Morgan Stanley’s Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing that should give every AI-chip investor pause. The 2026 semiconductor rally, in…
The numbers behind the artificial intelligence boom have stopped feeling abstract. AI capital spending is now propping up large portions of U.S. economic growth, hyperscalers are signing multi-year power contracts, and a…
If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers everyone else holds. SMH is the default vehicle for the trade: a…
Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers…
CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for…
On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%. That gap is the product…
Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, used a CNBC appearance on Tuesday, June 23, to push back against the idea that the recent pullback in AI and semiconductor…
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR | COHR Price Prediction) stock is off…
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion…
Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten…
The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit…
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both…
The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH…
Memory and storage stocks are taking it on the chin at midday Tuesday, but the sell-off isn’t hitting every name equally. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 6%,…
Wall Street woke up Monday to a session where the bond market is calling the shots. A stronger-than-expected jobs report and sticky inflation worries pushed Treasury yields higher, forcing investors to rethink expectations for Federal…
