How Advisors Rebuilt Their ETF Lineups in Q2 2026

Advisors did not slow down on exchange-traded funds in the second quarter. They added more of them, and pointed the money somewhere new, according to AdvizorPro's Q2 2026 RIA ETF Trends report.

ETF Trends • Aug 31, 2026

Prediction: This Investment Could Crush the Market Over the Next 20 Years

The VanEck Semiconductor ETF has an average annualized return of 32% over the past 10 years. With the AI boom in its early stages, it should continue to generate market-beating returns for years to come.

The Motley Fool • Aug 30, 2026

A Guide to Semiconductor ETFs

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

Zacks Investment Research • Aug 29, 2026

U.S. considers fresh round of tariffs on semiconductors, report says

Trump is reportedly considering broader semiconductor tariffs, Politico reported Thursday. The tariffs could cover servers, laptops and gaming hardware, people familiar with the matter told the outlet.

CNBC • Aug 27, 2026

AI Theme Still Running Hot as Nvidia Beats Q2 Earnings Estimates

Heading into Q2 fiscal 2027 earnings, the capital markets wondered if the vaunted chipmaking giant Nvidia still has its mojo. Despite rallying to atmospheric levels over the past three years, this massive upside is already baked into its stock price.

ETF Trends • Aug 27, 2026

US weighs a new round of tariffs on semiconductors, Politico reports

The Trump administration is considering a new ​round of sweeping tariffs on semiconductors, Politico ‌reported on Thursday citing eight people familiar with discussions.

Reuters • Aug 27, 2026

Forget SMH and Its 87% Year: Three Semiconductor Funds Did Much Better

SMH delivered a jaw-dropping year, yet three semiconductor funds quietly left it in the dust by betting on corners of the chip market that most investors completely ignored.

24/7 Wall Street • Aug 27, 2026

ETFs to Buy as NVIDIA Beats on Q2 Earnings, Views 70% Top-Line Growth in FY28

NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.

Zacks Investment Research • Aug 27, 2026

Nvidia's Halo Effect: Let's Look At How Much Of Today's Chip Rally Is Real

Nvidia's strong earnings signal genuine, funded demand in the AI infrastructure build-out, impacting the entire semiconductor stack. AI-related stocks surged on Nvidia's print, but much of the move reflects sentiment rather than company-specific fundamentals.

Seeking Alpha • Aug 27, 2026

Prediction: SOXX Will Continue to Outperform SMH. Here's Why.

SOXX leads SMH by 16.54 percentage points in 2026 returns. SOXX's lead comes down to several issues, including the ETF's structure.

The Motley Fool • Aug 26, 2026