Semiconductor ETFs SMH and SOXX have recorded at least 34 daily moves exceeding 4% in 2026, the most volatile year on record, driven by AI-fueled demand. SMH returned over 62% year-to-date, while SOXX…
Investor Michael Burry, known for 'The Big Short,' argues that the AI trade's bull case contains a major contradiction: Nvidia requires endless demand for its chips, while AI hyperscalers like Meta, A…
US semiconductor ETFs saw a record $7.1 billion in daily inflows, with the iShares Semiconductor ETF alone absorbing $5 billion, driven by investor demand for AI-related chip exposure. The surge refle…
Michael Burry, famed for his 'Big Short' bet against the housing market, has taken short positions against Tesla, Caterpillar, and major chip stocks including Nvidia and Applied Materials, citing over…
Michael Burry, the investor known for predicting the 2008 housing crisis, revealed new bearish bets against Tesla, Nvidia, Caterpillar, Applied Materials, and the iShares Semiconductor ETF, warning of…
Michael Burry disclosed a new short position against Tesla (TSLA) at $416.22, part of a broader bet against an inflating AI and semiconductor bubble. The trade was detailed in his Substack post, where…
Retail investors poured a record $22.5 billion into US-listed semiconductor ETFs in the first half of 2026, with inflows surging 1,200% in a single month as AI demand accelerated. The iShares Semicond…
Retail investors poured a record $12 billion into US semiconductor ETFs in a single month through mid-to-late June 2026, a 1,200% surge since April, driven by the AI chip trade. The VanEck Semiconduct…
US stock index futures rose on Monday as semiconductor stocks extended their rally, with Nvidia, AMD, and Broadcom leading gains. Dow futures gained 0.2%, S&P 500 futures rose 0.4%, and Nasdaq 100 fut…
The iShares Semiconductor ETF trades at a 73x price-to-earnings ratio, reflecting extreme optimism in AI-related hardware, while dividend champion stocks posted just 4.83% year-over-year payout growth…
The AI trade has become overcrowded, prompting investors to seek alternatives like the iShares Semiconductor ETF for more targeted exposure. The ETF offers a focused bet on chipmakers that supply the …