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iShares Trust S&P Semiconductor Index Fund (NQ:SOXX)

470.11 -43.75 (-8.51%)

Delayed Quote Updated: 12:44 PM EDT, Oct 30, 2026 Add to My Watchlist

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Nvidia Reclaims Market Cap Crown From Microsoft As AI Mania Persists; Retail Stays Bullish ↗

June 04, 2025

The Koyfin-compiled consensus price target for Nvidia stock is $170.76, implying an upside potential of over 20% in the next 12 months.

Via Stocktwits

Broadcom Stock Hits All-Time High After Starting Shipments Of Record-Breaking 102Tbps Ethernet Switch ↗

June 03, 2025

Tomahawk 6 is the first in Broadcom’s series to use a chiplet-based architecture, combining multiple smaller chips into a single package.

Via Stocktwits

Topics Artificial Intelligence

Jensen Huang Says Nvidia’s Chip For Nintendo Switch 2 Is ‘Unlike Anything We’ve Built Before’ ↗

June 03, 2025

Huang credited former Nintendo CEO Satoru Iwata for the vision behind the hybrid system, calling the Switch 2 a “new chapter worthy of Iwata Son’s vision.”

Via Stocktwits

Topics Artificial Intelligence Intellectual Property

TSMC CEO Says AI Demand Strong, But Trump’s Tariffs Still a Risk ↗

June 03, 2025

Chief executive C.C. Wei also reiterated that the additional $100 billion in investment announced in March alongside President Donald Trump will be challenging to deliver on schedule.

Via Stocktwits

Topics Artificial Intelligence Earnings Government

Analysts Are Bullish on Marvell Stock Despite Amazon Deal Concern

June 02, 2025

Concerns over Marvell's Amazon chip deal have kept shares down. Management remains confident. Analysts’ price targets imply +50% upside, even as issues remain.

Via MarketBeat

Topics ETFs Earnings Government

Forget Warren Buffett's Favorite Index. This Artificial Intelligence ETF Could Potentially Turn Just $500 Per Month Into $156,000 Over 10 Years. ↗

June 01, 2025

Via The Motley Fool

Topics Artificial Intelligence ETFs

Nvidia, Dell To Build DOE’s Doudna Supercomputer – ‘Time Machine for Science,’ Says Jensen Huang ↗

May 30, 2025

The system slated to launch in 2026 will be built using Dell’s advanced liquid-cooled server architecture and Nvidia’s newly announced Vera Rubin platform.

Via Stocktwits

Topics Artificial Intelligence

Nvidia To $200? Jim Cramer Thinks These 2 Catalysts Could Do It ↗

May 29, 2025

Sovereign artificial intelligence, a term coined by the company, has been one of its key focus areas in the recent quarters.

Via Stocktwits

Topics Artificial Intelligence Earnings Government

AI Demand Powers Chipmaker Marvell’s Q1 Outperformance But Stock Drops: Retail Keeps Faith ↗

May 29, 2025

CEO Matt Murphy said he sees the company’s custom silicon business driving strong growth in the second quarter and beyond.

Via Stocktwits

Topics Artificial Intelligence

Nvidia CEO Jensen Huang Reportedly Draws Fire Over Shanghai Plant Plans From Senators Elizabeth Warren, Jim Banks ↗

May 29, 2025

The senators have called on Nvidia to provide a comprehensive timeline and explanation of the project, including details of any planned research and engineering activities at the site.

Via Stocktwits

Topics Government

Nvidia’s Stock Jumps Pre-Market On Wave Of Price Target Hikes After Strong Q1 Earnings ↗

May 29, 2025

Morgan Stanley said Nvidia is “putting digestion fears fully to rest” with accelerating growth beyond China headwinds, adding that the bear case is fading and “everything should get better from here.”

Via Stocktwits

Topics Artificial Intelligence Government

Nvidia’s Much-Awaited Q1 Report Will Likely Reveal Dent From China Chip Curbs — Retail’s Guarded ↗

May 28, 2025

According to the Finchat-compiled consensus, Nvidia is expected to report adjusted earnings per share of $0.75 and revenue of $43.25 billion for the first quarter of the fiscal year 2026.

Via Stocktwits

Topics Artificial Intelligence Government

Nvidia's $40 Billion Oracle Win May Trigger A Chip-ETF Rally ↗

May 27, 2025

ETF investors eagerly await Nvidia's earnings report and Oracle's $40 billion chip order, signaling big potential for chip and AI ETFs.

Via Benzinga

Topics Artificial Intelligence ETFs

Nvidia's Q1 Earnings May Mark A Turning Point For Chip ETFs ↗

May 27, 2025

Nvidia's earnings and deals in Middle East may reshape chip landscape and impact ETFs. Investors should watch for signs of strong Q2 growth outlook.

Via Benzinga

Topics ETFs

Trump Aide David Sacks Warns Against Loosening ASML Export Curbs After China Asks Netherlands For Relief ↗

May 23, 2025

Sacks' remarks came shortly after Dutch Foreign Affairs Minister Caspar Veldkamp disclosed that China had renewed its appeals for the Netherlands to relax export controls on semiconductor technology.

