Are Semiconductor Stocks Overvalued? AI Rally Raises Bubble Concerns

Detailed price information for ASML Holdings NY Reg ADR (ASML-Q) from The Globe and Mail including charting and trades.

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three ...

What Makes ASML Holding N.V. (ASML) a Strong Bet?

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor ...
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Well done! Invesco’s semiconductor ETF returned 46% without just chasing NVDA | PSI

Invesco Semiconductors ETF (PSI) returned 46% over the past year through equal weighting across 30 semiconductor companies. PSI holds only 3.86% in NVIDIA and excludes Taiwan Semiconductor and ASML ...

SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after ...
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LRCX vs. ASML: Which Semiconductor Equipment Giant Is the Better Buy?

Lam Research Corporation LRCX and ASML Holding N.V. ASML are leading semiconductor equipment manufacturers that supply critical tools used in chip production. The two companies are playing a critical ...