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48 Companies · 12 Clusters · Updated Weekly
Week of Apr 4, 2026
Market Pulse
How did semis do this week?
SMH
$392.32
1M: -1.7% · YTD: +5.1%
SOXX
$339.61
1M: -0.5% · YTD: +8.3%
SPY (Benchmark)
$655.83
1M: -4.0% · YTD: -3.7%
Universe Stats
$1.88T
Total mkt cap tracked
Median EV/Rev: 7.3x · Fwd P/E: 20.9x
Cluster Performance — Week
Sorted by 1W returnTop Movers
This week's biggest winners and losers across 48 companies.
Top 5 Winners
Top 5 Losers
Intelligence Feed
Latest analysis and market commentary.
Morgan Semi Weekly — Issue #1
Semis outperform the market. Intel surges 17%. The full comp table across 48 companies.
Apr 4, 2026 · 7 min
Why ASML Is the Most Important Company in Semis
No EUV machine, no advanced chip. One company makes the machine. Total monopoly explained.
Apr 4, 2026 · 6 min
The AI Chip War: NVIDIA vs. AMD vs. Custom Silicon
NVIDIA will lose share. The moat is software, not silicon. The transition will be slow.
Apr 4, 2026 · 8 min