The Semiconductor Play Nobody Owns Just Lapped Wall Street's Biggest Names
A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties.
The Magnificent Semis?
Shares of chipmakers are rallying this year While the AI spending boom is fueling big gains for lots of tech companies, it's the semiconductor makers that are truly in the chips these days.
$5.7 Trillion and Counting. How Much Further Can the Chip Rally Run?
Surging demand for chip makers has lifted major indexes from their wartime malaise.
Semiconductor Index Outlook: Near-Term Upside Limited, Broader Rally Intact
The index remains in a broader uptrend, but near-term upside looks limited as it approaches a 5th-wave peak, with a likely deeper retracement ahead before resuming higher over the long term.
PSI: Momentum Created By AI Hinges On Diplomatic Efforts In Iran
Invesco Semiconductors ETF has surged on AI-driven chip demand but now appears overbought and potentially overvalued. PSI's top holding, MaxLinear, has soared 224.69% in one month, raising concerns about unsustainable momentum and inflated expectations. Current overbought/oversold indicators signal PSI is at historically overbought levels, suggesting a correction may be imminent.
The Tech Download: Trump's China visit left chip export issue unresolved, with rare earths deal still uncertain
Chip export controls were not discussed during Trump-Xi talks, U.S. Trade Representative Jamieson Greer said in an interview with Bloomberg TV on Friday. Critical minerals and market access for U.S. tech companies were expected to be key points of discussion at the Trump-Xi summit.
New futures market for semiconductors comes as AI drives costs skyward
CME Group and Silicon Data are launching a futures exchange for computing capacity. Contracts will be based on daily GPU benchmarks for on-demand rental rates.
The Chip-Stock Juggernaut Shows No Signs of Slowing Down
Soaring profits have investors pouring into shares of CPU, GPU and memory-chip companies.
2 Semiconductor Stocks to Own in May
Semiconductor stocks have been surging this spring, as the AI boom stays strong in the face of geopolitical pressures.
Analyst: Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor Pricing
The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different.
SOX Hits Extreme Overbought Levels: What History Says Happens Next
The SOX has surged 50%, with record overbought RSI readings. History suggests a near-term pullback (5–11%), followed by potential upside over weeks, but elevated one-year downside risk, consistent with Elliott wave resets.
Semiconductor ETF (PSI) Hits New 52-Week High
Invesco Semiconductor ETF PSI hits a 52-week high, powered by AI demand, strong chip earnings and rising investor inflows.
