The Fastest ETF in History Just Hit $25 Billion in Four Months. It Owns Memory Chips

The Roundhill Memory ETF (CBOE:DRAM) has become the retail trade of the year.

24/7 Wall Street • 11 hours ago

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 • 13 hours ago

U.S. ETF Inflows Hit Record $1.23 Trillion Through July

U.S.-listed ETFs pulled in a record $193.42 billion in July, pushing year-to-date net inflows to $1.23 trillion. That total is the strongest seven-month haul on record, according to ETFGI's July 2026 U.S. ETF industry report.

ETF Trends • 20 hours ago

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 • 14 hours ago

Is iShares Semiconductor ETF (SOXX) a Strong ETF Right Now?

Making its debut on 07/10/2001, smart beta exchange traded fund iShares Semiconductor ETF (SOXX) provides investors broad exposure to the Technology ETFs category of the market.

Zacks Investment Research • Aug 21, 2026

Michael Burry Says the AI Buildout Is Repeating 2008: ‘The Shenanigans Are Apparent Today'

Michael Burry issued a fresh warning Friday that the AI data center boom mirrors the structural excesses that preceded 2008, arguing that circular financing, off-balance-sheet vehicles and captive insurers are quietly building leverage across the ecosystem.

24/7 Wall Street • Aug 21, 2026

Chip Stocks Didn't Fall on Chip News This Week. They Fell on a 19-Year High in the 30-Year Treasury Yield.

The PHLX Semiconductor Index fell about 5% on Tuesday and another 2% on Wednesday, leaving it about 20% below its June record. The 30-year Treasury yield reached 5.33% on Tuesday, a level last seen in June 2007.

The Motley Fool • Aug 21, 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

Wolfspeed Sinks 12% on Wider-Than-Expected Loss, ON Semiconductor Slips as Chip Sector Holds Steady

Wolfspeed (NYSE:WOLF | WOLF Price Prediction) stock is down 12% to $25.74 in Thursday morning trading after the silicon carbide chipmaker posted a fiscal Q4 2026 adjusted loss that came in far wider than analysts expected.

24/7 Wall Street • Aug 20, 2026

How Much of Your Portfolio Should Actually Be in FTXL

Semiconductor exposure is the most concentrated bet most retirement investors already own without realizing it, because chipmakers dominate the top of both the S&P 500 and Nasdaq-100.

24/7 Wall Street • Aug 20, 2026