NASDAQ:SOXX - Nasdaq - US4642875235 - ETF - Currency: USD
According to the Finchat-compiled consensus, Nvidia is expected to report adjusted earnings per share of $0.75 and revenue of $43.25 billion for the first quarter of the fiscal year 2026.
ETF investors eagerly await Nvidia's earnings report and Oracle's $40 billion chip order, signaling big potential for chip and AI ETFs.
Nvidia's earnings and deals in Middle East may reshape chip landscape and impact ETFs. Investors should watch for signs of strong Q2 growth outlook.
Sacks' remarks came shortly after Dutch Foreign Affairs Minister Caspar Veldkamp disclosed that China had renewed its appeals for the Netherlands to relax export controls on semiconductor technology.
Artificial intelligence (AI) could be the most valuable financial opportunity in the history of the semiconductor industry. Nvidia CEO Jensen Huang thinks data center spending will top $1 trillion per year by 2028, purely because of AI. The iShares Semiconductor ETF holds 30 of the highest-quality stocks that could benefit from the AI spending boom.