Thomas Thornton believes the main bottleneck for AI expansion is the challenge of powering new data centers.

The DRAM ETF has reached a record $10 billion in assets in just six weeks.

Goldman Sachs' prime brokerage data shows that almost 20% of their hedge fund and institutional investor clients are weighted towards semiconductors.

The Bank of America Global Fund Manager Survey indicates that equity exposure is at the highest level since 2000.