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AI Uncertainty Is Rising, But These 3 Chip ETFs Still Have Momentum

Reported by Nathan Reiff. Published: 9/30/2026.

It's easy to get skittish about the tech sector amid recent talk of slowing AI development and OpenAI scrapping the launch of its latest model due to safety concerns. AI demand has driven much of the sector's growth in recent years, after all. Still, talk of an AI slowdown doesn't necessarily mean that overall semiconductor demand will also decline, as some parts of the industry are more exposed to AI infrastructure spending than others.

Further, AI-related capital spending on hardware may remain elevated even if technological growth moderates. In this environment, semiconductor makers with multiple growth drivers could stand out, along with critical networking and connectivity firms, major foundries and other companies.

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A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years.

While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million.

One company controls the entire supply chain behind this discovery.

See the ticker behind this Grand Canyon energy breakthrough now

One of the more appealing ways to remain exposed to the semiconductor industry amid this volatility while also attempting to moderate risk is through a diversified exchange-traded fund (ETF). Each of the funds below offers a somewhat different way to play this corner of the market.

Tried-and-True Exposure to Some of the Largest Chipmakers

One of the cornerstones of the semiconductor ETF space, the $48 billion iShares Semiconductor ETF (NASDAQ: SOXX) appeals to investors seeking broad exposure to the semiconductor manufacturing industry.

Most of the fund is allocated to mid- and large-cap stocks, giving it exposure beyond the biggest names and potentially increasing volatility as a result.

The growth potential of some of these smaller firms may appeal to investors who believe the industry is not yet fully developed.

Still, SOXX has a narrow portfolio of just 34 companies, with major producers like Intel Corp. (NASDAQ: INTC) and Advanced Micro Devices Inc. (NASDAQ: AMD) each accounting for more than 9% of assets.

This concentration at the top prioritizes the largest chipmakers, which works well when the overall industry is experiencing strong demand but may limit growth potential.

That being said, SOXX is still up more than 80% year to date (YTD), an appealing return for a fund with an annual fee of 0.33%. This may help explain why the fund is so popular.

Fast-Growing Memory Hardware Fund With Stellar Returns

A memory shortage has driven record-breaking growth for the Roundhill Memory ETF (BATS: DRAM), which has ballooned to $27 billion in assets under management and maintains similarly robust trading volume.

A benefit of this fund is its easy access to many of the world's largest chipmakers. Its 19 holdings include major firms from Korea, Taiwan and other regional industry hubs.

DRAM has traded only since April 2026, making it one of the newer tech hardware funds. However, its rapid ascent in popularity has been accompanied by returns of 121% since launch. Investors may be drawn to the fund's active management style, which allows it to quickly adapt its portfolio to changing market conditions.

The fund's international exposure in a single trade is another perk. Still, it remains largely untested in more challenging market environments.

An Alternative to SOXX With Heavier Concentrations, Lower Fees

The Invesco PHLX Semiconductor ETF (NASDAQ: SOXQ) is similar to SOXX in several ways: Both have significant exposure to the largest names in the semiconductor industry and follow a passive management approach.

SOXQ distinguishes itself in terms of portfolio weighting and cost. SOXX may be slightly more balanced, while SOXQ tends to weight its largest positions more aggressively. NVIDIA Corp. (NASDAQ: NVDA), for example, makes up more than 11% of the basket, a higher allocation than that of any single stock in SOXX's portfolio. Still, the fund remains similarly diversified in terms of its total number of positions.

SOXQ also comes in significantly cheaper than SOXX, with an expense ratio of just 0.19%. Nonetheless, SOXX tends to have better liquidity, which may even out the difference for more active traders. SOXQ may appeal more to investors interested in buying and holding a chipmaker fund.

Overall, these two funds are very similar and have significant portfolio overlap. Still, subtle but important distinctions may cause them to appeal to different investors. SOXX may draw investors who believe AI enthusiasm is too heavily concentrated in a handful of mega-cap names, for example, while SOXQ may be preferable for hands-off investors who want to continue focusing on the biggest companies. SOXQ's YTD returns of 78% are slightly below SOXX's over the same period, but both funds have drastically outperformed the broader market this year.

C.H. Robinson Bets Its AI Story on RXO—But the Market Isn't Sold

Written by Chris Markoch. Originally Published: 10/12/2026.

