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May was the strongest month of the year for buying by retail investors, as individuals piled into semiconductor stocks.
Dan Niles, Niles Investment Management, joins 'Power Lunch' to discuss Niles' investing take on the semiconductor sector, the market sentiment on the sector and much more.
The drastic shift of memory chips to artificial intelligence data centers could lead to dramatic price hikes in consumer goods and disrupt supply chains, groups representing automakers, retailers, electronic firms and others said Wednesday.

The European Commission proposed new laws on Wednesday to boost domestic cloud, AI and semiconductor industries, aiming to cut reliance on U.S. Big Tech in a move that could ratchet up transatlantic tensions.

Launched on June 23, 2005, the Invesco Semiconductors ETF (PSI) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Semiconductors segment of the equity market.
Democratic Senator Elizabeth Warren is calling on the Trump administration to close a "loophole" that has potentially allowed advanced American AI chips to be sent to overseas units of Chinese firms, according to a statement seen by Reuters. Warren, who serves as ranking member on the Senate Banking Committee, also urged Commerce Secretary Howard Lutnick to testify on the issue.

Matthews Asia's Sean Taylor explains why he remains constructive on China despite the broader indexes lagging some high-performing sectors. He also outlines his South Korea strategy, including an overweight call on chipmakers balanced by exposure to industrials.

A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties.
Huawei's new chip design principle focused on boosting transmission speed rather than continuing to shrink semiconductors offers a path for China to build cutting-edge chips despite U.S. sanctions, though whether it represents a true breakthrough remains to be seen.

Applied Materials CEO Gary Dickerson said the semiconductor industry is experiencing its strongest period ever. He said artificial intelligence is driving unprecedented computing demand and long-term growth.
Shares of chipmakers are rallying this year While the AI spending boom is fueling big gains for lots of tech companies, it's the semiconductor makers that are truly in the chips these days.

Surging demand for chip makers has lifted major indexes from their wartime malaise.

Japan's Nikkei 225 climbed to a record high on Wednesday, as a rally in semiconductor shares outweighed weakness in banks and real estate stocks. The benchmark index rose 1.25% to 65,811.78 as of 0147 GMT, after touching an intraday high of 66,428.81.

The index remains in a broader uptrend, but near-term upside looks limited as it approaches a 5th-wave peak, with a likely deeper retracement ahead before resuming higher over the long term.
CFRA Research senior vice president and head of technology Angelo Zino explains why Nvidia, AMD, Microsoft and Meta remain top ‘strong buy' picks amid the ongoing AI-driven tech rally on ‘Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #ai #technology #tech #stocks #markets #investing #nvidia #amd #microsoft #meta #wallstreet #artificialintelligence #semiconductors #bigtech

Invesco Semiconductors ETF has surged on AI-driven chip demand but now appears overbought and potentially overvalued. PSI's top holding, MaxLinear, has soared 224.69% in one month, raising concerns about unsustainable momentum and inflated expectations. Current overbought/oversold indicators signal PSI is at historically overbought levels, suggesting a correction may be imminent.

The Roundhill Memory ETF (CBOE: DRAM) launched on April 2, 2026 and has returned roughly 79% since inception, very nearly doubling investor capital in about seven weeks. That is the kind of performance you normally see from a single-stock momentum trade rather than a diversified fund. It happened because DRAM holds the three companies sitting on... DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research

President Donald Trump has had little trouble pointing to Wall Street as evidence his second term economy is working.

Europe should aim to create home-grown AI chip design companies, the new head of Belgian research hub imec said on Tuesday, as Brussels prepares a package of measures dubbed Chips Act 2.0.

In a reversal from the SaaS-pocalypse, software is finding strength while AI memory names like Micron (MU) and SanDisk (SNDK) are selling off. Kevin Hincks explains how this all plays into the big picture for tech as Nvidia (NVDA) readies to report earnings Wednesday.

