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VanEck Semiconductor ETF (NQ:SMH)

562.52 -15.82 (-2.73%)

Streaming Delayed Price Updated: 1:31 PM EDT, May 15, 2026 Add to My Watchlist

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3 AI Data Center Stocks Worth Watching for Capital Rotation ↗

Today 10:00 EDT

As AI infrastructure investment shifts beyond semiconductors, data center companies like Applied Digital, IREN, and CoreWeave are emerging as potential beneficiaries.

Via MarketBeat

Provident Adds Exposure to Delek and the Energy Sector ↗

May 13, 2026

Delek US Holdings runs an integrated downstream model, supplying refined fuels and retail products throughout the southern U.S.

Via The Motley Fool

Topics Energy Regulatory Compliance

Chips Up, Confidence Down: AI Demand Drives Friday's Rally Despite Record Consumer Pessimism ↗

May 11, 2026

Via Chartmill

Topics Artificial Intelligence

Selling Pressure in Chip Stocks Is Easing. Is SMH the Best Way to Play the Rebound? ↗

May 06, 2026

There's no stopping the AI train, and the VanEck Semiconductor ETF is among the best ways to buy a ticket.

Via The Motley Fool

Topics Artificial Intelligence ETFs

Why the VanEck Semiconductor ETF Rallied Over 30% in April ↗

May 05, 2026

Semiconductors had a very good month on the back of several earnings blowouts and a tentative U.S.-Iran ceasefire.

Via The Motley Fool

Topics Artificial Intelligence ETFs Supply Chain

The AI Chip Rally Pushed SMH Higher. What Investors Should Know Before Buying. ↗

April 26, 2026

The AI chip industry has been incredibly hot over the past few years, and its growth streak is showing no signs of stopping.

Via The Motley Fool

Topics Artificial Intelligence ETFs

Fears of an AI Bubble Are Growing. Should SMH Investors Be Worried? ↗

April 22, 2026

Things may not be as bad as you think.

Via The Motley Fool

Topics Artificial Intelligence ETFs

WESPAC Advisors Buys $5.71 Million Stake in JPMorgan International Value ETF ↗

April 16, 2026

JPMorgan International Value ETF targets long-term growth and income by investing in value opportunities across global equity markets.

Via The Motley Fool

Topics ETFs

SMH Returned Over 120% in One Year. Is the VanEck Semiconductor ETF Still a Buy? ↗

April 15, 2026

Semiconductor stocks delivered huge returns for investors in 2025. Is the rally over, or is there still more upside ahead?

Via The Motley Fool

Topics Artificial Intelligence ETFs Economy

The Semiconductor Sector Is Hitting All-Time Highs: 2 Stocks Leading the Charge ↗

April 14, 2026

Via MarketBeat

Bold Prediction: SMH Is About to Soar. Here's Why. ↗

March 22, 2026

Semiconductor stocks have soared over the past couple of years. The rally doesn't look like it's over yet.

Via The Motley Fool

Topics Artificial Intelligence ETFs

Oaktree Knows Distressed Debt. Its Garrett Motion Sale Tells You Something. ↗

March 20, 2026

Garrett Motion designs turbochargers and electric-boosting systems for global automotive manufacturers and aftermarket distributors.

Via The Motley Fool

Topics Regulatory Compliance

Nvidia CEO Jensen Huang Says $1 Trillion In Blackwell And Rubin Sales Is Just A Baseline, There's More To Come: Report ↗

March 17, 2026

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come.

Via Stocktwits

4 Semiconductor ETFs to Buy With $1,000 and Hold Forever ↗

March 15, 2026

Despite volatility in 2026, semiconductors remain a hot sector. These ETFs present four distinct ways to play this trend.

Via The Motley Fool

Topics Artificial Intelligence ETFs

The Trade Desk Defies Gravity: TTD Surges 18% Amidst Global Oil Shock and Geopolitical Turmoil

March 10, 2026

In a stunning display of individual stock resilience, The Trade Desk (NASDAQ: TTD) saw its shares skyrocket by more than 18% on March 5, 2026, closing at $29.79. The surge occurred on a day when the...

Via MarketMinute

Topics Artificial Intelligence Economy Stocks

MRVL Shares Surge 10% On Solid Q1 Guidance, Bolstered By AI Data Center Growth ↗

March 05, 2026

For Q1, the company projected net revenue of $2.4 billion, with a margin of 5% on either side, and above consensus estimates of $2.28 billion.

