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Jeff deGraaf, Renaissance Macro Research, joins 'Closing Bell' to discuss market trends as investors navigate a choppy February.
By Angus Shillington, Deputy Portfolio Manager, and Nick Frasse, Associate Product Manager We unpack where we believe the semiconductor industry is headed, including the rise of hyperscalers, sectors poised to rebound, undervalued opportunities, and potential competitor pressures. The semiconductor industry is poised for another transformative year in 2025.
Semiconductor investors endured a rough week, as DeepSeek fears erupted on Monday, but the fallout seems to have been contained. Robust retail buying and solid market sentiments have helped to mitigate the selling pressure across the market. AI compute isn't going to fall off the cliff, as hyperscalers and big tech double down on their conviction.
With the AI race intensifying, concerns about AI monetization by U.S. tech giants are emerging fast.
Wall Street staged a rebound on Tuesday after the DeepSeek--ed sell-off.
The emergence of China-based AI startup DeepSeek triggers a trillion-dollar sell-off in U.S. and European technology stocks.
China's artificial intelligence (AI) startup DeepSeek sparked a tech sell-off on Monday as investors reacted to fears over a cheaper, open-source large language model. Concerns about the potential impact on the AI dominance of the United States weighed heavily on markets.
$2,000 might not sound like a lot to invest. But even in an exchange-traded fund (ETF), $2,000 could grow by 5x, 10x, or even more over time.
Earnings season is in full swing. This first round right out of the gate may well set the tone for markets in 2025.
VanEck Semiconductor ETF has a 20% exposure to Nvidia, giving investors a front-row seat to arguably the leading AI semi stock in the market. The SMH ETF offers investors beyond just Nvidia, allowing a more diversified take into semiconductor growth opportunities through the decade. Top holdings like Nvidia, Broadcom, and TSMC are well-positioned to partake in the next growth phase, with semis leading the way.