Notícias
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Semiconductors have been one of the market's hottest sectors. But one of these major ETFs is better positioned for the remainder of 2026.
Oracle will report quarter earnings Wednesday, and chip investors will focus on the software giant’s capex plans.
Wall Street woke up Monday to a session where the bond market is calling the shots. A stronger-than-expected jobs report and sticky inflation worries pushed Treasury yields higher, forcing investors to rethink expectations for Federal Reserve rate cuts. Yet across a CNBC segment featuring two strategists with very different lenses, their verdict on one corner of the market ... The Bond Market Is Forcing the Fed to Cut Rates. But Wall Street CIO Says “The Semi Trade is Very Much Intact.”
A sharp AI-chip selloff has rattled markets, but strong long-term demand, easing supply constraints and still-manageable valuations may create a buying opportunity.
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the iShares Semiconductor ETF (NASDAQ:SOXX) look like interchangeable ways to own the chip cycle, but they differ in one fundamental way. XSD spreads capital across the industry on an equal-weight basis, while SOXX concentrates it in the largest names. That single design choice has produced a meaningful gap ... SOXX Surged 190% in a Year but XSD Only Returned 180% — Here’s Why the Difference Matters
The original semiconductor ETF has delivered even more than the 69% year-to-date return many headlines cite. VanEck Semiconductor ETF (NYSEARCA:SMH) opened 2026 at $360 and closed June 3 at $638, a 77.13% run in just over five months. Over the trailing year the fund went from $248 to that same $638, a 157.19% total. Over ... A $360 Semiconductor ETF Position Became $638 in Just Over Five Months. Here’s the Real Story.
<p>Here are the daily ETF fund flows for June 4, 2026.</p>
<p>Table below reflects daily flows on June 4, 2026 and asset totals as of that date.</p>
Microchip Technology has underperformed its semiconductor peers over the past year. However, Wall Street analysts remain strongly optimistic about its prospects.
Broadcom shares tumble despite a Q2 earnings beat as software revenues miss estimates, putting semiconductor ETFs with AVGO exposure in focus.
<p>AIS is up 119% in 2026, ahead of the big semiconductor funds. </p>
Although 2026 has been a roller coaster year for the markets so far, certain sectors have remained strong. Ironically, while the Magnificent 7 stocks have been volatile due to mixed perception about AI, industries that make AI happen from a mechanical aspect have still remained relatively bullish. These include: Raw materials needed for data centers, ... The Memory Chip ETF That Quietly Returned 134% in 2026 While Investors Chased Nvidia
Nine out of 11 sectors were in the green in the DJIA index, with information technology and energy sectors down 2.6% and 0.5%, respectively.
Stock Market Today: The Dow Jones index rose Thursday ahead of jobless claims. Broadcom and CrowdStrike plunged on earnings.
<p>Table below reflects daily flows on June 2, 2026 and asset totals as of that date.</p>
Major tech companies like Taiwan Semi and Samsung dominate these single-country ETFs.
The nature of AI demand for semiconductors is subtly changing, but that's still great news for this ETF.
SMH and TAN could continue following historical patterns
<p>The first half of 2026 produced dramatic divergence across ETF categories. Energy ETFs surged as much as 96% on Middle East conflict, semiconductor funds gained up to 100%, and South Korean memory chip ETFs became surprise standouts — while crypto sank, long bonds went nowhere, and gold rested after its monster 2025 run. Here's where the money was made and lost through May 2026, and what to watch for the rest of the year.</p>
Iran peace talks face fresh risks as oil surged on Monday. ETFs tied to energy, commodities, income, the dollar and AI could help navigate volatility.
Big Tech has been driving the stock market rally, but these healthcare, financial, and utilities ETFs are starting to look good.
Iran deal hopes, AI-fueled tech gains and Dell's upbeat outlook lifted stocks to record highs, while inflation fears and space-stock volatility persisted.
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and VanEck Semiconductor ETF (NASDAQ:SMH) ranks 1st on this list. VanEck Semiconductor ETF (NASDAQ:SMH) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings […]
After three years of hyperscaler capital spending feeding through to chip designers, foundry capacity, and lithography backlogs, the semiconductor ETF complex has separated into distinct buckets. iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) are the three broad U.S.-listed vehicles that capture the trade in clean, liquid form. ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Si