SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as users draw parallels to Bitcoin and emphasize the project's long-term vision within the cannabis culture. The community highlights the coin's cultural relevance and consistent building, especially with discussions around potential cannabis reform and its impact on the industry. Some users are comparing Weedcoin to established cannabis stocks such as $TLRY.

Aventus Network

Aventus Network ($AVT) is trending as traders discuss a potential breakout, Polkadot integration, and recent strategic advisory appointment in the UAE. Bullish traders are highlighting its oversold conditions and low market cap as catalysts for a potential rally. Community members are closely monitoring volume and potential new exchange listings.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending amid speculation that the U.S. government may loosen federal restrictions on marijuana, potentially reclassifying it as a Schedule III drug. The community is actively discussing the potential implications of this policy change, particularly regarding the company's future growth and possible short squeeze scenarios. Some investors believe TLRY is well-positioned to benefit from any positive regulatory developments in the cannabis sector.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Despite a reported earnings beat and positive guidance, Broadcom ($AVGO) is trending down, sparking discussion around profit-taking and concerns about AI revenue margins. Community members are debating whether this is a buying opportunity or a sign of an overvalued stock due for a correction, drawing comparisons to recent market reactions to other tech earnings. Some traders point to analyst target raises as a bullish signal, while others express skepticism about the long-term sustainability of AI-driven growth.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE is trending as community members rally around the revival of OG memes and the unique culture surrounding Rage Comics. Discussions focus on the community's dedication, consistent activity, and the potential for significant growth. Believers are eagerly anticipating a return to the 2021 vibes and a renewed focus on long-term conviction in the memecoin space.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

VELO is trending as community members discuss the stock's recent upward momentum and potential for further gains, possibly fueled by overnight action. Investors are optimistic about the company's ties to SpaceX and other partnerships with defense and aerospace companies, with some suggesting a potential short squeeze. The community highlights Velo3D's role in advanced manufacturing and its potential to disrupt traditional supply chains.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UNH is trending as investors weigh its potential amid healthcare sector rotation and anticipation of a dividend payout. Technical analysts point to a possible breakout above the $340 resistance, while some community members speculate on news regarding ACA subsidies and potential DOJ developments as catalysts for a significant move. Despite some bearish sentiment, many see UNH as a long-term hold due to its leadership in the healthcare industry.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending following its Q3 earnings release, guidance boost, a new buyback authorization, and news of the CEO stepping down in 2026. While some investors are encouraged by the strong results and international growth, others are focused on margin concerns, the CEO transition, and potential market overreaction. The community is actively discussing whether the stock can sustain its gains and reach previous highs, and analyst upgrades.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to crypto-related sympathy moves amid Bitcoin's volatility, sparking discussions about its low float and potential for a squeeze. The community is weighing the impact of a recent offering and anticipating insights from an upcoming conference. Traders are actively debating its valuation and potential for further upside, while others caution about the risks associated with low-float stocks.

Yee is a community based memecoin with one mission: to fight Pepe again. Made to honor the iconic meme rivalry we all know and love.  The Yee Legend  [Filed by: Yee’s Archivist & Legal Representative]  There’s something the meme world refuses to talk about: Pepe the Frog stole Yee the Dino’s entire launch plan.  Yee had been preparing for his comeback for months, but Pepe launched two weeks earlier, hijacking Yee’s concept and selling it as his own.  The charges? Meme theft, intellectual forgery, and historical erasure.  Yee’s official contract was filed in April 2023, right after Pepe’s surprise drop. This wasn’t timing—it was theft. The archives are about to open, and history is about to be corrected

