Chip Stocks Tumble From Record Heights, Lead Tech Wreck

Chip stocks plunged on Tuesday, one day after the Philadelphia semiconductor index, known as SOX, hit a record high.

Investors Business Daily • 21 hours ago

US Chip Stocks Plunge as AI Selloff Ripples Across From Asia

A global selloff in the shares of chipmakers dragged US indexes sharply lower amid doubts about the sustainability of the AI-fueled tech rally. Katherine Kostereva, CEO, Creatio joined Bloomberg Businessweek Daily to discuss.

Bloomberg Markets and Finance • 8 hours ago

The Chip Rally Isn't Over: Here Are My 3 Top Picks

Hyperscaler capex is approaching $700 billion in 2026, up more than 60% in a year, and most of it flows into chips, networking, and memory. AI spending still runs well below past technology cycles as a share of GDP, which leaves the build out room to keep growing rather than roll over. Longer term estimates point to trillions in AI infrastructure needed by 2030, suggesting the cycle is closer to its middle than its end.

Seeking Alpha • 21 hours ago

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

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

Zacks Investment Research • Jun 18, 2026

A.I. Boom Ignites Asian Chip Companies

They make much of the gear that goes into giant data centers. Demand for their products is shifting the balance of tech power.

NYTimes • Jun 16, 2026

Chip rebound has one trader buying protection

Chip stocks are bounding back Monday, but the rebound doesn't mean tech investors are in the clear, according to Mike Khouw.

CNBC • Jun 8, 2026

Chip rebound sparks hedging flurry from traders

Despite the overall bearish sentiment on the cohort, traders put a few bullish bets on potential semiconductor winners.

CNBC • Jun 8, 2026

If the semiconductor rally loses steam, it's retail investors who could get hurt the most

May was the strongest month of the year for buying by retail investors, as individuals piled into semiconductor stocks.

Market Watch • Jun 5, 2026

Dan Niles: Semiconductor bulls should be ecstatic with sector's price action

Dan Niles, Niles Investment Management, joins 'Power Lunch' to discuss Niles' investing take on the semiconductor sector, the market sentiment on the sector and much more.

CNBC Television • Jun 4, 2026

EU targets Big Tech dependence with 'made-in-Europe' drive

The European Commission proposed new laws on Wednesday to boost domestic cloud, AI and semiconductor industries, aiming to cut reliance on U.S. Big Tech in ​a move that could ratchet up transatlantic tensions.

Reuters • Jun 3, 2026