Nvidia Corporation remains the linchpin of the AI-driven semiconductor sector, underpinning structural shifts in industry valuation and cyclicality. The semiconductor industry is transitioning from cyclical to increasingly non-cyclical, driven by AI, cloud, automation, and automotive demand. Memory stocks like STX and WDC have experienced dramatic re-ratings, reflecting the market's new view on their cyclicality and growth prospects.
President Trump says he discussed guardrails on AI and Nvidia's H200 chips with Chinese leader Xi Jinping during a two-day summit in Beijing. Shari Liss, vice president of global workforce development and initiatives at SEMI, joins Bloomberg's Caroline Hyde and Ed Ludlow on "Bloomberg Tech" to discuss what this means for the US semiconductor sector.

Chip export controls were not discussed during Trump-Xi talks, U.S. Trade Representative Jamieson Greer said in an interview with Bloomberg TV on Friday. Critical minerals and market access for U.S. tech companies were expected to be key points of discussion at the Trump-Xi summit.

U.S. Trade Representative Jamieson Greer told Bloomberg TV in an interview on Friday that U.S. export controls on semiconductor chips were not a major topic of discussions with Chinese officials in Beijing.

Semiconductor ETFs like SOXX offer broad exposure as AI-driven memory revenues are projected to nearly triple in 2026.
CME Group and Silicon Data are launching a futures exchange for computing capacity. Contracts will be based on daily GPU benchmarks for on-demand rental rates.
Some exchange-traded funds offer the safety of diversification at the expense of eye-popping returns. This year, returns are the story, especially at funds that hold big slugs of red-hot chip shares.

Soaring profits have investors pouring into shares of CPU, GPU and memory-chip companies.

The SOX continues to follow its projected historical returns and Elliott Wave path, but the advance may be nearing exhaustion, raising the probability of a retracement toward $10,000.
Pason Systems Inc. (PSI:CA) Q1 2026 Earnings Call Transcript

The trade is fairly simple: sell downside protection in semiconductor names where volatility is expensive, and buy downside protection in the S&P 500, where it's relatively cheap.

Semiconductor ETFs offer diversified exposure as AI growth broadens beyond Nvidia into memory, networking, custom chips, and equipment.
The AI trade is evolving—and it's no longer just about GPUs. In this segment, Yahoo Finance Senior Reporter Ines Ferré breaks down why chip stocks have surged this year and how demand for AI infrastructure is creating new bottlenecks across the semiconductor industry.

Southeast Asian countries should aim to build more semiconductor fabrication plants in the coming decade to help the sector diversify and reduce supply risks, the head of global chip industry group SEMI said on Tuesday.
Semiconductor stocks have been surging this spring, as the AI boom stays strong in the face of geopolitical pressures.
The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different.

You might be old enough to remember when, in December 1996, former Federal Reserve Chairman Alan Greenspan used the term “irrational exuberance” to underscore how important it was for the central bank to take asset valuations into account when setting policy.
NEW YORK--(BUSINESS WIRE)--Pershing Square USA, Ltd. (“PSUS”), an investment company managed by Pershing Square Capital Management, L.P. (“PSCM”), and Pershing Square Inc. (“PSI”), the parent company of PSCM, today announced the closing of the combined initial public offering (the “PSUS IPO”) of the common shares of beneficial interest of PSUS (the “PSUS Shares”) and the initial public offering (the “PSI IPO”, and together with the PSUS IPO, the “Combined IPO”) of the common stock of PSI (the “.

MaxLinear saw its stock price rise more than 80% after reporting earnings last week. Hereʻs an ETF that held this small-cap chip stock.

Taiwanese chipmaker UMC said on Wednesday that it continues to see resilient market demand despite "headwinds" from memory chip supply shortages and the impact of the war in Iran.

NEW YORK--(BUSINESS WIRE)--Pershing Square USA, Ltd. (“PSUS”), an investment company managed by Pershing Square Capital Management, L.P. (“PSCM”), and Pershing Square Inc. (“PSI”), the parent company of PSCM, today announced the pricing of the combined initial public offering (the “PSUS IPO”) of the common shares of beneficial interest of PSUS (the “PSUS Shares”) and the initial public offering (the “PSI IPO”, and together with the PSUS IPO, the “Combined IPO”) of the common stock of PSI (the “.

