Capacity Expansion And Physical AI Incarnation Could Be Profitable For PSI

The Invesco Semiconductors ETF offers an attractive exposure to the semi equipment and analog chip manufacturers. The demand from the AI infrastructure is so high that the main foundries are planning more than $200 billion in CapEx to expand the capacity. I am bullish on PSI ETF potential, as the fund could return to its ATH upon favorable development in the semiconductor industry.

Seeking Alpha • Oct 27, 2026

Is Invesco Semiconductors ETF (PSI) a Strong ETF Right Now?

Launched on 06/23/2005, the Invesco Semiconductors ETF (PSI) is a smart beta exchange traded fund offering broad exposure to the Technology ETFs category of the market.

Zacks Investment Research • Oct 26, 2026

Support for semiconductor stocks could be as much as 15% lower than current levels, says Morgan Stanley

The chief stock-market strategist for Morgan Stanley is sticking with a forecast that the S&P 500 will end the year at 8,000, but growing caution is on display as he identified that support for the key semiconductor sector could come considerably lower.

Market Watch • Oct 26, 2026

The Buying Opportunities Hidden in the Chip Stock Chaos

Few, if any, chip names have been left unscathed from the brutal selloff. But it's a chance to hunt for bargains.

Barrons • Oct 16, 2026

US chip stocks set to wipe out $2 trillion after latest selloff

US semiconductor stocks were ​set to lose $2 ‌trillion in market value on ​Thursday in ​the steep selloff since ⁠last week, ​driven by rising ​bets of an interest-rate hike and ​concerns over ​the cost of the ‌AI ⁠buildout.

Reuters • Oct 15, 2026

Micron, Nvidia and other chip stocks face renewed pressure as AI fears swell

Reported details about Anthropic's financial progress are adding to concerns about the health of the AI ecosystem.

Market Watch • Oct 15, 2026

Jim Cramer isn't giving up on semiconductor stocks despite the sell off. Here's why

CNBC's Jim Cramer said investors shouldn't give up on semiconductor stocks despite the recent sell-off, arguing that strong demand for chips continues to support the industry's long-term growth. Cramer highlighted Micron's long-term customer agreements and the expanding use of CPUs from Intel and AMD as reasons the sector's underlying fundamentals remain strong.

CNBC • Oct 13, 2026

Should You Invest in the Invesco Semiconductors ETF (PSI)?

Designed to provide broad exposure to the Technology - Semiconductors segment of the equity market, the Invesco Semiconductors ETF (PSI) is a passively managed exchange traded fund launched on June 23, 2005.

Zacks Investment Research • Oct 7, 2026

Chip Stocks Roar Higher, Led By These Lesser-Known Names

The Philadelphia semiconductor index, known as SOX, on Friday rose to its highest level in three months.

Investors Business Daily • Oct 2, 2026

4 Best-Performing ETFs of September

Despite a weak September for broader markets, shipping, rate hedges, oil and semiconductors delivered strong ETF gains.

Zacks Investment Research • Oct 2, 2026