Via Stocktwits

Topics Artificial Intelligence ETFs Economy

Nvidia, AMD And The AI Arms Race: 3 Explosive ETFs To Watch Right Now ↗

May 22, 2025

AMD and Nvidia are in a heated AI arms race, making ETFs with high exposure to the chip wars a good bet. AMD launched new gaming chips, while Nvidia signed a historic deal with Saudi Arabia.

Via Benzinga

Topics Artificial Intelligence ETFs

Nvidia Stock Set For ‘Big Breakout’ Rally? Most Retail Traders Are All-In Ahead Of Earnings Next Week ↗

May 22, 2025

Nvidia's quarterly results are due after the market closes on May 28.

Via Stocktwits

Topics Artificial Intelligence Government World Trade

Nvidia CEO Warns US Tech Risks Losing $50B Opportunity As China Chip Curbs Supercharge Huawei, Local Rivals ↗

May 21, 2025

Jensen Huang called upon the Trump administration to lower the export curbs before American companies lose market share.

Via Stocktwits

Topics Artificial Intelligence Government

AMD Better Positioned To Compete With Nvidia After ZT Systems Sale, Citi Says ↗

May 20, 2025

Citi noted that the move could help AMD reduce time-to-market for its data center chips and build more complete system solutions, an area where Nvidia already holds an edge with its tightly integrated...

Via Stocktwits

Topics Artificial Intelligence

Intel Reportedly Weighs Sale Of Network And Edge Units As CEO Lip-Bu Tan Refocuses On Core Chip Business ↗

May 20, 2025

According to a report by Reuters, no formal decision has been made yet, but Intel has been approaching investment bankers to select an adviser for the sales process.

Via Stocktwits

AMD Offloads ZT Systems’ Data Center Infra Manufacturing Business To Sanmina For $3B, Retains AI Design Team ↗

May 19, 2025

The deal between AMD and Sanmina also includes a contingent payment of up to $450 million based on future performance.

Via Stocktwits

Topics Artificial Intelligence Economy

Nvidia CEO Jensen Huang Talks Up 'AI Infrastructure' Strategy at Computex 2025, Reveals New Hardware Lineup ↗

May 19, 2025

The company also unveiled NVLink Fusion silicon that lets industries build semi-custom AI infrastructure with the vast ecosystem of partners.

Via Stocktwits

Topics Artificial Intelligence

Donald Trump Offers To Visit Xi Jinping In Beijing, Calls US–China Ties 'Important' After Striking Temporary Trade Truce ↗

May 16, 2025

Donald Trump said he's open to visiting China to meet Xi Jinping, calling U.S.–China ties "important" after brokering a 90-day trade truce.

Via Benzinga

Topics Government

US-China Trade Truce, Trump's Middle East Deals Spark Wall Street Rally: This Week In Markets ↗

May 16, 2025

U.S. and China cut tariffs by 115 points, sparking a stock rally and improving trade outlook. Trump secures $2 trillion in Gulf deals.

Via Benzinga

Topics Government World Trade

Intel Appeals $420 Million Fine Over AMD Dealings, Calls EU Penalty Excessive ↗

May 16, 2025

The European Commission argued that the fine is “modest” and only amounts to 0.5% of Intel’s current revenue.

Via Stocktwits

Topics Law Enforcement

Wall Street Wavers As UNH Tumbles, Foot Locker Soars: What's Driving Markets Thursday? ↗

May 15, 2025

U.S. stocks traded mixed Thursday, with major indices posting timid midday gains as investors digested fresh economic data revealing signs of consumer strain and disinflationary pressure stemming from...

Via Benzinga

Topics World Trade

Missed Out On Nvidia's Rally? Top Volatility Index Developer Picks ‘Second-Best’ AI Play Trading At An Alluring Discount ↗

May 15, 2025

CEO Lisa Su said the new stock buyback authorization underlined the board's confidence in the company's strategic direction, growth prospects, and ability to consistently generate strong free cash...

Via Stocktwits

Topics Artificial Intelligence Economy Government

Apple, Nvidia Supplier Foxconn Cuts 2025 Outlook On Tariff Uncertainty And Currency Pressure ↗

May 14, 2025

Foxconn CEO said that every one-unit rise in the Taiwan dollar against the U.S. dollar could reduce annual revenue by roughly 3%.

Via Stocktwits

Topics Artificial Intelligence Earnings Economy

'I Love Nvidia:' Portfolio Manager Praises Chipmaker's 'Idiosyncratic' AI Growth Amid Retail Bullishness ↗

May 14, 2025

Nvidia stock has been stuck in a rut since it hit an all-time high of $153.13 in January, stymied by the Trump administration's China chip curbs and tariff uncertainty.

Via Stocktwits

Topics Artificial Intelligence Government World Trade

Stocks Surge, Nvidia Rallies 5%, Oil Tops $63 After Trump's Iran Warning: What's Driving Markets Tuesday? ↗

May 13, 2025

Wall Street's rally stretched into a second session Tuesday, fueled by improving investor sentiment after an early-week breakthrough in U.S.-China trade talks, easing inflation data and fresh...

Via Benzinga

Topics Economy Government

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