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Zacks News
Trump's Polysilicon Tariffs Could Reshape These ETFs
by Zacks Equity Research
Trump's 15% polysilicon tariff may boost smaller U.S.-focused solar and semiconductor stocks but raise costs for import-dependent firms.
Alphabet's Higher AI Spending Could Boost These ETFs
by Zacks Equity Research
GOOGL boosts 2026 capex to $205B, signaling stronger AI demand. Read on to explore ETFs poised to benefit from the next wave of AI spending.
ETFs to Buy as AMD Shares Sink 7% Despite Q2 Earnings Beat
by Aparajita Dutta
AMD slides after beating Q2 estimates, but strong AI and data center growth outlooks may steer investors toward ETFs with meaningful exposure to this chipmaker.
Why Chip ETFs May Be Poised for a Comeback
by Sanghamitra Saha
Chip stocks may be primed for a rebound as AI spending stays strong, technical signals improve and Wall Street sees the recent semiconductor selloff easing.
Best-Performing ETF Areas of July 2026
by Sanghamitra Saha
Oil, rising yields and AI spending reshaped July's ETF winners. Here are the top-performing ETFs that thrived in a volatile month.
Top-Performing Leveraged ETFs of July
by Sanghamitra Saha
July's top leveraged ETFs delivered triple-digit gains as SpaceX, PayPal and Chinese tech drove outsized moves amid volatile markets.
4 ETFs to Play in the Month of August
by Sanghamitra Saha
August could favor banks, Big Tech, cash-like bonds and value ETFs as higher yields, AI spending and inflation shape market trends.
AI-Driven Chip Rally Hits a Speed Bump: Buy the Dip in ETFs?
by Sanghamitra Saha
AI chip stocks hit a sharp correction, but strong earnings and AI demand suggest the pullback may be a dip-buying opportunity for semiconductor ETFs.
Is Massive AI Spending Favoring Chip ETFs More Than Big Tech?
by Sanghamitra Saha
AI spending is boosting chipmakers' cash flows before Big Tech sees returns, keeping semiconductor ETFs like SMH, XLK and DRAM in focus.
Should You Invest in the VanEck Semiconductor ETF (SMH)?
by Zacks Equity Research
Sector ETF report for SMH