Semiconductor News & Analysis Feed

Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory makers, and lithogra

After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade David Beren Wed, July 1, 2026 at 9:17 AM PDT 6 min read NVDA +0.71% MSFT +0.54% GOOGL +0.16% META +2.55% AMZN +0.75% Explore stocks on Coinbase Trading disclosure Quick Read SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent

Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle Soumya Eswaran Thu, June 25, 2026 at 9:55 AM PDT 3 min read 2330.TW 0.00% TSM -0.32% Trade TSM on Coinbase Trading disclosure Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A co

__fail__

__fail__