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 ...
Over the last two weeks, the market narrative behind the most influential sector (semiconductors, SMH) in the AI-driven bull ...
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SOXX beat SMH by 22 points over the past year (112% vs 89%), but SMH leads by 100 points over five years. SMH holds nearly 18% of assets in NVIDIA, meaning one stock's earnings swing can drag or lift ...
Amid a confusing sentiment tug-of-war, it’s easy to understand why so many investors are fretting about the VanEck Semiconductor ETF (NASDAQ: SMH) and the overall health of the tech ecosystem. With ...
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SOXX is the fund most SMH holders already know. It landed ahead of SMH but behind the three challengers. The story of 2026 is dispersion: names that SMH underweights (Micron, Intel, Marvell, memory, ...
Microsoft's Azure cloud business grew 43% in fiscal Q4 2026 — crossing $100 billion in annual revenue for the first time in the company's history — and chip stocks gained on Thursday morning as a ...
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