CNBC's Kristina Partsinevelos reports on the latest news around the rally in chip stocks.
The SOX has surged 50%, with record overbought RSI readings. History suggests a near-term pullback (5–11%), followed by potential upside over weeks, but elevated one-year downside risk, consistent with Elliott wave resets.

Invesco Semiconductor ETF PSI hits a 52-week high, powered by AI demand, strong chip earnings and rising investor inflows.
Parabolic moves in the market ‘only end one way,' says BTIG's Krinsky
Pason Systems Inc. (TSE: PSI - Get Free Report) shares passed above its fifty day moving average during trading on Wednesday. The stock has a fifty day moving average of C$12.89 and traded as high as C$13.21. Pason Systems shares last traded at C$12.99, with a volume of 80,574 shares traded. Analyst Upgrades and Downgrades

Launched on 06/23/2005, the Invesco Semiconductors ETF (PSI) is a smart beta exchange traded fund offering broad exposure to the Technology ETFs category of the market.
Invesco Semiconductors ETF (NYSEARCA:PSI - Get Free Report) was the target of a significant drop in short interest during the month of March. As of March 31st, there was short interest totaling 52,715 shares, a drop of 39.2% from the March 15th total of 86,719 shares. Approximately 0.4% of the shares of the company are
BIP Wealth LLC acquired a new position in shares of Invesco Semiconductors ETF (NYSEARCA:PSI) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 24,252 shares of the company's stock, valued at approximately $1,913,000. BIP Wealth LLC owned 0.19% of Invesco
Invesco Semiconductors ETF has outperformed the newer Xtrackers Semiconductor Select Equity ETF, delivering a 6.5% total return in under a quarter. PSI's edge stems from its concentrated U.S.-only portfolio, high 78% turnover, and a quant-driven strategy focused on momentum, management, and valuation. CHPS, with a lower 0.15% expense ratio and 25% Asian exposure, follows an ESG-screened, globally diversified approach but lacks PSI's IP-rich U.S. focus.
Launched on June 23, 2005, the Invesco Semiconductors ETF (PSI) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Semiconductors segment of the equity market.
Semiconductor stocks have spent the past month getting hit from multiple directions: export control uncertainty, broader market volatility, and a VIX that climbed to nearly 30 in early March before settling around 25.
Iran's strike on Qatar slashes helium supply, raising fears of chip disruption but also hinting at semiconductor ETF buying opportunities.
It's hard to resist a great deal on Wall Street, especially with valuations still skewed towards the higher end.

The Invesco Semiconductors ETF offers a balanced exposure to the semi industry while bypassing the high valuations of AI frontrunners. The fund delivered a 13% gain since the beginning of the year amid escalating concerns over the AI bubble and data center infrastructure build-out. I am bullish on PSI ETF prospects, as the fund could provide up to 28% upside potential over the next 12 months.

Omineca Mining and Metals Ltd. - Saskatoon, SK – TheNewswire - March 9, 2026 (TSXV: OMM) (OTCQB: OMMSF) (“Omineca” or the “Company”) is pleased to announce the signing of a Memorandum of Understanding (“MOU”) with PSI Group (“PSI”). As a strategic partner, PSI will fully fund all costs associated with the exploration, development, engineering, mining, and operating capital and expenses of the Fraser Canyon Project, located 12 kilometers northwest of Quesnel, BC, in return for a 75% share of recovered metals from placer operations, with Omineca retaining a 25% zero-cost carried interest. The Fraser Canyon Property claims extend 11 kilometers along the Fraser River encompassing a known, buried paleochannel that trends south-southeast. Historically, up to 1986, the Canyon Mine (now “South Placer”) and the Tertiary Mine (now “North Placer”) collectively produced 1,482 oz of raw placer gold (please see “Property” below).
