Broadcom

NVIDIA

Advanced Micro Devices

QUALCOMM

Texas Instruments

Marvell Technology

Lam Research

KLA-Tencor

Analog Devices

Applied Materials

iShares PHLX Semiconductor ETF

SOXX tracks a modified market-cap-weighted index of 30 US-listed semiconductor companies.

ProShares Ultra Silver

Amplify Transformational Data Sharing ETF

Sonicshares Global Shipping ETF

First Trust SkyBridge Crypto Industry and Digital Economy ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily Nvda Bull 2X Shares

Roundhill GLP-1 & Weight Loss ETF

US Global Sea to Sky Cargo ETF

Strive US Semiconductor ETF

Global X Silver Miners ETF

Amplify Junior Silver Miners ETF

Aberdeen Standard Physical Silver Shares ETF

iShares Silver Trust

iShares MSCI Global Silver Miners ETF

VanEck Vectors Semiconductor ETF

Invesco PHLX Semiconductor ETF

Amplify Weight Loss Drug & Treatment ETF

After a torrid risk-on run in the first quarter of 2024, markets cooled off a bit but ended the half still positive with mid-double-digit returns. Technology themes such as cryptocurrency and artificial intelligence helped propel markets higher.

Top Themes in the First Half of 2024: Crypto, Chips, Ships & Silver

iShares Core U.S. Aggregate Bond ETF

Invesco Senior Loan ETF

Vanguard Total Bond Market ETF

Alpha Architect 1-3 Month Box ETF

Fidelity Total Bond ETF

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

iShares Core S&P 500 ETF

iShares S&P 500 Growth ETF

Janus Henderson AAA CLO ETF

JPMorgan Ultra-Short Income ETF

PIMCO Enhanced Short Maturity Active ETF

Invesco QQQ

iShares 0-3 Month Treasury Bond ETF

SPDR Portfolio S&P 500 ETF

SPDR S&P 500 ETF Trust

 SPDR Blackstone Senior Loan ETF

iShares 20+ Year Treasury Bond ETF

Global X Uranium ETF

iShares Broad USD High Yield Corporate Bond ETF

Vanguard S&P 500 ETF

Vanguard Growth ETF

Utilities Select Sector SPDR Fund

Markets steadily march on to record highs, as Q2 2024 wraps up. Many patterns that emerged earlier in the year once again prevailed through the fog of geopolitical and rate uncertainty.

The ETF Flowdown: Q2 2024

JPMorgan Equity Premium Income ETF

Invesco S&P 500 Top 50 ETF

Investing in the best retirement ETFs simplifies long-term financial planning with ease. These funds allow investors to bet on multi-year trends, with access to specialized market sectors and potential for stable long-term growth.

3 Powerful ETFs to Buy to Retire on Easy Street

First Trust Nasdaq Semiconductor ETF

YieldMax NVDA Option Income Strategy ETF

Invesco Dynamic Semiconductors ETF

SPDR S&P Semiconductor ETF

Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. In this edition, we look at semiconductor exchange-traded funds as Nvidia's stock has turbocharged chip ETFs to become market leaders in the first half of 2024.

Not all semiconductor ETFs are the same. What investors need to know before betting on Nvidia and other chip stocks.

Semiconductor stocks are experiencing strong tailwinds due to increasing demand for AI applications. iShares Semiconductor ETF is a good way to gain exposure to the semiconductor space. SOXX outperforms its peers and has the potential for further upside due to the composition of stocks and growth in capex spending.

SOXX: AI-Fueled Capex Upgrade Cycle Tailwinds Still Intact

Vanguard Information Technology ETF

Vanguard S&P 500 Growth ETF

One ETF focuses on growth stocks, another on tech companies, and a third on chipmakers. Each has delivered double-digit average annual gains over the past five and 10 years.

These 3 Simple ETFs Could Turn $600 a Month Into $1.6 Million

Semiconductor companies are thriving this year as demand for artificial intelligence (AI) continued rising. Nvidia (NASDAQ: NVDA) stock has gone bonkers, giving it a valuation of about $3 trillion while Broadcom is valued at over $700 billion.

SMH vs SOXX: Better semiconductor ETF to buy?

Developing artificial intelligence (AI) applications wouldn't be possible without advanced semiconductors. Nvidia is a leading producer of data center chips designed for AI workloads, and they have catapulted the company to a $2.7 trillion valuation.

1 Stock-Split ETF That Could Turn $400 Per Month Into $1 Million, With Nvidia's Help

Chip stocks make up the heaviest weighting within the S&P 500 SPX for the first time, overtaking the software sector in recent days. The changing of the guard reflects Wall Street's optimism about the semiconductor sector's ability to capitalize financially on artificial intelligence and concerns about customer budget pressures within the software industry.

Chip stocks now dominate S&P 500 index for first time

The semiconductor industry is experiencing a surge with stocks of key players like Nvidia Corp NVDA, Micron Technology Inc MU and Qualcomm Inc QCOM.

