SMH Stock Recent News

The AI revolution and global chip demand make semiconductors a long-term growth story, with VanEck Semiconductor ETF offering diversified exposure to this booming sector. Massive CapEx from tech giants and geopolitical support like the CHIPS Act are fueling industry expansion, positioning SMH for strong future returns. Risks include sector concentration, geopolitical tensions, and potential CapEx slowdowns, but projected earnings growth for SMH's top holdings remains robust.

For SMH to maintain a CAGR performance similar to the last decade (>24%), there must also be a positive evolution in earnings expectations. Its structure helps: it's hyper-concentrated on the sector's core companies. For many, that's a risk, for me, it's potentially an alpha-driven feature. The fact remains: it trades at a premium, even with earnings expectations still at record highs in the info tech sector.

NEW YORK & MEXICO CITY--(BUSINESS WIRE)--VanEck announces strategic partnership for Casa de Bolsa Finamex to act as official liquidity provider for several VanEck ETFs cross-listed on the BMV.

The semiconductor sector has reported a massive reversal after the worst of the market-wide meltdown in April 2025 and the market's fears surrounding the potentially slowing AI spending cadence. With SMH's top three holdings delivering double beat performances and raised future guidance, it is unsurprising that the consensus have raised their forward estimates. On the other hand, it is apparent that their rallies may have occurred overly fast and furious, as observed in the ETF's expensive valuations compared to its peers.

Even a pullback to $4925+/-100 can still allow for a rally to $5700.

Brad Gerstner, Altimeter Capital Founder & CEO, joins CNBC's "Halftime Report" to discuss his AI strategy.

The semiconductor sector is regaining momentum, with stocks like Nvidia (NASDAQ: NVDA) rallying as part of a broader push to reclaim their strong performance from early 2024.

Patrick Moorhead, Moorhead Insights and Strategy CEO and chief analyst, joins 'Closing Bell Overtime' to talk chip stocks and if the sector can keep running.

Vivek Arya, Bank of America senior semiconductor analyst, joins CNBC's 'Money Movers' to discuss whether Saudi deals are enough to offset China tariff headwinds for U.S. chip companies.

The Nasdaq's "V" bottom recovery has defied bearish predictions, driven by a pause in tariffs and strong tech earnings, particularly in AI sectors. Semiconductor investors should stay confident, as AI growth fears were overstated, with Nvidia's transition to Blackwell and TSMC's investments anchoring the AI thesis. Despite cyclical headwinds in non-AI segments, the semiconductor industry's forward P/E and PEG ratios suggest a buying opportunity, with resilient price action supporting this view.