Semiconductor News & Analysis Feed

Equity ETF Content Hub Capitalizing on the Squeeze: What Micron Tells Us About Bottlenecks Cinthia Murphy July 1, 2026 At VettaFi, we’ve been talking a lot about bottlenecks as a concept. Some of the brightest equity market opportunities for capital growth are tied to bottlenecks in a supply chain-context. The AI theme is a prime example. For instance, look at the recent record-breaking results f

Equity ETF Content Hub How a 200% YTD Rally Landed Micron Inside This Value ETF Ben Hernandez June 11, 2026 Indexed ETFs are inherently built to remove human emotion when it comes to portfolio construction. While human beings are certainly fallible by nature, that isn’t to say rules-based indexing isn’t. A prime example is the May semiannual rebalancing of the iShares MSCI USA Value Factor ETF (V

Leveraged & Inverse Content Hub Micron Can Shake Its Slump & Benefit This ETF Todd Shriber June 11, 2026 Once-hot Micron (MU) is proving vulnerable to a recent uptick in volatility weighing on the artificial intelligence (AI) trade. As of late Wednesday, shares of the memory chipmaker were off 16.55% over the past week and following a recent flirtation with $1,100, the stock is clinging to $900.