NVIDIA

Broadcom

Advanced Micro Devices

Texas Instruments

QUALCOMM

Intel

Applied Materials

Micron Technology

Analog Devices

Lam Research

VanEck Vectors Semiconductor ETF

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

Poor diversification, top 5 stocks make up 50% of the ETF. Consensus upside points to 22%, but only 13% without Nvidia. Consensus long-term EPS growth is 21%, but 15% without Nvidia.

SMH: Better Off With Just Nvidia

Super Micro Computer

Vertiv Holdings Co

S&P 500 historically bottoms in October and ends the year strong, setting the stage for a potential rebound in equity markets. Sentiment is extremely negative, with investors in "Extreme Fear" territory. Market breadth is the weakest it has been the whole year, and is almost at September 2022 and Covid lows. Semiconductors are the leading sector, and have been outperforming the broad market. They are likely to continue doing so, whether the broad market falls or rebounds from here.

Rebound In Equities Imminent, Semiconductors The Leading Sector (Technical Analysis)

iShares U.S. Home Construction ETF

Invesco NASDAQ Internet ETF

Communication Services Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

The economy has withstood the worst of the Fed's policy tightening.

Top Ranked ETFs That Crushed the Market YTD

iShares Cybersecurity and Tech ETF

Technology Select Sector SPDR Fund

Investing in the technology sector will always be a good option and very promising. It's in constant evolution and growth, but we may wonder: Which specific company should I invest in?

Q4 Stock Predictions: 3 Tech Funds Ready to Roar Into 2024

Advisorshares Restaurant ETF

Amplify Online Retail ETF

Proshares Online Retail ETF

While expected retail sales for the upcoming holiday season should bode well for the entire industry, a few areas are likely to be prominent winners.

3 Sector ETFs to Win in Holiday Season 2023

Global X Robotics & Artificial Intelligence ETF

Invesco QQQ

First Trust Cloud Computing ETF

SPDR S&P Software & Services ETF

After a great start to 2023, Wall Street started to waver in the second half as the inflation is still hot and rates are likely to remain higher for longer.

Don't Fear Higher Rates, Tech ETFs Will Rule

iShares U.S. Technology ETF

First Trust NASDAQ-100 Technology Sector Index Fund

Pacer Data And Digital Revolution ETF

The technology sector is poised to weather a prolonged phase of increased interest rates.

5 Top Technology ETFs YTD With More Upside Potential

American Eagle Outfitters

Best Buy

Global X Health & Wellness Thematic ETF

First Trust NASDAQ Global Auto Index Fund

Group 1 Automotive

McDonald's

Unilever

Walmart

Consumer Staples Select Sector SPDR Fund

SPDR S&P Retail ETF

Retail sales in the United States grew 0.6% sequentially in August 2023, beating forecasts of a 0.2% advance.

6 ETF Areas & Stocks to Win on Upbeat August Retail Sales

The semiconductors have been winners in the bull market of 2023, vastly outperforming the S&P 500. VanEck Semiconductor ETF tracks the 25 largest semiconductor stocks in the U.S., offering concentrated exposure to the sector. Despite recent consolidation, I believe the SMH ETF is poised for further gains, supported by seasonality and technical indicators.

Semiconductors: The Train Is About To Leave The Station

First Trust Nasdaq Semiconductor ETF

Invesco PHLX Semiconductor ETF

iShares PHLX Semiconductor ETF

Just as a rising tide lifts all boats, the successful Arm IPO may boost the entire semiconductor ETF space in the near term.

Can Blockbuster Arm IPO Boost Semiconductor ETFs?

The July 2023 surge in global semiconductor sales signals an encouraging trajectory.

Time for Semiconductor ETFs On Spike in July Sales?

Taiwan Semiconductor Manufacturing

Recently, some clarity emerged on Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor (NYSE: TSM) — two of the most important names in the semiconductor industry. That could prove to be good news for the related exchange traded funds, including the VanEck Semiconductor ETF (SMH).

Clarity Arrives for Pair of Big-Name Chip Stocks

By Nick Frasse, Associate Product Manager Review the top contributors and detractors that lead to the SMH ETF's strong performance in Q2 2023. SMH Performance Overview for Q2 2023 VanEck Semiconductor ETF has had strong performance in Q2 of 2023, up 15.78% over that time period.

