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

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

Quick Read SPDR S&P Semiconductor ETF (XSD) uses equal-weight methodology across 43 holdings, giving Micron (MU) a 4.21% position with Q1 FY2026 revenue of $13.64B (up 57% YoY) and Q2 guidance of $18.70B, while Marvell (MRVL) reported data center revenue of $1.52B in Q3 FY2026 (73% of total, up 38% YoY), and Intel (INTC) posted a $2.51B foundry operating loss in Q4 2025. XSD’s equal-weight structure automatically rebalances to trim outperforme…