Invesco Semiconductors ETF (PSI)
How one strategist warned on semiconductor stocks within a day of their top
The chairman of JPMorgan Asset Management's market and investment strategy warned on chip stocks within a day of their peak.
US weighs a new round of tariffs on semiconductors, Politico reports
The Trump administration is considering a new round of sweeping tariffs on semiconductors, Politico reported on Thursday citing eight people familiar with discussions.
BofA warns of another 10% decline in chip stocks
Even as Wall Street's broader conviction on artificial intelligence holds firm, short-term positioning fatigue is threatening to unwind the market's most lucrative trade. Chip stocks face a sharp near-term drawdown risk, driven less by any operational stumble than by overcrowded portfolio bets colliding with macroeconomic pressure.
Pason Systems Q2 Earnings Call Highlights
Pason Systems TSE: PSI reported higher second-quarter revenue, adjusted EBITDA and net income as improving North American drilling activity and higher product adoption supported its core drilling business, while its completions operation continued to grow revenue despite lower industry frac activity.
Should You Invest in the Invesco Semiconductors ETF (PSI)?
Looking for broad exposure to the Technology - Semiconductors segment of the equity market? You should consider the Invesco Semiconductors ETF (PSI), a passively managed exchange traded fund launched on June 23, 2005.
US signs letters of intent worth $874 million to boost semiconductor research
The U.S. Department of Commerce said on Tuesday it has signed letters of intent to provide $874 million in incentives to seven companies developing semiconductor technologies for AI and advanced computing systems.
PSI Is Better Than SOXX For Dip Buying As The Chip Rally Broadens
Invesco Dynamic Semiconductor ETF is favored over SOXX due to broader semiconductor rally participation and a diversified, equipment-skewed portfolio. PSI's quantitative weighting and lower mega-cap concentration capture gains from AI-driven demand, especially as inference adoption accelerates across the chip market. PSI's outperformance depends on continued broad-based chip appreciation and durable AI traffic; risks include higher volatility from small-cap exposure and Chinese competition.
PSI: The AI Sell-Off Missed The Companies Building The Future, Strong Buy
Invesco Semiconductors ETF is rated STRONG BUY after a 32% pullback, reflecting a market reset rather than weakening AI fundamentals. PSI's portfolio is heavily weighted toward semiconductor equipment and materials companies, positioning it to benefit from ongoing AI infrastructure spending. Major tech firms like META, MSFT, and GOOGL are increasing AI capex, supporting continued demand for semiconductor supply chain companies held by PSI.
PSI: A Buy On The Equipment Side Of The Chip Sell-Off
Invesco Semiconductors ETF is rated a Buy, offering diversified exposure to the semiconductor buildout with a smart-beta, near-equal weight approach. PSI's overweight to wafer fab equipment and underweight to Nvidia reduce single-stock risk and capture multi-year AI infrastructure capex growth. The recent 32% drawdown is seen as a valuation reset and China-memory scare, not a fundamental demand break, creating an attractive entry point.
Investors Rotate Out of Chip Stocks
Investors continued selling chip and memory stocks. The market has been spooked by concerns of tech giants' ballooning spending and signs that China may be catching up in the AI arms race. Asian chip stocks plunged, sending South Korea's Kospi index 10% lower and Japan's Nikkei down 4%. The worst-hit American names included memory makers Sandisk, which fell another 14%, and Micron
Cetera Investment Advisers Purchases 4,296 Shares of Invesco Semiconductors ETF $PSI
Cetera Investment Advisers lifted its holdings in Invesco Semiconductors ETF (NYSEARCA:PSI) by 2.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 185,677 shares of the company's stock after purchasing an additional 4,296 shares during the quarter. Cetera Investment Advisers owned
Omineca's Mining Partner PSI Submits Application to Dewater the Fraser Canyon Placer Gold Recovery Project
Saskatoon, Saskatchewan – TheNewswire - July 21, 2026 – Omineca Mining and Metals Ltd. (TSXV: OMM) (OTCQB: OMMSF) ("Omineca" or the "Company") is pleased to report that its mining partner PSI Group (“PSI”) has submitted the application for initial dewatering at the Fraser Canyon underground paleoplacer gold recovery project (the “Fraser Canyon Project”), located 12 kilometers northwest of Quesnel, BC. PSI is currently preparing a Notice of Work (“NOW”) submission inclusive of a long term mine plan and engineered ground support management program. Further updates will be announced as progress is made towards re-initiating underground paleoplacer gold recovery aimed to start later this year. Once all preparation and permitting is in place, PSI plans to re-enter the underground workings and immediately begin mining the unrecovered placer gold bearing material (see Maps #2) remaining between the herring bone patterned historic crosscuts within the paleochannel. PSI and Omineca are also pleased to announce that, following joint consultations and site visits, both the Lhtako and Nazko First Nations have addressed letters of full support for the Fraser Canyon Project to the province of British Columbia. Additionally, the leadership of the City of Quesnel has voiced their full support for the Fraser Canyon Project. PSI and Omineca are deeply committed to responsible development of the project to create meaningful, ongoing benefits for the Lhtako and Nazko First Nations, the City of Quesnel, and the Province of BC.
Buy Hyperscalers, Sell Semiconductors - The Rotation Has Already Started
Hyperscaler capex is expected to reach roughly $638 billion in 2026, up about 78% from 2025, putting growing pressure on free cash flow and balance sheets. The key risk is not that AI spending collapses, but that capex growth simply slows.
Chip stocks enter bear-market territory. A BofA analyst says not to panic.
The semiconductor sector is undergoing a reset and has a tendency to underperform in the third quarter.
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026.
Buy the Chip Dip but Beware These 'AI Cannibalization' Trades, JPMorgan Says
The chip sector has had a rough start to the second half of the year but it's time to buy the dip, according to JPMorgan analysts.
Hedge funds dumped chip stocks for a fourth week as AI shares sold off
U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs on Friday, in line with a recent decline in global chip shares and just before many of these companies will report earnings.
Why it's too early to call a top on semiconductor stocks, according to these highly regarded analysts
Nomura analysts offer a deep dive of the semiconductor industry and some bottlenecks that the market hasn't even woken up to.
The Chip Rally Isn't Over: Here Are My 3 Top Picks
Hyperscaler capex is approaching $700 billion in 2026, up more than 60% in a year, and most of it flows into chips, networking, and memory. AI spending still runs well below past technology cycles as a share of GDP, which leaves the build out room to keep growing rather than roll over. Longer term estimates point to trillions in AI infrastructure needed by 2030, suggesting the cycle is closer to its middle than its end.
Is Invesco Semiconductors ETF (PSI) a Strong ETF Right Now?
Designed to provide broad exposure to the Technology ETFs category of the market, the Invesco Semiconductors ETF (PSI) is a smart beta exchange traded fund launched on 06/23/2005.