$3.2T Chip Boom: Which Semiconductor ETFs Get The Biggest Slice?
Bank of America sees the semiconductor market reaching $3.2T by 2030. Here’s how AI, memory and chip-equipment ETFs could benefit.
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Jim Cramer flagged over $90M in short-dated chip calls, suggesting Leopold Aschenbrenner’s fund may be behind the trades, though unconfirmed.
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Bank of America sees the semiconductor market reaching $3.2T by 2030. Here’s how AI, memory and chip-equipment ETFs could benefit.
South Korea's stock market is outperforming all others in 2026, with the Kospi index up nearly 60% driven primarily by semiconductor giants Samsung and SK Hynix. The market trades at attractive valuations (12x earnings vs S&P 500's 26x) and Goldman Sachs projects a 34% upside to 9,000. Investors can gain exposure through the iShares MSCI South Korea ETF (EWY), though the author recommends only modest investments due to tech sector volatility.
Wall Street closed sharply higher on Thursday, with the Nasdaq jumping 1.7% and the S&P 500 rising 1.1%, as investors looked past the Fed's 25-basis-point rate hike. Tech and discretionary stocks led the rally, supported by softer oil prices, declining Treasury yields, and strong jobs data that eased inflation and borrowing-cost concerns.
Kaplan Fox has filed securities class action lawsuits against three companies: Hyliion Holdings for allegedly making false statements about a VFG partnership that caused stock manipulation, Taboola.com for undisclosed issues during May-August 2026, and Bloom Energy for misrepresentations between February 2025 and July 2026. Investors have until specified deadlines to join the cases or seek lead plaintiff status.
Bloom Energy shares are trading higher Thursday as lower oil prices and bond yields boosted data center infrastructure stocks.