Semiconductor Ishares ETF (SOXX)

In the face of a huge sell-off in Broadcom, Wall Street analysts are expressing bullishness, with price targets moving up significantly.

This key semiconductor ETF is waving a red flag.

Skyworks Solutions has significantly underperformed other semiconductor stocks over the past year, and analysts remain cautious about the stock’s prospects.

America’s robotics race is heating up under the Trump administration, and AMD might be the cleanest way to get in early.

While Google grabs headlines with Gemini 3, this semiconductor giant is quietly becoming the real beneficiary of the AI wave.

Semiconductor stocks are on track to advance in 2026 as a global supercycle gains momentum. NVIDIA is still the leader but others are also well-positioned.

Broadcom's virtuous relationship with Google is leading to gains. AVGO is now directly attached to what many view as the best AI model family: Gemini 3.

Advanced Micro Devices has considerably outperformed the Semiconductor industry over the past year, and analysts are cautiously optimistic about the stock’s prospects.

Applied Materials has significantly outperformed the broader semiconductor space over the past year, and analysts remain optimistic about the stock’s longer-term prospects.

One analyst is projecting a 36% increase in hyperscaler CapEx in 2026. Semiconductor leader Broadcom could be a significant beneficiary.