VanEck Semiconductor ETF (SMH) — ()
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US Proposes Rule Requiring Licenses for AI Chip Exports
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Sentiment: Neutral ()
The US government drafted a rule requiring export licenses for AI chip shipments, including those from major companies like Nvidia and AMD, to all countries worldwide. Ed Ludlow has more …
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The Pivot in Portfolios: What to Watch as VanEck Takes Stage at Exchange
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Sentiment: Neutral ()
As we navigate the first quarter of 2026, advisor interest is increasingly shifting toward traditional hedges and quality-oriented products. VanEck, a pioneer in thematic and hard-asset investing, has seen its …
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My Top Semiconductor Pick Rose 49% in 2025. Is It Still a Buy in 2026?
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Sentiment: Positive ()
Semiconductors have been and remain one of the biggest AI-driven success stories in the market. Big growth is expected in 2026, but Nvidia's post-earnings price drop suggests that growth rate …
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The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
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Sentiment: Positive ()
The semiconductor industry holds the foundational technology powering the global economy, driving innovation in critical growth sectors from artificial intelligence to high-performance data centers. After a period of substantial gains, …
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SaaS: Is There Opportunity In The Destruction?
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Sentiment: Negative ()
A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since the iShares Expanded Tech-Software Sector ETF (IGV) peaked on September 19, 2025, it has fallen roughly 30%.
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A Top Semiconductor ETF Ran 62% Despite Top Holding Slashing Dividend by 75%
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Sentiment: Positive ()
The VanEck Semiconductor ETF (NYSEARCA:SMH) manages $44.1 billion in assets but delivers a minimal 0.24% yield.
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3 Tech ETFs for Exposure Beyond the Mag 7
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Sentiment: Positive ()
The tech sector has been getting a tad too turbulent for many of late. With soaring geopolitical uncertainties finally catching up with the market, fuelling one of the worst down …
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Top-Ranked Semiconductor ETFs to Buy as Taiwan-US Agree on $500B Chip Deal
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Sentiment: Positive ()
SMH and other semiconductor ETFs to gain as a $500B Taiwan-US chip deal fuels massive U.S. fab investment.
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Nvidia–Eli Lilly Tie-Up Shows Why AI Drug Discovery Is The Next ETF Battleground
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Sentiment: Positive ()
NVIDIA Corp.'s (NASDAQ: NVDA) and Eli Lilly and Co.'s (NYSE: LLY) newly announced $1 billion AI co-innovation lab underscores how artificial intelligence is spreading beyond data centers into medicine, and …
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SMH: Micron Boosts AI Momentum Beyond Prior Meltdown, Justified Growth Premium
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Sentiment: Positive ()
SMH: Micron Boosts AI Momentum Beyond Prior Meltdown, Justified Growth Premium
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5 ETFs to Buy for January
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Sentiment: Positive ()
5 ETFs to buy in January: momentum, small caps, chips, defense and healthcare shine as markets rally early in 2026 -- IWM, MTUM, SMH, XAR and IHE.
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Can S&P 500 Sustain Double-Digit Winning Streak in 2026? ETFs in Focus
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Sentiment: Neutral ()
Can the S&P 500 extend its double-digit run in 2026? Valuations, Fed shifts, AI risks loom as ETFs like SPY, XLK, GLD take focus.
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Chip stocks rally to start 2026 after third-straight winning year
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Sentiment: Positive ()
Chipmaking stocks rallied to kick off 2026, led by ASML, Intel and Micron Technology. The sector had a strong 2025 with the ongoing AI buildout as hyperscalers spent big to …
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4 Top-Ranked ETF Areas That Beat the Market in 2025
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Sentiment: Positive ()
Top-ranked ETF areas that beat SPY in 2025 included semiconductors, Japan, financials and pharma. Winning ETFs were FTXL, EWJV, KBWB and IHE.
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SCHD Is A Suckers ETF, Buy These Instead
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Sentiment: Positive ()
Many dividend investors flock to the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) for its high yield and low expense ratio.
