Últimas noticias sobre iShares Semiconductor ETF (NASDAQ:SOXX)

iShares Semiconductor ETF

Technology

The Fund seeks to track the investment results of the NYSE Semiconductor Index (the Underlying Index), which measures the performance of the equity securities of the 30 largest U.S.-listed companies that are classified according to the ICE Uniform Sector Classification schema within the semiconductors industry (as determined by ICE Data Indices, LLC or its affiliates (collectively Index Provider or IDI)). Constituents must also meet other eligibility criteria determined by the Index Provider, including minimum market capitalization and liquidity requirements. Companies classified within the semiconductors industry include companies that either manufacture materials that have electrical conductivity (semiconductors) to be used in electronic applications or utilize LED and OLED technology. The semiconductors industry also includes companies that provide services or equipment associated with semiconductors such as packaging and testing. The Underlying Index includes large- and mid-capitalization companies and may change over time. As of March 31, 2024, a significant portion of the Underlying Index is represented by securities of companies in the semiconductor and technology industries or sectors. The components of the Underlying Index are likely to change over time.

Broadcom Inc Common

Nvidia Corp.

Advanced Micro Devices Inc.

Applied Materials, Inc.

Qualcomm Inc.

Kla Corp.

Monolithic Power Systems Inc

Texas Instruments Inc

Taiwan Semiconductor - Adr

Intel Corp.

Analog Devices, Inc.

Lam Research Corp

Marvell Technology Inc

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Analyst Color

Long Ideas

Analyst Ratings

Tech

Trading Ideas

AMZN

AVGO

GOOG

GOOGL

MRVL

NVDA

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

El auge de la IA está disparando la demanda de redes de ultra alta velocidad. ¿Quiénes lideran esta transformación tecnológica?

Broadcom (AVGO) y Marvell (MRVL) lideran redes para IA y podrían disparar ingresos en 2025

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News

Markets

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TSLA

Una histórica brecha entre Wall Street y los mercados globales reconfigura las proyecciones para sectores clave en 2025.

El S&amp;P 500 pierde terreno ante mercados globales con la mayor brecha desde 1988

Sector ETFs

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FTXL

DeepSeek provoca caída en las acciones de semiconductores. Expertos destacan ETF con bajos índices de gastos como oportunidad de inversión.

DeepSeek sacude los mercados: ¿Es momento de comprar ETF de semiconductores?

DATS, LMFA, TDTH, IVDAAAPL, AKAM, AMD, APPS, ARM, ARQQ, ASML, ATGL, CDNS, CMBM, CMTL, COHR, CSAI, DATS, DELL, DGNX, DT, ENPH, ENTG, FICO, FSLY, GDDY, GEN, GFS, GOOG, GOOGL, GWRE, INTC, INTZ, IVDA, JKS, KC, LAES, LDTC,
DATS, LMFA, TDTH, IVDA AAPL, AKAM, AMD, APPS, ARM, ARQQ, ASML, ATGL, CDNS, CMBM, CMTL, COHR, CSAI, DATS, DELL, DGNX, DT, ENPH, ENTG, FICO, FSLY, GDDY, GEN, GFS, GOOG, GOOGL, GWRE, INTC, INTZ, IVDA, JKS, KC, LAES, LDTC, LITE, LMFA, MASS, MAXN, MDB, MFH, MPWR, MRVL, MSAI, MSFT, MU, NTNX, NVDA, OKTA, OLED, OUST, PCOR, PENG, PLTR, PRSO, QCOM, QMCO, RDZN, RTC, SAIL, SEDG, SHOP, SMH, SMTK, SNCR, SNOW, SNPS, SOXX, STAI, STX, TDTH, TER, TTAN, U, UBXG, XLK, XTKG, YOU, ZETA, ZS

WIIM

AAPL

AKAM

APPS

ARQQ

ASML

CDNS

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CMTL

COHR

CSAI

DELL

ENPH

ENTG

FICO

FSLY

GDDY

GWRE

INTZ

LAES

LDTC

LITE

MASS

Maxeon Solar Technologies, Ltd. - Ordinary Shares

MAXN

MPWR

Infrared Cameras Holdings, Inc. - Common Stock

MSAI

MSFT

NTNX

OKTA

OLED

OUST

PCOR

Penguin Solutions, Inc. - Ordinary Shares

PENG

PLTR

PRSO

QCOC

QMCO

RDZN

SAIL

SEDG

SHOP

SMTK

SNCR

SNOW

SNPS

STAI

TTAN

XTKG

ZETA

Shares of companies within the broader technology sector are trading lower as markets react to President Trump's announcement of sweeping tariffs.

