Nvidia (NVDA) may be the undisputed king of the AI boom and Taiwan Semiconductor (TSM) its key partner, but over the past ...

Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for ...

As investors debate whether the AI boom has gone too far, RBC Capital Markets is laying out why the semiconductor sector still has room to run, and which corners of the market stand to benefit most.

The iShares Semiconductor ETF holds 30 of the world's best semiconductor stocks, and it has produced blistering returns over the last decade. Its top three holdings are Micron Technology, AMD, and ...

The AI trade proved its worth again last year, as tech stocks finished with a more than 22% gain. That led to the sector outperforming the broad S&P 500 for the 11th time in the past 12 years. However ...

Google Is Building Its Own AI Chips To Beat Nvidia. Google's $4 Billion AI Chip Strategy Misses The Real Bottleneck.

Semiconductor ETFs can help investors express a bullish thesis on AI demand, although cyclicality and geopolitics remain key risks to watch.

Tower Semiconductor (TSEM) just grabbed the spotlight in the semiconductor sector with a strategic collaboration with NVIDIA Corporation (NVDA), aimed at advancing artificial intelligence (AI) data ...

NVIDIA Corporation NVDA and Applied Materials, Inc. AMAT stand out as major beneficiaries of the AI-driven semiconductor ...

On April 14, 2026, what might have seemed like a niche software update from NVIDIA (NASDAQ: NVDA) created a tidal wave in the quantum computing sector. While the semiconductor sector titan's stock ...