Yee Token

Yee Token ($YEE) is trending amid growing community enthusiasm and strong bullish sentiment, with some drawing comparisons to previous meme coin successes. The community is rallying behind $YEE's potential as an ERC-20 token on Ethereum, emphasizing its momentum and strong fundamentals. Some community members believe $YEE could become a leading narrative in the crypto space.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>Momentum Remains Strong, with revenue growth re-accelerating as AI chip sales soared 74% YoY.</li><li>The company now expects AI revenue to double to $8.2 billion this quarter.</li><li>A $73B backlog and a 48× forward P/E left investors questioning whether too much optimism is already priced in.</li></ul>Broadcom Corp. (AVGO) avoided making the bold predictions that Oracle did, yet its stock met a similar fate after its earnings report. The post-results reaction — or more precisely, the post-earnings-call reversal — underscores how jittery the market has become around artificial intelligence (AI) trades.The stock initially climbed nearly 3% in after-hours trading, but the gains vanished once the earnings call began. By overnight trading, Broadcom shares were down more than 4%, according to Yahoo Finance.Was it CEO Hock Tan’s guarded commentary that weighed on the stock, or are investors signaling that Broadcom has already priced in too much, too quickly? In any case, there’s no doubt that Broadcom delivered a blockbuster, and the numbers leave little room for debate.<h2 class="st-heading-2">Long Streak Of ‘Standout’ Growth&nbsp;</h2>Since the second quarter of calendar 2023, revenue has grown year over year in every quarter, although the growth rate slowed from more than 50% in the third quarter of last year. Note that Broadcom’s fiscal quarters run one quarter ahead of the calendar year.<img src="https://news.stocktwits-cdn.com/AVG_Os_Revenue_Trajectory_png_7d72f720e7.webp" alt="AVGOs_Revenue_Trajectory.png">Source: Fiscal.aiAfter decelerating for two quarters, revenue growth has inflected higher as AI chip demand exploded.&nbsp;The guidance issued for the current quarter envisages the company sustaining the growth seen in the preceding one (28%) versus the guidance that calls for nearly 23% growth.&nbsp;<img src="https://news.stocktwits-cdn.com/AVGO_Topline_Growth_Reaccelerates_png_5bfe51cf56.webp" alt="AVGO_Topline_Growth_Reaccelerates.png">Source: Fiscal.aiThe Palo Alto, California-based company’s September quarter revenue was a record, underpinned by a 74% YoY jump in AI chip revenue. More importantly, the company guided the AI chip revenue to double to $8.2 billion in the current quarter.Broadcom has also been a consistent profit earner.&nbsp;Its second-quarter 2024 results were an outlier; a one-time non-cash tax provision of $4.5 billion related to an intra-group transfer of intellectual property rights to the U.S. as part of a supply-chain realignment dragged the unadjusted bottom-line result into the red.<img src="https://news.stocktwits-cdn.com/AVG_Os_Profit_Engine_Runs_Hot_png_597bb8266a.webp" alt="AVGOs_Profit_Engine_Runs_Hot.png">Source: Fiscal.ai<h2 class="st-heading-2">Margin - Source of Worry?</h2>On the earnings call, CFO Kristine Spears said gross margin contracted 50 basis points (bps) sequentially, with the chip product mix blamed for the predicament, according to a transcript made available by Koyfin. In Q4, Broadcom’s chip solutions business, which made up about 62% of the total revenue, carried a gross margin of 68%, while the infrastructure software segment had a higher 93% margin.Broadcom now models a 100 bps sequential contraction in the current quarter. The company also forecast a percentage point sequential decline in its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA).&nbsp;<img src="https://news.stocktwits-cdn.com/AVG_Os_Margin_Profile_png_e0e57edb68.webp" alt="AVGOs_Margin_Profile.png">Source:&nbsp;Fiscal.ai<h2 class="st-heading-2">Backlog Underwhelms?