| MU | Micron Technology Inc | 8.54% |
| AMD | Advanced Micro Devices Inc | 8.09% |
| NVDA | NVIDIA Corp | 6.81% |
| INTC | Intel Corp | 6.33% |
| AVGO | Broadcom Inc | 6.08% |
| AMAT | Applied Materials Inc | 5.77% |
| KLAC | KLA Corp | 5.64% |
| LRCX | Lam Research Corp | 4.89% |
| MRVL | Marvell Technology Inc | 4.88% |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd ADR | 4.26% |
The iShares Semiconductor ETF seeks to track the investment results of an index composed of U.S.-listed equities in the semiconductor sector.
iShares Semiconductor ETF · Issued by iShares

Shares of Alphabet Inc. (NASDAQ:GOOGL) suffered their biggest one-day decline since May 2025 after the company surprised investors with another massive increase in artificial intelligence spending.
Tawian Semiconductor's customer base is more diversified. Nvidia's growth rate is superior.

Sandisk is emerging as an AI memory standout with surging revenues, improving profitability and strong growth expectations beyond NVIDIA's recent gains.

Nvidia currently displays a noticeably stronger upward trajectory in overall revenue compared to Marvell Technology. Both companies generated consistent quarter-over-quarter revenue increases over the last eight periods, though Nvidia experienced much larger absolute gains.

The bull case for NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has rarely looked stronger on paper.

Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO) , Advanced Micro Devices Inc. (NASDAQ:AMD) , Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum.

Building a great product is one thing. Getting a company like Nvidia to put its name behind it is something else entirely.

Google's parent company, Alphabet, grew its head count by 11,830 between June 2025 and June 2026. The tech giant reported blockbuster second-quarter earnings, revealing revenue of $119.8 billion.
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