The AI revolution isn&#8217;t just about chips—it&#8217;s about the high-speed highways that move data between them. According to JPMorgan analyst Harlan Sur, Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) and Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) are at the center of this networking build-out, making them prime beneficiaries of <a href="https://www.benzinga.com/topic/artificial-intelligence">the AI boom</a>.
<h2 class="wp-block-heading">Networking Demand Surges with AI Compute</h2>
Sur highlights that the rapid expansion of accelerated computing &#8211; powered by Nvidia Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell GPUs, Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google&#8217;s TPUv6, and Amazon.com Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Trainium 2 &#8211; is fueling an insatiable need for faster networking. As hyperscalers scale out their data centers, demand for 800G and next-gen 1.6T networking solutions is set to soar through 2025 and beyond.
At the OFC Networking Conference this week, Broadcom showcased its dominance in high-performance switching, with its Tomahawk 5 and Jericho 3 chipsets seeing strong demand. The company is also gearing up for the launch of its 3nm Tomahawk 6 later this year, further strengthening its AI networking footprint.
Read Also: <a href="https://www.benzinga.com/trading-ideas/technicals/25/04/44588724/intel-make-or-break-moment-can-new-ceo-lip-bu-tan-turn-it-around">Intel Faces Make-Or-Break Moment: Can New CEO Lip-Bu Tan Turn It Around?</a>
<h2 class="wp-block-heading">Marvell: The King Of PAM4 DSPs</h2>
Marvell continues to dominate the PAM4 DSP market, commanding over 70% market share and generating more than $1.5 billion in revenue from this segment in 2024. 
The company is leading the charge in next-gen 1.6T AEC and silicon photonics (SiPho) solutions, positioning itself to capitalize on both scale-out and scale-up networking demand. With strong AI-ASIC ramps in the pipeline, Marvell's data center business looks set for solid Q/Q growth through the rest of the year, the analyst said.
<h2 class="wp-block-heading">Broadcom: The Networking Powerhouse</h2>
Broadcom, meanwhile, is flexing its dominance in high-performance networking. Its Tomahawk 5 switch (51.2Tbps throughput) is already in high-volume production, and the next-gen Tomahawk 6 (102Tbps) is expected to drop later this year. AI-related networking revenue is up over 60%, and Broadcom's deep lineup of scale-out and scale-up solutions—ranging from PCIe Gen5 connectivity to co-packaged optics—keeps it ahead of the pack, according to Sur.
<h2 class="wp-block-heading">Actionable ETFs for Investors</h2>
For those looking to gain exposure to this AI-driven networking surge, iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) and VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) both hold significant positions in Broadcom and Marvell, making them prime ways to ride this wave.
With hyperscalers racing to upgrade their AI infrastructure, Broadcom and Marvell are sitting in the sweet spot. 
With demand for ultra-high-speed networking solutions on the rise, these two semiconductor leaders appear well-positioned for further growth.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44539735/nvidia-stock-an-attractive-opportunity-analyst-says-valuation-cheap-despite-china-restrictions">Nvidia Stock &#8216;An Attractive Opportunity,&#8217; Analyst Says Valuation Cheap Despite China Restrictions</a></li>
</ul>
Photo: asharkyu/Shutterstock.com

