Broadcom

NVIDIA

Advanced Micro Devices

Marvell Technology

Texas Instruments

QUALCOMM

Micron Technology

Analog Devices

Lam Research

Intel

iShares PHLX Semiconductor ETF

SOXX tracks a modified market-cap-weighted index of 30 US-listed semiconductor companies.

Invesco PHLX Semiconductor ETF

VanEck Vectors Semiconductor ETF

The semiconductor industry, a cornerstone of modern digital technology, is heavily reliant on semiconductor equipment manufacturing. The success of semiconductor equipment manufacturers like ASML is essential to the continuation of Moore's law.

Semiconductor Equipment Manufacturers Driving The Digital Revolution

Gallium Nitride compound is used in a subset of the chip industry due to its superior energy efficiency and heat resistance, making it ideal for mobile phone chargers and RF chips. China is a leading producer of gallium, and the U.S. relies heavily on the country for imports. If a ban on Chinese GaN to the US is imposed, companies like Qorvo and Skyworks could be significantly impacted. Both form part of the iShares Semiconductor ETF's holdings.

SOXX ETF: China's Ban On Critical Metals Could Backfire

The VanEck Semiconductor ETF has risen by nearly 47% YTD as investors continue to pile in amid the enthusiasm around AI. The development of AI will likely only benefit certain companies rather than the whole industry, as shown in recent earnings. Other than specific companies, most earnings have been underwhelming, which makes it hard to justify the current valuation.

SMH And SOXX: Semiconductors Are Pricing In Too Much Optimism

Proshares S&P Kensho Cleantech ETF

Global X Autonomous & Electric Vehicles ETF

SPDR S&P Kensho Smart Mobility ETF

iShares U.S. Home Construction ETF

Invesco DWA Technology Momentum ETF

Vanguard Consumer Discretionary ETF

SPDR S&P Homebuilders ETF

Consumer Discretionary Select Sector SPDR Fund

The month of July is historically decent for Wall Street.

5 ETF Areas to Invest in July

In the face of global supply chain challenges and pandemic-era complications, the semiconductor industry is demonstrating its resilience.

Unprecedented Attendance at SEMICON China 2023 Reflects Resilient Semiconductor Industry

Fidelity MSCI Consumer Discretionary ETF

Industrial Select Sector SPDR Fund

We highlight a few sector ETFs that have undergone a recommendation change at Zacks. These ETFs' recommendations have been upgraded to Zacks Rank #1 (Strong Buy) or 2 (Buy).

4 Sector ETFs Upgraded to Buy

First Trust RBA American Industrial Renaissance ETF

Goldman Sachs Bloomberg Clean Energy Equity ETF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

iShares US Infrastructure ETF

AdvisorShares Pure US Cannabis ETF

Invesco Dynamic Building & Construction ETF

Tema American Reshoring ETF

Invesco Solar ETF

Circumnavigate the transformative path of Bidenomics -- the Presidential economic strategy -- seeking to reshape the U.S. economy in favor of the environment, labor, and manufacturing revival.

Bidenomics Divulged: ETFs in Focus

Axcelis Technologies

Applied Materials

Alpha and Omega Semiconductor

ASML Hld

KLA-Tencor

Kulicke & Soffa Industries

Monolithic Power Systems

Power Integrations

SolarEdge Technologies

STMicroelectronics NV ADR RegS

Skyworks Solutions

Teradyne

Taiwan Semiconductor Manufacturing

How should you play a long-term trend in the stock market? Investors have made an early bet on years of deployment of artificial intelligence across the corporate world by focusing on data-center infrastructure.

Another way to play AI stocks: These have been the most efficient chip makers

iShares Floating Rate Bond ETF

First Trust Bloomberg Inflation Sensitive Equity ETF

Amplify Inflation Fighter ETF

Simplify Interest Rate Hedge ETF

Advocate Rising Rate Hedge ETF

Vanguard High Dividend Yield ETF

Wall Street has been upbeat in the first half of 2023 despite a few occasional hiccups. However, the road ahead may not that smooth as the AI rally may lose some momentum and the Fed may enact two rate hikes.

5 ETF Strategies to Follow in 2H23

First Trust NASDAQ Global Auto Index Fund

VanEck Video Gaming and eSports ETF

iShares MSCI Taiwan ETF

Fidelity Electric Vehicles and Future Transportation ETF

Invesco Dynamic Semiconductors ETF

Engine No 1 Transform Supply Chain ETF

Technology Select Sector SPDR Fund

SPDR S&P Semiconductor ETF

The technology sector is on a tear again, rebounding mightily in the first half from its devastating year in 2022. The Technology Select Sector SPDR Fund (XLK) up about 40% year-to-date and has almost reached its levels at the end of 2021.

