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XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
24/7 Wall St.76d agoneutral
XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

Overlooked chip ETF is beating biggest AI names
TheStreet77d agobullish
Overlooked chip ETF is beating biggest AI names

Semiconductor stocks have dominated every performance leaderboard in 2026, with memory and equipment makers delivering triple-digit gains that dwarf the broader market. Yet the fund capturing most of that upside is not the industry's largest, and it manages a fraction of the assets held by the ...

Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.
24/7 Wall St.77d agoneutral
Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.

Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investment Management, delivered a two-sided message on CNBC this morning: the fundamentals underpinning technology stocks are the strongest she has ever seen, yet the concentration those returns have created is rewriting the risk profile of nearly every diversified portfolio. Her framing captured the current market in ... Top Wall Street Strategist: Tech Earnings Are the “Best I’ve Seen in My Career.” Here’s the Catch.