After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade David Beren Thu, July 2, 2026 at 1:17 AM GMT+9 6 min read NVDA MSFT GOOGL META AMZN Quick Read SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 ho