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Broadcom beat Q3 fiscal estimates with revenue jumping 86% and AI semiconductor sales surging 221% year-over-year. Despite a minor Q4 guidance shortfall that sparked a slight after-hours dip, massive…
Semiconductor ETF SOXX flashes technical warning signals at a narrowing wedge apex. Growing scrutiny over massive AI capex returns, sluggish non-AI chip demand, and custom ASIC development pose downs…
Broadcom faces pressure after reports indicate plans to raise up to $100 billion in debt to fund custom AI chip infrastructure. High leverage, elevated valuation multiples, and execution risks have s…
High correlation across tech and semiconductor ETFs highlights unsustainable AI valuations and dot-com bubble risks. Market moves increasingly mirror leveraged Nasdaq exposure, warning traders that a…
Leverage Shares plc announces changes to its 3x Long Semiconductors ETP, updating investment strategy and eliminating arranger fee. This corporate notice is unrelated to oil markets or BRENT crude pr…
Article compares SOXX and FTEC tech ETFs, highlighting semiconductor sector's strong 1-year returns (119%) versus broader tech ETF's diversification and lower volatility. Both funds hold Nvidia; SOXX…
XFUNDS launched DRMY, a new actively managed semiconductor ETF focusing on memory-chip companies with an options overlay for income. High 1.01% fee, concentrated holdings, no performance history yet.
Article compares SOXX and SMH semiconductor ETFs, favoring SOXX for its more diversified weighting versus SMH's heavy concentration in Nvidia (20%) and TSMC, citing idiosyncratic risks like China exp…