Pain or Gain Ahead of Semiconductor ETFs?

SOXX, INTC, MCHP, ADI: Large Inflows Detected at ETF

SOXQ: Cheap Exposure To Nvidia, Broadcom, And Other High-Quality Semiconductor Stocks

Invesco PHLX Semiconductor ETF provides attractive opportunities to buy at current levels with a low expense ratio. The S&P 500 is expected to grow earnings by 10.8% this year, with projected sales growing 4.8%. The semiconductor market is projected to grow by a strong +20% in 2014. Information Technology sector expected to outpace the S&p 500 in sales projections, led by the semiconductor complex of stocks. Invesco's SOXQ is the smallest and lowest-cost semiconductor ETF.

Broadcom, Marvell, Analog Devices And More Semiconductor Stocks Poised For 6%-8% Revenue Growth: JPMorgan

JPMorgan analyst Harlan Sur shares an optimistic outlook for the semiconductor industry. The sector has continued to outperform broader indices YTD. The iShares Semiconductor ETF is up 12.12% as compared to the benchmark S&P 500 Index. Sur expects accelerated compute and AI demand to drive growth in the industry.

Taiwan Semi's AI Boom and US Expansion Set to Drive Q1 Earnings Growth

Taiwanese contract chipmaker Taiwan Semiconductor Manufacturing Co expects to report a 5% rise in first-quarter profit on Thursday. The artificial intelligence boom helped the Apple Inc supplier to reach a record high. TSMC will likely report a net profit of T$217.2 billion for the quarter ended March 31.

Should You Invest in the VanEck Semiconductor ETF (SMH)?

U.S. government expected to award all CHIPS Act grants this year

U.S. Government expected to award all CHIPS Act grants this year. Act aimed at bolstering domestic manufacturing. Samsung awarded up to $6.4B in grants to boost production in the U.S.: Commerce Secretary Gina Raimondo. The CHIPS and Science Act provides $52.7B for semiconductor research, development, manufacturing.

AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache

Tech stocks performed well in 2023, but there may be a short-term top coming in the near future. Joe Albano runs Tech Cache and gives his perspective on AI going mainstream. He says investors should start trimming and taking profits from their long positions. Different tiers in the AI industry, winners and losers, and why Google has fallen behind in innovation.

Weekly Report: what happened at SOXX last week (0408-0412)?

Wall Street Favorites: 3 ETFs With Strong Buy Ratings for April 2024

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

Taiwan Semi Clocks Double-Digit Q1 Revenue Growth, Eyes Robust 2024 Amid AI Boom

Taiwan Semiconductor Manufacturing Co reported a 16% growth in first-quarter revenue to NT$592.6 billion ($18.5 billion) The key chipmaker's quarterly revenue grew faster than expected due to surging demand for artificial intelligence applications. TSMC expects to return to solid growth in 2024.

What's Going On With AMD Stock On Tuesday?

Advanced Micro Devices, Inc. Has unveiled its Versal adaptive SoC portfolio expansion. The new devices aim to consolidate preprocessing, AI inference, and postprocessing into a single unit. The Versal AI Edge and Prime Series Gen 2 devices offer up to ten times more scalar compute power than their predecessors.

iShares Semiconductor ETF Experiences Big Outflow

Ahead Of Chip Earnings, Analyst Turns More Bullish On Nvidia And These Semiconductor Stocks On Robust AI Demand

KeyBanc Capital Markets analyst John Vinh says the PC market is set to see roughly flattish performance for the year. IPhone demand weakened in China, while it was stronger in India, he says. Artificial intelligence-related demand is expected to double in 2025, the analyst says.

What's Going On With Taiwan Semi Stock On Monday?

Taiwan Semiconductor Manufacturing Co has committed to over 60% increase in its U.S. Investment. TSMC plans to construct an additional, third chip manufacturing facility in Phoenix, Arizona, slated to become operational by 2030. The company has also committed to achieve 60% local procurement in Japan.

Weekly Report: what happened at SOXX last week (0401-0405)?

Watch Out Below? A Steep Market Correction Could Ruin SOXL Returns

AMD's MI300 Chip Gains Momentum, Analyst Predicts Strong Growth and Server Market Success

Piper Sandler analyst Harsh V. Kumar reiterated an Overweight rating on Advanced Micro Devices, Inc (NASDAQ:AMD) with a price target of $195. The analyst provided his updated thoughts on AMD, specifically, prospects for the MI300 ramp through the year and commentary around the server business.

April 2024 Perspective

Home Market Outlook Today's Market April 2024 Perspective: Manning & Napier. The market is continuing to focus on the soft landing scenario in the equity market. Energy and Materials were the strongest performing sectors in March. The Information Technology sector has started to show signs of cracks.