The Motley Fool
19 Jul 2026, 12:41 UTC · 1d ago
AMD Just Passed Nvidia at the Top of a $45 Billion Semiconductor ETF. Micron Is Closing In.
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
19 Jul 2026, 12:41 UTC · 1d ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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Micron Technology reported a record fiscal third quarter of 2026 with revenue of $41.5 billion and net income of $28.2 billion. — Substantial earnings growth and record revenue indicate strong fundamental demand for AI-related memory chips.
+0.60Micron's newest generation of high-bandwidth memory (HBM) is currently shipping in high volume to feed AI accelerators. — Directly links the company's growth to the critical AI infrastructure build-out, signaling sustained demand.
+0.50The iShares Semiconductor ETF (SOXX) currently caps its top five largest holdings at 8% during quarterly resets. — This is a structural fund rule that limits the influence of mega-caps like Nvidia, affecting how the ETF tracks the sector but not the underlying assets' value.
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The company reported record quarterly revenue and net income, with stock gains exceeding 600% over the past 12 months.
The stock has gained more than 200% over the past year and has recently outrun Nvidia in share-price momentum.
The company maintains a massive $5.1 trillion valuation and continues to grow, though its momentum is currently slower than competitors.
[mutual] Both are listed as primary holdings in the semiconductor ETF and compared based on market valuation and stock performance.
[mutual] Both are top holdings in the iShares Semiconductor ETF and are part of the semiconductor rally.
[mutual] Both are top holdings in the iShares Semiconductor ETF and are part of the semiconductor rally.
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