The SPDR S&P Semiconductor ETF (XSD) gained 171% from May 2025 to May 2026, fueled by strong semiconductor demand and its equal-weight structure that benefits small and mid-cap stocks. The fund's broad exposure across 44 chip companies allowed it to capture growth from a booming global semiconductor market, which saw revenues rise sharply due to data centers, AI, and advanced memory needs. While the sector's rapid growth may slow, the ETF's performance highlights the impact of diversified exposure and a calm market environment. Investors should watch upcoming semiconductor revenue reports, market volatility (VIX), and regulatory developments for future trends.
US stock futures fell after a record close, with President Trump indifferent to potential Iran negotiation failures, predicting a drop in oil and gas prices. Treasury yields remain steady, and the Federal Reserve is likely to keep interest rates unch...
Shares of Broadcom rose 6% and Marvell surged 17% after Alphabet announced an $80 billion equity raise to fund AI infrastructure, boosting demand for Broadcom's custom TPU chips. NVIDIA CEO Jensen Huang's comment suggesting Marvell could reach a $1 t...
The S&P 500 and other major indices slipped after testing record highs, with the Shiller P/E Ratio reaching 42.78, signaling overvaluation similar to pre-crash periods in 1929, 2000, and 2008. Analysts warn that the market is technically and fundamen...
Berkshire Hathaway made a $10 billion investment in Alphabet to support its AI expansion, signaling strong confidence in AI's future. Anthropic, an AI startup, confidentially filed for an IPO, positioning itself ahead of OpenAI's planned public offer...
The custom silicon market is projected to more than double by fiscal year 2028, reaching over $10 billion by FY2029 from about $1.5 billion in FY2026. NVIDIA's $2 billion investment in Marvell Technology signals a strategic move to integrate Marvell'...
