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Capex Concerns Drag Taiwan Semiconductor Stock to 6th-Straight Loss

https://www.schaeffersresearch.com/content/news/2026/07/16/capex-concerns-drag-taiwan-semiconductor-stock-to-6th-straight-loss

7/16/2026 10:10 AM

Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) stock is leading chip stocks lower today, down 2% to trade at $411.01 this morning. The move came after the company reported second-quarter earning...

Why Sentiment Favors Bulls Despite Slowing SPX Momentum

https://www.schaeffersresearch.com/content/analysis/2026/07/06/why-sentiment-favors-bulls-despite-slowing-spx-momentum

7/6/2026 8:35 AM

“July is one of the most bullish months of the year. In fact, based on last year’s update, July became the most bullish month on average. For readers who may not remember, or who may be new here, July...

Data Shows Why This Software ETF is Poised to Rally

https://www.schaeffersresearch.com/content/analysis/2026/07/01/data-shows-why-this-software-etf-is-poised-to-rally

7/1/2026 7:50 AM

At the beginning of June, I wrote about two sector exchange traded funds (ETFs) that had become significantly overextended. The VanEck Semiconductor ETF (SMH) was trading more than 50% above its 200-...

Stocks Are in the Black For the Week--How Did That Happen?

https://www.schaeffersresearch.com/content/news/2026/06/12/stocks-are-in-the-black-for-the-week--how-did-that-happen

6/12/2026 12:25 PM

The abridged version of this week is that all three major indexes nabbed weekly wins, though the longer story is much more complex. The Dow breached 50,000 at one point, while the Nasdaq and S&P 50...

ETF to Watch: Semiconductor Bears Enjoying the Tech Correction

https://www.schaeffersresearch.com/content/options/2026/06/11/etf-to-watch-semiconductor-bears-enjoying-the-tech-correction

6/11/2026 1:29 PM

Chip stocks have been a major culprit behind the tech sector correction in June. The VanEck Semiconductor ETF (SMH) has shed 9% from its June 3 record high of $642.77, last seen up 2.1% at $582.99, d...

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