Chip Stocks On The Rise: Nvidia, Micron, Qualcomm Propel SMH And SOXX ETFs To New 52-Week Highs - iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH)

Micron Technology

The semiconductor boom has rewarded many investors who picked them up before the latest AI-fueled surge. Though there's still value (and room to run) for many of the AI chip stocks, there are also the overheated ones that may be vulnerable to a correction at some point in the near future.

3 Sorry Semiconductor Stocks to Sell in May While You Still Can

iShares Russell 1000 Growth ETF

ETFs make it easier to invest in the stock market. Instead of buying individual stocks and monitoring their performances, you can get exposure to numerous holdings through an ETF.

Wall Street Favorites: 3 ETFs With Strong Buy Ratings for May 2024

Semiconductors have been a huge player in the U.S. stock market in recent years. Even before generative AI's big debut, semiconductor firms were helping portfolios of all kinds.

Are Semiconductors Overvalued? Start With the ETFs

Sprott Junior Copper Miners ETF

Sprott Copper Miners ETF

Global X Copper Miners ETF

iShares Copper and Metals Mining ETF

Amplify Alternative Harvest ETF

AdvisorShares Pure US Cannabis ETF

Engine NO 1 Transform Climate ETF

VanEck Vectors Uranium+Nuclear Energy ETF

Sprott Junior Uranium Miners ETF

Sprott Uranium Miners ETF

Roundhill Cannabis ETF

AdvisorShares Pure Cannabis ETF 

Looking at the ETFs with the highest returns YTD, a few thematic standouts have emerged.  As a reminder regarding  long-term investments, thematic investing is cyclical.

YTD Thematic Winners Reflect Change in Market Leadership

Invesco S&P MidCap Momentum ETF

Finding the best ETFs to invest in has become increasingly popular due to their diversification benefits and long-term growth potential. By consistently investing in suitable ETFs, you can put yourself on the path to financial freedom.

Have $100? 3 ETFs to Invest in Monthly to Become a Millionaire in 20 Years

Semiconductors are vital to our lives these days. It can be hard to single out the one or two best semiconductor stocks and invest in them at the best time.

The Smartest Semiconductor ETF to Buy With $1,000 Right Now

Tema Obesity & Cardiometabolic ETF

Amplify Global Cloud Technology ETF

Amplify US Alternative Harvest ETF

MUSQ Global Music Industry ETF

VanEck Vectors Pharmaceutical ETF

First Trust Cloud Computing ETF

Digging into the first quarter's earnings season allows us to uncover the winning themes of the period as captured by ETFs.

Thematic ETF Winners of the Q1 2024 Earnings Season

The SOXX Semiconductor ETF is better valued, more understandable, and has more inevitable prospects than many realize.

A Warren Buffett-Like Case For Semiconductors And SOXX -- Seriously!

Super Micro Computer

Skyworks Solutions

Despite the slide, the outlook for the semiconductor sector is promising and given the diversification benefits of ETFs, investors may want to consider the recent slump a buying opportunity.

Should You Buy the Dip in Semiconductor Stocks With ETFs?

The semiconductor industry has strong differentiation, financial metrics, and competitive advantages. Several popular semiconductor ETFs have outperformed the S&P 500 over the past decade by a wide margin. SOXX ETF is trading significantly above trend, indicating potential investor over excitement over AI chip demand, and presenting a significant risk to investors.

SOXX: Wonderful Market Sector Now Trading At An Excessive Price

Investors are laser-focused on artificial intelligence (AI) stocks right now, with Nvidia capturing the most attention. Semiconductors are the beating heart of the data center, where AI models are developed, trained, and deployed.

Nvidia Could Help This Stock-Split ETF Turn $200,000 Into $1 Million in 10 Years

Intel

Pacer Data And Digital Revolution ETF

Taiwan Semiconductor Manufacturing

iShares MSCI USA Value Factor ETF

Intel beat estimates on earnings but lagged the same on revenues. It provided a dismal second-quarter revenue guidance, underscoring concerns over the company's growth prospects.

ETFs in Focus Post Intel's Q1 Earnings Beat, Dismal Outlook

So far this year, the PHLX Semiconductor Index has increased 8.7% (with dividends reinvested), but it has declined 7.7% in April. Meanwhile, shares of industry star Nvidia Inc. have declined 12% this month.

The timing may be just right to buy Nvidia or other semiconductor stocks

In a noteworthy market shift, the semiconductor sector, led by Nvidia NVDA, has been struggling in recent months, with the broader Philadelphia Stock Exchange Semiconductor Index entering a correction phase, declining more than 10% from its record high in March. The index is down nearly 8.5% in a week.

Can Q1 Earnings Results Recharge Semiconductor ETFs?

ASML Hld

While facing short-term challenges, Chip maker ASML remains optimistic about the industry's recovery and potential growth opportunities in the coming quarters.

Pain or Gain Ahead of Semiconductor ETFs?

News for iShares PHLX Semiconductor ETF ETF (SOXX)