VanEck Semiconductor ETF (SMH) Holdings and Performance Recap

The stock market appears to be limping its way through the final stages of its rally. The major stock market indices have yet to make new highs and are in stall-out mode.

Will Semiconductors (SMH) Double Top Take Stocks Down?

SPDR S&P 500 ETF Trust

Investing in stocks can lead to long-term wealth, but it takes a lot of time and effort to stay on top of your assets. Investors who buy dozens of stocks have even more research on their hands.

The 3 Best ETFs to Buy Now: September 2023

Simplify Volt RoboCar Disruption and Tech ETF

AXS Esoterica NEXTG Economy ETF

The NVIDIA NVDA stock is a blockbuster this year as it has skyrocketed 220.4% courtesy of high hopes from artificial intelligence (AI). A surge in Hyperscale demand and a solid uptake of AI-based smart cockpit infotainment solutions are acting as tailwinds.

Why to Buy Nvidia Even After 220% YTD Jump? ETFs in Focus

GraniteShares 2x Long NVDA Daily ETF

Nvidia shares zoomed as much as 10% to a record high in after-market trading post earnings announcement. Investors could tap the strength with the help of ETFs having the largest allocation to NVIDIA in focus.

Nvidia Soars on Blockbuster Q2 earnings: ETFs to Buy

As readers know, we watch leadership sectors daily. And today is no different as we take yet another look at the Semiconductors (SMH).

Semiconductors ETF (SMH) Nearing Critical Inflection Point!

ARK Industrial Innovation ETF

iShares Robotics & Artificial Intelligence Multisector ETF

Invesco Dynamic Semiconductors ETF

Vanguard Information Technology ETF

Wisdomtree Artificial Intelligence And Innovation Fund

iShares Exponential Technologies ETF

Over the last several years, we've heard plenty of talk about artificial intelligence. There's even debate about whether AI will ever become sentient and decide to destroy humanity.

Is Artificial Intelligence Just Hype or More Than a Fad?

Defiance Hotel Airline and Cruise ETF

Fidelity MSCI Telecommunication Services Index ETF

These are the stocks billionaires are betting on currently. Retail investors can play these stocks or the related ETFs to invest like billionaires.

Tap These Stocks & ETFs to Play Like Billionaires

Spear Alpha ETF

Nvidia is likely to come up with earnings beat in its Q2 report. Wall Street analysts have turned more bullish ahead of the chipmaker's quarterly earnings report.

Nvidia ETFs in Focus Ahead of Q2 Earnings

The semiconductor sector was subjected to a roller coaster of headlines in the last week. On Thursday, the Biden administration issued an executive order banning U.S. investment in China relating to advanced semiconductors, while mandating American investors must disclose to Washington about investments in other types of semiconductors and artificial intelligence (AI).

Semiconductor Sector at a Critical Crossroads

Invesco S&P 500 Equal Weight Technology ETF

SPDR S&P Semiconductor ETF

Bull vs. Bear is a weekly feature where members of the VettaFi writers' room take opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: Can Semiconductor ETFs Maintain Their Return Trajectory?

The VanEck Semiconductor ETF now trades at double the price-to-free cash flow ratio of the S&P500 due to outperformance and surging capex costs. Even assuming 20% annual growth free cash flow growth over the next decade the SMH is still priced to deliver below par long-term returns. Current valuations are only likely to be justified if AI productivity gains can lift the declining US growth rate, which seems unlikely.

SMH: AI Optimism Has Gone Too Far

iShares Russell Top 200 Growth ETF

The article identifies 3 ETFs that meet specific criteria, including a 10-year compound annual growth rate greater than 15% and assets under management greater than $1 billion. The top 3 ETFs highlighted are the VanEck Semiconductor ETF, iShares Russell Top 200 Growth ETF, and iShares U.S. Home Construction ETF. These ETFs offer exposure to the semiconductor industry, large-cap U.S. growth stocks, and the U.S. residential construction sector, respectively.

News for VanEck Vectors Semiconductor ETF ETF (SMH)