VettaFi Voices On: Targeting Semiconductors in Tech Investing

Chips ETFs have beaten the S&P 500 this yea by a wide margin due to the AI boom and CHIPs bill in Europe.

Chip ETFs on Track for Their Best First Half on Record

First Trust Nasdaq Semiconductor ETF

ProShares Ultra Semiconductors

Why Semiconductor stocks are enjoying a strong run. Why chips aren't just a commodity anymore.

The Race For AI Dominance And What It Means For The Chip Sector

If the last three years have taught us anything, it's that the future is very difficult to predict. New applications are always emerging.

The Case For Semiconductors

Global X Robotics & Artificial Intelligence ETF

Roundhill Generative AI & Technology ETF

Fidelity MSCI Information Technology Index ETF

iShares North American Tech-Software ETF

iShares Robotics & Artificial Intelligence Multisector ETF

iShares U.S. Technology ETF

Invesco QQQ

Invesco Nasdaq 100 ETF

First Trust Nasdaq Artificial Intelligence & Robotics ETF

Invesco S&P 500 Equal Weight Technology ETF

Hello! This week's ETF Wrap takes a look at tech-fund demand and performance while highlighting several AI-themed ETFs that have attracted inflows this year.

Tech-related ETFs post huge 2023 gains with boost from AI hype, but some big ones still are left with outflows

SOXX offers market-cap-weighted exposure to 30 semiconductor and semiconductor equipment stocks. With a 22-year history, this ETF has amassed $8.66B in assets under management. SOXX is on fire this year, up over 40% primarily due to improved guidance from big players like Nvidia. However, SOXX's overall fundamentals are weaker compared to a year ago when I issued a strong buy recommendation for SOXQ, a lower-cost alternative.

SOXX: Assessing The Value Of Semiconductor Stocks One Year Later

AXS Esoterica NEXTG Economy ETF

If you haven't been under a rock, you likely watched Nvidia (NVDA) soar last week. The firm's significant earnings beat and the promise of AI use in its future work sent its stock price swooning.

Top Performing ETFs: Semiconductor ETFs Dominate

iShares Evolved U.S. Technology ETF

Pacer Data And Digital Revolution ETF

Apple and Broadcom recently entered into a partnership to collab on the development of 5G radio frequency components within the United States. Take a look into how the multi-billion dollar deal affects ETFs with exposure to Broadcom.

Take a Look Into How Apple-Broadcom Deal Puts ETFs in Focus

The technology space has become investors' darling this year, especially on the artificial intelligence (AI) frenzy. Blockbuster first-quarter fiscal 2024 earnings from Nvidia (NVDA) have led to strong bullishness across the sector.

Tech ETFs Burning Hot on AI-Fueled Nvidia Surge

The semiconductors space has been prospering in the glow of AI-boom, chip-manufacturing independence by major economies and falling interest rates.

3 Reasons to Bet On Semiconductor ETFs Now

The iShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) stock prices will be in the spotlight after the latest Nvidia earnings. The two ETFs have jumped by more than 45% from the lowest level in November last year.

Here's why the SOXX and SMH ETF stocks are set to skyrocket

iShares Self-Driving EV and Tech ETF

KraneShares Electric Vehicles & Future Mobility Index ETF

Hello! This week's ETF wrap shines the light on electric vehicles, an industry that BlackRock's Jay Jacobs says has taken off but still has a way to go — the kind of “inflection point” the firm looks for in thematic investing opportunities.

Here's where BlackRock sees a top thematic ETF investing opportunity as tech soars

The semiconductor industry has a good future ahead even with short-term headwinds. The market seems to think some of these companies will thrive while others will be cast aside.

SOXX: A Tale Of 2 Cities

iShares U.S. Regional Banks ETF

SPDR S&P Regional Banking ETF

KraneShares CSI China Internet ETF

Vanguard Information Technology ETF

With the help of the 13-F filing, we have highlighted some smart stock-selection techniques and the most-appropriate ETFs that fit in each category for investors seeking to bet like billionaires.

Insights Into 13F Filings: ETFs to Bet Like Billionaires

The semiconductor stocks and ETFs have been rising ahead of Q1 earnings on growing optimism that a sales downturn in the industry has reached its lowest point due to a surge in artificial intelligence (AI) technology.

Semiconductor ETFs in Focus Ahead of Q1 Earnings

Apple

Semiconductor stocks just recorded their best quarter since 2020.

What's Up for Chip ETFs After Their Best Quarter Since 2020?

News for iShares PHLX Semiconductor ETF ETF (SOXX)