</h2>A $73 billion order that Tan flaunted may sound measly compared to the $523.3 billion in backlog&nbsp;plus deferred revenue&nbsp;that&nbsp;Oracle guided. On the earnings call, Tan said the number pertains to what will be delivered over the next 18 months.When an analyst asked if the estimate was a base-case scenario, Tan replied in the affirmative.<blockquote>“So, taking that we expect revenue -- a minimum revenue one way to look at it of $73 billion over the next 6 quarters, but we do expect much more as more orders come in for shipments within the next 6 quarters.”</blockquote>The executive also clarified that more than 70% pertains to XPUs&nbsp; — the highly customized application-specific eXtreme processing units used for AI applications.<h2 class="st-heading-2">Tan Tight-Lipped On 2026 Specifics</h2>The Broadcom CEO gave&nbsp;only&nbsp;a qualitative perspective on what 2026 would look like.<blockquote>“Directionally, we expect AI revenue to continue to accelerate and drive most of our growth. And non-AI semiconductor revenue to be stable. Infrastructure software revenue will continue to be driven by VMware growth at low double digits.”</blockquote>He also said it’s hard to predict 2026 performance precisely, calling “Now moving is a moving number as we move in time.”“So I'd rather not give you guys any guidance, and that's why we don't give you guidance.”<h2 class="st-heading-2">Is Valuation Deterrent?</h2>Broadcom stock has gained more than 76% this year, outperforming the broader market, the tech sector and the semiconductor industry.<img src="https://news.stocktwits-cdn.com/AVGO_YTD_stock_return_png_b95655ca75.webp" alt="AVGO YTD stock return.png">Source: KoyfinThe forward price-earnings (P/E) multiple, a key valuation metric, is at 48.2, implying that the stock is a pricier investment compared to the S&amp;P 500’s 22.5, the IT industry’s 28.2 and the semiconductor industry’s 30.<h2 class="st-heading-2">Retail, Analyst Relish AVGO’s Q4</h2>The adverse stock reaction did little&nbsp;to&nbsp;dissuade retail traders,&nbsp;with Stocktwits sentiment soaring after the Q4 report. On Stocktwits, the sentiment meter pointed to an ‘extremely bullish’ stance as of early Friday, an improvement from the ‘bullish’ mood seen the day before. The mood toward the stock has remained broadly buoyant throughout the past year.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_11_at_10_20_25_PM_png_4847782cdc.webp" alt="Screenshot 2025-12-11 at 10.20.25 PM.png">Retail chatter on the AVGO stream also grew louder to ‘extremely high’ levels. A bullish watcher’s comments&nbsp;<a href="https://stocktwits.com/kcphaeton/message/638956111">summarized</a> retail’s mood — ‘A stock you own; You do not trade it.” They were leaning bullish, sensing the setup for a strong, durable move higher.“Always a bull,” another proudly&nbsp;<a href="https://stocktwits.com/AVGOmysugardaddy/message/638956286">proclaimed,</a> who apparently wants to hold the stock. They lauded the company for an “impressive” earnings report and felt Broadcom’s Hock did not care about “external noises.”Following the Q4 print, Baird’s Tristan Gerra hiked his price target on Broadcom to $420 from $300 — a massive increase — while reiterating an ‘Overweight’ rating. Gerra pointed to strong deal momentum, highlighting the additional $11 billion order, entirely from Anthropic, the company’s fourth customer, on top of the $10 billion announced in the prior quarter.He also flagged that Broadcom has now secured a fifth customer for its XPUs. Gerra added that OpenAI-related revenue should flow through 2027–2029, assuming a low-$20 billion revenue per gigawatt range.According to Koyfin, 94% of the analysts covering the stock (44 of 47) rate the stock as a ‘Buy’ or a ‘Strong Buy.’ Three chose to remain on the sidelines. It is probably one of the very few stocks that have no ‘Sell’ recommendation.The upside potential, however, is only about 1.5%, based on the average analyst price target from Wall Street firms.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/moderna-and-super-micro-top-s-and-p-500-short-interest-list-ripe-for-a-squeeze/cLIxQHWREnS">Moderna And Super Micro Top S&amp;P 500 Short Interest List — Are They Ripe For A Squeeze?</a>

