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

Several catalysts are on the calendar for semiconductor companies.

Barrons • 6 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

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

Even With SOXX and DRAM Down Between 24% and 42% From Their Highs, I'd Still Rather Buy This Vanguard ETF for Semiconductor Stock Exposure

Micron, Samsung Electronics, and SK Hynix are driving gains in the Roundhill Memory ETF. The iShares Semiconductor ETF goes beyond chip stocks to offer more balanced exposure to the semiconductor industry.

The Motley Fool • Oct 23, 2026

Is iShares Semiconductor ETF (SOXX) a Strong ETF Right Now?

Designed to provide broad exposure to the Technology ETFs category of the market, the iShares Semiconductor ETF (SOXX) is a smart beta exchange traded fund launched on 07/10/2001.

Zacks Investment Research • Oct 23, 2026

Black October: What It Could Mean For Chip Manufacturers

The semiconductor industry faces heightened uncertainty amid AI-driven growth, recent tech sector selloffs, and looming earnings reports from leaders like Nvidia and Advanced Micro Devices. Valuation concerns and pressure for profitability may slow AI expansion, with chipmakers reallocating capacity toward enterprise-level AI chips over consumer products.

Seeking Alpha • Oct 23, 2026

SOXX Is Splitting 3-for-1 Again: What Changes for Your Shares and What Doesn't

SOXX is splitting again, but the number that actually matters for your returns has nothing to do with share count or price.

24/7 Wall Street • Oct 22, 2026