So where did the rest of the fund's gain come from?
Detailed price information for Intel Corp (INTC-Q) from The Globe and Mail including charting and trades.
This semiconductor ETF continues to look ripe for more gains.
MarketVector’s Josh Kaplan calls AI semiconductor stocks a “dangerous playground” as investors rotate across an increasingly crowded trade.
There are not many ETFs that can match this ETF on performance.
PSI's 0.55% expense ratio and 105% turnover are justified by its quantitative selection and breadth across AI sub-sectors. Read why PSI ETF is a Buy.
The fund's wins came by double-digit margins -- and its two losses were about twice as deep as the market's.
AI investing shifts from GPU hoarding to agentic inference.
Semiconductor stocks (SMH) may face headwinds as the South Korean won strengthens vs. USD, pressuring volatility and momentum.
Nvidia’s reported Hugging Face deal reshapes AI investing—see the top 20 semiconductor stocks by Seeking Alpha Quant Ratings, with Strong Buy picks.
Smart Beta ETF report for SOXX
The biggest single options trade in the entire market Monday was a $129 million bet against the VanEck Semiconductor ETF.
Bank of America sees hyperscaler AI capex topping $1.2 trillion. Here's how semiconductor ETFs like SMH, SOXX and DRAM could benefit.
Semiconductor stocks are 20% off of their highs. That might not be a bad thing.
Michael Burry of "The Big Short" fame said he bet against the iShares Semiconductor ETF, which tumbled 21% in July.
Look out below for semis?
Semiconductor stocks just took a bruising, but the companies powering every major AI buildout are nowhere near done growing. Three ETFs offer very different ways to position for the rebound, and the choice you make now could matter a lot.
The chart tells me this is nothing more than a bounce, and definitely not a true market bottom.
It's no surprise semiconductor ETFs are topping the charts this year — fueled by the AI boom. But long-term performance is also impressive.
Semiconductor ETFs have seen record inflows of $46B in 2026 amid the AI boom. Here is what key technicals suggest for SMH and SOXX next.
SOXX and SMH ETFs have dropped sharply in the past few days, but analysts at UBS and Barclays believe that semiconductor stocks will rebound.
A fund's label tells you the category, but the real story is in how the weight is actually distributed among its holdings.
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