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Semiconductors are crucial for AI, and VanEck Semiconductor ETF is a top performer with a 785% gain over the last decade. SMH's concentrated portfolio in NVDA, AVGO, and TSM drives its success, despite high valuations posing short-term risks. The semiconductor industry is projected to grow significantly, making SMH a strong long-term investment despite emerging competitors like DeepSeek.
Since my last writings, I now see a more favorable return/risk profile from both SOXX and SMH. The companies in both funds play a foundational role to our tech future and are some of the more innovative companies. Yet, both funds now trade at large valuation discounts from the broader tech sector.
Stacy Rasgon, Bernstein Research U.S. semiconductors senior analyst, joins 'Closing Bell' to discuss Advanced Micro ahead of its earnings and the tariffs impact on the chip trade.
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.