JPMorgan Says Broadcom, Marvell Could Dominate AI's Next Frontier — Here's Why

The S&amp;P 500, tracked by SPDR S&amp;P 500 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), has recorded its largest quarterly underperformance against global markets in 37 years. 
What Happened: The U.S. benchmark index trailed the MSCI All Country World Excluding United States Index by the widest margin since 1988, according to Bloomberg data shared by Barchart on Monday. 
The performance gap marks a notable reversal from recent years when U.S. stocks frequently outpaced international markets.
Large-cap technology stocks drove much of the quarterly decline, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>. Trade Desk (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) fell 53.99%, Deckers Outdoor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) dropped 46.13%, and Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) lost 45.40%. Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) declined 38.95% during the period.
The technology sector&#8217;s weakness is reflected in the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>), which fell 11.9% in March alone. The broader tech-focused Nasdaq 100 dropped 1.1% as semiconductor <a href="https://www.benzinga.com/news/econ-s/25/03/44567966/stocks-fall-sp-500-eyes-worst-month-in-almost-two-years-oil-rallies-whats-driving-markets-monday">companies weighed on performance</a>.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">S&amp;P 500 suffers largest quarterly underperformance relative to the rest of the world in 37 years &#x1f6a8; <a href="https://t.co/JbWLxSH1GG">pic.twitter.com/JbWLxSH1GG</a>
&mdash; Barchart (@Barchart) <a href="https://twitter.com/Barchart/status/1906821431352029565?ref_src=twsrc%5Etfw">March 31, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44571608/april-is-oils-best-month-may-second-will-prices-hit-80-before-summer">April Is Oil&#8217;s Best Month, May Second: Will Prices Hit $80 Before Summer?</a>
Why It Matters: Energy emerged as the quarter&#8217;s strongest sector, tracking toward its fourth consecutive positive month with year-to-date gains of 8.5%. The Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) outperformed other sectors in recent trading.
Goldman Sachs, citing the changing market dynamics, lowered its S&amp;P 500 earnings growth estimates to 3% for 2025 and 6% for 2026, down from 7% <a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44560485/goldman-sachs-slashes-sp-500-price-outlook-as-tariffs-weaker-growth-hit-earnings">previously for both years</a>.
Meanwhile, as U.S. stocks struggled, gold prices reached $3,115 per ounce, posting their <a href="https://www.benzinga.com/news/econ-s/25/03/44567966/stocks-fall-sp-500-eyes-worst-month-in-almost-two-years-oil-rallies-whats-driving-markets-monday">strongest three-month rally</a> since 2009.
Historical perspective from Bloomberg data indicates the performance gap between U.S. and global stocks has fluctuated significantly over time, with the S&amp;P 500 occasionally outperforming global markets by up to 15 percentage points in the early 1990s, late 1990s, and mid-2000s.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/25/03/44568282/blackrock-ceo-larry-finks-2025-investor-letter-how-the-company-will-navigate-ai-inflation-global-markets">BlackRock CEO Larry Fink&#8217;s 2025 Investor Letter: How The Company Will Navigate AI, Inflation, Global Markets</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

S&P 500 Just Had Its Worst Quarter vs. Global Stocks Since 1988: What's Driving The Rout

Risk sentiment remains under pressure at the start of the week on Wall Street, with tech-heavy indexes sliding while commodities advance, as traders fear a new wave of price pressures following <a href="https://www.benzinga.com/topic/tariffs">the upcoming tariffs announcement.</a>
The S&amp;P 500 experienced a turbulent morning session, first hitting its lowest level in over six months before clawing back some ground and trimming losses. Nevertheless, the benchmark equity index is on track for its worst month since September 2022, having fallen 7% in March.
Tech stocks remained the weakest link, with the Nasdaq 100 down 1.1% as semiconductor names weighed on the broader sector. The iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) dropped 1.9% and is down 11.9% month-to-date — also marking its worst month since September 2022.
President Donald Trump's threats toward Iran over the weekend pushed crude oil prices up by 3.5% for the session, marking the biggest single-day gain since October.
Energy-related stocks outperformed and are on pace to log their fourth consecutive positive month, now up 8.5% year-to-date.
Meanwhile, gold prices continued to smash record highs, with bullion surging over 1% to $3,115 per ounce. Quarterly gains have reached 18% — the strongest three-month rally since 2009.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) inched up 1.2% to $83,400, fighting to avoid a second consecutive monthly decline.
<h1 class="wp-block-heading">Monday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>41,688.45</td>
<td>0.3%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,555.01</td>
<td>-0.5%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,001.35</td>
<td>-1.0%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,075.33</td>
<td>-1.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:45 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) fell 0.4% to $553.82.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) inched 0.2% up to $416.59.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;fell 1.1% to $463.82.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) tumbled 0.9% to $198.50.</li>
<li>The&nbsp;Energy&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) outperformed, up 1.5%; the&nbsp;Technology&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) saw the worst performance, down 1.2%.</li>
</ul>
<h1 class="wp-block-heading">Monday&#8217;s Stock Movers</h1>
<ul>
<li>Celsius Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CELH#NASDAQ">CELH</a>) surged more than 7% after Truist upgraded the stock from Hold to Buy and lifted its price target from $35 to $45.</li>
<li>Wolfspeed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>) roared 11% following a 52% drop on Friday. </li>
<li>Moderna Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>) shares plunged nearly 10% after the resignation of Dr. Peter Marks, the FDA's top vaccine official, sparked concerns over potential delays in the review of new treatments.</li>
</ul>
Read Now:
<ul>
<li><a href="https://www.benzinga.com/etfs/25/03/44564323/tech-linked-etfs-suffer-outflows-in-march-as-ai-mini-bubble-pops-on-tariff-panic">Tech-Linked ETFs Suffer Outflows In March As AI &#8216;Mini Bubble&#8217; Pops On Tariff Panic</a></li>
</ul>
Photo: Shutterstock Professional via Shutterstock

