Semiconductor ETFs Surge As AI Boom Powers Nvidia-Led Rally

Semiconductor ETFs are leading the market as AI-driven demand boosts NVDA-linked funds, with SMH and leveraged chip ETFs delivering strong performance.

9 Information Technology Stocks Whale Activity In Today's Session

Forget The Chip Boom: Wall Street's 'Ultimate Contrarian Trade' Favors Software For 2026

BTIG's Jonathan Krinsky highlights an unprecedented valuation gap favoring software over semiconductors. Discover why a "false breakdown" in software ETFs could signal a massive 2026 rally.

What's Going On With Xanadu Quantum Technologies Shares On Thursday?

Xanadu shares jump as Nvidia launches open-source quantum AI models.

Citron Calls It: The Most Obvious Mispricing In Quantum Stocks Right Now

Citron Research calls Infleqtion (INFQ) the most obvious mispricing in quantum. Why it trades at half the cap of peers despite Nvidia wins.

Elon Musk's Tesla-Space X Joint Venture Leaves Short-Selling Legend Jim Chanos Unimpressed: 'Time For Another Narrative Change'

Jim Chanos slams Elon Musk's Terafab chip plant, noting the $5-13 trillion price tag would equal 16-40% of US GDP. Here's what prediction markets say.

Allbirds' AI Pivot Signals GPU Fever—And Why ETFs Are Already Positioned For It

Allbirds' AI pivot and a 600% single-day stock gain highlights soaring demand for compute power, while chip and AI ETFs stay tied to the core drivers.

Jensen Huang Just Pulled Quantum Computing Into Nvidia's Orbit

Nvidia releases Ising AI models and pulls the quantum computing sector into its orbit.

Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

Why Nvidia Refuses To Become A Hyperscaler — Despite Sitting On Billions

Nvidia CEO Jensen Huang explains why the company won't become a hyperscaler despite strong cash flows, and what it choses to do instead.