Via Stocktwits

Topics Artificial Intelligence

Nvidia Stock Has Gained 56% In The Past Year — How Much More Upside Does Wall Street See? ↗

March 05, 2026

Tigress Financial on Thursday raised its price target on Nvidia to $360, up from $350, and reiterated a ‘Strong Buy’ on the shares.

Via Stocktwits

Topics Artificial Intelligence Earnings

My Top Semiconductor Pick Rose 49% in 2025. Is It Still a Buy in 2026? ↗

March 05, 2026

As the semiconductor growth story rolls on in 2026, the biggest question is whether investors are paying too much for current growth.

Via The Motley Fool

Topics Artificial Intelligence ETFs Economy

INTC Shares Rally On CFO Reassurance Over Strong Server Demand, Potential External Sale Of 18A Technology ↗

March 04, 2026

CFO Dave Zinsner said at a conference in San Francisco that following a 20%+ growth in units in 2025, the server market is going to continue to rise “meaningfully this year.”

Via Stocktwits

The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It ↗

March 04, 2026

Via MarketBeat

Topics Artificial Intelligence ETFs

Nvidia’s ‘Rubin’ Revelation: CES 2026 Guidance Boost Silences AI Bubble Skeptics

March 03, 2026

As the dust settles from the 2026 Consumer Electronics Show (CES) and the subsequent blockbuster February earnings cycle, NVIDIA (NASDAQ: NVDA) has once again rewritten the playbook for the...

Via MarketMinute

Topics Artificial Intelligence ETFs Economy

Morgan Stanley Reinstates Nvidia As Top Chip Pick, Sees ‘Surprisingly Good Entry Point’ ↗

March 02, 2026

Analyst Joseph Moore reinstated Nvidia as the firm’s top choice in the sector, replacing Micron Technology.

Via Stocktwits

Topics Artificial Intelligence

When Abundance Becomes Disruption: The AI Spending Migration Begins ↗

February 27, 2026

Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes...

Via InvestorPlace

Topics Artificial Intelligence ETFs Economy

Is This the Reason Nvidia Lost 5% Today? ↗

February 26, 2026

The AI stock fell in spite of a strong earnings report.

Via The Motley Fool

Topics Artificial Intelligence ETFs

Jensen Huang Says Nvidia Close To Partnership With OpenAI, xAI’s Grok ↗

February 25, 2026

Nvidia CEO Jensen Guang said the company is working with OpenAI towards a partnership agreement and is close to a deal.

Via Stocktwits

Topics Artificial Intelligence

Nvidia Q4 Earnings Smash Estimates As AI Demand Drives Optimistic Outlook ↗

February 25, 2026

Nvidia’s outlook for the upcoming quarter topped Wall Street projections, with the company forecasting revenues of $78 billion, plus or minus 2%, against a consensus of $71.64 billion.

Via Stocktwits

Topics Artificial Intelligence

SMCI Stock Surges On Launch Of Nvidia-Powered Enterprise AI Data Platform ↗

February 25, 2026

Super Micro Computer on Wednesday announced the launch of a new enterprise AI data platform in collaboration with VAST Data that will leverage Nvidia’s open models, microservices, and libraries.

Via Stocktwits

Topics Artificial Intelligence

Nvidia Q4 Earnings Today – Retail Says 'Pressure Is Worse This Time’ ↗

February 25, 2026

Analysts expect Nvidia to report a 68% YoY rise in Q4 revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data.

Via Stocktwits

Topics Artificial Intelligence

ASML Gains Over 100% In A Year As AI Spending Fuels Record Backlog And Investment ↗

February 25, 2026

The company’s annual report projected in detail how AI-driven investments broadened beyond an initial niche customer base, fueling capacity expansion across logic and memory manufacturers.

Via Stocktwits

Topics Artificial Intelligence

Nvidia To Test S&P 500 Strength, NYSE Insider Reportedly Says ↗

February 23, 2026

According to a report from CNBC, Jay Woods, chief market strategist at Freedom Capital Markets, said that he is keeping an eye on Nvidia stock to note whether it will move steadily higher after its Q4...

Via Stocktwits

Topics Stocks

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