Market news

Smart Beta ETF report for XSD

Retail investors dumped ETFs at a record pace Wednesday, with semiconductor funds hit hardest as they cashed in AI rally gains.

This exchange-traded fund has delivered an explosive return of 90% so far in 2026.

These fast-growing ETFs will likely be trading at attractive valuations after a market pullback.

The industry recently broke out of its multi-month consolidation. In fact, as of Tuesday, the iShares Semiconductor ETF closed at the highest level since the first half of June.

The investor added to bearish positions on Micron and other semiconductor stocks because he believes prices for AI chips will drop soon.

Semiconductor stocks are critical market bellwethers. They showed progress this week. But some key technical levels still bear watching. Read more here...

Michael Burry boosts shorts in Micron, SOXX, Palantir and Nebius, warning the AI/semiconductor boom may fade amid chip glut risks.

Michael Burry is betting against the memory boom as Chinese supply rises. Here’s why some semiconductor ETFs could face risks if his thesis plays out.

Michael Burry increased his short positions in Micron, Nebius, SOXX and Palantir, while adding to five consumer and retail stocks.

In a Substack note, Michael Burry cited Acer CEO Jason Chen’s warning about rising Chinese memory production as a potential sign that the current supply crunch may not last.

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 iShares Semiconductor ETF is a Hold as AI infrastructure financing deepens but valuation still demands strong earnings growth. Read more on SOXX ETF here.

The Direxion Daily Semiconductor Bull ETF will incur massive downside if semiconductor stocks don't get their acts together.

Stock market trades on the AI boom continue to multiply, with the latest ETFs targeting the capacitor supply chain dominated by a handful of Asian companies.

The semiconductor industry has clearly been the engine of global equity markets for the past several years, carrying broad indexes to repeated record highs. However, SOXX has a chart that screams “look at me now, don’t wait.”

Artificial intelligence is the hottest opportunity right now, and chips are the best way to play it.

This fund has one-quarter of its assets parked in Nvidia, Micron Technology, and Advanced Micro Devices.

Smart Beta ETF report for SOXX

The chip comeback just hit a wall — now the SOXX ETF is having its worst day since July.

The semiconductor fund compressed about six years of its normal return into one. Its own history has seen only two runs anything like it.

Detailed price information for Semiconductor Ishares ETF (SOXX-Q) from The Globe and Mail including charting and trades.

Here's how the two funds stack up on factors like price, risk, returns, and diversification.

Detailed price information for Fidelity Info Tech MSCI ETF (FTEC-A) from The Globe and Mail including charting and trades.

Motley Fool Press Release.

Is is time to cash in the chips and sell semiconductor stocks?

The semiconductor sector plunged amid short-selling, forced selling, and the introduction of a new highly capable Chinese model.

Bank of America sees hyperscaler AI capex topping $1.2 trillion. Here's how semiconductor ETFs like SMH, SOXX and DRAM could benefit.

SOXX plunged 22.1% in July, its worst month since 2002, yet investors poured a record $6.9 billion into the semiconductor ETF.

Michael Burry of "The Big Short" fame said he bet against the iShares Semiconductor ETF, which tumbled 21% in July.

Smart Beta ETF report for FTXL

Michael Burry looks to be in the chips after a timely bet against semiconductor stocks

The iShares Semiconductor ETF SOXX suffered its worst month since 2002. Ed Yardeni says chip stocks now trade at a discount.

The semiconductor-heavy MSCI Asia Pacific index has lost about 10% of its value since June 22. Is this a temporary dip or a long-term repricing for chip stocks?

Major cloud companies all reported stellar growth, paving the way for more AI spending.

South Korea's chip heavyweights SK Hynix and Samsung Electronics soared more than 20% on Friday, tracking a sharp rally in U.S. technology stocks.

The iShares Semiconductor ETF is on track for its worst month since September 2001. Marvell, Intel and Micron all set records of their own.