SMH Stock Recent News

Based on the Elliott Wave Principle, a countertrend rally to the $5,000-$ 5,700 range is developing, as five waves down are completing from the January high.

The VanEck Semiconductor ETF holds 26 positions, with a high concentration in top semiconductor companies like NVIDIA and TSMC. The ongoing AI revolution drives extraordinary growth in semiconductor demand, supported by massive capital expenditures from tech giants and rapid user adoption of AI technologies. Despite potential volatility, the SMH ETF offers a solid mix of equities to benefit from AI trends, though investors should be prepared for high volatility.

Semiconductor stocks have been under pressure but are consolidating, setting up for a potential uptrend resumption in 2025. SMH, a concentrated ETF with 25 semiconductor stocks, has outperformed peers over the last year. Strong earnings, particularly from NVDA, and ongoing demand for semiconductors support the investment thesis for SMH.

Following Nvidia's recent earnings report, we discuss the rapid evolution of AI-driven semiconductor demand and the broader implications for the semiconductor industry and investors. In our latest semiconductor outlook discussion, we broke down the latest shifts in AI-driven semiconductor demand, Nvidia's evolving role, and what these trends mean for investors.

It's been a rough few weeks for the S&P 500 as well as other major American economic indicators. The S&P 500 hit its lowest level in four months on Tuesday, erasing its election gains.

Semiconductor companies at the center of the AI boom have a high bar to clear with investors, and they're struggling to do it. Marvell Technology is the latest example of a company that's seen its stock plunge due to lofty investor expectations.

On this week's episode of ETF Prime, host Nate Geraci sat down with Roxanna Islam, head of sector & industry research at VettaFi. She shared her thoughts on a groundbreaking private credit ETF, Nvidia's weight in semiconductor ETFs, and crypto pressures.

It has been 2 years and 2 months since the ETF for Semiconductors SMH has traded below the 50-week moving average. The momentum, as seen through the lens of Real Motion, continues to sit in a bearish divergence to price.

By Nick Frasse, Associate Product Manager The semiconductor industry is quickly evolving, and spreading exposure across multiple players helps navigate volatility and competitive shifts while capturing long-term growth opportunities. Semiconductors are at the core of global innovation, powering advancements in artificial intelligence, cloud computing, autonomous vehicles, and more.

More than three quarters of S&P 500 companies have already reported fourth quarter earnings, FactSet data shows, and this week Nvidia joined them. The release after market hours on Wednesday was highly anticipated, so here we are, talking about little else.