iShares Trust S&P Semiconductor Index Fund (SOXX)

After years of underperformance relative to their large-cap peers, U.S. small-cap stocks appear poised for a resurgence. Historically known for

Semiconductor stocks started 2024 strong. By July 2024, the iShares Semiconductor ETF (NYSESOXX) was up just under 40% YTD.

NVIDIA is still down from its highs and may retest support before it sets another all-time high but new all-time highs are likely before the year's end.

Traders continue to pile into semiconductor names as noise around the artificial intelligence revolution reaches a feverish pitch.

AI-driven demand catapults semiconductor stocks, propelled by Taiwan Semiconductor's stellar earnings, robust AI-related revenue, and upbeat forecast

Semiconductor sales returned to growth in Q4 2023 and are on track to grow by double-digits in 2024, led by AI and data center demand.

NVIDIA stands to lose market share to up-and-comers like Advanced Micro Devices and Intel which are launching powerful AI chips in 2024

Semiconductor stocks, including Broadcom and ON Semi, surged after the White House released funding under the CHIPS Act. Hope for rate cuts also boosted chips.

Nvidia cleared a double bottom base with upside momentum. It reports quarterly results on November 21; analysts expect triple-digit EPS growth this year.

Airbnb, Intel and Live Nation defied expectations with stronger-than-expected quarterly EPS. Earnings beats frequently precede greater investor confidence.

Lattice Semiconductor faces headwinds from the EV market slowdown, leading to softer forecasts. This trend affects chipmakers ON Semiconductor and Wolfspeed.

Texas Instruments gapped down as the chipmaker's weak revenue forecast sent the tech sector lower. TI said all customer sectors except automotive were down.

Chip stocks Micron Technology, Wolfspeed, and SiTime are emerging as candidates whose growth rates could rival Nvidia's within a notoriously volatile industry.

Economic jitters and rising interest rates caused wide tech sector declines on October 13. Chip stocks, being cyclical, suffered most, compounding tech's woes

Broadcom stock was slapped by several recent developments, but it remains resilient due to its 2.28% yield and history of boosting the shareholder payout.

China's economic slowdown is impacting chip stocks Monolithic Power Systems, Texas Instruments, and Qualcomm, which didn't participate much in the AI boom.

Qualcomm needs to reverse the revenue and earnings slide that has plagued its earnings reports. If it can do this the upside opportunity will blossom.

Amid a chip glut and weakening demand, Samsung Electronics foresees a sharp 96% profit decline in Q2. Shares of S&P 500 DRAM maker Micron are also struggling.

Texas Instruments' high 2.9% yield isn't in danger, but the company expects revenue and earnings to decline in Q2, and the analysts aren't happy.

The semiconductor sector may have reached a peak. UBS expects weakening IT spending to impact the semiconductor industry, and it may be seen in the guidance.

Wells Fargo calls out NXP Semiconductors and Wolfspeed as the top 2 picks for the sector, but NVIDIA remains the top choice for most analysts.

Micron Technology moves higher after mixed results that show decisive action to clear inventory and set up for the next growth cycle.

The Micron market is heating up ahead of what should be a decent report relative to the consensus and the sell-side is buying shares.

Texas Instruments, Cirrus Logic, and Rambus represent very different corners of the chip. All show healthy chart patterns that may lead to price gains. 

NVIDIA and Advanced Micro Devices are moving up with analyst support, and they could retest all-time highs by year-end or sooner.