AMD2026-07-19 21:23:58AMD’s weight in SOXX rises to 8.43%, narrowing the gap with NvidiaAs of July 16, Advanced Micro Devices (AMD) accounted for 8.43% of the iShares Semiconductor ETF (SOXX), putting it close to Nvidia’s 8.53% weighting, while Micron Technology ranked next at 7.63%, according to Techub News, citing CryptoBriefing. The fund has $45.06 billion in assets under management and has returned 76.27% so far this year. SOXX tracks the NYSE Semiconductor Index and holds 30 chip companies. The report said semiconductors sit at the core of both AI and crypto infrastructure, with bitcoin miners and decentralized computing networks relying on chipmakers. It also noted that AMD has long been favored by miners for its price-to-performance ratio, while Micron’s memory chips are becoming more important as demand for AI models grows.1590
Tech Stocks2026-07-03 00:31:33Tech Stocks Slow Down, Nasdaq-S&P Volatility Gap Hits Highest Since 2008 Financial Crisis as AI Bearish Sentiment RisesThe rally in tech stocks has recently slowed, with traders' confidence wavering. The volatility gap between the Nasdaq 100 and S&P 500 has widened to the highest level since the 2008 financial crisis, driven by increased buying of Nasdaq put options, signaling growing concerns over a potential pullback in AI-related sectors. Semiconductor ETF (SMH) dropped over 5% on Thursday, further reflecting the weakening momentum of previously hot tech stocks.1390
Nasdaq 1002026-07-02 23:01:41Nasdaq Volatility Spread Hits Highest Since 2008: Tech Rally Cools, AI Correction Signals Raise AlertsThe volatility spread between the Nasdaq 100 and the S&P 500 has widened to its highest level since the 2008 financial crisis, driven by surging demand for Nasdaq put options, reflecting growing concerns over a potential correction in AI stocks. The semiconductor ETF (SMH) dropped over 5% on Thursday, confirming that the rally in hot tech names is losing steam. While call option activity remains elevated, market sentiment has visibly shifted from extreme optimism to caution. This shift could spill over into the crypto market, particularly affecting AI-related tokens.1360
Gold ETF2026-06-28 00:31:20US Gold and Bitcoin ETFs See $12B Net Outflows While Semiconductor ETFs Attract $20B Inflows as Capital Shifts to Tech Growth SectorsThe Kobeissi Letter 最新分析显示，自4月以来美国黄金与比特币相关ETF累计净流出约120亿美元，而半导体ETF净流入约200亿美元。5月中旬趋势加速：黄金/比特币ETF流出增长三倍，半导体流入翻倍。GLD下跌13%，IBIT下跌12%，SOXX大涨81%，SMH涨60%。分析指出散户资金正从避险资产和加密资产大规模转向半导体与AI板块，风险偏好切换明显。1400
Gold ETF2026-06-27 23:31:26Gold and Bitcoin ETFs See $12B Outflows Since April as Tech Stocks SoarAccording to The Kobeissi Letter, U.S. gold and Bitcoin-related ETFs have seen net outflows totaling approximately $12 billion since April 2026, while semiconductor ETFs attracted $20 billion in net inflows. The trend accelerated in mid-May, with outflows from gold and Bitcoin ETFs more than tripling and semiconductor ETF inflows doubling. The largest gold ETF, GLD, fell about 13% since early April, while the Bitcoin ETF IBIT dropped 12%. In contrast, semiconductor ETFs SOXX and SMH surged 81% and 60%, respectively. This risk-on shift indicates retail capital is rapidly moving from safe-haven assets and crypto assets into high-growth semiconductor and AI-related stocks, driving the market in an unprecedented manner.1430
Gold ETF2026-06-27 22:31:07Gold and Bitcoin ETFs See $12B Outflows as Semiconductor ETFs Attract $20B – Sharp Risk Appetite Shift自4月以来，美国黄金与比特币相关ETF累计净流出约120亿美元，而半导体ETF则净流入约200亿美元，资金明显向科技成长板块集中。5月中旬趋势加速：黄金与比特币ETF流出规模增三倍，半导体ETF流入翻倍。全球最大黄金ETF GLD下跌约13%，比特币ETF IBIT下跌约12%，而半导体ETF SOXX与SMH分别上涨81%与60%。分析指出，散户资金正从避险资产与加密资产涌向半导体与AI相关板块，推动市场格局变化。1380
ETF flows2026-06-27 21:01:13U.S. ETF Capital Rotation: Gold and Bitcoin Suffer $12B Outflows as Semiconductor ETFs Attract $20B Inflows自今年4月以来，美国黄金与比特币相关ETF累计净流出约120亿美元，而半导体ETF则获得约200亿美元净流入，资金明显向科技成长板块集中。5月中旬趋势加速，黄金/比特币ETF流出增长三倍，半导体ETF流入翻倍。市场表现上，GLD下跌约13%，IBIT下跌约12%，而SOXX与SMH分别大涨81%和60%。分析认为散户资金正从避险资产与加密资产转向高增长的半导体与AI板块，推动前所未有的市场结构变化。1320
Gold ETF2026-06-27 20:31:48Gold and Bitcoin ETFs See $12B Outflows Since April as Semiconductor ETFs Attract $20BSince April, gold and Bitcoin ETFs in the US have witnessed cumulative net outflows of approximately $12 billion, while semiconductor ETFs have attracted around $20 billion in net inflows, indicating a significant capital shift toward tech growth sectors. The trend accelerated in mid-May, with gold and Bitcoin ETF outflows more than tripling and semiconductor ETF inflows doubling. Market performance shows GLD down ~13%, IBIT down ~12%, while SOXX and SMH surged 81% and 60%, respectively. Analysts attribute this to a clear risk-on rotation, with retail capital flowing from safe-haven and crypto assets into semiconductor and AI-related sectors at an unprecedented pace.1400
