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Invesco PHLX Semiconductor ETF

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Nvidia Likely To See $12B Sales Risk As Broadcom’s Chip Demand Gains Steam, Says Citi
Citi believes Broadcom’s $10 billion order for AI racks based on its XPUs could threaten Nvidia’s dominance.
Stocktwits·10d ago
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Broadcom Draws Wall Street Praise After Strong Q3, $10B AI Chip Order: Retail Calls Stock ‘Supersonic’
JPMorgan, Morgan Stanley, and Truist all lauded Broadcom's performance and strategy in the area of AI, particularly highlighting a new $10 billion customer engagement.
Stocktwits·13d ago
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Broadcom Stock Jumped Over 4% After-Hours — And OpenAI May Have Something To Do With It
AI revenue for the third quarter climbed 63% to $5.2 billion, making up roughly 57% of the total semiconductor revenue.
Stocktwits·13d ago
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Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)?
Sector ETF report for SOXQ
Zacks·1mo ago
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Broadcom Sees Heightened Retail Interest Today, And This Has An Apple Connection: Here Are The Details
Broadcom will become one of the initial partners in Apple’s American Manufacturing Program, announced on Wednesday.
Stocktwits·1mo ago
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Wall Street strategist explains how to navigate an ’AI Bubble’
Investing.com -- The latest Sevens Report on Friday warned that a divergence between AI chipmakers and the broader equity market may be signaling early risks of an “AI bubble,” advising investors to monitor the semiconductor sector for signs of a market peak.
investing.com·2mo ago
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ETFs in Focus on Intel's Disappointing Q2 Results, Upbeat View
INTC slumps after Q2 miss despite strong guidance. ETFs like FEPI, VLUE, SOXX and SOXQ are most exposed to the chipmaker's next move.
Zacks·2mo ago
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Semiconductor cos to likely posts earnings beat, says Oppenheimer as it bumps PT
Investing.com -- Oppenheimer expects most major semiconductor companies to beat expectations this earnings season, driven by a sharp ramp-up in AI infrastructure investment and recovering demand in industrial and automotive markets.Despite strong recent gains, SOX is up 13% year-to-date and 58% since April, Oppenheimer remains bullish, highlighting long-term structural growth. It raised price targets for stocks like Nvidia (NASDAQ:NVDA) by $25 to $200. Broadcom (NASDAQ:AVGO) was raised to $305 from $265, and reiterated its preference for stocks with sustained exposure to AI and custom silicon. Top picks include Nvidia, Broadcom, Marvell (NASDAQ:MRVL), and Monolithic Power Systems Inc (NASDAQ:MPWR).
investing.com·2mo ago

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