VanEck Semiconductor ETF (SMH) — ()
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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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Stock Market ETFs Update: This Week's Trading Ranges
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Sentiment: Neutral ()
This is a good time to step back and gain some perspective on the key ETFs I follow as the market anticipates several economic happenings, such as: I start with …
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3 ETFs Trouncing the S&P 500's Long-Term Gains
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Sentiment: Positive ()
Nearly every financial article you read will tell you the same thing.
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Should You Invest in the VanEck Semiconductor ETF (SMH)?
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Sentiment: Neutral ()
Designed to provide broad exposure to the Technology - Semiconductors segment of the equity market, the VanEck Semiconductor ETF (SMH) is a passively managed exchange traded fund launched on December …
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The Semiconductor Investment Landscape: Demand Will Grow, But Cycles Define The Game
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Sentiment: Neutral ()
Semiconductors are essential to modern tech, but investing requires understanding their cyclical, capital-intensive, and segmented industry structure. Long-term outperformance comes from picking top-quartile companies with high ROE, proprietary tech, and …
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Semiconductor ETF (SMH) Hits a New 52-Week High
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Sentiment: Positive ()
SMH hit a fresh 52-week high, surging nearly 75% from its low as AI-fueled chip demand powers semiconductor stocks.
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SMH: Buying This ETF Right Now Will Make You Shake Your Head - Sell!
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Sentiment: Negative ()
SMH's top holdings—NVDA, TSM, and AVGO—face production, geopolitical, and legal headwinds, making near-term growth prospects uncertain. Valuation metrics show significant P/S multiple expansion across top holdings, signaling the fund is …
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Russell 2000 (IWM) and Semiconductors (SMH): Concerning Price Pattern?
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Sentiment: Negative ()
After an epic week where only a few sectors plus the S&P 500 and NASDAQ shone, it turns out that it's the calendar price range that has the final say …
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U.S. chip supply faces tariff risk
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Sentiment: Negative ()
CNBC's Deirdre Bosa joins 'The Exchange' to discuss ASML tariff fears impact on its cloud outlook.
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Tariff-Led Volatility Ahead for Big Tech? ETFs in Focus
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Sentiment: Negative ()
Tariff tensions loom, but tech ETFs like XLK, CIBR, CLOU and SMH could benefit from AI growth and cybersecurity demand.
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Tech ETFs Hit New Highs as NVIDIA Powers Market Rally
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Sentiment: Positive ()
NVIDIA's $4T milestone sparks a tech rally, sending major ETFs like XLK, VGT and SMH to fresh all-time highs.
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3 ETFs That Continue to Beat the S&P 500
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Sentiment: Positive ()
These ETFs have a history of outperforming the S&P 500. They are growth-focused and are being boosted more by the AI/cloud rally.
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SMH: Semi Investors Appearing Greedy And Forgetful Again (Downgrade)
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Sentiment: Neutral ()
SMH has outperformed the S&P 500, driven by AI infrastructure optimism and leadership from Nvidia, Broadcom, and TSMC. Geopolitical and trade uncertainties, especially around US-China relations and potential tariffs, remain …
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Chip stocks fall on report U.S. could terminate waivers for Taiwan Semi and others
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Sentiment: Negative ()
The U.S. is reportedly weighing canceling waivers that allow some global chipmakers to send American technology to China, according to The Wall Street Journal. A Commerce Department official told Samsung …
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4 ETFs That Could Soar as the Fed Cuts Rates This Year
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Sentiment: Positive ()
The Federal Reserve has been slow to make any rate cuts this year but forecasted two rate cuts by the end of the year.
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Altimeter's Brad Gerstner's offers his AI playbook
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Sentiment: Positive ()
Brad Gerstner, Altimeter Capital Founder & CEO, joins CNBC's "Halftime Report" to discuss his AI strategy.
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China Trade Progress: Market Booms On News, Who Will Benefit?
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Sentiment: Positive ()
The U.S. and China agreed to reduce tariffs on each other's goods for 90 days, boosting global equity markets and easing trade tensions. U.S. tariffs on Chinese imports will drop …
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3 ETF Strategies to Follow on Temporary U.S.-China Trade Deal
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Sentiment: Positive ()
With the U.S. and China hitting pause on tariffs, markets are breathing a sigh of relief. Here are three ETF that strategies investors can follow to capitalize on the trade …
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