NVIDIA

Broadcom

Texas Instruments

QUALCOMM

Advanced Micro Devices

Applied Materials

Analog Devices

Lam Research

Micron Technology

KLA-Tencor

VanEck Vectors Semiconductor ETF

SMH tracks a market-cap-weighted index of 25 of the largest US-listed semiconductors companies.

First Trust Nasdaq Semiconductor ETF

Invesco Dynamic Semiconductors ETF

Invesco PHLX Semiconductor ETF

iShares PHLX Semiconductor ETF

ProShares Ultra Semiconductors

SPDR S&P Semiconductor ETF

Semiconductor supply chain activity is expected to reach an upward inflection point in 2024. Macroeconomic data suggests a continued downturn in demand for electronics equipment and computer chips.

Semiconductor Supply Chain Outlook

The VanEck Semiconductor ETF has shown strong performance, with top holdings including Nvidia and Taiwan Semiconductor, but it is highly sensitive to fluctuations in these stocks. SMH has exhibited the greatest growth among semiconductor ETFs in 2023, which should continue into 2024. SMH is the top ranked ETF in 2023 excluding volatile crypto ETFs.

SMH: My Top ETF Going Into An Uncertain 2024

ARK Fintech Innovation ETF

Amplify Video Game Tech ETF

Amplify Online Retail ETF

Amplify Mobile Payments ETF

Block

SPDR S&P Retail ETF

Cyber Week (from Thanksgiving to Cyber Monday) 2023 should give a boost to these six ETF areas.

ETFs From 6 Investing Areas to Gain from Cyber Week Sales

The rally in equities since October has been significant, and I believe that new all-time highs in major indices are likely. Semiconductors have good seasonality at their back right now and favorable looking charts. The two largest holdings of the fund, Nvidia and TSM, support the bull case.

SMH: Semiconductors Look Set To Make New Highs

I've been hearing a ton about the magnificent 7 (stocks) this year. Yep, 7 large cap stocks that are holding up the broader market.

Are Semiconductor Stocks As Healthy As They Appear?

Global X Robotics & Artificial Intelligence ETF

GraniteShares 2x Long NVDA Daily ETF

Pacer Data And Digital Revolution ETF

AXS Esoterica NEXTG Economy ETF

Nvidia (NVDA) reported blockbuster third-quarter fiscal 2024 results, demonstrating robust growth and setting new records for revenues and earnings on booming artificial intelligence (AI) demand for its high-powered chips.

Nvidia Triples Revenues on AI Chip Boom: ETFs to Buy

Microsoft

Nvidia (NVDA) is preparing to report its third-quarter earnings on Nov 21 after the market closes. Before that, the stock hit an all-time high, reflecting high expectations around its earnings.

Nvidia's All-Time High Before Earnings: ETFs in Focus

Nvidia (NVDA) is on track for the best year since 2001. The outperformance is expected to continue, given reasonable chances of an earnings beat and positive earnings revisions.

5 ETFs to Tap Nvidia Ahead of Q3 Earnings

Apple

Fidelity MSCI Information Technology Index ETF

iShares U.S. Technology ETF

Eli Lilly

Roundhill Magnificent Seven ETF

Vanguard Consumer Discretionary ETF

Vanguard Telecommunication Services ETF

Communication Services Select Sector SPDR Fund

Technology Select Sector SPDR Fund

The latest 13-F filings of billionaires indicate that most are still bullish on big techs.

Billionaires Bullish on Big Tech: ETFs in Focus

Michael Burry, known for predicting the 2008 housing market crash, recently took a significant short position in the semiconductor industry. At the same time, the VanEck Semiconductor ETF (SMH) just hit all-time highs. Valuations in the semiconductor industry appear to be stretched at the moment vs. the broader S&P 500 in my view. A short-term pullback might be needed.

Michael Burry Just Took A Bearish Stance On Semiconductors: What It Means For Investors

Amazon

iShares North American Tech ETF

SPDR NYSE Technology ETF

The technology sector is back in the groove and dominating the stock market rally once again since the start of November.