Investors in C.H. Robinson Worldwide (NASDAQ: CHRW) have had a few days to react to the company's announcement of a stock-and-cash agreement to acquire RXO (NYSE: RXO) for an implied value of $5.8 billion. CHRW closed down nearly 11% on the announcement day and fell another 4% on Oct. 6, extending the slide.

The Acquisition Makes C.H. Robinson a Different Company

The sell-off isn't really about RXO. It's about what investors thought they owned. For two years, Wall Street rewarded C.H. Robinson for a self-help story the company calls "Lean AI."

Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years.

While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million.

One company controls the entire supply chain behind this discovery.

See the ticker behind this Grand Canyon energy breakthrough now

The company cut costs, reduced headcount and protected margins through a brutal freight recession. In October 2025, shares spiked nearly 16% intraday after a third-quarter earnings beat, as operating expenses fell 12.6% and average headcount dropped 10.8%.

That story was about doing more with less. The RXO deal asks investors to believe in doing more with more.

The Lean AI narrative now depends on integrating another company's people, systems and freight book.

That means investors who bought a story of expanding margins now own a company whose future earnings depend on successful integration. Those two stories rarely trade at the same multiple.

What Management Is Asking Investors to Accept

C.H. Robinson disagrees with that assessment. The company plans to apply its Lean AI operating model to RXO's brokerage, expedited and last-mile businesses. It is targeting roughly $300 million in annual net cost savings within two years of closing. The deal is expected to lift adjusted earnings per share (EPS) within nine months of closing, with mid-teens accretion in 2028.

That will require patience. The deal will add roughly $3 billion in new debt. Buybacks are paused until leverage returns to a 1.75x to 2.25x net debt-to-adjusted EBITDA range, a goal targeted for the end of 2028.

That timeline puts the problem in focus. The deal isn't expected to close until the first half of 2027. Accretion arrives in 2028 at the earliest, and the buyback returns after that. That's more than two years of "trust us" from a stock that had been priced for reliability.

Where the Discount Comes From

The deal's fundamentals aren't absurd, and the sell-side largely agrees with C.H. Robinson. Bank of America kept its Buy rating but trimmed its price target to $203 from $226 to account for equity dilution. Analysts broadly view the synergy target as achievable.

But current investors aren't paying for patience. Pausing buybacks removes a near-term source of support for the shares. Meanwhile, roughly 43% of the purchase price is paid in CHRW stock, and RXO holders will own about 11% of the combined company.

There's also the deal structure itself. RXO holders receive $17.25 in cash plus approximately 0.0856 CHRW shares for each share they own. At a $130 CHRW share price, that package is worth about $28.40, not the $30.25 headline value. In other words, the falling stock is repricing the deal in real time.

Trust was already thin heading into the deal. CHRW has been in a bearish trend since a $604 million verdict against C.H. Robinson on July 21. A Texas jury applied a key Supreme Court ruling to find the company directly liable for negligent selection and vicariously liable under the "borrowed employee" doctrine following a fatal multivehicle crash.

Buy the Dip or End of the Re-Rating?

Despite those headwinds, the bull case is real. Lean AI has a track record. Management can point to two years of falling costs and rising productivity. Scale matters, too. The company expects RXO's data to sharpen its AI-driven sales, freight-matching and procurement capabilities. If $300 million in synergies materializes on schedule, today's price could look like a gift.

The bear case is about what kind of stock CHRW becomes. The re-rating was built on organic margin expansion. Acquisitions turn a multiple story into an execution story.

Execution stories rarely earn premium multiples until results arrive. RXO is also still absorbing Coyote Logistics, which it bought from UPS (NYSE: UPS) in 2024. C.H. Robinson is effectively buying an integration that is still in progress.

The freight cycle adds another variable. Synergy math works better when volumes recover. A prolonged trucking downturn would test both the debt-paydown timeline and the accretion target.

So which is it? This doesn't look like a clean buy-the-dip setup because the key catalysts are years away. But it may not be the end of the re-rating, either. It looks more like a reset, in which the stock must re-earn its multiple one quarter at a time.

The first hint may come from C.H. Robinson's Q3 earnings report, expected in early November. If legacy productivity metrics keep improving, investors may grant management the patience it's requesting. If they stall, the market will conclude that the AI story needed an acquisition to keep growing. That would be a much harder narrative to reverse.