Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?

The semiconductor market, which has significantly outperformed the broader market in 2026 is seeing a pullback in July. The factors driving this rise include aggressive profit-taking, valuation concerns, and unwinding leveraged trades following a historic AI-fueled rally.

ETF Trends • Jul 24, 2026

Analog Devices to Report Third Quarter Fiscal Year 2026 Financial Results on Wednesday, August 19, 2026

WILMINGTON, Mass., July 23, 2026 /PRNewswire/ -- Analog Devices, Inc. (Nasdaq: ADI) today announced it will release financial results for the third quarter fiscal year 2026 at 7:00 a.m.

PRNewsWire • Jul 23, 2026

Semiconductor ETFs Surge Ahead of Intel Earnings

Semiconductor exchange-traded funds have gained more than 25% this year. Intel Corporation's (INTC) second-quarter earnings report after today's close could test whether that rally continues.

ETF Trends • Jul 23, 2026

Semiconductor ETFs Show They're More Than A Flash In The Pan

It's no surprise semiconductor ETFs are topping the charts this year — fueled by the AI boom. But long-term performance is also impressive.

Investors Business Daily • Jul 23, 2026

Artisan Mid Cap Value Fund Q2 2026 Portfolio Review

Shares of Genpact fell as investors questioned the pace at which the company can translate its investments in AI into meaningful revenue acceleration. Permian Resources detracted from performance as energy stocks weakened following a decline in crude oil prices. Ralliant rallied following a strong earnings report in which organic revenue grew nearly 9%, well above expectations, driven by strength across both the Sensors & Safety Systems and Test & Measurement segments.

Seeking Alpha • Jul 22, 2026

Analog Devices (ADI) Outpaces Stock Market Gains: What You Should Know

In the closing of the recent trading day, Analog Devices (ADI) stood at $382.81, denoting a +2.78% move from the preceding trading day.

Zacks Investment Research • Jul 21, 2026

Semiconductor Stock Builds on Key Technical Support

Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level.

Schaeffers Research • Jul 21, 2026

Semiconductor stocks enter bear market: Is bubble burst next?

Semiconductor stocks have officially entered a bear market after the PHLX Semiconductor Index (SOX) plunged more than 20% from its June 2026 record high, raising concerns that the AI-driven rally may be losing momentum.

Finbold • Jul 19, 2026

Is Analog Devices (ADI) Stock Outpacing Its Computer and Technology Peers This Year?

Here is how Analog Devices (ADI) and Ametek (AME) have performed compared to their sector so far this year.

Zacks Investment Research • Jul 17, 2026

Analog Devices (ADI) Declines More Than Market: Some Information for Investors

Analog Devices (ADI) reached $380.53 at the closing of the latest trading day, reflecting a -2.67% change compared to its last close.

Zacks Investment Research • Jul 16, 2026