South Korea says chip investments under discussion with US amid tariff concerns

South Korea and the United States are discussing semiconductor investments in the U.S. as ​part of broader bilateral talks, a Seoul official told reporters on ‌Friday.

Reuters • Sep 4, 2026

ETFs to Buy as Broadcom Slides Despite Better-Than-Expected Q3 Earnings

Broadcom's AI revenues are surging, but softer guidance has weighed on shares, highlighting ETFs that offer diversified exposure to its growth.

Zacks Investment Research • Sep 3, 2026

Governments Are Encouraging Industrial Robotic Growth

The robotics sector, including ETFs like BOTZ, ROBO, and ARKQ, offers early-stage growth potential but requires investor patience and measured position sizing. Industrial robotics, with measurable demand and recurring revenue models (e.g.

Seeking Alpha • Sep 3, 2026

How one strategist warned on semiconductor stocks within a day of their top

The chairman of JPMorgan Asset Management's market and investment strategy warned on chip stocks within a day of their peak.

Market Watch • Sep 2, 2026

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