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Buy These Top-Ranked Semiconductor ETFs as We Head Into 2026
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Sentiment: Positive ()
AI-driven chip demand is fueling a major surge, and SOXX and other semiconductor ETFs give investors a diversified way to ride the momentum into 2026.
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Meet an Advisor: Bob Coakley
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Sentiment: Neutral ()
Evan Harp interviewed Anova Management's Bob Coakley ahead of the Exchange conference, happening March 15 through 18 in Las Vegas. Evan Harp: Tell us about your practice.
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THNQ Sidesteps Nvidia Concentration With Rival Chipmakers
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Sentiment: Positive ()
The ROBO Global Artificial Intelligence ETF (THNQ) holds Nvidia at just 2.25% of assets while overweighting the chipmaker's competitors, positioning the fund as a hedge against concentration risk that plagues …
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Data Center Spending to Hit $580B: Buy 3 ETFs to Ride the AI Boom
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Sentiment: Positive ()
As data center investment is set to surge and surpass oil spending, you may invest in ETFs like SMH as AI demand reshapes the digital economy.
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Buy the Dip on These 2 Tech ETFs Before Thanksgiving
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Sentiment: Positive ()
This past week Wall Street saw another tech rout, as AI valuation concerns dominant earnings calls. This overdue tech reckoning may be daunting to investors that have grown accustomed to …
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NVIDIA Earnings Loom As SMH Flashes Some Bullish Signals (Upgrade)
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Sentiment: Positive ()
VanEck Semiconductor ETF is upgraded to a "Buy," reflecting improved valuation and expectations for a year-end rally. SMH's portfolio is heavily weighted toward large-cap semiconductor stocks, with NVDA comprising nearly …
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Schwab IMPACT 2025: Record $13T in ETFs & What's Next for ETF Assets
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Sentiment: Positive ()
Matt Camuso, Head of ETF Solutions at BNY Investments, says there are $13 trillion of assets in ETFs. That's compared to $5 trillion a year prior.
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The AI Gold Rush: Do Semiconductor ETFs Hold the Key Opportunities?
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Sentiment: Positive ()
The artificial intelligence (AI) boom is proving to be a powerful and enduring force, driving a massive rally in semiconductor stocks and subsequently the exchange-traded funds (ETFs) that track them. …
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The Case for Forgotten Chipmakers. 3 Stocks With Bullish Charts.
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Sentiment: Positive ()
As semiconductors continue to lead markets, three that haven't kept pace are poised to catch bids heading into year end.
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SMH: Likely To Keep Outperforming The Market And Move Higher
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Sentiment: Positive ()
The VanEck Semiconductor ETF has outperformed major indices, driven by surging data center CapEx and AI-driven semiconductor demand. SMH offers concentrated exposure to leading semiconductor companies like NVDA and TSM, …
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SMH: AI Mania In Full Swing - Peaking Volumes Imply Potential Implosion (Downgrade)
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Sentiment: Neutral ()
SMH has been well buoyed by the ongoing AI boom, the billion-dollar investments, and the insatiable demand for AI chips/SaaS across numerous monetization layers. This is especially since the market …
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TruWealth Advisors Dumps $28 Million in Semiconductor ETF — Here's What It Means as Nvidia and TSMC Soar
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Sentiment: Neutral ()
On Monday, TruWealth Advisors disclosed the sale of 93,960 shares of the VanEck Semiconductor ETF (SMH -0.70%) during the third quarter.
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SOXX: Why I Prefer This ETF Over SMH And XSD
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Sentiment: Positive ()
iShares Semiconductor ETF remains a Buy for balanced, diversified exposure to the AI-driven semiconductor sector, avoiding overconcentration risks. AI investment is accelerating, with hyperscalers' capex reaching record highs, but funding …
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Here's Why Semiconductor ETFs Are Hitting 52-Week Highs
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Sentiment: Positive ()
Semiconductor ETFs like XSD, SOXX and SMH hit 52-week highs as AI mega investments, NVIDIA's Intel deal & quantum contracts fuel sector momentum.
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2 Must-Buy ETFs if You Want to Outperform the SPY
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Sentiment: Positive ()
Beating the S&P 500 is what every investor aims to do, and doing so for a long time is a coveted achievement.
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