The Broadcom office building with the company logo is in Regensburg, Bavaria, Upper Palatinate, Germany, on October 4, 2025. 

Broadcom’s Blockbuster Quarter Underscores AI Strength — Did CEO’s Measured Comments Keep Shares From Soaring?

The earnings call flipped initial after-hours gains into losses, underscoring the market’s heightened sensitivity to anything perceived as a slowdown in AI momentum.

Equity

The earnings call flipped initial after-hours gains into losses, underscoring the market’s heightened sensitivity to anything perceived as a slowdown in AI momentum.


Buy These Top-Ranked Semiconductor ETFs as We Head Into 2026

AI-driven chip demand is fueling a major surge, and SOXX and other semiconductor ETFs give investors a diversified way to ride the momentum into 2026.  

<ul class="summary-bullets"><li>Broadcom is Google's design partner for TPUs and also supplies front-end networking switches.</li><li>Goldman Sachs analyst James Schneider raised his price target for the stock to $435 from $380.</li><li>Schneider sees the updated guidance to exceed the prior forecast of 100% year-over-year AI revenue growth.</li></ul>Broadcom, Inc. (AVGO) stock closed Wednesday’s session at a record high as investors bet on the chipmaker’s artificial intelligence (AI) opportunity. With Wednesday’s 3%+ gain,&nbsp;the stock has erased all losses from the tech-led sell-off that began in late October.Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom stock</a> has gained nearly 73%.&nbsp;The stock bottomed last Friday after a month-long downtrend and has since been making higher highs.<img src="https://news.stocktwits-cdn.com/AVGO_1_year_chart_png_98cf80a51f.webp" alt="AVGO 1-year chart.png">Source: Koyfin<h2 class="st-heading-2">The Google Catalyst</h2>Broadcom’s stock has closed higher in all three sessions this week. While the broader market’s turnaround has been healthy for the stock, the main thrust came from a report that said Alphabet was in discussions with Meta and other companies to sell its AI chips, called Tensor Processing Units (TPUs).So, how Does That Benefit Broadcom?Broadcom is Google's design partner for TPUs and also supplies front-end networking switches. While Google designs the tensor cores, Broadcom helps integrate memory interfaces, high-speed I/O, power management, and packaging technology with the cores.When reports of Google's TPU plans began circulating,&nbsp;social media chatter also highlighted Meta’s long-standing connection with Broadcom CEO Hock Tan. Broadcom CEO Tan has been serving on Meta's board since 2006 and may have had a say in the Mark Zuckerberg-led company's consideration of Google.<h2 class="st-heading-2">Analysts Weigh In</h2>Morgan Stanley analyst Joseph Moore said in a note released earlier this week that Broadcom produced about 1.8 million TPUs for Google in 2025, the majority of which were used internally. He expects output to climb to roughly 3 million by 2027.Moore believes that the expanding use of TPU is a boost for Broadcom. “But when it comes to broader adoption by other customers, the implications are less clear.”Also this week, Goldman Sachs analyst James Schneider raised his price target for Broadcom to $435 from $380 and maintained a Buy rating, according to the summary of the note on the Fly. The firm said Broadcom investors may focus on the company’s fiscal year 2026 AI revenue guidance, the contributions from Google and OpenAI, and gross margins as custom XPU shipments scale.The analyst sees the updated guidance to exceed the prior forecast of 100% year-over-year AI revenue growth.On Stocktwits, retail sentiment toward Broadcom stock remained ‘extremely bullish,’ and the message volume on the stream was at ‘extremely high’ levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-to-take-on-indian-antitrust-regulator-in-lawsuit-to-avert-upto-38-b-in-penalty/cL5emOnREh7">Apple To Take On Indian Antitrust Regulator In Lawsuit To Avert Upto $38B In Penalty</a>

The Broadcom Ink logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on September 2, 2025. 

Google Effect? Broadcom Stock Surges To Fresh Highs, Erasing Losses From Tech Sell-Off

Morgan Stanley estimates that Broadcom produced about 1.8 million TPUs for Google in 2025.

<ul class="summary-bullets"><li>AMF is expected to generate more than $75 million in revenue in 2026, with the deal accretive to non-IFRS gross margin from the outset.</li><li>Silicon photonics has emerged as a breakthrough technology that uses light to transfer data between and within data centers, delivering ultra-fast, energy-efficient performance.”</li><li>GlobalFoundries' stock has fallen by 23% YTD.</li></ul>GlobalFoundries, Inc. (GFS) said late Monday that it has acquired Advanced Micro Foundry (AMF), a silicon photonics foundry based in Singapore.Despite the 35% year-to-date (YTD) surge by the&nbsp;<a href="https://stocktwits.com/symbol/SOXQ">Invesco PHLX Semiconductor ETF (SOXQ)</a>,&nbsp;<a href="https://stocktwits.com/symbol/GFS">GlobalFoundries stock</a> has fallen by 23%.<h2 class="st-heading-2">The AMF Deal</h2>GlobalFoundries said the AMF buy marks a “pivotal step” in its strategy to advance innovation and its leadership in silicon photonics. “This acquisition will expand GF’s silicon photonics technology portfolio, production capacity and research and development in Singapore, complementing its existing technology capabilities in the U.S. and unlocking new market opportunities with a broader set of datacenter and communication technologies.”The company noted that, as “traditional copper connections reach their physical limits, silicon photonics has emerged as a breakthrough technology that uses light to transfer data between and within data centers, delivering ultra-fast, energy-efficient performance.”The U.S. company now plans to establish a silicon photonic R&amp;D center of excellence in Singapore, partnering with Singapore’s Agency for Science, Technology and Research, focusing on next-generation materials for ultra-fast data transfer at 400Gbps speed.In a presentation posted on GlobalFoundries’ website, the company said artificial intelligence (AI) will likely accelerate the adoption of silicon photonics. Accordingly, it estimates the silicon photonics wafer serviceable addressable market (SAM) to grow by more than 800% between 2026 and 2032, reaching $6.5 billion. The company also listed all major U.S. hyperscalers as adopters of the tech.AMF is expected to generate more than $75 million in revenue in 2026, with the deal accretive to non-IFRS gross margin from the outset.<h2 class="st-heading-2">What Retail Feels About GFS Stock</h2>Retail sentiment toward GlobalFoundries stock remained ‘extremely bullish’ as of early Tuesday, and the message volume on the stream also stayed at ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:680/61;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_at_5_08_10_AM_png_d2f2ff2953.webp" alt="Screenshot 2025-11-18 at 5.08.10 AM.png" width="680" height="61"><figcaption>GFS sentiment and message volume as of 5 a.m. ET, Nov. 18 | source: Stocktwits</figcaption></figure>The stock fell about 0.55% in Tuesday’s early premarket session.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-wallow-in-red-volatility-spikes/cLPNDIOREez">Nasdaq, S&amp;P 500 Futures Wallow In Red, Volatility Spikes, Bitcoin Extends Slide — Retail Hopes For Relief From Potential Saudi Deals</a>

