The AI market is moving away from excessive hardware accumulation toward a phase focused on agentic inference and capital efficiency. This transition benefits AI application software and capital-efficient companies, making AI software ETFs like IGV a strong buy due to under-ownership and margin growth potential. Meanwhile, semiconductor ETFs face challenges like margin compression and credit risks, despite being heavily owned. Specialized power infrastructure and memory stocks also present promising opportunities as AI data center demands evolve.
Following the shift in the AI market toward software and capital efficiency, semiconductor ETFs like SMH and SOXX show positive momentum on Pluang. As of Sep 19, 2026 21:51 WIB, SMH trades at USD 573.00 with a 1-day gain of 2.23%, while SOXX is priced at USD 533.07, up 2.69% for the day. Despite the sector's challenges mentioned in the news, Pluang users hold SMH for an average of 98 days and show a balanced sell-to-buy order ratio, whereas SOXX sees a higher buy interest with 90% buy orders and a shorter typical hold time of 43 days.
Democrats' recent sweep of both the House and Senate triggered a selloff in tech stocks due to concerns over potential restrictions on data centers. However, actual policy threats remain limited due to political gridlock, making this a buying opportu...
Shares of Taiwan Semiconductor Manufacturing Company (TSMC) rose 6.26% after reports that it might begin producing vertically stacked DRAM memory chips for Nvidia, its top customer. Neither company has confirmed the plans, and TSMC has not announced ...
The Nasdaq 100 index fell sharply by 5.5%, marking its worst drop in 18 months, driven by a significant sell-off in AI-related stocks. NVIDIA, a leading AI chipmaker, lost nearly half a trillion dollars in market capitalization, contributing heavily ...
Lam Research announced a $25 billion share buyback authorization, boosting its stock by over 7% after a recent sharp selloff in semiconductor shares. This move is significant for investors in semiconductor, tech, and Nasdaq-100 ETFs, as Lam is a majo...
Semiconductor companies like Nvidia, AMD, and TSM saw a sharp sell-off, with the SMH ETF dropping more than 11% in one day. This decline comes despite these companies generating strong free cash flow and playing a critical role in AI computing and ag...
