NASDAQ:SOXX

Ishares Phlx Sox Semiconductor Sector Index Fund ETF News

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$542.21
+34.53 (+6.80%)
At Close: Aug 04, 2026
Goldman raised Nvidia estimates 12% before May 20 earnings. CY26/27 EPS sit 14%-34% above consensus. The bar is high.
Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT | E
The trade is fairly simple: sell downside protection in semiconductor names where volatility is expensive, and buy downside protection in the S&P 500, where it's relatively cheap.

Semiconductor ETFs: The Trade Broadens

07:00am, Thursday, 07'th May 2026
Semiconductor ETFs offer diversified exposure as AI growth broadens beyond Nvidia into memory, networking, custom chips, and equipment.
South ​Korean President ‌Lee Jae Myung ​and ​Dutch Prime Minister ⁠Rob ​Jetten agreed ​in their first phone ​call ​to expand cooperation ‌in ⁠semiconductors, AI, quantum technolo
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SO

5 Things to Know Before the Stock Market Opens

09:06am, Wednesday, 06'th May 2026
Stock futures are surging as oil prices plunge amid optimism that the end of the Iran war could be in sight; a report this morning indicates that the U.S. and Iran are close to reaching a deal to end

The next AI bottleneck isn't GPUs

05:00pm, Tuesday, 05'th May 2026
The AI trade is evolving—and it's no longer just about GPUs. In this segment, Yahoo Finance Senior Reporter Ines Ferré breaks down why chip stocks have surged this year and how demand for AI infras
Southeast Asian countries should aim to build ​more semiconductor fabrication plants in the coming ‌decade to help the sector diversify and reduce supply risks, the head of global chip industry gr

2 Semiconductor Stocks to Own in May

02:37pm, Monday, 04'th May 2026
Semiconductor stocks have been surging this spring, as the AI boom stays strong in the face of geopolitical pressures.
Companies like Intel impressed with their earnings reports. Spending on cloud infrastructure continues to grow.
Hedge funds are rapidly dialing back their exposure to U.S. technology stocks, marking the most aggressive pullback in over a decade, according to market commentary from The Kobeissi Letter.
The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns.
The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different.
Semiconductors have rewarded patient investors more than nearly any other sector bet.
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