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

512.54 +15.80 (+3.18%)

Streaming Delayed Price Updated: 10:15 AM EDT, May 20, 2026 Add to My Watchlist

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Top Taiwanese Hedge Fund Manager Cashes Out Of Nvidia After Nearly 10-Year Ride: 'Can't Fall In Love With A Stock' ↗

June 17, 2025

Jonah Cheng’s liquidation followed fears about delays in GB200 racks, inventory risks, a lack of upward revisions to earnings forecasts, competition from custom-designed chips, and uncertainty around...

Via Stocktwits

AMD Stock Hits 6-Month High After Analysts Boost Price Targets Post-AI Event ↗

June 16, 2025

Analysts said the Helios rack will play a key role in driving growth for AMD’s Instinct GPUs, which power AI and high-performance computing workloads, and could accelerate the company’s broader...

Via Stocktwits

Topics Artificial Intelligence

AMD Launches New AI Chips To Take On Nvidia — Market Shrugs, But Retail Turns Bullish ↗

June 13, 2025

The Lisa Su-led company also said its end-to-end, open-standards rack-scale AI infrastructure meant for hyperscalers will be broadly available in the second half of 2025.

Via Stocktwits

Topics Artificial Intelligence

Micron Commits $200B To US Chip Manufacturing In Trump-Led Push ↗

June 12, 2025

The company plans to keep $150 billion for manufacturing and $50 billion for R&D.

Via Stocktwits

Topics Artificial Intelligence Government

Cisco, AMD Reportedly Roped In To Build Saudi Arabia’s AI Infrastructure Amid Middle East’s Quest For Tech Independence ↗

June 12, 2025

Saudi Arabia also hopes to emerge as the leader in the Middle East AI landscape, gaining an edge over the United Arab Emirates, another dominant AI player in the region.

Via Stocktwits

Topics Artificial Intelligence Government

Qualcomm To Buy UK’s Alphawave Semi In $2.4B Deal To Bolster Data Center Strategy ↗

June 09, 2025

Qualcomm stated that the deal would bring “key assets” to its product lineup, enabling it to better address the rising demand for high-performance, low-power computing driven by AI inference...

Via Stocktwits

Topics Artificial Intelligence

Nvidia’s Jensen Huang Sees ‘Goldilocks’ AI Opportunity in UK, Says Infrastructure Needs To Catch Up ↗

June 09, 2025

Nvidia is backing a new U.K. sovereign AI industry forum to help strengthen the country's domestic AI infrastructure.

Via Stocktwits

Topics Artificial Intelligence

Broadcom, Nvidia, and AMD Could Help This Unstoppable ETF Turn $250,000 Into $1 Million in 10 Years ↗

June 09, 2025

Via The Motley Fool

Topics Artificial Intelligence ETFs Supply Chain

Nvidia To Help UK Be An ‘AI Maker’ As Jensen Huang Sets Up Date With Keir Starmer At London Tech Week ↗

June 09, 2025

The U.S. AI stalwart has pledged to train people in technology and expand research at U.K. universities, as well as its own AI lab in Bristol.

Via Stocktwits

Topics Artificial Intelligence Economy

Retail Dip Buyers Flock To Broadcom After Stock Drops Despite AI-Powered Q2 Beat ↗

June 06, 2025

The company reported continued momentum in its artificial intelligence semiconductor solutions and VMware virtualization software unit.

Via Stocktwits

Topics Artificial Intelligence Stocks

ZJK Ramps Up Production To Back Nvidia’s China-Focused B40 Chip ↗

June 05, 2025

ZJK Industrial CEO Ning Ding stated that the company anticipates B40 chip shipments to surpass one million units by the end of 2025.

Via Stocktwits

Topics Artificial Intelligence Economy Supply Chain

Nvidia ‘Back in the Driver’s Seat,’ Says Daiwa, Hikes Price Target To $165 On AI Demand ↗

June 05, 2025

Daiwa Capital Markets analyst Louis Miscioscia expects more clarity at Nvidia’s upcoming GTC event in Paris on June 11, where the company is likely to share updates on its AI chip roadmap.

Via Stocktwits

Topics Artificial Intelligence World Trade

GlobalFoundries Commits $16 Billion To US Chip Expansion As AI Drives Demand ↗

June 04, 2025

GlobalFoundries plans to invest $16 billion to expand U.S.-based chipmaking to meet artificial intelligence demand.

Via Benzinga

Topics Artificial Intelligence

Nokia Teams Up With Nvidia In EU-Funded Drone Project ↗

June 04, 2025

The three-year project is expected to generate $102.7 million in revenue by 2035, and aims to yield 50 products, 15 patents, and over $45.6 million in additional investment.

Via Stocktwits

Topics Artificial Intelligence Intellectual Property

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

Topics Artificial Intelligence Government World Trade

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

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