VanEck Semiconductor ETF : SMH

All SMH Articles

162 Articles

David Beren | Jul 1, 2026 at 2:24 PM EDT

The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM

The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with…

David Beren | Jul 1, 2026 at 12:17 PM EDT

After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle…

Marc Guberti | Jul 1, 2026 at 5:55 AM EDT

This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question

The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up…

David Moadel | Jun 30, 2026 at 3:34 PM EDT

Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?

Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is extending one of the year’s most explosive runs. Shares are up…

Gerelyn Terzo | Jun 30, 2026 at 2:17 PM EDT

NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) was expected to lead semiconductors higher in 2026. Instead, it has watched the rest…

Danielle Liverance | Jun 30, 2026 at 10:22 AM EDT

Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.

Morgan Stanley’s Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing…

Michael Williams | Jun 29, 2026 at 6:59 PM EDT

AI Just Minted $10 Trillion and You Own None of It. These 4 ETFs Put You in the Game

The numbers behind the artificial intelligence boom have stopped feeling abstract. AI capital spending is now propping up large portions…

David Beren | Jun 27, 2026 at 9:23 AM EDT

Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers

If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers…

Danielle Liverance | Jun 24, 2026 at 2:09 PM EDT

Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that…

Omor Ibne Ehsan | Jun 24, 2026 at 12:30 PM EDT

Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does…

Michael Williams | Jun 23, 2026 at 6:57 PM EDT

SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88%…

Thomas Richmond | Jun 23, 2026 at 5:20 PM EDT

Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story

Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, used a CNBC appearance on Tuesday, June 23, to push…

David Moadel | Jun 23, 2026 at 2:08 PM EDT

Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?

Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down…

David Beren | Jun 17, 2026 at 6:53 AM EDT

Forget Betting Everything on NVIDIA. This Chip Fund Rode the Same AI Boom and Is Up 79% in 2026

Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of…

Omor Ibne Ehsan | Jun 15, 2026 at 12:23 PM EDT

If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math…

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VanEck Semiconductor ETF : SMH

All SMH Articles

The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM

After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question

Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?

NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.

Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.

AI Just Minted $10 Trillion and You Own None of It. These 4 ETFs Put You in the Game

Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers

Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story

Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?

Forget Betting Everything on NVIDIA. This Chip Fund Rode the Same AI Boom and Is Up 79% in 2026

If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

Millions of 401(k) Holders Were Forced to Buy SpaceX at $160. They’ve Already Lost More Than $1 Billion.

Trump Promised He’d Reduce Electricity Prices By 50% In 18 Months. We Ran The Numbers.

Does Your Pension Count Toward the 15% Retirement Rule? Dave Ramsey Breaks Down the Math

Does Your Pension Count Toward the 15% Retirement Rule? Dave Ramsey Breaks Down the Math

He Was Pushed Out at 63 in an AI Restructuring. Why This Couple Is Claiming His Wife's Smaller Check First, Not His.

Millions of 401(k) Holders Were Forced to Buy SpaceX at $160. They’ve Already Lost More Than $1 Billion.

Trump Promised He’d Reduce Electricity Prices By 50% In 18 Months. We Ran The Numbers.

VanEck Semiconductor ETF : SMH

All SMH Articles

The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM

After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question

Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?

NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.

Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.

AI Just Minted $10 Trillion and You Own None of It. These 4 ETFs Put You in the Game

Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers

Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story

Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?

Forget Betting Everything on NVIDIA. This Chip Fund Rode the Same AI Boom and Is Up 79% in 2026

If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

Millions of 401(k) Holders Were Forced to Buy SpaceX at $160. They’ve Already Lost More Than $1 Billion.

Trump Promised He’d Reduce Electricity Prices By 50% In 18 Months. We Ran The Numbers.

Does Your Pension Count Toward the 15% Retirement Rule? Dave Ramsey Breaks Down the Math

Featured Reads

Does Your Pension Count Toward the 15% Retirement Rule? Dave Ramsey Breaks Down the Math

He Was Pushed Out at 63 in an AI Restructuring. Why This Couple Is Claiming His Wife's Smaller Check First, Not His.