Big Tech Earnings Couldn't Ignite Chip Stocks. What The Semis Need Now.

Several catalysts are on the calendar for semiconductor companies.

Barrons • 4 hours ago

Make the Most of the Halloween Effect With These ETF Plays

The Halloween Effect lasts from November to April. Explore healthcare, semiconductor, small-cap and cloud computing ETFs that could benefit from seasonal strength.

Zacks Investment Research • 8 hours ago

​​​​Which AI bubble burst? Semiconductor stocks paint clearest bullish rebound signal

Semiconductor stocks are showing signs of a bullish rebound after a sharp sell-off that raised concerns about a possible bubble burst.

Finbold • Oct 27, 2026

SOX, SMH to Rally 50%? Chris Vermeulen Sees AI Stock "Feeding Frenzy" Ahead

Chris Vermeulen of @TheTechnicalTraders says AI semiconductor stock charts like the PHLX Semiconductor Index (SOX) and the VanEck Semiconductor ETF (SMH) show persistent short- and long-term bullish trends. He expects Nvidia (NVDA), AMD Inc. (AMD), Broadcom (AVGO) and other large cap chipmakers to lead the rally and doesn't expect a broad rise across the S&P 500 (SPX).

Musk's Neocloud Warning Makes SOXX A Better Buy Than Nvidia, And SMH

Elon Musk recently warned that most of the 200+ neoclouds face death or consolidation, while SpaceX secured $40 billion of debt to buy Nvidia GPUs. Nvidia has become the neoclouds' lender of last resort, with $36 billion of commitments to AI cloud partners plus lease guarantees that pay out if they fail.

Seeking Alpha • Oct 27, 2026

SMH's Price Has Soared, but Its Payout Is Still Below 2022 Levels

SMH has handed long-term holders a staggering price run, yet the fund's annual payout tells a quietly unsettling story that most investors overlook when the share price keeps climbing.

24/7 Wall Street • Oct 26, 2026

If This Sector Breaks, ‘So Does the Market': Jay Woods Says This Chart is 'Most Important in the World'

In a big earnings week, one sector may stand out more than others, according to market expert Jay Woods.

Benzinga • 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 Great Semiconductor Pullback Looks Like A Generational Buying Opportunity

I view the recent semiconductor sector sell-off as overdone, with the SOXX now offering an attractive entry point on both valuation and fundamentals. Semiconductor earnings growth remains robust, with forward net profit margins at all-time highs and sector P/Es now below the S&P 500 despite superior growth.

Seeking Alpha • Oct 24, 2026

Options Corner: SMH Slumps Near 3-Month Lows as Bears Claw into AI Trade

The VanEck Semiconductor ETF (SMH) is near 3-month lows as sentiment around the AI trade continues to plunge. As Tom White points out, the ETF has still vastly outperformed the S&P 500 (SPX) year-over-year.