iShares Semiconductor ETF — News

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

fool.com - 2026-08-03 07:00:00

Bank of America Corp DE boosted its holdings in shares of iShares Semiconductor ETF (NASDAQ: SOXX) by 20.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,115,278 shares of the exchange traded fund's stock after acquiring an additional

defenseworld.net - 2026-08-01 03:47:47

MediaTek , Taiwan's largest chip designer, said on Friday its board had approved a discretionary ‌financing budget of $5 billion to support long-term growth, including its expansion into AI chips for data centers.

reuters.com - 2026-07-31 07:07:38

AI stocks skyrocketed today after a hedge fund blowup.

fool.com - 2026-07-30 21:08:54

Microsoft eases AI fears

investorplace.com - 2026-07-30 17:00:00

The U.S. Department of Commerce said on Tuesday it has signed letters ​of intent to provide $874 million in ‌incentives to seven companies developing semiconductor technologies for AI and advanced computing systems.

reuters.com - 2026-07-30 14:29:26

Invesco Dynamic Semiconductor ETF is favored over SOXX due to broader semiconductor rally participation and a diversified, equipment-skewed portfolio. PSI's quantitative weighting and lower mega-cap concentration capture gains from AI-driven demand, especially as inference adoption accelerates across the chip market. PSI's outperformance depends on continued broad-based chip appreciation and durable AI traffic; risks include higher volatility from small-cap exposure and Chinese competition.

seekingalpha.com - 2026-07-30 13:52:09

Jim Cramer is struggling to find reasons to buy, and the Nasdaq 100 sliding into correction territory is not helping. Before you dismiss his caution, consider which corners of the market could actually benefit from the pain hitting semi stocks hardest.

247wallst.com - 2026-07-30 08:12:17

Ashton Thomas Securities LLC purchased a new stake in shares of iShares Semiconductor ETF (NASDAQ: SOXX) in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 7,422 shares of the exchange traded fund's stock, valued at approximately $2,439,000. A

defenseworld.net - 2026-07-30 03:28:10

Investors continued selling chip and memory stocks. The market has been spooked by concerns of tech giants' ballooning spending and signs that China may be catching up in the AI arms race. Asian chip stocks plunged, sending South Korea's Kospi index 10% lower and Japan's Nikkei down 4%. The worst-hit American names included memory makers Sandisk, which fell another 14%, and Micron

wsj.com - 2026-07-28 16:21:00

I maintain a Sell rating on iShares Semiconductor ETF as two risks converge: rising Chinese competition and the possibility that AI capex growth slows below already aggressive expectations. China's reported DUV progress is not an immediate earnings threat to ASML. The real issue is whether this becomes a “DeepSeek 2.0” moment that challenges the assumption of permanent Western. The market is not reacting to five machines today. It is repricing the probability that China could build a credible domestic semiconductor supply chain over the next decade.

seekingalpha.com - 2026-07-28 10:06:33

CNBC's Arjun Kharpal discusses The Information report that China is producing deep ultraviolet (DUV) lithography machines and unpack what it means for ASML and the broader semiconductor sector.

youtube.com - 2026-07-28 05:47:04

The Nasdaq-100 technology index is trading in the green for 2026, but it's down 8% from its recent peak. The Roundhill Generative AI and Technology ETF is experiencing an even steeper drawdown, but it's still boasting a 40% year-to-date return.

fool.com - 2026-07-27 06:54:00

I remain structurally bullish on the AI trade despite the recent sharp selloff in chipmakers and high-multiple growth stocks, as several of them have come down to attractive levels. Google's aggressive capex raise and first negative FCF since 2004 have heightened investor concerns about AI ROI timelines and debt-funded spending.

seekingalpha.com - 2026-07-26 09:31:00

The amount of advanced memory needed in data centers is rapidly increasing, and manufactures can't keep up. The iShares Semiconductor ETF offers exposure to memory producers, chip designers, and foundry equipment suppliers.

fool.com - 2026-07-25 13:11:00

The Mag-7 erased nearly $800 billion in value as AI spending worries resurfaced. Here are the ETF themes that could benefit from the shift.

zacks.com - 2026-07-24 09:01:13

European semiconductor stocks moved sharply on Thursday after earnings updates, with Soitec surging on strong photonics demand linked to artificial intelligence applications, while ​STMicroelectronics and BE Semiconductor Industries (Besi) fell as investors reacted to weaker near-term ‌performance and elevated growth expectations.

reuters.com - 2026-07-23 06:36:11

A White House official accused China's Moonshot of improperly using US AI models and Nvidia chips to create the Kimi K3. Here's what it means for tech and plans for a Trump-Xi summit.

youtube.com - 2026-07-23 00:44:04

The “Big Short” investor is bearish on the iShares Semiconductor ETF. He's also short several of the ETF's well-known holdings.

fool.com - 2026-07-22 15:21:00

Asian stocks rallied on Wednesday as investors returned to semiconductor shares after a bruising sell-off, taking their cue from a Wall Street rebound even as Brent crude pushed further above $91 a barrel. MSCI's Asia-Pacific gauge outside Japan gained 1.2%, while South Korea's Kospi surged more than 6% and Japan's Nikkei 225 climbed 1.9%.

invezz.com - 2026-07-22 00:32:10

All three major indexes are climbing together for a change. Semiconductor stocks deserve most of the credit.

fool.com - 2026-07-21 12:05:32

Stock futures are rising after three straight days of declines for major indexes; chip stocks are leading the rebound as volatility in the AI trade persists; several big-name companies reported earnings this morning ahead of Big Tech results tomorrow; Nebius shares are surging on news Nvidia as increased its stake in the Dutch AI infrastructure company; and SpaceX shares are rising after closing lower for the seventh consecutive sessions. Here's what you need to know today.

