Semiconductor ETFs: The Good, The Bad, And The Ugly

AI infrastructure demand remains exceptionally strong across semiconductors. Even extraordinary results increasingly struggle to exceed already extreme expectations.

Seeking Alpha • Sep 8, 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

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

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

Chip Stocks Got Too Hot. Now What?

Franklin Equity portfolio manager Jonathan Curtis breaks down why he believes the semiconductor selloff doesn't signal a downturn, with AI demand remaining strong, chip supply still constrained and hyperscaler spending continuing to support the trade.

Investors Business Daily • Aug 24, 2026

Worried About Broadcom's Debt? Bet on These Semiconductor ETFs Instead

Broadcom's massive debt plan raises balance-sheet concerns, but semiconductor ETFs offer diversified exposure to its AI growth opportunity.

Zacks Investment Research • Aug 24, 2026

Semiconductors: Best Earnings In The S&P, Worst Tape

On August 17, Nvidia agreed to stand behind up to $105 billion in lease value for OpenAI. That tenant did $6.7 billion in revenue last quarter, which isn't particularly exciting.

Seeking Alpha • Aug 21, 2026

Equipment Companies Will Collect While Hyperscalers Borrow

The Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) offers targeted exposure to companies with strong free cash flow margins amid elevated AI-driven capex cycles. I anticipate COWG may outperform QQQ and SPY over the next twelve months, especially if the AI market experiences a pullback.

Seeking Alpha • Aug 17, 2026

Memory Is The Best AI Story, Equipment Is The Better Trade

The AI Stack Model splits the AI trade into 14 segments across 4 layers, scoring each on macro conditions, estimate revisions, and how much the market has already paid. Memory wins on fundamentals - revisions up 21% on average - but trades 152% above its own five-year average.

Seeking Alpha • Aug 17, 2026