SMH Stock Recent News
SMH LATEST HEADLINES
Tariff tensions loom, but tech ETFs like XLK, CIBR, CLOU and SMH could benefit from AI growth and cybersecurity demand.
The 'Fast Money' traders talk trading the tech divergence.
NVIDIA's $4T milestone sparks a tech rally, sending major ETFs like XLK, VGT and SMH to fresh all-time highs.
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.
iShares Semiconductor ETF is up 13% year to date as the semi-industry is riding the strong fundamentals behind AI investments. The fund allocates AMD stock at the top spot with a higher position in analog semiconductor manufacturers. I believe that the SOXX ETF provides a 10% upside gap following the superior portfolio allocation.
Looking for broad exposure to the Technology - Semiconductors segment of the equity market? You should consider the VanEck Semiconductor ETF (SMH), a passively managed exchange traded fund launched on 12/20/2011.
The final trades of the day with CNBC's Melissa Lee and the “Fast Money” traders.
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 significant risks for semiconductor stocks. AI infrastructure growth could broaden globally, but regulatory, supply chain, and CapEx digestion risks may temper near-term upside.
The U.S. stock market has kept investors on the edge in early 2025. Increasing geopolitical tensions, election-year jitters, and President Donald Trump's tariff policies created a shaky start for the year.
The Federal Reserve has been slow to make any rate cuts this year but forecasted two rate cuts by the end of the year.