investopedia.com - 2026-07-21 08:50:49

Chinese regulators are considering ​tightening export controls ‌on AI and semiconductor technologies, the ​Financial Times ​reported on Tuesday.

reuters.com - 2026-07-21 00:11:47

The ETF market saw inflows shift notably this past week, as investors funneled capital toward international valuation gaps and domestic large-cap equities. This, coupled with aggressive buying in the semiconductor sector amid a market drawdown, highlights continued investor appetite for growth despite broader market fluctuations.

etftrends.com - 2026-07-20 17:17:52

SOXX dips into a bear market

investorplace.com - 2026-07-20 17:00:00

Tech stocks rallied on Monday while industrials stumbled. The major indexes can't agree on a direction today. Here's why.

fool.com - 2026-07-20 12:21:49

Hyperscaler capex is expected to reach roughly $638 billion in 2026, up about 78% from 2025, putting growing pressure on free cash flow and balance sheets. The key risk is not that AI spending collapses, but that capex growth simply slows.

seekingalpha.com - 2026-07-20 12:06:37

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang didn't seem phased in the slightest by the recent volatility hitting the semiconductor industry.

247wallst.com - 2026-07-20 10:42:14

The Kospi Index retreated by over 4% today, July 20, as concerns on the technology sector coincided with the ongoing US-Iran war. It slumped to 6,525 points, down substantially from the year-to-date high of 9,387.

invezz.com - 2026-07-20 00:35:44

Even with rising earnings, memory stock prices may have gone up too far, too fast. The iShares Semiconductor ETF has fallen 20% from its June 22 all-time high.

fool.com - 2026-07-19 21:49:00

The iShares Semiconductor ETF (SOXX) and the VanEck Semiconductor ETF (SMH) are the two biggest funds in this space. The portfolio construction process of SMH makes it much more concentrated and top-heavy.

fool.com - 2026-07-18 15:16:00

The semiconductor sector is undergoing a reset and has a tendency to underperform in the third quarter.

marketwatch.com - 2026-07-17 16:01:00

Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) were down 5% Friday morning to $477.81, leading a selloff across semiconductor stocks.

247wallst.com - 2026-07-17 10:30:21

Wall Street's main indexes opened lower on Friday as investors continued to pull back from semiconductor stocks, extending a broader reassessment of the artificial intelligence-driven rally that had powered markets to record highs earlier this year. The Dow Jones Industrial Average fell about 486 points, or 0.9%, while the S&P 500 lost 1.1%.

invezz.com - 2026-07-17 09:40:03

South Korean authorities have conducted an on-site search and seizure at the local office ​of Montage Technology , in connection with a ‌potential competition law violation, the Chinese chipmaker said in an exchange filing.

reuters.com - 2026-07-16 20:26:21

iShares Semiconductor ETF provides concentrated exposure to 30 chipmakers, while Fidelity MSCI Information Technology Index ETF tracks a broader 288-stock index. Fidelity MSCI Information Technology Index ETF offers a lower expense ratio of 0.08% compared to 0.34% for iShares Semiconductor ETF.

fool.com - 2026-07-16 08:10:01

Micron stock could double if the DRAM supercycle lasts longer than expected. The stock is cheap and seeing huge growth.

fool.com - 2026-07-16 07:32:00

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 semiconductor industry is a cyclical industry that's currently riding on a high. The iShares Semiconductor ETF (SOXX) is the most effective way to get exposure to the semiconductor industry.

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

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

SK Hynix's record $26.5B U.S. IPO and AI memory leadership put semiconductor, South Korea and IPO ETFs like SOXX, SMH, QQQ, EWY, IPO and FPX in focus.

zacks.com - 2026-07-13 09:01:15

Burry correctly predicted the subprime crash several years ago.

fool.com - 2026-07-13 04:05:00

Growth in AI demand is supercharging the semiconductor sector. Memory chip shortages have led to huge stock gains in the past few quarters.

fool.com - 2026-07-10 15:27:00

Open any investing forum this week and Micron Technology (NASDAQ:MU | MU Price Prediction) is inescapable.

247wallst.com - 2026-07-10 14:45:30

Micron jumped 7.5% on a $3 billion domestic investment. Meanwhile, oil prices fell on hopes that the Iran conflict might actually get resolved. Maybe. Perhaps.

fool.com - 2026-07-09 13:03:44

We've just waved goodbye to the first half of 2026, and now investors are girding their loins for the second quarter earnings season. This begins next week when a large chunk of the giant US financial institutions report.

invezz.com - 2026-07-09 06:53:31

The iShares Semiconductor ETF soared over 100% in 2026 but recently fell 20%, exposing investors to heightened volatility and anxiety. YieldMax Semiconductor Portfolio Option Income ETF offers a financial advantage by delivering steady, high-yield option income during flatter, undecided markets. CHPY's synthetic covered call strategy caps upside but cushions downside, providing over 30% yield and reducing the temptation for panic selling.

seekingalpha.com - 2026-07-08 17:35:58

Broadcom (NASDAQ: AVGO) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ: INTC) stock is down 2% to $108, while Advanced Micro Devices (NASDAQ: AMD) stock is lower by 1% to $513. The contrasting moves suggest that investors are rewarding Broadcom for... Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower

247wallst.com - 2026-07-08 14:15:34

Oil surged and stocks slid after the president's comments at a NATO summit, while semiconductor stocks staged a quiet recovery.

fool.com - 2026-07-08 12:59:24

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