In this photo illustration, the GlobalFoundries company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

GlobalFoundries Buys Singapore’s AMF To Beef Up Technology Used In AI Data Centers: Stock Slips Premarket

GlobalFoundries said the AMF buy marks a “pivotal step” in its strategy to advance innovation and its leadership in silicon photonics.

ETFs to Buy as AMD Shares Slip After-Hours Despite Q3 Earnings Beat

AMD's Q3 beat & AI supercomputer deals signal strong growth, but Amazon's exit makes investment in diversified ETFs like SOXX and IGPT a smart move.  

The AI Gold Rush: Do Semiconductor ETFs Hold the Key Opportunities?

AI's explosive growth is powering semiconductor stocks. Could ETFs like SMH or SOXX be the stronger plays in this tech rally?    


AMD-OpenAI Seal Deal: Your Signal to Ride the Wave With AMD-Heavy ETFs

AMD's multi-billion-dollar deal with OpenAI sparks a 24% stock surge and lifts ETFs heavily weighted in the chipmaker, such as SOXQ, SOXX, and IGPT.  

The Zacks Analyst Blog Highlights XSD, PSI, SMH, FTXL, SOXQ and SOXX

Semiconductor ETFs like XSD, SMH, and SOXX are hitting 52-week highs, driven by massive AI and tech investments from NVIDIA, Microsoft, Google, and others.

Here's Why Semiconductor ETFs Are Hitting 52-Week Highs

Semiconductor ETFs like XSD, SOXX and SMH hit 52-week highs as AI mega investments, NVIDIA's Intel deal & quantum contracts fuel sector momentum.

Nvidia Corp. (NVDA) received a slight reduction in its price target from Citi amid evolving dynamics in the artificial intelligence hardware market.&nbsp;Analyst Atif Malik believes Broadcom’s chip advancements could divert approximately $12 billion in prospective graphics processing unit (GPU) sales away from Nvidia.The analyst revised the target price down to $200 from $210 while maintaining a ‘Buy’ rating on the stock, according to TheFly. Malik now forecasts a 4% decline in those sales due to potential competition from Broadcom’s (AVGO) next-generation XPU solutions.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.2% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:935/104;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_08_084123_png_e60c575b36.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 08:20 a.m. ET on Sep. 8, 2025 | Source: Stocktwits" width="935" height="104"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 08:20 a.m. ET on Sep. 8, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user noted that as the AI pie continues to grow, any drop in Nvidia’s AI dominance share appears insignificant.<stembedurl>https://stocktwits.com/Nospecial/message/627807952</stembedurl>Broadcom has recently emphasized rapid momentum in its artificial intelligence chip offerings.&nbsp;XPUs, which stand for Extended Processing Units, are custom chips designed for demanding data center workloads, such as AI and high-performance computing.On the September 4 earnings call, Broadcom’s President and CEO Hock Tan&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-stock-jumped-over-4-after-hours-an-open-ai-may-have-something-to-do-with-it/chw4xi9Rdp4">said</a> that one of the prospective customers it was working with in the third quarter (Q3) had placed production orders worth over $10 billion for AI racks based on its XPUs.&nbsp;Nvidia has benefited significantly from AI-driven demand in recent years, and investors are closely monitoring how chipmakers evolve their product offerings to address the high-performance computing needs of AI developers.Nvidia’s stock has gained over 24% year-to-date and over 56% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/beamr-to-use-nvidia-tech-to-bring-live-events-into-4k/chwWxOtRdrT">&nbsp;Beamr To Use Nvidia’s Tech To Bring Live Events Into 4K: Retail Excitement Surges</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Nvidia chip is seen through a magnifying glass on August 1, 2025 in Beijing, China. 

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. 

Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

SOXQ
Invesco PHLX Semiconductor ETF

Feed

News

Sentiment

Fundamentals

Info

Latest SOXQ News

SOXQInvesco PHLX Semiconductor ETF