Tech Turns Hot, ETFs Touch New 52-Week Highs

The Semiconductors Sector ETF (SMH) has been a market leading sector for nearly two decades. And after a brief swoon, the Semiconductors (SMH) are heating up once again.

Are Semiconductors (SMH) Nearing Cup With Handle Breakout?

Nvidia (NVDA) is enjoying its hottest winning streak, soaring 22% since the start of November. This marks a 10-day winning streak, the longest such run since 2016, adding an astounding $220 billion in market value.

5 ETFs to Tap Nvidia's Historic Surge

Michael Burry, who famously predicted the Global Financial Crisis (GFC), has become an active short-seller in the past few years. His activity has had mixed success.

Michael Barry shorts SOXX: Are the SMH, FTXL, XSD, ETFs at risk?

ARK Innovation ETF

Invesco QQQ

ETFs allow investors to diversify their capital across many stocks without much effort. Instead of carefully constructing a portfolio and staying on top of many positions, fund managers do all the work with most top ETFs to buy.

3 Great ETFs to Buy Now for Q4 Momentum

Taiwan Semiconductor Manufacturing

TSMC and AMD stock rallt boosted semiconductor ETFs on Nov 10.

Inside the Recent Surge in Semiconductor ETFs

Bitwise Ethereum Strategy Etf

MicroSectors FANG+ ETN

Vanguard Information Technology ETF

Although Moody's Investors Service downgraded the outlook of the United States' credit rating to "negative" from "stable" on Friday, there are several favorable factors that support U.S. Tech ETF investing.

Don't Fear Moody's US Downgrade: Tap Rallying Tech ETFs

The overall market continued to surge higher this week, posting impressive gains for the past two weeks back-to-back. This surge higher has been led by the technology sector, with the Technology Sector ETF NYSE: XLK closing the week up an impressive 4.93%.

VanEck Semiconductor ETF nears all-time highs

A spate of strong earnings reports from well-known players like Intel (INTC), Texas Instruments (TXN), Lam Research (LRCX), Advanced Micro (AMD) and Qualcomm (QCOM) instilled confidence in the sector.

Here's How Semiconductor ETFs Are Poised Post Q3 Earnings

Arista Networks

Intel

ON Semiconductor

Following a beating in 2022, semiconductor stocks stormed back in the first half of 2023 before pulling back over the past few months. Below are 5 reasons the worst is over for semiconductors:

Semis: 5 Factors Suggest the Correction is Over

SPDR Portfolio S&P 500 Value ETF

Financial Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

Stock markets rallied on Nov 1, 2023 in response to two significant factors including the Fed's possible peak in its historic tightening campaign and the latest earnings reports from major companies.

Fed Rate Hikes Peaking? Top-Ranked ETFs to Buy

iShares North American Tech-Software ETF

iShares Global Tech ETF

As expected, the Federal Reserve announced on Wednesday that it would keep its benchmark interest rate within the range of 5.25% to 5.50%.

Fed Stays Put: 5 Wining Tech ETFs

Vanguard Growth ETF

Investing in stocks is imperative in building long-term wealth, prompting many to explore the top exchange-traded funds (ETFs) to buy. Yet, for those managing a portfolio of multiple stocks, the research can be overwhelming.

3 ETFs Setting the Gold Standard for Investor Returns

ARK Web x.0 ETF

Vanguard Mega Cap Growth ETF

If you're after a list of high-yield ETFs, you've come to the right place. Buying units in these units may provide diversification benefits and lead to high total returns over the long run.

Your Guide to High-Yielding ETFs: Top 3 Picks in the 51-74% Range

VanEck Semiconductor ETF (SMH) has outperformed peer ETFs due to its overweight holding in NVIDIA (NVDA). I guide investors who want semiconductor industry exposure to consider buying NVDA and other individual chip stocks for higher returns and similar risk. SMH may provide decent returns and be convenient, but returns are ultimately capped due to its broad basket of holdings.

News for VanEck Vectors Semiconductor ETF ETF (SMH)