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U.S.-listed ETFs pulled in a record $193.42 billion in July, pushing year-to-date net inflows to $1.23 trillion. That total is the strongest seven-month haul on record, according to ETFGI's July 2026 U.S. ETF industry report.
A 1% move in NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) can make or break a day for semiconductor investors.
Direxion Daily Semiconductor Bull 3X ETF offers leveraged exposure to semiconductors but suffers from volatility decay over multiday periods. In my opinion, forward earnings yields of roughly 4% for the semiconductor sector do not adequately compensate investors for the drawdown risk inherent to holding leveraged funds. I believe that a safer entry point requires higher earnings yields and is aligned with key technical support levels.
Chip stocks tumbled Tuesday in a broad reversal from Monday's solid gains, leaving investors with whiplash.
South Korean retail investors net bought $4.5 billion of U.S. stocks in July as their home market corrected. Many are switching markets, not bets, retaining exposure to AI and leveraged products through U.S.-listed securities.
There's no denying that artificial intelligence (AI) infrastructure equities endured a rough stretch in July and “rough” might even be an understatement. However, traders shouldn't write off the sector just yet because the AI infrastructure trade is already showing signs of life again.
Investors continue to pour billions into semiconductor ETFs, including speculative leveraged funds such as the Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL), even as Fidelity Investments‘ Director of Global Macro Jurrien Timmer warns the semiconductor cycle could be nearing a peak.
South Korea will launch a new 5 trillion won ($3.52 billion) semiconductor fund focused on promising chip materials, components and fabless companies, Presidential Chief of Staff Kang Hoon-sik said on Monday, as part of government plans to build chip clusters.