Broad U.S. Equity ETFs

Commodities

Econ #s

$BTC

CELH

SPDR Dow Jones Industrial Average ETF Trust

MRNA

WOLF

Stocks Fall, S&P 500 Eyes Worst Month In Almost Two Years, Oil Rallies: What's Driving Markets Monday?

U.S. technology-linked ETFs endured a wave of selling pressure in March 2025 as investor enthusiasm for the artificial intelligence boom cooled and macroeconomic uncertainties—from tariff risks to geopolitical tensions—dampened appetite <a href="https://www.benzinga.com/topic/technology-stocks">for high-growth names.</a>
The Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which tracks the tech-heavy Nasdaq 100 Index, plunged 9.1% in March, its worst monthly performance since December 2022. 
Unlike previous corrections, where dip-buying quickly followed. This time, investors pulled back. QQQ posted $1.4 billion in outflows, snapping a four-month streak of inflows and signaling rising caution.
The Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) slumped 10%, marking its steepest one-month drop since September 2022. The ETF also bled $770 million in March, bringing combined outflows over the past two months to more than $1.1 billion.
Semiconductor-related ETFs—previously the poster children of the AI revolution—were particularly hard hit.
The iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) suffered $200 million in outflows, marking the fourth straight month of capital leakage. 
The VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and SPDR S&amp;P Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSD#NYSE">XSD</a>) recorded outflows of $210 million and $40 million, respectively. 
These ETFs have entered a bear market after falling more than 20% from their late 2024 peak.
<h3 class="wp-block-heading">Valuation Reset: The AI Trade Comes Back to Earth</h3>
According to Ed Yardeni, president at Yardeni Research, the semiconductor sector has now "mostly erased its valuation premium" over the broader market—an edge it had built up since the debut of ChatGPT in late 2022.
&#8220;We&#8217;ve opined that DeepSeek would be a net positive for AI demand, as cheaper training and model proliferation helps non-tech companies adopt AI and boost productivity. Perhaps there was a mini-bubble built up on AI euphoria,&#8221; Yardeni said in a recent note. 
Yet, he also expressed room for optimism.
&#8220;Since the Magnficent-7 stocks&#8217; long-term earnings expectations and valuation multiples already have realigned closer to historical averages without a bear market or recession, we think further downside for the AI trade is limited,&#8221; Yardeni added.
Read Now: 
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44563303/gold-beats-sp-500-by-widest-margin-since-2011-as-tariff-fears-trigger-rush-to-havens">Gold Beats S&amp;P 500 By Widest Margin Since 2011 As Tariff Fears Trigger Rush To Havens</a></li>
</ul>
Photo: Shutterstock

Tech-Linked ETFs Suffer Outflows In March As AI 'Mini Bubble' Pops On Tariff Panic

Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is experiencing profound strategic shifts under the guidance of its new CEO, Lip-Bu Tan. As the company reorganizes its executive ranks and streamlines its chip manufacturing focus, investors looking for exposure to Intel shares might find ETFs an attractive way to take advantage of these changes. Three <a href="https://www.benzinga.com/etfs">ETFs with significant Intel stock holdings</a> that could gain from the company&#8217;s shift are outlined below.
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)
The iShares Semiconductor ETF is among the most widely held ETFs to track the semiconductor sector, with a high concentration in top chipmakers such as Intel. Based on its most recent holdings, Intel accounts for a decent percentage of the fund&#8217;s assets, making SOXX an excellent vehicle for investors who are optimistic about Intel&#8217;s foundry growth and cooling technology innovations.
Intel&#8217;s <a href="https://www.benzinga.com/25/03/44532855/intels-superfluid-cooling-tech-possibly-suitable-for-nvidias-gb300-chips-says-expert-amid-intcs-efforts-to-secure-commitments-for-foundry-services">SuperFluid cooling technology has drawn attention</a> for possible applications in Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell Ultra GB300 AI chips, indicating a vital spot in the AI-fueled semiconductor space. If Intel manages to make Nvidia a foundry customer, SOXX might experience additional growth fueled by Intel&#8217;s strategic shift.
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)
VanEck Semiconductor ETF offers focused exposure to semiconductor leaders, including shares of Intel. The fund is a good choice for investors who want to ride the tide of Intel&#8217;s foundry plans and next-generation packaging technologies that will challenge Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Intel is accelerating its 18A process node and securing United Microelectronics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) for late 2026 production collaborations. This may cause SMH investors to eventually realize an upside if the moves win over heavy-duty tech customers such as Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
SPDR S&amp;P Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSD#NYSE">XSD</a>)
The SPDR S&amp;P Semiconductor ETF has a similar equal-weighted strategy to semiconductor stocks, with broad-based sector exposure without compromising on its holdings of Intel stock. Investors get a chance to bet on Intel&#8217;s turnaround while hedging single-stock risk, via this ETF.
Intel&#8217;s leadership restructuring, with <a href="https://www.benzinga.com/tech/25/03/44532562/intel-board-shake-up-continues-as-three-directors-exit-amid-leadership-overhaul-under-ceo-lip-bu-tan">three members stepping down</a>, indicates that the company is leaning more toward <a href="https://www.benzinga.com/25/03/44355124/intels-new-ceo-charts-bold-revival-plan-warns-of-tough-decisions-ahead-reports">Tan&#8217;s vision of maximizing chip design</a> and manufacturing. ETFs like XSD could benefit from Intel&#8217;s potential recovery in the semiconductor space.
See Next: 
<ul>
<li><a href="https://www.benzinga.com/25/03/44541164/vanguard-expands-fixed-income-offerings-with-global-government-bond-ucits-etf">Vanguard Launches Global Government Bond ETF, Expanding Fixed-Income Options For European Investors</a></li>
</ul>
Photo: Shutterstock

INTC

Big Moves At Intel: These 3 ETFs Stand To Benefit

ATGL

DATS

DGNX

IVDA

LMFA

QCOM

TDTH

UBXG

Shares of companies in the broader technology sector are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

U.S. stocks declined on Wednesday, with all major indices in the red by midday in New York, as renewed concerns <a href="https://www.benzinga.com/topic/tariffs">over tariffs rattled investors.</a>
President Donald Trump signaled that new trade duties on automobiles could be announced as early as today, while market participants are also bracing for April 2, which marks the start of reciprocal tariffs.
Technology shares, particularly semiconductor stocks, led the selloff, dragging the Nasdaq 100 sharply lower and trimming much of its weekly gains. Shares of Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) tumbled 5.9%, on track for the worst daily loss since early March, as investors fear further restrictions on chip exports to China. The iShares Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NYSE">SOXX</a>) fell 3.4%. 
Meanwhile, blue-chip stocks in the Dow Jones Industrial Average were more resilient, supported by strength in the energy and consumer staples sectors. The CBOE Volatility Index (VIX), Wall Street's so-called "fear gauge," jumped 8% to 18.9.
The dollar and Treasury yields remained flat, reflecting a wait-and-see stance in the bond market amid uncertainty over the broader economic impact of potential tariffs.
In commodities, crude oil rose 1.4%, extending weekly gains to 2.5%—on track for its best week since early January—after a surprise drop in commercial inventories. Metals held steady, with copper holding record highs.
Bitcoin slipped 1% to $86,500 following a flat close the previous day.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,552.19</td>
<td>-0.1%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,078.48</td>
<td>-0.9%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,720.71</td>
<td>-1.0%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,980.84</td>
<td>-1.5%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 1:00 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) fell 1% to $569.92.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) inched 0.2% lower to $424.78.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;dropped 1.7% to $485.01.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) also fell 1% to $205.59</li>
<li>The&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) outperformed, up 1.3%; the&nbsp;Technology&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) was the worst sector performer, down 2.1%.</li>
</ul>
<h3 class="wp-block-heading">Wednesday&#8217;s Stock Movers</h3>
<ul>
<li>GameStop Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>) skyrocketed 15% in reaction to stronger-than-expected quarterly earnings. The retailer eyes its strongest one-day gain since June 2024. </li>
<li>Other stocks reacting to earnings reports were Cintas Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTAS#NYSE">CTAS</a>), up 6.5%, Paychex Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAYX#NASDAQ">PAYX</a>), up 4.8%, Dollar Tree Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>), up 4.9%, and Chewy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>), up 1.5%. </li>
</ul>
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Photo: Shutterstock

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PAYX

Stocks Slip As Tariff Fears Resurface: What's Driving Markets Wednesday?

