ETF Launches Are Exploding. So Why Are Investors Playing Defense?

Shares of semiconductor companies are trading higher amid overall market strength and easing inflation concerns as investors return to AI-related companies.

Shares of semiconductor and chip-related companies are trading lower after AI executives signaled that the industry's growth may need to be slowed. The industry is also facing pressure as oil prices spike in reaction to the escalating conflict in the Middle East which can lead to inflation, tighter lending and reduced demand.

This Memory Sector Sleeper Stock Nears a Profitability Turning Point

Everspin Technologies, a niche MRAM chip maker for aerospace and military applications, is approaching profitability despite current losses driven by $4 million in legal fees from patent litigation. The company posted record revenue of $18.7 million (up 42% YoY) and secured a $40 million multi-year defense contract plus a strategic partnership with Teledyne. Once legal expenses conclude in mid-2027, profitability should improve significantly as the company targets $100 million in revenue by fiscal 2029.

SK Hynix, Intel May Make Memories in Ohio: These ETFs Are Along for the Ride

SK Hynix and Intel are exploring U.S. memory chip production as demand for DRAM and high-bandwidth memory surges. Here are the ETFs to watch.

Nvidia and Meta Are Hungry for HBM. SK Hynix Is on the Menu — These ETFs Could Cash In

SK Hynix sees stronger HBM demand from Nvidia, AMD, Meta and Microsoft. These ETFs offer investors different ways to play the AI memory boom.

MU, SNDK, SKHY Stocks Decline on Toshiba Storage Fears: Researcher Points to Cantor Note Calling the Pullback a 'Buying Opportunity'

Why did MU, SNDK, and SKHY plunge? Nicholas Mugalli shares a Cantor note explaining why Toshiba capacity fears create a buying opportunity.