The Invesco Semiconductors ETF (NYSEARCA:PSI) has captured the AI infrastructure boom with a 45% surge over the past year.
This change represents 3.5% of reportable AUM. Post-trade stake: 177,265 shares valued at $5.03 million. The position now accounts for 0.79% of AUM, placing it outside the fund’s top five holdings On ...
The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...
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Even the AI gold rush can't stop the chip industry's boom-bust cycle, warns Morningstar
The race for AI dominance has fueled a global chip frenzy — but Morningstar warns the industry's next cyclical downturn may be on the horizon. "Foundries and memory makers are exposed to the intense ...
Taiwan Semiconductor remains a key component of the AI-led demand for advanced processors. Read more on how the company is supporting the AI supercycle.
Semiconductor ETFs can help investors express a top-down macro view for the industry based on geopolitical developments.
Marvell Technology, Inc. (NASDAQ:MRVL) is among Goldman Sachs’ top semiconductor stock picks. On January 14, RBC Capital ...
Global semiconductor sales are set to approach $1 trillion in 2026, driven by the AI super-cycle, booming data centers, and ...
CHIPS Act funding, onshoring tailwinds, and automotive/data center design wins may drive long-term growth. Click to read now.
NXP Semiconductors is set to report fourth-quarter results Monday after market close, with investors scrutinizing whether the automotive chip giant can confirm that a prolonged industry destocking ...
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