Wall Street&#8217;s tech giants are pouring billions into artificial intelligence infrastructure, driving a massive semiconductor revenue boom, but beyond Silicon Valley's elite, most companies are still fumbling through the early stages of <a href="https://www.benzinga.com/topic/expert-ideas">adoption, according to Goldman Sachs. </a>
In a note shared Monday, Goldman Sachs analysts Sarah Dong and Joseph Briggs said that AI-related investments in chips and hardware are set to add $305 billion in revenue by the end of 2025. That includes a $200-billion revenue growth for semiconductor firms, plus a $105-billion boost for other hardware enablers.
Despite the flood of investments, AI isn't moving the needle in GDP figures. Goldman said that's because the Bureau of Economic Analysis classifies semiconductors and cloud services as intermediate inputs, which don't directly show up in growth metrics.
<h3 class="wp-block-heading">AI Broader Adoption Still Limited</h3>
Only 7.4% of U.S. firms currently use AI in their operations, according to Goldman Sachs, up modestly from 6.1% in the fourth quarter of 2024. 
Large companies—defined as those with over 250 employees—are at the forefront of this trend. Currently, 12% are already using AI, and that number is expected to rise to 17% by mid-year.
&#8220;We continue to see higher adoption rates among subsectors with greater exposure of work tasks to AI automation,&#8221; the analysts said.
The biggest growth is expected in computing and electronics manufacturing, where work tasks are more likely to be automated by AI. Other fast-moving sectors include web search, broadcasting, and publishing.
Goldman added that while new AI tools are being developed and tested, very few businesses have been able to measure clear productivity gains or returns on investment.
<h3 class="wp-block-heading">Labor Market Impact Still Small, Productivity Gains Are Large In Selective Areas</h3>
Fears of AI-triggered mass layoffs haven't played out. Goldman said there have been no explicit mentions of AI in recent job cut announcements. 
While AI-related roles now account for 23% of IT job postings, they account for just 1.3% of total job listings.
&#8220;We continue to see large&nbsp;impacts on labor productivity&nbsp;in the limited areas where generative AI has been deployed,&#8221; Goldman Sachs wrote.
The Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>) is flat in 2025, after rising 24% in 2024 and 55% in 2023.
The iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) has fallen 5% year to date, after notching a 85% cumulative gain over the last two years. 
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Image created using artificial intelligence via Midjourney.

