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

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

Will Chip Boom Last Through 2027? ETFs in Focus

The semiconductor boom could extend through 2027, but oversupply risks and China's growing chipmaking capabilities raise questions. Explore five semiconductor ETFs to watch.

Zacks Investment Research • Oct 22, 2026

Is State Street SPDR S&P Semiconductor ETF (XSD) a Strong ETF Right Now?

Launched on 01/31/2006, the State Street SPDR S&P Semiconductor ETF (XSD) is a smart beta exchange traded fund offering broad exposure to the Technology ETFs category of the market.

Zacks Investment Research • Sep 30, 2026

China Won't Move Chip Stocks Anymore

China's influence on semiconductor demand is fading, as the Xi visit brought no chip news, and chip stocks still rallied on AI spending. Nvidia's outlook assumes no China data center sales, and ASML's China share fell to 14%, yet both still forecast strong growth.

Seeking Alpha • Sep 26, 2026

Should You Invest in the State Street SPDR S&P Semiconductor ETF (XSD)?

The State Street SPDR S&P Semiconductor ETF (XSD) was launched on January 31, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Semiconductors segment of the equity market.

Zacks Investment Research • Sep 22, 2026

Semis: Market Has Completely Misunderstood The Potential AI Slowdown

Nvidia and Broadcom remain central to AI chip demand, with robust fundamentals and resilient price action despite baffling market skepticism. Semiconductor valuations have compressed to multi-year lows, even as industry earnings growth estimates are being raised and compute deployment capacity is set to surge from 2027.

Seeking Alpha • Sep 20, 2026

BofA Sees Global Chip Market Nearly Doubling: Semiconductor ETFs to Buy

BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.

Zacks Investment Research • Sep 18, 2026

Why Midterm Gridlock Favors Sector ETFs

Prediction markets point to a divided Congress after November's midterm elections: Democrats retaking the House, Republicans holding the Senate. Key Takeaways: A divided Congress after the midterms may limit big legislation but not targeted policy moves.

ETF Trends • Sep 14, 2026

Top Semiconductor ETFs That Investors May Buy in September

Semiconductor ETFs are riding AI-driven demand and rising chip investment, with four funds offering diversified exposure to the industry's next growth phase.

Zacks Investment Research • Sep 10, 2026