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VanEck Semiconductor ETF (NQ:SMH)

503.63 -14.88 (-2.87%)

Delayed Quote Updated: 11:00 AM EST, Nov 4, 2026 Add to My Watchlist

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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

Nvidia Gets Backing From DA Davidson, JPMorgan Ahead Of Q4 Earnings And AI Growth Surge ↗

February 23, 2026

DA Davidson said Nvidia’s current valuation primarily anticipates peak AI demand in 2026, presenting a potential opportunity for investors.

Via Stocktwits

Topics Artificial Intelligence Economy

Netlist Bags Federal Circuit Win After Court Rejects Micron’s Patent Challenge ↗

February 20, 2026

The U.S. Court of Appeals for the Federal Circuit upheld the validity of the patents in an opinion on Friday, saying Micron failed to prove unpatentability of Netlist’s memory modules.

Via Stocktwits

Topics Intellectual Property

1 Semiconductor ETF to Buy Hand Over Fist and 1 to Avoid ↗

February 20, 2026

The environment for semiconductor stocks has shifted, making selection more important than it has been in years.

Via The Motley Fool

Topics Artificial Intelligence ETFs

AMD Mirrors Nvidia Strategy With $300M Crusoe Backstop Deal: Report ↗

February 19, 2026

According to a report from The Information, which cited people familiar with the matter, the deal will allow Crusoe to buy AMD’s AI chips and deploy them in a new Ohio data center.

Via Stocktwits

Topics Artificial Intelligence

Dan Ives Says ‘Future AI Tech Winners Are Being Built’ As Software-Led Spending Wave Looms ↗

February 18, 2026

The managing director at Wedbush Securities said in a note posted on X that investors risk missing the next wave of tech winners amid a growing fear of the unknown.

Via Stocktwits

Topics Artificial Intelligence

AMAT Stock On Track To Open At An All-Time High – This Analyst Sees A Potential 37% Upside For The Shares ↗

February 13, 2026

Brokerages turned bullish after the company issued a stronger-than-expected second-quarter earnings outlook and reported record quarterly revenue from its DRAM segment.

Via Stocktwits

Topics Artificial Intelligence

1 Tech ETF to Buy Hand Over Fist and 1 to Avoid ↗

February 11, 2026

The technology sector's slack start to 2026 is a good news/bad news proposition.

Via The Motley Fool

Topics Artificial Intelligence ETFs

AEHR Stock Surged 15% Pre-Market Today — What’s Fueling The Rally? ↗

February 11, 2026

The company has bagged a purchase order for its Sonoma ultra-high-power package-level test and burn-in systems.

Via Stocktwits

Topics Artificial Intelligence Supply Chain

Interested in Artificial Intelligence (AI) Stocks in 2026? Consider Buying This Top-Performing AI ETF. ↗

February 11, 2026

This top-performing ETF's largest five stock holdings are Nvidia, Taiwan Semiconductor Manufacturing (TSM), Broadcom, Micron, and ASML Holding.

Via The Motley Fool

Topics Artificial Intelligence ETFs

Why Are ON Shares Falling After-Hours Today? ↗

February 09, 2026

ON Semiconductor Corp. projected revenues between $1.435 billion to $1.535 billion for the first quarter of 2026, with the midpoint coming in lower than street expectations of $1.5 billion.

Via Stocktwits

Topics Artificial Intelligence Earnings

Why VanEck Semiconductor ETF -- the Best AI ETF, in My View -- Gained 12% in January ↗

February 09, 2026

This top-performing exchange-traded fund (ETF) doesn't have "AI" in its name, but it remains the best AI ETF for long-term investors.

Via The Motley Fool

Topics Artificial Intelligence ETFs

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