Buy the Dip in Semiconductor Stocks & ETFs?

Semiconductor stocks have pulled back despite strong AI demand and bullish revenue forecasts. Explore chip ETFs with relatively lower P/E ratios.

Zacks Investment Research • Oct 16, 2026

The Buying Opportunities Hidden in the Chip Stock Chaos

Few, if any, chip names have been left unscathed from the brutal selloff. But it's a chance to hunt for bargains.

Barrons • Oct 16, 2026

US chip stocks set to wipe out $2 trillion after latest selloff

US semiconductor stocks were ​set to lose $2 ‌trillion in market value on ​Thursday in ​the steep selloff since ⁠last week, ​driven by rising ​bets of an interest-rate hike and ​concerns over ​the cost of the ‌AI ⁠buildout.

Reuters • Oct 15, 2026

SMH: The AI Capex Boom Is Far From Over, And Chips Are On Sale

I reiterate my Buy rating on the VanEck Semiconductor ETF, citing robust AI-driven capex growth and attractive entry following recent sector correction. SMH offers diversified exposure to leading semiconductor firms benefiting from hyperscaler AI investments, with top holdings like NVDA, TSM, AMD, and AVGO. Despite a 0.35% expense ratio, SMH has delivered outsized returns—up nearly 70% in 2026 and averaging 62% annually over three years.

Seeking Alpha • Oct 15, 2026

Micron, Nvidia and other chip stocks face renewed pressure as AI fears swell

Reported details about Anthropic's financial progress are adding to concerns about the health of the AI ecosystem.

Market Watch • Oct 15, 2026

Michael Burry Says Stocks Could Peak Within 9 Months — and He's Betting Against the Nasdaq and Chip Stocks

An investment boom can create real businesses and still leave shareholders paying too much for them. Artificial intelligence presents just that scenario: chip suppliers collect revenue today, while their customers must turn expensive infrastructure into tomorrow's profits.

24/7 Wall Street • Oct 14, 2026

Jim Cramer isn't giving up on semiconductor stocks despite the sell off. Here's why

CNBC's Jim Cramer said investors shouldn't give up on semiconductor stocks despite the recent sell-off, arguing that strong demand for chips continues to support the industry's long-term growth. Cramer highlighted Micron's long-term customer agreements and the expanding use of CPUs from Intel and AMD as reasons the sector's underlying fundamentals remain strong.

CNBC • Oct 13, 2026

How Thematic ETFs Help Investors Meet the AI Moment

The ETF ecosystem grows almost every day, with hundreds of new strategies and massive flows coming with each year that goes by. Thanks to the ETF wrapper's flexibility, issuers can craft and release targeted, transparent, and tax-efficient solutions for portfolios.

ETF Trends • Oct 13, 2026

Jim Cramer Calls the Chip Trade Broken, but Semiconductors Are Still Up 62% in 2026

Jim Cramer declared chips a broken trade and software the new king of AI, but the numbers behind his argument depend entirely on where you start the clock.

24/7 Wall Street • Oct 13, 2026

Memory Stocks Slide as China's CXMT Flags Denser Chip Design: Micron and SK Hynix Fall 4%, Western Digital Drops 2%

Memory stocks are falling as a Chinese rival flagged progress on a denser server chip design that targets the most profitable corner of the industry. Micron Technology (NASDAQ:MU | MU Price Prediction) stock trades at $984.

24/7 Wall Street • Oct 12, 2026