The Vanguard Information Technology ETF (VGT) tracks the entire U.S. technology sector, while the iShares Semiconductor ETF (SOXX) concentrates on the chipmakers at the center of modern computing and artificial intelligence. Understanding how these strategies differ can help investors decide how concentrated their technology exposure should be.
The iShares Semiconductor ETF is concentrated in chip stocks, while the State Street Technology Select Sector SPDR ETF features a broader mix of tech stocks.
About 42% voted saying that they are buying chip and AI-related stocks in the market downturn, while only 29% revealed they are buying the software dip.
CFO Dave Zinsner said at a conference in San Francisco that following a 20%+ growth in units in 2025, the server market is going to continue to rise “meaningfully this year.”
The high-octane growth engine of the artificial intelligence sector hit a significant speed bump today, March 2, 2026, as Nvidia (NASDAQ:NVDA) saw its shares slide by 4%, continuing a downward trend that began with the confirmation of its massive $30 billion investment in OpenAI. This historic capital injection, while
Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes obvious.
In an article on his website posted on Friday, Deepwater Management founder Gene Munster said that the drop in Nvidia shares is because accelerating revenue growth is no longer a catalyst for the company.
Speaking to Bloomberg Television, Ives described Nvidia’s latest results in glowing terms and emphasized the scale of its projected $78 billion revenue outlook for the upcoming quarter.
Analysts expect Nvidia to report a 68% YoY rise in Q4 revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data.
The company’s annual report projected in detail how AI-driven investments broadened beyond an initial niche customer base, fueling capacity expansion across logic and memory manufacturers.
Nvidia’s data center revenue and its Q1 forecast will be closely watched, with analysts expecting a more muted spillover effect on the broader market this time around.
The U.S. Court of Appeals for the Federal Circuit upheld the validity of the patents in an opinion on Friday, saying Micron failed to prove unpatentability of Netlist’s memory modules.
According to a report from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center.
According to an Investing.com report, Morgan Stanley noted that Nvidia has the largest shortfall between its S&P 500 allocation and active fund ownership.
Brokerages turned bullish after the company issued a stronger-than-expected second-quarter earnings outlook and reported record quarterly revenue from its DRAM segment.
