Intel Foundry

XSD Investors: Intel’s Foundry Losses and AI Spending Are the Signals to Watch

XSD is down about 8% over the past month, yet up roughly 52% over the past year. That gap tells the whole story of what semiconductor investors are wrestling with right now: a structural AI demand boom running headlong into near-term supply friction and macro uncertainty. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes a different approach ... XSD Investors: Intel’s Foundry Losses and AI Spending Are the Signals to Watch