State Street SPDR S&P Semiconductor ETF remains a buy, supported by strong momentum and a favorable technical setup. XSD outperformed the S&P 500 by 15 percentage points since July, with a 26% total return and a reasonable 25.1x P/E ratio. The ETF’s modified equal-weight structure limits single-stock risk, with top 10 holdings at just 29.3% and a focus on US SMID caps.
Source: https://seekingalpha.com/article/4855794-xsd-why-ai-name-chi…
Broker-favored picks like BG, ACDVF, ADNT, ARW and CHPT stand out as top prospects heading into a turbulent 2026 market.
When it comes to artificial intelligence (AI) and quantum computing, large and mega-cap stocks have captured the majority of investor attention. All of the Magnificent Seven companies play some role in AI, from NVIDIA’s NASDAQ: NVDA advanced chips to Tesla’s NASDAQ: TSLA pursuit of autonomous driving.
If you don’t buy the AI bubble fears and think the increased skepticism over some of the names powering the technology, it might be time to get just a bit more greedy to start 2026 off on the right track.