Goldman Sachs Predicts $305 Billion AI Windfall While Adoption Remains Slow

U.S. chip stocks, which enjoyed the spotlight during last year's AI investment boom, have taken a noticeable hit this year as investors shift focus to software companies—the emerging engine of AI value creation.&nbsp;
Tariff‐driven volatility and a dimming demand outlook, compounded by the emergence of lower‐cost AI models from China's DeepSeek, have put pressure on semiconductor shares.&nbsp;
For example, the Philadelphia Semiconductor Index has fallen about 6% year‐to‐date, and industry leader Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has dropped nearly 14% from its recent December high.
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<li>This startup is on the brink of a huge disruption to a $654 billion industry – <a href="https://www.benzinga.com/money/venhub-adv">invest in it for under $10 before it's too late</a>.</li>
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<h2 class="wp-block-heading">Software Momentum Rising</h2>
Meanwhile, the software sector is showing robust gains. Companies such as Atlassian (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>), CrowdStrike Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), Palantir Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), and Cognizant (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>) have surged between 7% and 19% this year, reflecting growing investor confidence in AI-driven applications.&nbsp;
Capital flows further illustrate this shift. The iShares Expanded Tech-Software Sector ETF (CBOE: IGV) has attracted over $1.87 billion in inflows through Feb. 28, while both the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)&nbsp; and the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) have seen over $1 billion in outflows each.&nbsp;
In 2024, the iShares Expanded Tech-Software Sector ETF experienced significant inflows, including a $277 million addition on Oct. 14. The VanEck Semiconductor ETF also saw substantial growth, with a 40.4% year-to-date increase as of Dec. 23, driven by rising demand for AI applications and cloud computing.
Trending: Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.26/share!</a>
According<a href="https://www.reuters.com/technology/artificial-intelligence/us-chip-darlings-struggle-some-bet-software-next-big-ai-play-2025-03-06/"> </a>to <a href="https://www.reuters.com/technology/artificial-intelligence/us-chip-darlings-struggle-some-bet-software-next-big-ai-play-2025-03-06/">Reuters</a>, this rotation appears to be a natural progression. Adam Turnquist, chief technical strategist at LPL Financial, explained that "the shift is a natural progression for AI investing—as the use cases for AI evolve, the true revenue drivers are emerging in software applications."&nbsp;
In addition, Morgan Stanley equity analyst Keith Weiss <a href="https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/genai-profit-2025-joe-moore-keith-weiss">said</a>, "We're now starting to see the ascendancy of the software part of the equation, as companies begin to monetize their AI solutions effectively."
Yet, caution remains regarding the indispensable role of semiconductor hardware. According to <a href="https://www.investors.com/news/technology/ai-stocks-nvidia-stock-software-companies/">Investors Business Daily</a>, while software revenues offer stability, the performance of Nvidia's GPUs is critical for powering AI, and no clever software can fully compensate for a basic lack of processing power.&nbsp;
See Also: Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">invest pre-IPO from $0.55 per share now</a>.
DeepSeek's launch of a lower-priced chatbot has intensified competitive pressures. Goldman Sachs analyst Ryan Hammond said, according to <a href="https://www.investors.com/news/technology/ai-stocks-nvidia-stock-software-companies">Investor's Business Daily</a>, that "the AI trade will broaden and that stocks with AI-enabled revenues offer better risk/reward for new capital than those involved in infrastructure"
Escalating Sino‑U.S. trade tensions and export restrictions add further uncertainty to the chip sector, prompting many to see software investments as a more stable, long-term opportunity.&nbsp;
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Nvidia Takes a Hit: Why AI Investors Are Moving Away from Chips to Software

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Shares of chip stocks are trading higher amid market strength on reports suggesting the US could narrow upcoming tariffs, which are expected to take effect Apr. 2.

AMAT

MKSI

SMTC

SWKS

Shares of semiconductor and chip stocks are trading higher. The sector may be gaining amid an overall market rebound after experiencing recent weakness due to tariff uncertainty.

AMBA

MTSI

UCTT

Shares of chip stocks are trading higher as tech stocks rebound following softer-than-expected Feb. CPI figures. It was also reported that TSMC pitched a joint venture to Nvidia, AMD, Broadcom and Qualcomm to operate Intel's factories.

CAMT

HIMX

MCHP

TSEM

Shares of semiconductor stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition."

Market Summary

General

Benzinga Market Summary: Markets Turn Higher On Tariff Delays, Chip Stocks Rise On Strong Broadcom Guidance, Oil Rises

Major indexes are lower as investors assess US tariff policy. Additionally, Marvell dropped following roughly in-line guidance, which could be weighing on some chip stocks.

ALGM

INDI

NVTS

SITM

Shares of semiconductor stocks are trading higher as investors assess US trade and investment policy. Stocks across sectors rose on reports President Trump will delay auto tariffs.

Semiconductor and tech ETFs are trading lower as NVIDIA falls following a WSJ report suggesting Chinese buyers have been ordering the company's chips despite US curbs.

Shares of chip stocks are trading higher, rebounding after falling this week in sympathy with NVIDIA.

ACMR, ALAB, AMAT, AMBA, AMD, AMKR, AOSL, ARM, ARQQ, ASML, ASX, ATO, CAMT, CRDO, ENTG, FORM, HIMX, ICHR, INTC, KLAC, KLIC, LAES, LRCX, MKSI, MTSI, MU, MXL, NN, NVDA, NVMI, NVTS, ONDS, ONTO, QUIK, RGTI, RMBS, SITM, SKYT, SMH, SMTC, SOXX, STM, TSEM, TSM, UCTT, VUZI, WOLF

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Shares of semiconductor companies are trading lower in sympathy with Nvidia, which reversed amid a possible selloff after reporting Q4 financial results.

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